Russian Telegram channels are presenting a wide range of narratives about Ukraine's drone attack
Here are some of the key narratives to watch /THREAD
The key narrative is that Ukraine did this before Istanbul to sabotage the peace talks
Basically, it is aimed at provoking Putin into a harsh response and Ukraine rallying the US to firmly support the anti-Russian agenda /1
This argument is being paired with uncharacteristic calls for restraint even from hardline ultranationalists
Sergey Markov for instance is warning against tactical nuclear weapons use, as destroying Russian populations in Kyiv, Kharkiv and Odesa would benefit Zelensky /2
There are also investigations into the internal failures that precipitated this attack
Chelyabinsk is getting attention, were people assembling drones for the Russian military there unwittingly helping Ukraine's attack? /3
There are also efforts to downplay the losses, Oleg Tsaryov is leading the charge
But there are candid discussions about financial costs, how a $600 FPV drone could destroy a $100 million nuclear capable jet was noted by Tsaryov /4
Moreover, there are warnings about Russia's inability to replenish lost jets within its nuclear triad through new production
I'm yet to see the intense personal attacks on Russian commanders that preceded Prigozhin's death but the critical spirit is alive and well /5
The Russian Defence Ministry is typically trying to spin something positive out of this
Repelled attacks on Ivanovo, Ryazan and Amur, no casualties from fires are in their statement
Nonetheless, the phrase "terrorism" lingers /6
There isn't a clear consensus on what Russia's escalation options should be which reflects the mood of shock
Russia will likely try to play up Ukraine's unilateral action to drive a wedge with the US and strike Ukrainian civilian targets /END
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Russia's security threat to the Baltic States remains an issue of critical importance
Based on my recent engagements with Baltic officials, here are some key findings /THREAD
The overarching mood in the Baltic States is one of vindication
Due to Russia's efforts to reverse their sovereignty from the 1990s and early acts of aggression (2007 cyberattack on Estonia), the Baltic States issued dire warnings to the West about Russian expansionism /1
These warnings were often ignored by Western countries at their peril and the West only really began to see the light about Putin's Russia with the 2022 full-scale invasion of Ukraine
This historical mistake shapes the Baltic States's thinking about European security /2
The US is planning a sweeping overhaul of its Africa policy
Here's the significance of Trump's plans for the geopolitical balance in Africa /THREAD
The impending destruction of the Bureau of African Affairs represents a throwback to pre-decolonization
The bureau was created in 1958 as Eisenhower transcended his skepticism of national liberation leaders in Africa to assert US Cold War strategy there /1
The Trump administration's focus appears to be on resource extraction (especially rare earth deals with countries like DRC) and counterterrorism
A reliance on hard power and economic coercion with little emphasis on diplomacy or soft power /2
Here's what we know about Chinese forces and why they differ from North Korea's role in the Ukraine War /THREAD
As of now, estimates suggest that there is a small contingent of Chinese forces in Ukraine
Two have been captured and estimates from Zelensky run at over 150. This resembles other small brigades of foreign fighters (Yemeni Houthis, Cubans, African forces) /1
China has decried "irresponsible comments" about its personnel being in Ukraine
Zelensky has clearly described this as an escalation of the war from Russia
Romania has barred Calin Georgescu from running for President
Some thoughts on Romania's decision and what it might lead to /THREAD
Romania has used legal pretexts to justify the detention, election cancellation and ban
One is undeclared funds of 1 million euros and second is a cyberattack by a state actor that compromised the election process /1
Georgescu has not been convicted for the funding question yet and other candidates with funding obfuscation (including from Russia) like France's Marine Le Pen have not seen their political involvement end
Donald Trump has called for tariffs and banking sanctions on Russia if they don't pursue peace
Here's what a maximum pressure strategy towards Russia could entail /THREAD
The first steps would be to close gaps in the sanctions regime that allow Russia to funnel revenue to its war machine
The most blatant gap is Rosatom, as civilian nuclear energy is unsanctioned, but there is scope in the energy sector especially LNG /1
Inflation is a key issue afflicting Russia's urban war economy despite sky-high interest rates
Anything that restricts Russia's import supply chains via tariffs would exacerbate that but given how comprehensive sanctions are already, multilateral compliance is key /2