Let The Games Begin

The Daily Escape:

The Tetons in winter, Moran, WY – February photo by See America’s Best

Wrongo, last Sunday:

“The House Republicans have effectively turned the Ukraine war into a free-for-all. Without US arms assistance, there’s a substantial risk that this war could easily escalate, with the US having only a limited voice in both strategy and tactics.”

The next day, as if on schedule, France chimed in. From Politico:

“French President Emmanuel Macron said on Monday that sending Western troops to Ukraine should not be ruled out….There is no consensus today to send ground troops officially but … nothing is ruled out… We will do whatever it takes to ensure that Russia cannot win this war.”

This kabuki took place during a crisis meeting in support of Ukraine that was attended by heads of European states, including German Chancellor Scholz, and top government officials like UK Foreign Secretary Cameron. Ukraine’s president Zelensky attended the meeting by video link.

The subject was first raised publicly by Slovak Prime Minister Fico, who said a “restricted document” circulated prior to the summit had implied that a number of NATO and EU member states were considering sending troops to Ukraine on a bilateral basis.

The too-clever part is “on a bilateral basis”. That’s a mealy-mouth way of saying that NATO wouldn’t be supplying the troops, just the individual NATO members.

Macron’s suggestion has started a free-for-all among the NATO members about possibly sending troops to Ukraine. As Wrongo said, the inability of House Republicans to mount a legislative program is clearly affecting both Ukraine and NATO.

Macron’s comments prompted a hawkish response from Kremlin spokesman Dmitry Peskov:

“In this case, we need to talk not about the likelihood, but about the inevitability of a conflict….These countries must also assess and be aware of this, asking themselves whether this is in their interests, as well as the interests of the citizens of their countries.”

Russia implies that any Western troop deployment in Ukraine would trigger a direct conflict between Moscow and the NATO military alliance.

That naturally sent European leaders scrambling to backtrack: A NATO official told CNN the alliance had “no plans” to deploy combat troops in Ukraine. And German Chancellor Scholz​immediately said that European leaders unanimously rejected sending troops to fight in Ukraine against Russia. He was backed up by NATO Secretary General Stoltenberg (the same fellow who gave “permission” to Ukraine to bomb inside Russia using NATO’s soon-to-be delivered F-16s).

The US has always told NATO that it would be foolish to send NATO troops to Ukraine. But what leverage does the US have if it isn’t supplying its share of weapons and ammo right now when they’re most needed? The inaction by House Republicans was the precipitating reason for the hastily called European summit in the first place.

​One of the outcomes of the EU meeting was support for sourcing more ammunition from outside of NATO. President Zelensky offered a sharp reminder that the EU had massively undershot promises on ammunition deliveries. He underlined the EU’s failure to deliver 1 million shells by March:

“Of the million shells promised to us by the European Union, not 50% arrived, but 30%….

This includes practically everything, ranging from air defense missiles to howitzer shells.

As a possible solution, Czech Prime Minister Fiala said he received “big support” at the talks from European partners for his proposal to source shells from outside the EU for Kyiv. The Czech Republic is leading a campaign to raise €1.4 billion to pay for ammunition for Ukraine, in compensation both for the stalled US aid package and delays in EU deliveries.

This means that buying exclusively within the EU simply isn’t realistic. Region-wide reductions in defense spending following the end of the Cold War led to arms manufacturers reducing their capacity to make such weapons. And rebuilding the industry won’t happen overnight.

Widening out the view, Macron appears to be attempting again to assert himself as the leader of a united Europe, just as Europe braces for the possibility of a) no weapons funding from the Biden administration, or b) Trump winning a second term.

Given Trump’s antipathy toward NATO and transactional view toward alliances, Macron and others have stressed that the burden must fall to Europe to protect from future Russian aggression.

Macron also said he was abandoning his opposition to buying arms for Ukraine from outside the EU. This potential program is known in the EU as “strategic autonomy”, policies aimed at making Europe less reliant on the US.

These unilateral actions by Europe signal two ideas. First, that there is no Plan B for supporting Ukraine beyond sending them more weapons, and advanced weapons that have the capability to strike inside Russia. Striking inside Russia is key to Ukraine having a stronger position in any negotiated end to the War, but NATO fears Russia’s retaliation if longer range weapons are supplied to Ukraine, so they will come slowly, if at all.

Second, Europe believes as of now that Ukraine is losing. Wrongo heard on the PBS NewsHour that the best likely outcome in 2024 is for a Ukraine holding action followed by another offensive in 2025, even though Ukraine’s 2023 offensive produced very little. In this view sending more weapons to Ukraine only seems to buy time in 2024.

The alternative view is that Russia is outproducing the West in artillery shells and ammunition. And think about the Russia, China, Iran axis that Wrongo mentioned last week: Neither China or Iran will willingly let Russia lose a war, because they know who’ll be next.

Another way to think about this: Trump weakened NATO during his presidency. Biden was able to rebuild America’s credibility with NATO, helped enormously by Putin’s invasion of Ukraine. Since then, NATO has expanded, adding two new countries to the membership and by stepping up with weapons and financial support for Ukraine. Now, in the waning months of Biden’s first term, Republicans have cracked NATO again with their unwillingness to fund the Ukraine War.

