"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
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.
2/25
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.
3/25
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.
4/25
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.
6/25
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.
8/25
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.
10/25
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.
11/25
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.
12/25
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.
13/25
Though I'm sure Sullivan would love to be in charge himself, as John Bolton said, "I'm the National Security ๐ผ๐๐ซ๐๐จ๐ค๐ง, not the National Security ๐ฟ๐๐๐๐จ๐๐ค๐ฃ ๐๐๐ ๐๐ง". President Biden is in charge, the buck stops with him, as ๐๐ has said many times.
14/25
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.
17/25
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
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.
20/25
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.
21/25
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.
24/25
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.
25/25
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๐บ๐ธ๐ช๐บ๐บ๐ฆ Notable Europe & Ukraine policy provisions in the Senate's draft FY2026 National Defense Authorization Act, including an authorized increase in military aid funding:
๐งตโฌ๏ธ
1/6
The Ukraine Security Assistance Initiative is extended through 2028 and an increased amount of $500 million is authorized, compared to $300 million annually in the past several years. HASC authorized $300 million and the budget request was for $0.
2/6
DoD is directed to establish a depot-level maintenance plan for all of Ukraine's western supplied equipment, and Sec Def is required to continue intelligence cooperation with Ukraine. Security cooperation with Ukraine is reaffirmed as US policy.
3/6
๐บ๐ธ๐บ๐ฆ Yesterday, POLITICO broke that the Pentagon paused some shipments of ammo to Ukraine. The decision, driven by the Under Secretary of Defense for Policy, is claimed by DoD to be in response to concerns about their own stockpiles.
Is that true?
No. It is not.
๐งต โฌ๏ธ 1/19
Department of Defense stocks of a wide variety of munitions are undoubtedly depleted due to the War in Ukraine and the conflict in the Middle East, but the devil is always in the details. POLITICO reports that the pause has impacted both deliveries under PDA & USAI.
2/19
PDA (Presidential Drawdown Authority) is the mechanism for delivery of defense articles to Ukraine from DoD stocks. USAI (Ukraine Security Assistance Initiative) allows for the procurement of defense articles from industry or partner countries.
๐จ๐บ๐ธ Looks like ATACMS is back on the menu, boys!
The House & Senate Armed Services Committees have released bill text detailing the $150 billion increase in defense spending, as part of Congressional Republicans' reconciliation package.
Here's select highlights. ๐งต โฌ๏ธ
1/20
Pictured is a high level overview of where the money would go, and here is the link to the bill text:
I will be focusing mostly on procurement & RDTE items that are of interest to me. I don't follow shipbuilding, ask Zach about that over on BS.
๐บ๐ธ President Trump has signed an expected Executive Order on reforming the United States' arms sales (Foreign Military Sales [FMS] & Direct Commercial Sale [DCS]) processes.
Thread on my initial takeaways. ๐งตโฌ๏ธ
1/14
Currently security cooperation (SC) responsibilities are split between the Departments of Defense and State; each has different programs under their purview but agreement between both is required for basically all of them in order to approve a SC case (FMS, DCS, etc).
2/14
Consolidating decision-making could be a positive development. It's my view that security cooperation should be entirely within the purview of DoD, but this would entail massive legislative changes to the Arms Export Control Act (AECA) & Foreign Assistance Act (FAA).
๐บ๐ธ๐บ๐ฆ๐ท๐บ Russia has suffered nearly 800,000 casualties in Ukraine. ~Unclassified estimate from US European Command
Read through the thread below to see what else General Cavoli shared in his written testimony to the Senate Armed Services Committee. ๐งตโฌ๏ธ
1/10
Losses:
๐ฅ3000 Tanks
๐ฅ9000 AFVs
๐ฅ13,000 artillery systems
๐ฅ400 air defense systems
During the hearing he actually said 4000 tanks, which is closer to OSINT tallies; 9000 AFVs is likewise a conservative figure; 13,000 arty must include mortars; 400 AD looks about right.
2/10
He states Russia "is on pace to replace all [losses]", but this is missing important context. They aren't producing new vehicles in any large quantity, but rather refurbishing vehicles from storage. Once those stocks are exhausted production will plummet. ๐ฅ via @hizzo_jay
๐บ๐ธ๐บ๐ฆ As President Joe Biden serves out his final weeks in office, he still has the opportunity to correct his past mistakes, and put Ukraine on better footing as we start the new year. Here's what should be done. โฌ๏ธ
๐งต 1/9
If you want to read beyond these highlights, check out my latest for @InsiderEng, which explores this in more length. I also touch on the question of what we might expect from the incoming Trump Admin and the new Congress in the US.