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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Thoughts About Blowing Up The Ukrainian Dam

The Daily Escape:

Ray Wells Dune Shack, Provincetown, MA – June 2023 photo by Sarah E. Devlin. The shack is one of the largest of the historic dune shacks on the Outer Cape. It is made available for two weeks at a time through a combination of juried artist awards and a lottery system for members of the Peaked Hill Trust, a nonprofit group.

Have you been following the destruction of the Nova Kakhovka dam and power plant in the Russian-held part of Ukraine? Wrongo is still a little numb about the magnitude of what’s happened.

The dam is about 100 feet high and two miles across, and it holds back more than four cubic miles of water at its peak capacity. The reservoir is nearly 120 miles long. It had the only remaining roadway across the Dnipro River. The dam was also a source of hydroelectric power for the region. The dam was close to peak capacity when it gave way. In May, the water in the reservoir rose so high that it over topped the dam, apparently because the sluice gates couldn’t be opened by the Russians.

After weathering months of Russian air attacks on its energy infrastructure with missiles, bombs, and drones, blowing the dam has caused a permanent loss of electrical generation capacity of 357 Megawatts, or 1.4 Terawatt-hours per year. And Ukraine isn’t in a position to be giving up any sources of electricity. The cost of rebuilding it will be enormous and take years.

Both the Ukrainians and the Russians are blaming each other for the dam’s destruction. But as Yale’s Timothy Snyder says:

“Avoid the temptation to begin the story of this manmade humanitarian and ecological catastrophe by bothsidesing it.  That’s not journalism.”

Snyder also says this:

“…is a humanitarian disaster that, had it not taken place within a war zone, would already have drawn enormous international assistance. Thousands of houses are flooded and tens of thousands of people are in flight or waiting for rescue. Another consequence is ecological mayhem, among other things the loss of wetland and other habitats. A third is the destruction of Ukrainian farmland and other elements of the Ukrainian economy.”

More:

“Whatever the immediate cause of the dam break, it would not have happened without Russia’s invasion, without Russia’s earlier explosion at the dam, without Russia’s mismanagement of the water flow.”

So the speculation about who did it isn’t nearly as important as looking at the economic and military effects of losing the dam and the subsequent flooding:

“The sudden release of 18 cubic kilometers of water, about the volume of the Great Salt Lake in the US, will sweep the Dnipro River’s banks and tributaries downstream, threatening 80 settlements with flooding, including part of the city of Kherson and much of the eastern bank of the Dnipro, which is occupied by Russia.”

Still, armies that are attacking don’t blow dams if it would block their path of advance. Armies that are retreating do blow dams to slow the advance of the other side. At the moment of the explosions at the dam, Ukraine was advancing, and Russia was retreating.

And the timing is more beneficial to Russia than it is to Ukraine because it closes off the possibility of attack from the west for a significant period of time.

Last year, many feared the Russians would blow the dam as they withdrew from Kherson, although that would have prevented water in the reservoir behind the dam from reaching Crimea. Crimea is chronically water-short, although its local reservoirs are currently at capacity. There is a canal that brings water directly from the dam to Crimea.

The dam’s destruction now forces the Ukrainian government to use resources to mitigate the damage instead of using them in their counteroffensive. Secondly, it eliminates a key vehicle crossing point over the river.

Militarily, blowing the dam protects Russia’s flank from possible incursions across the river at least until the resulting mud flats dry out. The breadth of the waterlogged areas will mean that Ukrainian forces will have to wait at least a few weeks during which Russian forces can regroup and/or redeploy to other locations.

It may be that Russia has made a purely military decision, sacrificing the long-term future of Crimea in exchange for a short-term gain vs. the Ukraine counteroffensive.

Have the Russians now fully entered a “scorched earth” phase of the war? The Crimean reservoirs are full, so there is no immediate danger to the drinking water supply, but the long term prospects for water in Crimea are now dim. Regardless of who wins this war, the dam and canal will take years to rebuild.

It’s really difficult to see a plausible story where Ukraine had both the means or motive to cause this disaster. If Ukraine had done this, it would have taken precision missile strikes. But local reports about the explosions said that they were underwater and possibly from inside the dam.

Some will argue that Ukraine could have infiltrated special forces to blow up the dam. But that’s something out of a movie plot, not real life.

People should remember that for the past 15 months Russia has been killing Ukrainian civilians and destroying Ukrainian civilian infrastructure, whereas Ukraine has been trying to protect its people and the structures that keep them alive.

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Cartoons + Memorial Day Weekend

(There won’t be a Monday Wake Up column this week. Wrongo will return on Wednesday, May 31.)