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Cartoons Of The Week

The failure of the US Congress to provide aid to Ukraine in a timely manner is a massive rupture of the US’s standing both with NATO and with global democracies that implicitly count on the US to support them if shit ever hits the fan in their region. The bottom line is that the US is no longer a trusted ally or friend.

Jens Stoltenberg, a former Norwegian Prime Minister and now Secretary General of NATO reacted to the US failure to deliver by announcing he is giving Ukraine “permission” to use its soon to be delivered F-16s to launch attacks inside Russia:

“Stoltenberg believes that the death of Russian opposition politician Alexei Navalny and the first Russian gains on the battlefield in months should help focus the attention of NATO and its allies on the urgent need to support Ukraine.”

According to Stoltenberg, it will be up to each ally to decide whether to deliver F-16s to Ukraine, and each have different policies. But he said at the same time, the war in Ukraine is a war of aggression and Ukraine has the right to self-defense, including striking legitimate Russian military targets outside Ukraine.

The criticism of this is that it could lead NATO into a European war that might well include nuclear weapons. Above all, NATO is a defensive, not an offensive, alliance. Finally, there are no provisions in the NATO Treaty authorizing offensive, outside-the-NATO boundary operations.

The House Republicans have effectively turned the Ukraine war into a free-for-all. Without US arms assistance, there’s a substantial risk that this war could easily escalate, with the US having only a limited voice in both strategy and tactics. On to cartoons.

Republicans have reduced the US to hot air:

Putin’s now hoping for a Ukraine surrender:

Moon landing dredges up old theories:

Russia’s Congressional dupes fail to see the problem:

IVF ruling has consequences:

There’s a sucker born every minute in Trump world. The shoes are pre-order only; just another Don-con: :

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Cartoons Of The Week

(The Wrongologist will not publish a Monday Wake Up Call column this week)

Last week ended with a New York judge handing Trump a crushing defeat in his civil fraud case, finding the former president liable for conspiring to manipulate his net worth and ordering him to pay a penalty of $355 million. In addition to the monetary penalty, Justice Engoron imposed a three-year ban preventing Trump from serving as an officer or director of any New York corporation or other legal entity for three years.

The verdict was civil, not criminal. That means Trump hasn’t yet been convicted of a crime, but he has been declared a fraud by the state of New York. He’s settled numerous fraud trials before this one, notably the Trump University case, in which he was barred from ever running another charity in New York after he defrauded little kids with cancer.

It’s the Democrats’ job to see that this stays in the forefront of the voters’ minds. When you’re barred from running a business in New York, how can Republicans make the case that you’re qualified to run the country? Or if you’re in debt bigly, wouldn’t it be tempting to take a few bribes? Or sell a few classified documents? On to cartoons.

Trump now has some thinking to do:

OTOH, he’s proving surprisingly difficult to kill:

The Kansas City Super Bowl parade becomes just another unsafe place:

The Ukraine city, Avdiivka fell on Friday because it didn’t receive ammo from the US on time:

Trump offers gift to Putin:

RIP Alexy Navalny:

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Biden’s Dilemma

The Daily Escape:

Highlands, Nantahala National Forest, NC – January 2024 photo by Michele Schwartz

The drone strike on a US base in Jordan killed three American troops and wounded at least 34 more. The base is called Tower 22. The attack has had several effects: First, it makes very real the likelihood of a widening conflict in the Middle East (ME). Second it has caused another partisan fire storm in US politics. Biden vowed to respond to the assault, blaming Iran-backed militias for the first US military casualties in the many similar strikes in the region since the start of the Israel/Hamas war. Here’s a map showing where the attack happened:

Basically, this is a logistics location for US troops in Syria at the US military base at al-Tanf, just 12 miles north of Tower 22. Tanf has been the key support location in the US effort to control ISIS in Syria and to contain Iran’s military build-up in eastern Syria. From AP News:

“Since the war in Gaza began Oct. 7, Iranian-backed militias have struck American military installations in Iraq more than 60 times and in Syria more than 90 times, with a mix of drones, rockets, mortars and ballistic missiles. The attack Sunday was the first targeting American troops in Jordan during the Israel-Hamas war and the first to result in the loss of American lives.”

The timing of this attack could hardly be worse. What began in October as a war between Israel and Hamas has now morphed with involvement by militants from four other Arab states. In addition Iran, Israel and Jordan all bombed Syria this month. Iran also bombed Pakistan, and Pakistan retaliated.

All of this is tit-for-tat in which American airstrikes against militias in Iraq or Syria, alternate with more militia attacks on the US installations. This illustrates the ME mission creep since last October. Whatever the original mission was for US troops in Syria, Jordan, and Iraq is now being sidelined as protection of the troop presence itself becomes the main concern.

All of these tit-for-tats carry an extreme risk of escalation into a larger conflict.

Iran has a network of proxy militias to project power across the ME. It is trying to support them while simultaneously trying to remain outside of the conflict. While Iran has tacitly accepted Israel’s targeting of Hamas, it  has been loath to unleash Lebanon’s Hezbollah, fearing that Israel (or the US) will hit back at Iran directly. Iran would like to force Israel into a ceasefire in Gaza and force American troops out of the ME. So far, its proxies have achieved only an increased American presence.

