On a cold December evening in 2021, during an OSCE meeting in Stockholm, Lavrov outlined what he called “a new security architecture” for Europe. And Trump, knowingly or otherwise, might now be implementing those plans.🧵1/5
Apart from the usual nonsense about biolabs and nukes, Lavrov demanded that for stability in Europe, NATO must go back to its 1997 borders, retreating from everything except East Germany. So why wouldn’t Putin ask for this in Riyadh? It seems much more than likely.🧵2/5
Putin is not on the ropes, he is on a roll, his dreams are being realised by his former enemies. NATO stayed out of Ukraine, believed the nuclear threats and allowed the shadow war to escalate. Trump can now add Ukrainian neutrality, elections and territories to the list.🧵3/5
Trump cannot go ahead and unilaterally promise Putin a reversal of NATO enlargement, because that would require agreement from all members. But Trump can simply withdraw US troops from the Eastern Flank, which would have almost the same effect.🧵4/5
With the US troops gone, Putin might start to see the opportunity to annex whatever he wants. Biden’s appeasement policy might have been called a display of weakness, but an even weaker policy would be to give Putin a bigger chunk of Europe than Ribbentrop gave Molotov.🧵5/5
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Once again I am leaving the Munich Security Conference in a low mood. Amongst all the noise, the US signalled their plans for Europe, so things are becoming clearer. But things are clearly not good.
This is what we now know, and what we now have to do about it:🧵1/17
Ukraine can no longer rely on US assistance. The US President wants a deal, and he wants it fast. Fast deals cost more for the buyer, but the US is not willing to foot the bill. So, ultimately, Ukraine will have to pay the price.🧵2/17
The US is no longer happy to be the main guarantor of security in Europe. There are talks of a partial withdrawal of troops, and a clear shift of priorities to other continents.🧵3/17
🧵1/6
Europe won't survive sleeping through another wake-up call. We should jump out of bed and throw on a shirt. We should do what we can, with what we’ve got. And we’ve got a lot. Here's how to step things up as the US steps down:
🧵2/6
Ukraine’s full integration into the EU has to start now, in 2025, not 2030. Alongside economic benefits, the EU can also serve as a deterrence umbrella, and Ukraine should be under it.
🧵3/6
With Ukraine secured and part of the EU, rebuilding can begin. Trade and investment will grow. This generates revenue for defence, which makes Ukraine stronger, which attracts more investment. We can start this positive feedback loop right now.
President Trump put Putin in a tough spot by issuing an ultimatum. I'm sure this is not the way Putin expected things to work.🧵1/4
Now Putin has to choose - accept that he fears new sanctions because his economy is a shambles, or prove that his imperialist ambitions will not be limited by these demands.🧵2/4
The ultimatum is a step in the right direction, but we must do more - not only sanctions, but also military support and security guarantees. We must put Western might on the Ukrainian side of the scales.🧵3/4
Bloomberg reports that the EU is considering dropping its @wto case against China due to a "lack of evidence" that China's sudden halt in trade with Lithuania was retribution for supporting Taiwan. Dropping the case is a bad idea, but don't worry, it gets worse.🧵1/6
Withdrawing without even waiting for the official ruling means abandoning the defence of the single market, accepting China's argument and allowing a precedent to be set. China could then attack any other country in the same way.🧵2/6
Lithuanian customs data unquestionably show a sudden drop in trade from €300mln to zero in a matter of days. If the EU fought the case to the end, but didn’t win, there would be grounds to complain and demand a review of the way such decisions are made.🧵3/6
So… what can you do with a nuclear bully? 1. Provide protection to the victims 2. Punish escalation with escalation
🧵1/7
If a country does not have the protection of its own nukes, or the nukes of friendly allies, unfriendly nuclear powers will come along and threaten it into submission. Bullies attack the unprotected.
🧵2/7
As Zelenskyy said in the Fridman interview, NATO membership is a quick and solid security guarantee… but a simple ceasefire and signed agreement is not.
🧵3/7
🧵There are five illusions about Ukraine that lead to flawed “peace” plans that are doomed to fail. I have listed the illusions here in the hope that reality-based discussions can soon become the norm.👇
1️⃣2️⃣3️⃣4️⃣5️⃣
1️⃣The Illusion of Diplomacy.
Diplomacy alone cannot keep Ukraine safe. Words must be backed up by strength on the battlefield. To get a fair deal you have to carry a very big stick, not just an olive branch. Ukraine must be much stronger if Europe wants to stay secure.👇
2️⃣The Illusion of Expense.
The headline figures of "billions" create the illusion that we can't afford to do more. But when the pandemic hit, we raised €750bn in the EU alone. The amounts needed to secure victory and lasting peace for Ukraine are small in comparison.👇