Memorial Day, Arlington National Cemetery – 2013 photo by William Coyle

Monday will be Memorial Day, when we honor the sacrifice of those who died fighting in America’s wars. We mourn those we knew, and we pause briefly to remember those we never knew. The American public’s job is to say, “thank you for your service”. Saying it has become a reflex, like “bless you” when someone sneezes. Our default position is to thank, but not to think. For most of us, America’s foreign wars are a kind of elevator music. Always present, but we barely notice it.

Maybe we watch our town’s parade, or shop at the mall. There’s likely to be a cookout. It isn’t about love of country. It’s about sad Facebook emojis, Memorial Day mattress sales, and burgers on Monday. On to cartoons.

The old man remembers the soldier:

RIP Tina Turner:

More:

Requiring a clean Debt Ceiling dies as Biden negotiates with Freedom Caucus:

A handy reminder:

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Proposed Israeli Judicial Overhaul Threatens Civil War

The Daily Escape:

St. Augustine Beach, FL – 2015 photo by Wrongo

(New columns will be light and variable for the next 10 days as Wrongo and Ms. Right are off to our annual family reunion in Florida. New writing will begin in earnest sometime after April 12. As always, keep your tray tables in their upright and locked position and your arms inside the blog at all times.)

Are you following what’s going on in Israel? It’s been an important story, but it now seems to be getting bigger. From the NYT:

“Civil unrest broke out in…Israel Sunday night after Prime Minister Benjamin Netanyahu fired Defense Minister Yoav Gallant for criticizing the government’s judicial overhaul, which Gallant said is causing turmoil in the military and threatens Israel’s security.”

Here’s what Minister Gallant said that got him fired: (brackets by Wrongo)

“The rift within our society is widening and penetrating the Israel Defense Forces….[the schisms have caused]…a clear and immediate and tangible danger to the security of the state — I shall not be a party to this.”

By some media accounts, 600,000 people came out to protest across the country, which would mean that 6.5% of Israel’s population was on the streets.

The judicial overhaul was designed to give the government greater control over the selection of Supreme Court justices and to limit the court’s authority over Parliament. It would give Netanyahu power to handpick the judges presiding over his corruption trial (he’s charged in three cases and faces potential prison time).

The proposed overhaul has pitted liberal and secular Jewish Israelis against more right-wing and religiously conservative citizens. The firing of the Defense Minister also prompted Israel’s largest workers’ union to call a general strike, while leading universities closed down, and Israel’s consul-general in New York resigned. Flights from Tel Aviv’s airport were grounded.

The near-rebellion has caused Netanyahu to announce a suspension of the proposed legislation. From the WaPo:

“Out of national responsibility, from a desire to prevent the nation from being torn apart, I am calling to suspend the legislation….When there is a possibility to prevent a civil war through negotiations, I will give a time-out for negotiations.”

That wasn’t enough for the leaders of the months-long protests against Netanyahu’s push to remake Israel’s judicial system. They called for demonstrations to continue since Netanyahu announced that he was suspending, but still planned to pass the legislation.

The Movement for Quality Government called on the leaders of Netanyahu’s political opposition to continue fighting, saying:

“The coup d’état laws must be shelved completely….Not paused, not halted. Shelved. The suspension of the legislation looks like a cheap political exercise designed entirely to wait for a good time to bring the blitz of anti-democratic legislation back into our lives.”

Wrongo generally doesn’t agree with Tom Friedman, but he’s right about this:

“Netanyahu and his coalition thought they could pull off a quick judicial coup, disguised as a legal “reform,” that would enable them to exploit the narrowest of election victories — roughly 30,000 votes out of some 4.7 million — to allow Netanyahu & Co. to govern without having to worry about the only source of restraint on politicians in Israel’s system: its independent judiciary and Supreme Court.”

More from Friedman on the multi-front wars that Netanyahu has undertaken since being reinstalled as Israel’s Prime Minister:

“Netanyahu’s extremist coalition is now taking on the Palestinians and Iran militarily while ignoring the wishes and values of its most important ally, the US government; its most important diaspora community, American Jews; and its most important source of economic growth, foreign investors.

And it’s doing all of that while dividing the Israeli people to the brink of a civil war.”

Civil war in Israel? Even Netanyahu mentioned the possibility in his offer to suspend the effort to pass the judicial overhaul.

Meanwhile Haaretz reported that Israel’s far-right party Otzma Yehudit said that they have struck a deal to allow Netanyahu to delay the judicial overhaul until after the Knesset recess in return for the establishment of a national guard under the control of the Party’s leader, National Security Minister Itamar Ben-Gvir.