If we assume that the Tower 22 hit was a deliberate hit, (the base has been there for several years), it’s certain that militias in the area knew where to hit it to achieve a maximum result. Expanding from that, the US has about a thousand bases scattered around the world that are used to influence local operations, etc. Up to now, the US has considered them as assets. But if they suddenly become targets, trying to defend them simultaneously will be as difficult as defending ships in the Red Sea: Impossible. On the other hand, they are excellent targets if the US wants to be provoked into attacking Iran.

If such attacks continue, the position of these bases is going to become untenable and will pose a massive political problem for Biden.

Biden has fallen into a trap. And worse, it is Israel that placed Biden in the trap by not even trying to find a way to de-escalate the war with Hamas and bring Israeli hostages home. Biden’s support for Israel and his gentle pressure on Netanyahu to stop killing Gazans hasn’t worked; it also helped Biden fall in the trap. Biden should stop letting Bibi lead him around by the nose.

Biden can retaliate directly inside Iran, which will likely escalate the tit-for-tat attacks. And if taken as far as certain Republican pols want to go, it will endanger the Straits of Hormuz and risk doubling oil prices.

Worse in some ways, direct retaliation inside Iran might lead Russia to announce Iran is under full protection of Russia’s nuclear umbrella. That would make the Russia-China-Iran axis a concrete and formidable enemy. That would be a terrible outcome, even though some American Neo-cons have been making noises about being able to “win” a nuclear war. Here are some Republican chicken hawk suggestions about Iran:

Sen. Roger Wicker (R-MI):

“We must respond to these repeated attacks by Iran and its proxies by striking directly against Iranian targets and its leadership. … It is time to act swiftly and decisively for the whole world to see.”

Sen. Tom Cotton (R-AK):

“The only answer to these attacks must be devastating military retaliation against Iran’s terrorist forces, both in Iran and across the Middle East.”

Rep. Andy Biggs (R-AZ) wrote:

“Joe Biden has emboldened Iran and shown weakness on the global stage. We have to have a stronger Commander-in-Chief.”

Talk is always cheap, and most of this is political theater. Biden could also conduct limited retaliatory missions against the actual militias in Syria who US Intelligence says attacked Tower 22. Whatever he does, Biden will suffer inevitable attacks from Republicans at home. All this with less than eleven months to go before Election Day.

As of now it isn’t clear how Biden intends to respond. In the past, when Trump targeted Quds Force General Qassem Soleimani, and other Iranian interests, the US conducted these actions outside of Iranian territory. Iran’s denial of direct involvement in the attack complicates the situation and makes it less likely that Biden will attack inside of Iran.

Striking militia leaders outside of Iran will cause Republicans to question the effectiveness of Biden’s tactics. The US has employed this type of retaliation in the past, but it hasn’t significantly curbed Iran’s or its proxies’ aggressive actions.

We need to keep perspective on the Tower 22 deaths. Republicans should remember that 48,000 Americans are killed by Americans with American-made guns every year. Of course our three soldiers should be honored, and we should retaliate. But if the loss of American lives is the big deal the Republicans say it is, then their indignation should be directed here at home in addition to in Jordan.

Otherwise, it’s false indignation.

All of us should remember that we have failed in every mission in the ME. We only accomplish growing our list of enemies like the Taliban, Al Qaeda, ISIS, Hamas, Hezbollah, the Houthis, Iran, Syria and whoever comes next if we stick around.

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Are Drones Replacing Artillery As “The King Of Battle”?

The Daily Escape:

First Snow, Cedar Breaks NM, UT – October 2023 photo by Dawn A. Flesher

America is all a-twitter over whether we are going to continue to fund Ukraine. The basic argument NOT to fund them going forward is how expensive it is, and how the money could be better used at home. Paul Krugman disputes this:

“In the 18 months after the Russian invasion, US aid totaled $77 billion. That may sound like a lot. It is a lot compared with the tiny sums we usually allocate to foreign aid. But total federal outlays are currently running at more than $6 trillion a year, or more than $9 trillion every 18 months, so Ukraine aid accounts for less than 1% of federal spending (and less than 0.3% of GDP. The military portion of that spending is equal to less than 5% of America’s defense budget.”

Wrongo isn’t saying that $77 billion is chump change. But if the MAGA types making the argument to spend it at home instead of in Ukraine would actually agree to increasing social spending with it, they’d have a solid argument. But that’s doubtful. It’s difficult to see them agreeing to spending anywhere near that level to improve the economic distress of America’s middle class and poor.

One thing that thinking about this expense highlights is just how expensive our military hardware has become. Take the F-35 fighter jet, which cost about $80,000,000 each. Air and Cosmos International reports that the maintenance costs for the F-35 are $42,000 per flight hour. And it’s reported that only about 26% of all F-35s are “available” at any point in time, according to the Congressional Budget Office.

It’s maybe an unfair comparison but think about how many drones Ukraine could purchase with one hour’s operating expense of one F-35, or with one of the bombs it carries, which cost about $500,000 each. One hour of F-35 operating expense equals about seven switchblade drones. The smallest Switchblade model fits in a backpack and flies directly into targets to detonate its small warhead. Each F-35 bomb’s cost is equivalent to around 90 drones.

