Michael Weiss Profile picture
Apr 21 7 tweets 5 min read Read on X
I've been emphasizing lately the unintended consequences of Trump's headlong embrace of Russia -- consequences not wholly undesirable for Russia. While it's wonderful for Moscow to see an American president so eager to realign with Russia's strategic interests, and so keen to denigrate and alienate American allies in that re-alignment, smarter figures in the Kremlin realize the hazards of such an embarrassment of riches. A helpful constant in this administration's rush to give Putin everything all at once is that the worst capitulationist ideas are being stress-tested in the media and in the GOP almost as soon as they're invented -- and often *before* the Trump administration has agreed on whether or not they're feasible. One of ideas these is that the U.S. will recognize Crimea as Russian territory.Image
As you might expect, this was Steve Witkoff's proposal, which is to say it was Vladimir Putin's. Dim Philby isn't so much an envoy as an unblinking relay of Putin's maximalist demands, all of which he presents to Trump as eminently reasonable, if not accomplished facts. (Recall Witkoff's lie that Russia was in full control of the Ukrainian regions it "annexed," regions Witkoff doesn't know the names of, when it is in full control of none of them.) The "Krym Nash" brain fart, I'm told, happened without any inter-agency coordination or buy-in from the principals, least of all Marco Rubio, who is at odds with Witkoff on this and on much else, regardless of the flattering tweets he is obliged to post about his scandalous colleague. Now notice this little nuance in the WSJ story cited above:Image
"Senior State Department official," indeed. You can almost hear the whirr of the backpedal in that paragraph. Giving up Crimea in a de facto or de jure capacity is a non-starter for Ukraine, as any junior State Department official can tell you. Zelensky could never sell it domestically even if he wanted to (and he doesn't) because the the political blowback would be severe and almost certainly unite opposition to both the policy and his presidency in a way that would make the resistance he experienced over the Steinmeier Formula look coy. (This might even result in a far more nationalistic and hawkish political figure to emerge as frontrunner for the Ukrainian presidency; exactly the opposite of what the Putin-Vance-Carlson triumvirate has been angling for.)
Furthermore, the failed 2023 counteroffensive, meant to sever Russia's direct line of communication from occupied Donbas to Crimea, was largely about isolating Crimea for future recapture. Crimea is more strategically valuable to Ukraine; it is also seen as "easier" to liberate than Donbas, as Budanov has stated. For this reason, quite a lot of Ukrainian soldiers gave their lives in 2023 trying to break through to the Sea of Azov in service of this long-term objective. (Budanov himself was wounded during a special operations raid in the peninsula before the full-scale invasion; his bravery in that op is one of the reasons he became head of HUR.) So what of these sacrifices if Kyiv forfeits Crimea, especially absent something permanent, concrete and real to show for it such as NATO membership, which the Trump administration is also reportedly ruling out in peace talks? (Biden all but ruled that out, too, at the nadir of U.S.-Russian relations and it still wasn't good enough for Putin to offer any concessions.)Image
Europeans get a say here too as they will on any final settlement, however much that upsets the isolationists in the White House. There are EU sanctions in place over Russia's 2014 seizure of Crimea and the European Commission, which votes by consensus on sanctions, will not lift them. The takeover of Crimea, waged on the pretext of protecting ethnic Russians and Russian-speakers, also has ominous resonances for the continent: this was the first Anschluss on European soil since WW2 and it isn't so easily certified because a shady developer from the Bronx thinks it's fair bargain.
Finally, handing Crimea to Putin also runs into some significant legal and political obstacles in the United States. U.S. recognition of Russia’s annexation of Crimea (and other occupied territories of Ukraine) is prohibited by a series of laws and executive orders, including ones issued by Trump in his firs term. Some of these provisions are pegged to sanctions against FSB and GRU operatives, oligarchs and Russian officials who were involved in the 2014 seizure of the peninsula. See, for instance, E.O. 13660 and 13685. Many of these provisions were further codified by the Countering America's Adversaries Through Sanctions Act (CAATSA), designed in no small way to tie Trump's hands with respect to Russia sanctions during his first term. He nonetheless signed this act into law in 2017, quite possibly because he didn't understand it and it was too complicated to pictorialize with a Sharpie. Waiving CAATSA sanctions requires a Congressional vote.
Many of the points I've made above are now being made by Hill staffers to members of the press and to Trump administration officials who may be unaware of the implications of what would be a massive reversal in a decade-old U.S. policy. While this may not put the kibosh on the Crimea sell-out, it certainly complicates it in a way that might have been avoided if the pro-Russian camp in the U.S. government didn't try to do so much so quickly with big, goofy smiles on their faces. My guess is Witkoff faces stronger internal opposition for his ongoing Iran diplomacy, which is so far shaping up to be the preliminaries of JCPOA 2.0. (Dark nights of soul at AIPAC and FDD right about now.) But continually overpromising and under-delivering on Ukraine has its downside, too. Namely, the Russians get frustrated and impatient at their own agent of influence's inability to close, and that means their man in the White House gets frustrated and impatient. Before you know it, he's threatening to "wash his hands" of the whole affair.

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More from @michaeldweiss

Apr 18
America's "washing its hands" of Ukraine-Russia talks can mean several things. First and foremost, it would mean ending this Witkoff/Rubio fandango to attain (or impose) a Russia-favorable peace deal of some kind, which reportedly would include de facto ceding occupied territory to Moscow. But what else does an American walk-away entail? Some unresolved questions below:Image
1. It is a near certainty that no additional military aid packages will come from this administration once the Biden-era ones run out. But does that mean Trump will refuse to sell weapons and ammunition directly or indirectly to Ukraine? Does it mean he will actively slap end user restrictions on European countries from buying American kit for the express purpose of donating it to Ukraine? (Even Rubio alluded to Ukraine's right to bilateral agreements with other countries.)

