Tymofiy Mylovanov Profile picture
Feb 3, 2024 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

Apr 24
Zelensky: Russia is the aggressor - not Ukraine. We want the US not to search for balance in this words.

I understand that President Trump’s looking for an approach [to end the war].

But you shouldn't say that Ukraine started a war. It's painful for our people to hear. 1/
Zelensky: Russia is an enemy. The US is a true friend. We consider the US a strong strategic partner with an influence.

And we want to have peace through strength that would be used towards Russia. 2/
Zelensky: I’m not disputing how much the US gave us: $200bn, 300 or 400.

But both countries need to know where their money is. US verifies the output, we verify the input.

How their money was used? For weapons. They were used on the battlefield. 3/
Read 9 tweets
Apr 24
The economy of the territories occupied by Russia is not doing very well.

The Moscow Times: Russia is shutting down 9 of 15 coal mines in occupied Donbas.

Mines are loss-making due to low coal prices and high costs. 1/ Image
Low global coal prices and high operational costs made production unsustainable. Two mines in DNR are run by "Impex-Don", seven in LNR by "Donskie Ugli". 2/
Both firms want local occupation authorities to handle liquidation.

Russia’s Energy Ministry insists: investors must pay for all shutdown costs, including technical plans and upkeep. 3/
Read 10 tweets
Apr 24
NYT: Russian air attack on Kyiv kills at least 9 people. It's the deadliest attack on Ukraine capital since last summer. 1/ Image
11 ballistic missiles simultaneously - that's how many Russia fired along with other 59 missiles and 145 UAVs. This is the largest number of ballistic missiles ever launched during the war — Ukraine AF. 2/ Image
Russia hit civilian infrastructure and residential buildings. President Zelensky cut short a foreign visit to return to Ukraine. 3/ Image
Read 6 tweets
Apr 23
Rubio: We have a better understanding of Russian position because we've spoken to them after 3 years of no talks. This is not our war. We didn't start it—we're trying to help end it. Now it's up to Russia and Ukraine. They must be willing to move closer to one another.

1/
Rubio: We want to prevent a war with China by being strong enough to show they could never win. They’re doing the fastest peacetime military buildup in history. Meanwhile the United States has lagged behind for a variety of different reasons.

2/
Rubio: We allowed the US to become de-industrialized with free trade agreements and the cheating we allowed when China joined the WTO. It has made us reliant on China for 88% of the active ingredients in most pharmaceuticals we need.

3/
Read 6 tweets
Apr 23
NYT: While the US raises tariffs, China is automating manufacturing.

One car plant runs 820 robots. AI handles inspections. $1.9T in loans fuels upgrades. 0/ Image
Zeekr’s car factory in Ningbo increased its robot count from 500 to 820 in 4 years.

Parts of the plant now operate without human labor or lighting - it’s fully automated production. 1/
The price of such machines as robotic welding arms has dropped from $140,000 in 2020 to $40,000.

Chinese firms use them to replace workers on 8-hour shifts with machines that can process 24/7. 2/
Read 9 tweets
Apr 23
This morning Telegraph publishes Trump's 7-point peace plan, labeling it as surrender. Yesterday, Zelensky (indirectly) rejected it as unacceptable.

Next, Secretary of State Rubio canceled his participation in today's London discussions about the plan. 1/ Image
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Foreign Ministers from Britain, France, and Germany also withdrew from the meeting. Finally, Axios reported that Ukraine will ignore Trump’s proposal, instead suggesting a 30-day ceasefire. 2/
So here is Trump’s "peace plan" by Telegraph [with my comments].

1. Immediate ceasefire [ok].
2. Direct negotiations between Ukraine and Russia [ok].
3. Ban on Ukraine joining NATO [ok, a win for Russia]. 3/
Read 14 tweets

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