America’s military strategy is based on air superiority, followed by massive bombing sorties and artillery fire. The big lesson in Ukraine is that piloted aircraft have been mostly irrelevant. Russia has many more and newer aircraft, and although they’ve bombed much of Ukraine, they haven’t gained an advantage as a result. Basically they’re using jets to launch missiles from positions beyond the range of Ukraine’s Stinger and Patriot missile systems.

Similarly, Russia’s navy hasn’t been decisive vs. Ukraine. Russia has the advantage at sea, while Ukraine’s ancient fleet is bottled up. But Ukraine is managing to ship (some) grain because the Russian navy is hiding from Ukraine’s cheap naval drones.

Ukraine isn’t breaking through Russia’s lines because its military, like Russia’s military, isn’t fit for the purpose. The artillery-based stalemate on the ground would favor Ukraine if it wasn’t for the in-depth layering of land mines by the Russians in the Ukrainian territory that the Ukies are trying to retake.

The days when Russia could advance into Ukraine under a screen of artillery fire, as they did during the first summer of the war, are over. Ukraine is the one advancing now. From Mark Sumner:

“Over the past several months, Russia tried to make advances at Svatove, quickly capturing a series of villages. That attack fizzled within days, and a week later Ukraine recaptured all the territory it had lost. Something similar happened at Kupyansk, where Russia was reportedly massing over 100,000 troops to drive Ukraine back across the Oskil River. Ukraine is still on the east side of the Oskil, and still in Kupyansk.”

At the moment, Ukraine appears capable of successfully capturing areas it targets and holding them against subsequent Russian assaults.

That’s not to say that the militaries built by the US, NATO, China and Russia are useless. Obviously, they have great value. But it’s clear how capital intensive warfare has become. Ukraine is showing us that there is an evolution in military tactics underway right in front of us.

In Ukraine, drones—both aerial and aquatic—have reached a critical mass. They are demonstrating widespread capabilities that make some traditional weapons systems take on more limited roles. And the immediate future in the Ukraine/Russian war will be drone warfare.

Any military in the world will become somewhat obsolete particularly in a land war, without a robust drone and anti-drone program. All are working feverishly to get there. Except perhaps for Turkey, who’s Bayraktar drones are already exported to both sides in the Russia-Ukraine war.

In Ukraine, drones have redefined the front lines. Before, we generally regarded the front line as the area where the infantry of both sides were engaged. But if soldiers with drones and a smart phone can project force sufficient to stop a tank 4-5 miles away, and then pick up another $1,000± drone and do it again a few minutes later, where’s the real front line?

This and more can be done with precision weapons like HIMARS at even greater ranges. But that requires more expense, more setup, and greater levels of support. There’s a vast logistical train behind a weapon like a mobile HIMARS launcher.

Going back to Napoleonic times, artillery has always been called “the king of battle”, because there’s no real defense against it once it’s firing. But this old artillery officer can tell you that it comes with those pesky logistics problems and much more expense and training.

In contrast, what’s needed to support a DJI quadcopter is in the hands of the operator. Early in the war, drones were performing roles that formerly were played by traditional aircraft. Now they’re also performing the roles of artillery and mortars. They are precision systems that deliver value at not just a lower price, but with fewer burdens of transport, maintenance, and training.

Like Ukraine, Russia has a lot to gain from drones since they bypass the two things that Russia does badly: logistics and training. You don’t need to get a million shells to the front lines if you can get a hundred thousand drones—and better than half of them will hit their target.

Drones can’t replace much more of the military equipment in the field, because the legacy equipment still has a big edge in both range and destructive power. But the cost-benefit ratio of drones is incredibly favorable. As battery technology continues to improve, the destructive power of drones will go up without significant incremental development cost.

What we’re seeing in Ukraine is the 2020s version of the asymmetric warfare that killed us in Vietnam and Afghanistan. Guerilla tactics on their home turf were more valuable than all of our expensive weapons systems.

And Russia is getting their ass kicked by the same kind of asymmetry in Ukraine today.

 

(Many thanks to Brendan K. for his input to this column)

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Musk Is A Putin Pawn

The Daily Escape:

Organ Pipe Cactus National Monument, AZ – September 2023 photo by Bob Miller

Back in the 1950s, lefties were often called “fellow travelers” with Communists or the Soviet Union by Republicans.

Here’s a thought experiment: Elon Musk owns Starlink. He helped Ukraine take on the Russians using his constellation of satellites and transmit/receive terminals on the ground. When SpaceX started providing Starlink internet service to Ukraine after Russia’s invasion, it created a lifeline for the country when its communications systems had largely been knocked out.

Musk got great PR for helping America’s plucky little friend in their war against the Russian invaders. But as the war ground on, Kyiv began to fear that Musk was becoming increasingly ambivalent toward assisting them. Then, just as they are on the verge of a decisive blow that might shape the direction of the war, he turned off the network, thereby saving the Russian fleet from a Ukrainian sneak attack. From the WaPo:

“The armed submarine drones were poised to attack the Russian fleet….[but] the drones lost connectivity and washed ashore harmlessly.”

Ukrainian and American officials instantly scrambled to get service restored, appealing to Musk directly. After it was too late to continue the mission, Musk eventually agreed. His reasoning for torpedoing Ukraine’s torpedo mission has been well-reported over the past few days. According to the WaPo, Musk had second thoughts:

“How am I in this war? Musk asked….Starlink was not meant to be involved in wars. It was so people can watch Netflix and chill and get online for school and do peaceful things, not drone strikes.”

