Colby Badhwar ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง 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 28
๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ 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. ๐Ÿงต โฌ‡๏ธ

1/20 Image
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.

2/20 armedservices.house.gov/uploadedfiles/โ€ฆImage
$24.7 billion would be appropriated to support Pres Trump's Golden Dome EO, which the Missile Defense Agency is already diligently working on.

Highlights include:

$2b for air moving target indicator satellites
$5.6b for space-based & boost phase intercept capabilities

3/20 Image
Read 24 tweets
Apr 10
๐Ÿ‡บ๐Ÿ‡ธ 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. ๐Ÿงตโฌ‡๏ธ

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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).

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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).

3/14 Image
Read 14 tweets
Apr 7
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡ท๐Ÿ‡บ 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. ๐Ÿงตโฌ‡๏ธ

1/10 Image
Losses:

๐Ÿ’ฅ3000 Tanks
๐Ÿ’ฅ9000 AFVs
๐Ÿ’ฅ13,000 artillery systems
๐Ÿ’ฅ400 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 Image
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. ๐ŸŽฅ via @hizzo_jay

3/10
Read 11 tweets
Dec 16, 2024
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ 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

๐Ÿงต 1/9 Artwork by The Insider.
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.

2/9

theins.press/en/opinion/colโ€ฆ
1. Take the cuffs fully off

Despite Biden authorizing the use of ATACMS on Russian territory, does anyone believe that this was done unconditionally?

Obviously not.

The Pentagon & NSC are still intimately involved in the process. That needs to change.

3/9 ATACMS debris, Russia.
Read 9 tweets
Nov 19, 2024
โ—๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡จ๐Ÿ‡ณ "US Army and Joint Electronic Warfare (EW) forces in the
Indo-Pacific are outnumbered, outranged, and outpowered by those possessed by the People's Liberation Army (PLA)." -Army Science Board White Paper on EW

Let's see what else it has to say?

๐Ÿงตโฌ‡๏ธ 1/14 Image
"there is no executive agent or proponent [for EW] designated at the highest level of the Army to ensure appropriate resourcing of critical functions, equipment, training, and staffing."

A Deputy Assistant Secretary for EW, reporting to ASA(ALT) could be created for this.

2/14 Image
"The PLA's space capabilities closely match or exceed those of US Army Pacific (USARPAC)."

"The Army makes operational and resourcing decisions based on analytical data that supports value to the warfighter, but its EW discipline lacks this analysis capability."

3/14
Read 14 tweets
Sep 23, 2024
In 1 week, at the end of Fiscal Year 2024, $5.925 billion in Presidential Drawdown Authority is set to expire. If this happens, it will cripple the US' ability to support Ukraine. We've seen this story before. Will Congress and the Biden Admin manage to avert disaster?

๐Ÿงตโฌ‡๏ธ 1/20 Artwork via The Insider. https://theins.press/en/opinion/colby-badhwar/274715
This is a summary of my latest piece for @InsiderEng, please do check it out. This thread will also include some additional details that have been learned since the column was posted.

2/20theins.press/en/opinion/colโ€ฆ
If you want additional context before proceeding, read my previous thread quoted below. I will have a second research thread on this topic coming in the future that will provide additional information and make corrections to this previous thread.

3/20
Read 20 tweets

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