Netanyahu caved to Ben-Gvir after the ultra-nationalist minister had threatened to resign over Netanyahu’s announcement to shelve the legislation. The idea of a national guard under Ben-Gvir isn’t new. Early versions of the proposal included siphoning off Border Police officers to the national guard, as well as the recruitment of 10,000 volunteers.

This would be a highly inflammatory step given that Ben-Gvir has, in the past, called for the police to use live ammunition on rock-throwing protesters. Haaretz reports that Ben-Gvir told Netanyahu that he would vote against the state budget if it does not include funds for establishing a new national guard. From Haaretz:

“Israel’s oldest human rights organization, the Association for Civil Rights in Israel, responded immediately by describing the proposed national guard as “a private, armed militia that would be directly under Ben-Gvir’s control.”

And the irony of Netanyahu treating ordinary Israelis like, well, Palestinians, can’t be lost on anyone right now. Biden should make it clear that it stands by a democratic Israel, not the one being fashioned by Bibi and his coalition partners.

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Saturday Soother – March 25, 2023

The Daily Escape:

The Neon Museum at night, Las Vegas, NV – March 2023 photo by Linda Hoggard Henderson

The US confirmed Thursday that it had struck an Iranian-backed group in northeastern Syria after it launched a drone attack against a US base in Syria, killing one US contractor and injuring another along with five US troops. On Friday, the Iran proxy forces launched seven rockets at a US base in northeast Syria on Friday in retaliation.

Wait. We’re still in Syria? Yep, the US still maintains about 900 troops in Syria after Trump ordered the withdrawal of roughly 2,000 in 2018. Video footage indicates that the strike was in Deir Ez-Zor, a Syrian province that borders Iraq and contains significant oil fields.

We entered Syria uninvited in 2015. Our invasion was based on two ideas, one commendable and the other disastrously stupid from the start.

We were misguided in our effort to identify, train and equip the local “good jihadis” to take on the Syrian government. These so-called good jihadis understood we were gullible dupes from day one. It turned out that all we accomplished was to supply better weapons to ISIS.

The commendable effort was our direct support of the Rojava Kurds in their existential battle against the ISIS jihadis. We had experience fighting with them against ISIS in Iraq. We weren’t invited by Syria to help the Rojava Kurds, but it was a fight against a mutual enemy. And at the time, Syria exercised no control in the region.

The main fighting was by the People’s Protection Units (YPG) of the Rojava Kurds. We entered the conflict by conducting airstrikes aimed at Kobani and embedding two Special Forces teams with the YPG, who later captured Kobani.

Our tiny presence with the YPG metastasized into creation of the Syrian Defense Force (SDF). Now, it’s clear that we have stayed too long. We should have been preparing the YPG and SDF for integration into the Syrian Arab Army (SAA). We failed to do that, and we remain there because we promised both groups we’d stand by them, stoking their false hopes of independence from Syria.

We don’t belong there anymore than the Russian Army belongs in Ukraine. Like Ukraine, Syria is a sovereign state and can choose whomever it wants to align with, and who it doesn’t.

How can we demand that Russia exit Ukraine’s sovereign territory while we remain in Syria, uninvited?

We should leave. With all that’s going on elsewhere, taking Syria off the table should be a no-brainer for Biden. We should coordinate our leaving with Syria and the Russians, so as not to be seen as disappearing into the night.

On the way out the door, we need to make it clear to the Rojava Kurds and the SDF that we’re going to leave, and that now they must negotiate an accommodation with the Syrian government.

That’s enough geopolitics for this week. It’s time for our Saturday Soother. Wrongo and Ms. Right are just back from Napa Valley and our granddaughter’s wedding. And Spring has sprung here on the fields of Wrong. It’s already clear that Wrongo is behind on his annual spring cleanup. The woods are taking on the vague red color of new buds, and our Bradford Pear also has buds. Yesterday, we put out our Bluebird nesting boxes.

Let’s relax for a few minutes and center ourselves before next week brings us another political atrocity, like the firing of a Florida school principal after three parents complained about an art teacher showing a picture of Michelangelo’s 16th century sculpture of David. Time to get fig leaves put on all the statues in Florida.