Later, when the Sevastopol operation was to begin, Musk remembers this:

“There was an emergency request from government authorities to activate Starlink all the way to Sevastopol. The obvious intent being to sink most of the Russian fleet at anchor….If I had agreed to their request, then SpaceX would be explicitly complicit in a major act of war and conflict escalation.”

Musk says he was afraid of being responsible for a Russian nuclear escalation. Moscow had publicly stoked such fears throughout the Ukraine war, but Western intelligence agencies say there’s no sign they were or are serious. There is zero evidence that tactical nuclear weapons were being prepped for use.

Nothing like what Musk feared happened.

From Timothy Snyder:

“The voiced concern is that Russia could “escalate.”  This argument is a triumph of Russian propaganda. None of Ukraine’s strikes across borders has done anything except reduce Russian capacity. None has led Russia to do things it was not already doing. The notion of “escalation” in this setting is a misunderstanding. In trying to undo Russian logistics, Ukraine is trying to end the war.”

It’s curious that according to Ronan Farrow in a New Yorker article, around this time, Musk held conversations with Vladimir Putin (Musk denies speaking to Putin) – which seems to have had an effect on Musk’s change of position regarding Ukraine.

So this is the thought experiment: Is Musk naïve, or has he become a fellow traveler with Putin? He seems to have not only bought Moscow’s propaganda about nuclear escalation but acted on it. In either case, his “I was for helping Ukraine before I was against it” is a moral failure, and it’s a crime of providing material assistance to ours and Ukraine’s enemy.

He’s a fellow traveler.

We’ll never know if the war has been extended because the Sevastopol attack was aborted. We do know that since then, thousands of Ukrainians have died, and $ billions of Ukrainian assets have been destroyed.

This is a reminder of how Musk has amassed enormous influence through his dizzying pace of innovation that has left his competitors in the dust. It has also left governments (like our own), tip-toeing in their relationships with SpaceX in particular.

Wrongo thinks that US policymakers were happy to tolerate Musk’s early involvement in Ukraine because it saved money and solved an immediate tactical communications problem. But how wise was that in hindsight? There are reasons why diplomacy and international relations are left to elected governments in the West, and not put in the hands of one tech bro.

Rightwing Republicans have been pushing privatization without regulation for decades. Now that Musk has done just that with satellites and SpaceX, politicians and the mainstream media are shocked to find that the Ultra-Wealthy entrepreneurs don’t really believe in democracy.

Who could have known?

And think about it: Russia under Putin started this war. We’re involved because our national security interests in Europe are under attack by the Russian Federation. That constitutes a war, whether we choose to recognize it or not. Musk’s inaction must be viewed through that lens.

Our forces are not engaging in combat with Russian forces; that’s Russian propaganda. But we have history vs. Russia: We fought against Russian fighter pilots in the Korean war. They had advisors on the ground in Vietnam. We fought a Wagner force in Syria when they attacked our troops.

And Wagner isn’t a rogue mercenary organization. They are an irregular Russian force operating outside the norms of international law.

Musk and quite a few House Republicans need to understand the true nature of this war. We didn’t attack Russia. NATO didn’t attack Russia. And Ukraine didn’t attack Russia. Russia attacked Ukraine with a full scale invasion.

While Putin and his thugs are guilty of aggression, many Americans are guilty of being naĂŻve. They fail to understand what failing in this fight will mean.

Whew! That’s enough for this week, it’s time for our Saturday Soother, where we try to find a place of calm and then gather ourselves for another week of polycrisis without end.

We’re aerating the lawns on the fields of Wrong, but only overseeding a small portion of it, since a 50 lb. bag of quality grass seed costs $225 vs. the $75 it was in the before times. Whip Inflation Now!

We’re likely to have thunderstorms for the next few days. So grab a chair by a large south-facing window and watch and listen to Playing For Change’s version of the Grateful Dead’s “Ripple”. It features the Dead’s drummer Bill Kreutzmann along with a host of performers, including the late Jimmy Buffett and David Crosby. Jerry Garcia lent his slide guitar to CSN’s “Teach Your Children” years ago, and Crosby returns the favor here. Time to listen to some feel-good music.

Robert Hunter wrote this song for the Dead in 1970. He was inducted into the Rock and Roll Hall of Fame with the Grateful Dead in 1994 and is the only non-performer to be inducted as a member of a band. Hunter was a lyricist:

 

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Alaska! And Russia!

The Daily Escape:

Castle Mountain from Stikine River, Wrangell, AK – September 2023 iPhone photo by Wrongo. Castle Mountain is on the border between Alaska and British Columbia. This is a Nunatak, or a mountain that was higher than its surrounding glaciers, so over the centuries, it wasn’t rounded off by glacial movement.

This is the first day in several when we’ve had internet (or mobile) connectivity. So, here are a few thoughts on our Alaska trip and on the momentous news out of Russia.

First, we’ve had uncharacteristically beautiful weather! It’s usually raining at this time, but its been sunny and relatively warm for the first 10 days of our trip. Over the next few days, once we have better bandwidth, Wrongo will post more photos from the trip.

