Colby Badhwar Profile picture
Jul 24, 2024 โ€ข 25 tweets โ€ข 8 min read โ€ข Read on X
๐—ฆ๐—ต๐—ผ๐˜‚๐—น๐—ฑ ๐—๐—ฎ๐—ธ๐—ฒ ๐—ฆ๐˜‚๐—น๐—น๐—ถ๐˜ƒ๐—ฎ๐—ป ๐—ฏ๐—ฒ ๐—ณ๐—ถ๐—ฟ๐—ฒ๐—ฑ?

"Yes", is a pretty popular sentiment in pro-Ukraine circles. However, the key question is, would it result in substantive change? Is Sullivan the true cause of Ukraine's woes, or is he just a convenient scapegoat?

1/25 Brendan Smialowski / AFP - Getty Images
Officially the Assistant to the President for National Security Affairs (APNSA), or more commonly, the National Security Advisor, Sullivan has held the role since the beginning of the Biden Administration. It is one of the most powerful positions in the White House.

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Previously, Sullivan worked for then Secretary of State Clinton during President Obama's first term. He then succeeded Tony Blinken as then Vice President Biden's National Security Advisor for the first year & a half of Obama's second term.

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Though Blinken maintains the closest personal relationship with President Biden, being Secretary of State means you're often away from the centre of power in DC. Sullivan is arguably the most influential of the inner circle, due to his unrivalled daily access to POTUS.

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Though the APNSA doesn't actually exist statutorily, and lacks the same powers & privileges as Cabinet Secretaries wield via their vast Departments; as the de facto head of the National Security Council, Sullivan is responsible for executing the President's Nat Sec agenda.

5/25
Because the APNSA isn't a member of the Cabinet, the President may appoint whomever they wish to the position without needing to acquire the consent of the Senate. Sullivan serves solely at the pleasure of President Biden.

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Excluding Actings, 27 APNSAs have come before Sullivan, but just 7 have lasted an entire full term; most quit or are fired. Only a select few maintain the confidence of the President and keep their job for the full four years. Sullivan is on track to become #8.

7/25
Sullivan's membership in this exclusive club speaks to the high level of confidence that President Biden has in him. If he was unhappy with Jake, he could easily replace him. Sullivan has certainly had numerous blunders that would justify a dismissal.

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Through the disastrous withdrawal from Afghanistan, Russia's full-scale invasion of Ukraine, and the October 7th attack on Israel, Sullivan has kept his job though. Just one of these crises would tax both the fortitude of a NSA and their relationship with the President.

9/25
Even in the best of times, it's a stressful job, which is why NSAs have a short lifespan. Sullivan is rumoured to have advancement ambitions though, so he has clung to his current position, in the hope that he might be selected to succeed Blinken as Secretary of State.

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President Biden's decision not to run for reelection throws a wrench in this though. Sullivan's path to Foggy Bottom now depends on Vice President Harris first winning the election and then choosing to promote him. Neither are assured, far from it, in fact.

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Per WSJ, a Harris Presidency could mean Sullivan, Blinken and Austin would all be out. The possible elevation of her own National Security Advisor, Philip Gordon, demonstrates why getting rid of Sullivan would unlikely change US policy on Ukraine.

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The Democratic foreign policy/national security establishment is dominated by Obama Admin veterans. President Biden & his team share the same worldview, which at it's core is based on deep skepticism about the use of US hard power. Sullivan is just a cog in this machine.

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Though I'm sure Sullivan would love to be in charge himself, as John Bolton said, "I'm the National Security ๐˜ผ๐™™๐™ซ๐™ž๐™จ๐™ค๐™ง, not the National Security ๐˜ฟ๐™š๐™˜๐™ž๐™จ๐™ž๐™ค๐™ฃ ๐™ˆ๐™–๐™ ๐™š๐™ง". President Biden is in charge, the buck stops with him, as ๐™๐™š has said many times.

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Sullivan is a convenient scapegoat for those who want to shield President Biden from responsibility for his own policy decisions. Unless, that is, you subscribe to the view that the President isn't actually running his own administration. Are his staff running the show?