Let it go. Now, sit in your favorite chair and watch and listen to Alana Youssefian and the Voices of Music perform “Spring” from Vivaldi’s Four Seasons on original instruments used in Vivaldi’s time. This features Youssefian playing a baroque violin. They bring life to this Vivaldi old favorite that you’ve heard many times, making it something fun, and joyful. It’s definitely worth your time:

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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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Monday Wake Up Call – February 27, 2023

The Daily Escape:

Sunset, Blue Ridge Mountains, near Asheville, NC – February 2023 photo by Andre Daugherty

Yesterday, Wrongo posted the Gallup Poll’s recent survey showing that 65% of Americans support continuing with the war in Ukraine, even if it’s a prolonged conflict. Staying the course in Ukraine requires us to think carefully about both the means of continuing to arm Ukraine, and also about the ends we hope to achieve once the fight is over.

The New Yorker’s David Remnick interviewed Russian historian Stephen Kotkin about how the war in Ukraine ends. Kotkin points out that the war is far from over, but we can look at how it might end:

“The Biden Administration has effectively defined victory from the American point of view as: Ukraine can’t lose this war. Russia can’t take all of Ukraine and occupy Ukraine, and disappear Ukraine as a state, as a nation.”

Kotkin thinks that from the Ukrainian viewpoint, victory has mostly to do with getting into the European Union:

“…that has to be the definition of victory: Ukraine gets into the European Union. If Ukraine regains all of its territory and doesn’t get into the EU, is that a victory? As opposed to: If Ukraine regains as much of its territory as it physically can on the battlefield, not all of it…but does get EU accession—would that be a definition of victory? Of course, it would be.”

Currently, we’re experiencing a war of attrition between Ukraine and Russia. In order to win this type of war, you have to out-produce your enemy’s weapons production.

But is that realistic? The US is the major supplier of arms to Ukraine, but we haven’t ramped up our production of the weapons we’re sending to Ukraine. Instead, we’re drawing down our supplies of armaments. More from Kotkin: (brackets by Wrongo)

“We haven’t ramped up industrial production at all. At peak, the Ukrainians were firing…upward of ninety thousand artillery shells a month. US monthly production of artillery shells is fifteen thousand. With all our allies thrown in, everybody in the mix who supports Ukraine, you get another fifteen thousand….So you can [produce] thirty thousand…artillery shells while expending ninety thousand a month. We haven’t ramped up…..We’re running out.”

So, can we actually provide the means to get to the ends Biden wants, or the ends that Ukraine wants? Not without doing something radically different than we’re doing now.

Politically, from here to the 2024 election we’ll see a debate about whether we should be in Ukraine at all. This debate will form a key element in who the Republicans select as their presidential nominee.

Mike Pence isn’t a first-level presidential candidate, but on Friday he rebuked fellow Republicans who have given less-than-robust support for America’s defense of Ukraine. On NBC, he lays out the classic Republican position clearly:

“…I would say anyone that thinks that Vladimir Putin will stop at Ukraine is wrong…”

NBC also quoted DeSantis: (brackets by Wrongo)

“An open-ended blank check [in Ukraine]…is…not acceptable…..Russia has been really, really wounded here and I don’t think that they are the same threat to our country, even though they’re hostile. I don’t think they’re on the same level as a China.”

The WSJ’s Kimberley Strassel writes that Trump intends to make limiting or ending the war in Ukraine a central element in his campaign. She quotes Trump:

“This thing has to stop, and it’s got to stop now…the US should negotiate peace between these two countries, and I don’t think they should be sending very much.”

Strassel thinks that Trump sees an opening to rally the part of his base that’s skeptical of military commitments abroad. So he, like Congressional Republicans are floating a false choice: A strong America globally or a strong America domestically:

“The GOP for more than 70 years has been the party of strong defense….Trump and a small group (at least for now) of congressional Republicans risk throwing all that hard-earned credibility away, neutralizing one of the party’s greatest strengths…”

Clearly there’s a developing split in the GOP over whether America should be backing the war or seeking immediate peace in Ukraine.

Regardless of Republican Party politics, don’t Ukrainians deserve the chance to try to win on the battlefield? Whether America is willing to ramp up its weapons production will partially answer that question. And whether we’re able to keep our eyes on the prize of a reunited NATO, a reunited EU, and a free Ukraine.

Time to wake up America! It seems possible that the Republican Party might shift to preferring a strong America domestically rather than a strong America globally.

That would be a political earthquake in our politics.

And how would the Democrats adjust? Their political brand is already pretty damaged among the White non-college educated in heartland America. Would the Dems become America’s military spending Party?

To help you wake up, listen to 1973’s “Live and Let Die” written by Paul and Linda McCartney, and performed live by McCartney:

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Send The Tanks To Ukraine!