We have spent all of our time in Southeast Alaska, dropping in and out of fjords where the cruise ships cannot go. We’ve also spent quite a bit of time talking to members of the indigenous Tlingit nation. It is always interesting to learn about one of the many cultures that make up America. Ms. Right and I spent a morning with Joe Williams, a Tlingit ambassador and a former mayor of Ketchikan, Alaska. Attached is a video of Joe giving some highlights of Tlingit history. Joe explained about the Eagle and Raven clans and how the Tlingit gave their children over to uncles and aunts to be raised. The sociology of their tribes and family structure was fascinating.

Second, what the hell is going on in Russia? Wrongo and Ms. Right have gotten to know a retired Marine officer who is traveling with our group. He’s providing commentary for the BBC from our small ship, when we have comms. He says it is way too early to tell how this will fall out, or if there will be a new power alignment in Russia, or if this will make any difference in the Ukraine war.

But as the WSJ’s Peggy Noonan famously said in 2000, “it would be irresponsible not to speculate”, so here goes. It’s clear that Prigozhin became a threat to his buddy Putin simply by leveraging Russia’s assets. As Yale’s Timothy Snyder says:

“Unlike most of its other ventures, Wagner’s war in Ukraine was a losing proposition.  Prigozhin leveraged the desperation of Russia’s propaganda for a victory by taking credit for victory at Bakhmut.  That minor city was completely destroyed and abandoned by the time Wagner took it, at the cost of tens of thousands of Russian lives.”

Before the aborted coup, Wagner’s primary source of funding was the Russian state. Whether that will continue, given the supposed “deal” between Prigozhin and Putin, remains to be seen.

A couple of other points. Will Prigozhin actually go to Belarus? If he does, will he take some or all of his Wagner forces with him? If they all go to Belarus, who will be paying them? Its difficult to believe that Wagner and Prigozhin will remain inactive for very long. As mercenaries, they survive on extracting money from a benefactor and/or from the places where they operate.

There are several possible “deals” between Putin and Prigozhin that drove his “exile” in Belarus. According to the BBC, Prigozhin agreed to move to Belarus after he negotiated directly with Belarus leader Lukashenko.

Wrongo is most intrigued by the possibility that Wagner could open a second front in the Ukraine war from Belarus, similar to what Russia attempted in February 2022. Back then it looked like this:

With most of Ukraine’s military assets focused on a counteroffensive in the east and south, an attack from the northeast could prove decisive at a point in time when Moscow looks to be weak and vulnerable.

Will this happen? The thing to watch for is how many Wagner assets move to Belarus along with Prigozhin (assuming he moves there). Imagine if part of the “deal” is that Prigozhin is tapped by Belarus to be their army’s commander-in-chief, and they launch a second front during the driest time of the year, rather than in February like last time. Belarus was somewhat neutral in 2022, but since then have become much more tightly aligned militarily with Russia

Russia on the attack may have the resources to open up a second front in Belarus. The question is whether Ukraine can defend itself on one front while attacking Russia on its eastern front.

These are the interesting times we are doomed to live through. Let’s close with a tune from the Aquabats. This was recommended by granddaughter Mallory for our trip to Alaska. Here is “Hot Summer Nights (Won’t Last Forever)” from their 2005 album “Charge!”. Seems appropriate for our trip and for Prigozhin, no?

Sample Lyric:

Dear Elizabeth,
I hope you’re doing well
I think it’s so awesome that you’re out monitoring glacier patterns
In some remote part of Alaska where no one can get a hold of you
I thought I’d try anyway

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Russia Is Building Huge Amounts Of Unspendable Rupees

The Daily Escape:

Sunset, Rio Grande Bridge, Taos, NM – June 2023 photo by Auggimage

Over the year that Russia has been at war in Ukraine, the west triggered sanctions to isolate Russia from getting access to hard currency. One result is that the sanctions have forced Russian to sell crude at discounted rates. At the cheap prices, India emerged as a major buyer of Russian oil. The discounts have led to India importing more oil from Russia than ever before. Here’s a chart:

According to data from Vortexa, the increase amounts to about 500k barrels/day since November, 2022. Russia now supplies India more crude than Iraq and Saudi Arabia combined. Prior to the Ukraine war, the chart shows that India bought very little oil from Russia. But as the sanctions cut off major Russian banks from much of the West’s payment systems, finding other markets that would trade for oil in currencies other than the dollar became a challenge.

India’s buying Russian crude made sense because India is a major buyer of Russian weapons. Since 2017, Russia has accounted for $8.5 billion of the $18.3 billion New Delhi has spent on weapons imports. Business Insider reports that India has been buying Russian oil using rupees since Moscow has been shut out of the USD-denominated global payments system.

Snapping up discounted Russian crude has also widened India’s substantial trade deficit with Russia. This has left Russian oil companies and banks with billions of rupees in their Indian bank accounts.

Russia is now amassing $1 billion worth of Indian rupees each month and it’s struggling either to use in India or to convert into rubles to repatriate the currency. Bloomberg estimates that the total of Russian assets in built up in India since 2022 equals $147 billion. And it’s not like Russia can send the rupees back home, because India has restrictions on capital outflows by foreigners. So, Russia is looking at $2 to $3 billion more rupees stuck in India every quarter.