15/25
Some of President Biden's supporters want to have it both ways: President Biden is fully in charge, but also a helpless victim to all the bad policy decisions that Sullivan is making and implementing. I would posit that Blinken is actually the victim in all of this.

16/25
To the extent that Ukraine has any true friends in high places in the Biden Admin, it's Secretary Blinken. But he is at the mercy of an overly cautious President, an inept National Security Advisor, and an intransigent & aloof Secretary of Defense.

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There is a major problem when Tony Blinken is the most hawkish person in your senior leadership team. Dissenting views on FP/NatSec within the Democratic Party are mostly outside of the administration, or occupy much more junior roles on the inside.

18/25 James P. Rubin, Special Envoy and Coordinator of the State Department's Global Engagement Center.
Two and a half years into the war in Ukraine, President Biden has had ample opportunity for a strategy reset. He continues to face growing, bipartisan pressure in Congress to do just that, but he seems content to maintain course and finish his term with Sullivan in place.

19/25
The fundamental problem, unwittingly explained by John Kirby, is that President Biden believes that the war in Ukraine could escalate into World War Three. Jake Sullivan may be bad at his job, but he's taking direction from someone who just doesn't understand Russia.

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Putin's nuclear sabre rattling and apocalyptic threats are a very simplistic ploy, yet vast swaths of the American (and German) political establishment continue to fall for it. Most other European capitals figured out this ruse a while ago.

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So should Sullivan lose his job? Yes, because there should be consequences for failure, and this is sorely lacking in government. We shouldn't expect it to happen though, nor would it likely change the Biden Admin's policies on Ukraine, Israel, or any other issue.

22/25
That said, now that President Biden is unencumbered by the election campaign, he may feel more comfortable changing things up in his final months. This is not something I would bank on though. Ukraine will need to continue to lobby hard for incremental policy changes.

23/25
Sadly, there are no shortcuts to victory. Ukrainian leadership clearly understands this, given recent calls between Zelensky & former President Trump and Yermak & Gordon. Ukraine's future will depend in large part on the relationships it can build with the next Admin.

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Both Trump & Harris clearly share a stronger interest in domestic matters than foreign. The war has had far reaching implications though, and the success of either administration will depend in large part on how they manage it. Mistakes have been made; learn from them.

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More from @ColbyBadhwar

Apr 6
The defeatists say the United States (and the west more broadly) are incapable of producing the weapons needed to confront adversaries. They say that the defense industrial base can't do it.

Is this true?

No, no it is not.

Enter Talon (THAAD): a case study. ๐Ÿงตโฌ‡๏ธ

1/16 THAAD. Lockheed Martin image.
Terminal High Altitude Area Defense (THAAD) covers the ballistic missile defense battlespace between lower tier terminal defense systems like PATRIOT & SM-6 and exoatmospheric systems like SM-3. It's a critical capability for the US Army and allied partners.

2/16 2016 THAAD Overview. Missile Defense Agency.
Despite its significant importance, which has only continued to grow since coming into service in 2012, the program has been starved of funding. In this thread I will focus solely on its Talon interceptor missile, but I could write much more about the overall program.

3/16 Talon. Lockheed Martin image.
Read 16 tweets
Mar 30
๐Ÿ‡บ๐Ÿ‡ธ In Dec 2025, the US revealed the new Government-to-Government Only List: all their most sensitive military systems only available for export via the Foreign Military Sales Program. Reforming this list has long been desired by US customers. Here it is, from A to Z:

1/24 ๐Ÿงตโฌ‡๏ธ AIM-120D-3 AMRAAM
F-35
IBCS
Virginia Class
The old "Foreign Military Sales Only List" consisted of broad and duplicate categories, and has long been a point of frustration for US customers; with a desire for more systems to be eligible for the Direct Commercial Sales Program. These changes do just that.

2/24 Image
A/R/UGM-84 Harpoon/Standoff Land Attack Missile - Expanded Response AURs and Select Command and Launch-Control System Components

Advanced Precision Kill Weapon System - Guidance Section Components

Advanced Threat Infrared Countermeasures System

AEGIS Combat System

3/24 Image
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Image
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Read 24 tweets
Mar 25
Operationally, Epic Fury has been a success, but not without fault. Losses incurred by US & partner forces could have been minimized had the Trump Admin been more open to Ukrainian support; and the US Army more nimble in reforms.