Right now, Germany continues to supply Kyiv with Patriot missiles. Long-range air defense is one of three critical areas in security assistance where Europe cannot yet compensate for the absence of American platforms, the other two being rocket artillery and howitzer ammunition. So new European aid packages featuring U.S.-made hardware seriously matter. Does Trump's pivot to Moscow include his limiting U.S. arms exports to Europe, something that would grievously harm the American arms industry beyond the harm Trump already inflicted on it with his attacks on transatlanticism, NATO, etc.? Between 2020 and 2024, Europe overtook the Middle East as the largest region for U.S. arms exports for the first time in two decades. Now, this government is clearly not above economic own goals, but it'll nonetheless be interesting to see how it sells a new dawn with Russia -- one without a concomitant peace -- as the price worth paying for crippling the American military-industrial complex.Image
2. Does Trump lift some or most sanctions on Russia in the absence of a peace deal? He might in pursuit of rapprochement, but even here he'll find it difficult to give Putin everything he wants with the stroke of a pen. Some of the toughest sanctions, including those on Gazprom Neft and Surgutneftegas, are tied to Congressional notification/approval, thanks to Biden. Trump would also face some headwinds from Republicans on the Hill, who would not be happy with sanctions relief in exchange for nothing.

Moreover, Europe gets a vote.

SWIFT, which Moscow wanted its agricultural bank reconnected to as a precondition for a ceasefire, is based in Brussels. EU sanctions legislation is by consent. So far, there has been *no* indication the EU is considering lifting sanctions on Russia, whatever D.C. says, does or agrees to. The opposite, in fact, is the case: the EU has been discussing ways to increase sanctions on Russia in coordination with the UK: archive.ph/qsVfcImage
Read 6 tweets
Mar 26
There is zero fucking chance this was "unclassified." theatlantic.com/politics/archi…Image
"This is when the first bombs will definitely drop." Image
LOL. Image
Read 6 tweets
Mar 21
Excellent analysis by Kiel Institute. Some conclusions track with what @JimmySecUK wrote for @newlinesmag here: newlinesmag.com/argument/can-e…Image
“To replace US aid flows and keep total support at the same level: Europe needs to double its yearly support to an average level of 0.21% of GDP. This is less than half of what Denmark and the Baltics are already doing and on a level of what Poland and the Netherlands do.”
“Currently, European governments contribute about €44 billion annually to Ukraine’s defense, or roughly 0.1% of their
combined GDP, a relatively modest fiscal commitment. To replace total US aid, Europe would need to increase its annual support to approximately €82 billion per year, or 0.21% of GDP —essentially
doubling its current financial effort.
the United States allocated just 0.15% of their GDP per year to Ukraine, European states the 0.13%, and the EU institutions just below the 0.1%.”
Read 7 tweets
Feb 22
This is an excellent and timely factsheet on Ukraine, U.S. v. European security assistance, and other misunderstood or lied about aspects of the war, by our friends at @TheStudyofWar. I'll summarize a few main points below, with additional sources of my own: understandingwar.org/backgrounder/u…
Russia's advances have slowed considerably in the last few months. It was taking, on average, 28 sq km per day in November; it took 16 sq km in January. Why is this? Russians are suffering severe manpower and equipment losses and Ukraine is causing them greater pain with its fleet of domestically sourced FPV drones, which now include fiber-optic wire-guided drones to evade electronic warfare. (Drones increasingly compensate for artillery shortages on the Ukrainian side.) Such is the state of Russia's army, its soldiers are now using donkeys to transport ammunition to the frontlines: independent.co.uk/news/world/eur…
Of course, Russia still has its own formidable capabilities and advantages on the battlefield, especially in glide bombs and drones: it, too, deploys fiber-optic wire-guided FPVs. But, as @Jack_Watling, one of the best military analysts of the war has noted, the "Russian military is massively underperforming, largely because of the poor quality of its [third big advantage] infantry and a lack of lower-level command and control." theguardian.com/world/2025/feb…
Read 14 tweets
Jan 8
New: After an eighteen-month investigation, @InsiderEng has uncovered new evidence suggesting that Russia’s GRU paid tens of millions of dollars to the Taliban in Afghanistan to target American, coalition, and Afghan military forces. GRU Unit 29155 was behind this operation. We have unmasked the officers and their Afghan agents. theins.ru/en/politics/27…
The program, per four former Afghan intel (NDS) sources we queried, averaged $200,000 per killed American or coalition soldier. There were smaller allowances for killed Afghan troops. One former official estimated that Russia paid a total of approximately $30 million to the Taliban via the scheme.Image
We confirmed much of what the NDS told @InsiderEng using data exfiltrated from three different Unit 29155 operatives' email boxes. From there we assessed the travel patterns of the Afghan couriers/liaisons, matching their presence in Afghanistan with several noted Taliban attacks on U.S., NATO or Afghan targets.Image
Read 14 tweets
Dec 19, 2024
New "Karl" thread, with @holger_r: 🧵
"The situation on the frontlines has not significantly changed in the last month. For UA, the most difficult area remains the southern part of the eastern front—Pokrovsk and Kurakhove. RU continues to advance there, but very slowly and at the cost of heavy losses."
"Some bloggers claim that Kurakhove has already fallen into RU's hands, but it seems that this is not yet the case. UA continues to resist, but after some time, RU will take the town. Pokrovsk is farther away, and urban battles there could last a long time. There is no real threat of RU capturing it within a couple of months."
Read 38 tweets

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