Bloomberg quoted Russia’s Foreign Minister Sergei Lavrov during a Shanghai Cooperation Organization meeting in India in May:

“We need to use this money. But…these rupees must be transferred in another currency, and this is being discussed now…”

Nandan Unnikrishnan, a Russia expert at the Observer Research Foundation (ORF) in New Delhi, told DW:

“Russia wants a currency that it can use to buy goods that it requires for its economy… the question is identifying that currency…Russians would be happy to use the yuan,”

That’s because the Russia-China bilateral trade is worth hundreds of billions of dollars. OTOH, New Delhi would not be comfortable allowing trade settlement in the yuan, given the tense relations between India and China due to their border disputes. Reuters news reported that the Indian government had asked banks and businesses to avoid using the yuan to pay for Russian imports.

So Russia has a big problem. They would like to use the proceeds of oil exports to finance the Ukraine war. Putting how big the stranded rupees are in context, Russia spent $68 billion, on defense in 2022, according to Reuters. As Alexander Isakov, Russia economist at Bloomberg Economics says:

“There are no alternative oil importers of India’s caliber on the horizon for Russia, so exporters and banks will gradually accept settlement in rupees…”

Western pundits and economists have talked endlessly about how the sanctions weren’t doing much to close off Russia from the rest of the world. But the sanctions that cut off major Russian banks from most of the West’s payment systems, have created a real challenge to Russia finding ways to get paid for their crude so that they can finance their war in Ukraine.

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China’s Triangulation Of Russia And The West

The Daily Escape:

Joshua tree in bloom, Joshua Tree National Landmark SW, UT – March 2023 photo by Lisa Simer

We’re back at the Mansion of Wrong after a few lovely days in St. Helena, CA. Surprisingly, it seems that lots of things happened while we were away. From Heather Cox Richardson:

“So, for all the chop in the water about the former president facing indictments, the story that really seems uppermost to me today is the visit China’s president Xi Jinping made today to Moscow for a meeting with Russia’s president Vladimir Putin.”

In 2015, shortly after Russia intervened in the Syrian Civil War, Wrongo asked a visiting Russian author who spoke at our local library whether Putin wanted to move Russia closer to the west or to the east. He said unequivocally that Putin was a product of the west and would keep Russia in the west’s orbit.

It’s clear that he was wrong. Russia has moved away from the west, possibly permanently. Earlier in March, Wrongo said the following:

“The US is attempting to isolate both China and Russia. With Russia, we’re using ever-tightening economic sanctions. With China, we’re building a geographic containment strategy among our allies in Asia.”

And on Monday, Chinese President Xi met with Russian President Putin in Moscow. Here’s a meeting summary from the blog Institute for the Study of War:

“… [the meeting]…on March 20…offered a more reserved vision for Russian-Chinese relations than what Putin was likely seeking. Xi and Putin touted the strength of Chinese-Russian relations in their meeting…but offered differing interpretations of the scale of future relations….on March 19 Putin published an article in Chinese state media in which he argued that Russia and China are building a partnership for the formation of a multipolar world order in the face of the collective West’s seeking of domination and the United States pursuing a policy of dual containment against China and Russia.”

….Xi offered a less aggressive overarching goal for Russian-Chinese relations in his article published in Russian state media….in which he noted that Russia and China are generally pursuing a multipolar world order but not specifically against an adversarial West. Xi instead focused…on presenting China as a viable third-party mediator to the war in Ukraine….

David Ignatius concluded in the WaPo that the meeting was about:

“A strong China…bolstering a weak Russia….The Chinese aren’t providing weapons (yet), but Xi certainly offered moral and psychological support in what might be described as a get-well visit to an ailing relative….The paradox of the Ukraine war is that Putin’s bid for greater power in Europe has made him weaker. This diminished Russia will fall increasingly under China’s sway….Maybe that’s the biggest reason for Xi’s…visit: He is bolstering a flank against America and the West.”

China’s dominance over Russia will grow if Russia cannot find a way to end the war in Ukraine. Russia has lost its energy markets in Europe because of the invasion, so it must depend heavily on demand from China. China’s growing economic power in Asia coupled with its capabilities in space, cyber, and artificial intelligence will increasingly dwarf Russia’s.

Russia’s economy is concentrated on exports of energy. It also has a major population problem. The Economist reports: (emphasis by Wrongo)

“Over the past three years the country has lost around 2million more people than it would ordinarily have done, as a result of war, disease and exodus. The life expectancy of Russian males aged 15 fell by almost five years, to the same level as in Haiti. The number of Russians born in April 2022 was no higher than it had been in the months of Hitler’s occupation.”

More:

“…the life expectancy at birth of Russian males plummeted from 68.8 in 2019 to 64.2 in 2021, partly because of Covid…Russian men now die six years earlier than men in Bangladesh and 18 years earlier than men in Japan.”

And the Economist says the exodus of well-educated young people at the start of the Ukraine War also hurts Russia’s future. According to its communications ministry, 10% of IT workers left the country in 2022. Many were young men, further skewing Russia’s unbalanced sex ratio. In 2021 there were 121 females over 18 for every 100 males. More:

“Demographics is rapidly making Russia a smaller, worse-educated and poorer country, from which young people flee and where men die in their 60s.”