Here are the receipts to prove it. ๐Ÿงต โฌ‡๏ธ

1/25 Infographic with satellite images showing damage at a selection of four US military sites, or sites hosting US personnel, in the Middle East in the context of Iranian strikes since February 28, 2026, using images from Planet Labs. Credit: Graphic by Nalini Lepetit-Chella and Sabrina Blanchard/AFP via Getty Images)/ยฉ 2026 Planet Labs/AFP
Last August the Ukrainians pitched the White House on a defense industrial cooperation deal focused on Unmanned Aerial Systems (UAS) and counter-UAS (cUAS). Ukraine has immense technical and operational expertise in this area. They made this presentation, obtained by Axios.

2/25 Ukrainian presentation to White House, obtained by Axios.
Ukraine even emphasized the threat Iran posed to US forces in CENTCOM. After meeting with Zelensky, Trump told his team to work on it, but they did not follow through. US officials have told Axios that this was a big mistake on the Administration's part.

3/25 Ukrainian presentation to White House, obtained by Axios.
Read 27 tweets
Mar 16
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ "You don't have the cards right now," Pres Trump told Pres Zelensky.

Turns out, he has some cards after all.

Trump can deny it, but things are in motion behind the scenes, and now even Israel wants to talk drones with Kyiv.

Brief summary of my latest for CEPA.

1/10 ๐Ÿงตโฌ‡๏ธ
After ignoring Ukraine's Aug 2025 pitch to bolster US cUAS capabilities in CENTCOM, US officials are quietly admitting they made a big mistake. Now Ukraine is deploying teams to assist US forces, and the Gulf States in countering the drone threat. Even Bibi is calling now.

2/10 https://www.ukrinform.net/rubric-polytics/4101690-netanyahu-seeks-call-with-zelensky-on-countering-iranian-drones-media.html
Ukraine has much to share. It goes beyond any one particular system, its all the tactics, techniques and procedures that Ukraine has. It's how they integrate everything together. It's valuable knowledge born of experience, and they know what its worth.

3/10
Read 10 tweets
Mar 12
๐Ÿ‡ฎ๐Ÿ‡ฑ I keep seeing a lot of incorrect information about Iron Beam, so here's a short explanation. It isn't just one system, it's a family of systems, some of which are operational, and some not, including:

โ–ถ๏ธ Iron Beam
โ–ถ๏ธ Iron Beam-Mobile
โ–ถ๏ธ Lite Beam
โ–ถ๏ธ Naval Iron Beam

1/7 ๐Ÿงต
Iron Beam is a 100-120 Kilowatt High Energy Laser, deployed via a 20ft container, with *advertised* capability vs UAS, mortars, rockets, artillery, and cruise missiles. It is not ballistic missile defense capable.

It is possibly in "Early Operational Capability".

2/7 Image
Iron Beam-M(obile) is a 50-60 kW High Energy Laser (HEL), transportable via a Heavy Expanded Mobility Tactical Truck (HEMTT). Its reference threats are UAS & loitering munitions.

I would describe Iron Beam-M as being in Initial Operational Capability (more on this later).

3/7 Image
Read 7 tweets
Mar 2
What is the actual purpose of theater missile defense (TMD)?

I keep seeing people who work in defense policy get this question completely wrong.

It isn't "cost effective" interception of 100% of enemy threats.

So what is it?

An explanatory thread. ๐Ÿงตโฌ‡๏ธ

1/17 US Army Air and Missile Defense Vision 2028
A fundamental challenge in TMD is that interceptors are generally more expensive than their targets. This is compounded by the fact that most air defense doctrine calls for 2 interceptors to be expended per target to help ensure a probable kill.

2/17
At face value, this isn't cost effective, but we need to consider the cost of *not* intercepting the incoming threat, rather than just the cost of the engagement. Those who detract from or don't understand TMD seldom seem to consider this question of opportunity cost.

3/17
Read 17 tweets

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