As Wrongo said, separating China from Russia used to be a central goal of US foreign policy. The Biden administration tried that strategy in reverse: Warming relations with Moscow at the June 2021 summit in Geneva in part to concentrate on the challenge China presented.

How did that work out?

Now it’s China trying the role of triangulator. Xi’s playing off the split between the US and Russia, helping Putin, but also keeping some distance while building China’s bona fides with the third world.

Xi’s also used China’s close relations with Iran to make a diplomatic breakthrough between the Saudis and the Iranians, something that the US could never achieve.

We seem powerless to blunt what’s happening before our eyes.

And all the while, the Republican Party of the world’s greatest superpower argues about drag queens and wokeness.

Wake up America! Check out what China, Russia, Iran and Saudi Arabia are building for us. You’re not going to like it.

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Monday Wake Up Call, Diplomacy Edition – March 13, 2023

The Daily Escape:

Wildflower bloom, Peridot Mesa on the San Carlos Reservation, AZ  – March, 2023 photo by Sharon McCaffrey

China has brokered an agreement between Iran and Saudi Arabia to re-establish diplomatic relations. The agreement, reached after four days of talks with senior officials in Beijing, may ease tensions between the two Middle East powers after seven years of fighting a proxy war in Yemen. In the war, Saudi Arabia has supported Yemen’s government and Iran has backed the opposition Houthis.

Both Iran and Saudi Arabia announced they will resume diplomatic relations and open up embassies once again in their respective nations within two months, according to a joint statement.

Saudi Arabia is Sunni Muslim while Iran is a Shiite Muslim country. Saudi broke off relations with Iran in 2016 after protesters stormed the Saudi embassy in Tehran. The protests followed the Saudi execution of a Shiite Muslim cleric, Shia preacher Nimr Baqr al-Nimr. Al-Nimr had earlier spent 10 years studying in Tehran.

News of the diplomatic breakthrough came as a surprise to the US and to Israel. It was also a diplomatic and political success for Beijing. Here are some of the winners and losers in this.

The winners:

  • Iran, now with Russia, China and Saudi as allies, may be able to break the US sanctions.
  • Saudi Arabia has distanced itself even further from the US. It may now be able to end its involvement in the war in Yemen.
  • China, by outplaying the US. China’s success in achieving is recognition of its growing status in global politics.
  • Iraq and Syria will become more influential Middle East players as Saudi and Iran move to end their rivalry.

The losers are:

  • Israel, and specifically Netanyahu. For years, his twin foreign policy goals have been the isolation of Iran and the normalization of ties with Saudi Arabia, which has never recognized Israel. Also his efforts to pull the US into a war with Iran is now even more unlikely.
  • The US for being outplayed on a playing field it used to dominate. And for losing more global prestige to its rival China.
  • The Emirates for losing some political influence and also losing some of its sanctions busting trade with Iran.

Wrong thinks this could be a big geopolitical deal. It may bring peace or at least, an absence of war in Yemen. It is also a bold example of using diplomacy as a tool of national power. That’s a good reminder since the US has been mainly thinking about the war in Ukraine (and the threat of war in Taiwan). Our global focus has been on military power and economic sanctions.

The Ukraine war has led to a revival of the NATO alliance. This, along with the strengthening of European relations are diplomatic accomplishments. But since the start of the war, US global diplomacy has been directed at jawboning the third world into agreeing to the sanctions regime against Russia.

So China’s use of diplomacy to deliver a breakthrough agreement between Saudi Arabia and Iran makes the US efforts look small and foolish. The NYT quotes Daniel C. Kurtzer, a former ambassador to Israel and Egypt:

“It’s a sign of Chinese agility to take advantage of some anger directed at the United States by Saudi Arabia and a little bit of a vacuum there….And it’s a reflection of the fact that the Saudis and Iranians have been talking for some time. And it’s an unfortunate indictment of US policy.”

After Trump killed the Iran nuclear deal in 2018 and reimposed heavy economic sanctions on Iran, Iran moved to deepen its relations with Russia and now with China. Tehran has provided drones for Russia to use in its war in Ukraine, making it an important partner for Russia.

Now, by turning to China to mediate with the Saudis, Iran has elevated China in the region, while Israel finds its hopes for an anti-Iranian coalition with Saudi Arabia dashed. Is the looming axis of Iran and China a direct threat to the US? Probably not, but the balance of power in the region is changing.

We’ve spent decades in various wars in the Middle East, at a cost of more than $8 trillion. We tried showing the Middle East that strength came from military might. But China is showing the Middle East that you can win both the diplomatic and the economic battle without firing a bullet. Who knew?

Their approach to the Middle East is more constructive than America’s. China, like the US, has an agenda. But it has committed to building 1000 schools in Iraq; a country we “helped” by invasion.

Time to wake up America! The world is now challenging America’s heavy-handed unilateralism. We may be seeing the start of a post-America Middle East. To help you wake up watch and listen to Marcus King and Stephen Campbell of the Marcus King Band perform the 1966 Merle Haggard tune “Swinging Doors” at Carter Vintage Guitars:

Sample Lyric:

And I’ve got swinging doors, a jukebox and a bar stool
My new home has a flashing neon sign
Stop by and see me any time you want to
Cause I’m always here at home till closing time.

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