The Daily Escape:

Cardinals in snow, Warrensville, NC – January 2023 photo by Keith Calhoun

If Ukraine is to stave off the Russians, it needs tanks, but Germany and the US are still reluctant to send their tanks to Ukraine. While each express slightly different reasons for withholding their tanks, it boils down to the fact that both countries seem to believe that their tanks should be used in defense of NATO, and Ukraine isn’t a member.

The question remains “Which weapons are ok to use in Ukraine?” The answer has evolved since the start of the war a year ago. NATO is now giving more advanced weapons than they thought they would, partly because they now perceive the battle for Ukraine as a clear proxy war with Russia.

It appears that the meeting of defense ministers over the weekend in Germany saw the first crack in NATO’s solid support for Ukraine. Military aid from Europe and the US for Ukraine has been the key to Ukraine’s survival and to its ability to blunt Moscow’s superior numbers of troops on the battlefield.

What was agreed isn’t chump change. It includes 200 new artillery pieces. Multiple countries, including Denmark and Estonia, are sending Ukraine literally all of their howitzers. That implies that Ukraine needs artillery pieces as a stop gap until battle tanks can be provisioned. But as of now, no battle tanks.

Germany has been reluctant to provide Leopard tanks. Why that’s what’s Wrong today is summed up by someone who Wrongo never thought he would ever quote, Bill Kristol:

Kristol is on to something. From the WaPo:

“Germany’s Leopard 2 tanks, several thousand of which are in the arsenals of its NATO allies around Europe, are the best such options for Ukraine’s use.”

The Leopards are far more numerous in NATO countries than any other tank. They are more suitable for Ukrainian terrain and maintenance capabilities than the US’ top-of-the-line battle tank, the M1 Abrams.

And it’s rarely a good thing in warfare to have a fruit salad of weapons that in general, have the same capabilities. Ukraine absolutely does not need what Michael Kofman has referred to as a “petting zoo” of battle tanks.

Some armchair generals may think that it would be nice to have one British Challenger or two, several Leopards, and a bunch of Abrams available. But from a training and logistics point of view that’s a nightmare. Of all of these possible weapons, the Leopard is regarded as ideal for Ukraine because:

  • There are a lot of them
  • They are less logistically complex than the Abrams
  • Tank people seem to think that the learning curve for operations and maintenance isn’t as steep as it is with other tanks

Retired US General Mark Hertling is adamant that the Leopard 2 is a much better fit for the Ukrainians than the US’s M1 Abrams. His position is based on logistics. Since his whole career was spent as a tanker, he’s probably correct.

The clincher for the Leopard 2 is that 16 European/NATO countries operate them, and thus have the resources to help train Ukrainians in their use and maintenance on a wide scale. These countries would be able to provide Ukraine with at least a base level of spare parts from their existing stores.

Germany also has an issue if they supply Leopards from their inventory: They can’t make enough of them to replace those they give to Ukraine. That would leave Germany needing to replenish by purchasing, you guessed it, M1 Abrams tanks! So, a big win for General Dynamics, maker of the Abrams.

Since the start of the winter, there has been an ongoing degradation of Ukraine’s war making capabilities, allowing Russia to keep pounding while it organizes its newly mobilized forces for offensive action in the spring. The western media has stopped talking about the Ukrainian “win” they spoke about last summer.

Soon, winter will be over and the early spring promises a Russian counter-offensive in eastern Ukraine. At Turcopolier, TTG says:

“By spring the Russians will probably field a large infantry force. But I doubt that force will be anything but ill-trained and ill-equipped. They are not using near enough artillery and armor now to support the infantry they have. Maybe this is because they are holding it back for future offensive operations…..Having said that, I do think they will continue to try to take the Donbas and do their damnedest to hold in the south.”

This means that time is short, not simply to decide on battle tanks, but to get them into position in Ukraine with supply chains up and operating. The alternative is a slow grinding but eventual Russian victory with all that will mean for eastern Europe.

If there are doubts about what losing Ukraine will mean, consider that stopping Russia from winning in Ukraine will end the threat of major war in Europe. We shouldn’t forget that for nearly 50 years, a confrontation with the USSR (and later Russia), was the likely scenario for Europe. A Ukrainian victory would make this scenario implausible.

Some “experts” are saying that provisioning Leopard tanks for Ukraine is not likely to be a game changer on the battlefield. That may be, but it’s a certainty that without them, the war in Ukraine will be won by the Russians.

We need to face it: We’re in a very long, very expensive proxy war between NATO and Russia.

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A MAGA Idea Wrongo Supports

The Daily Escape:

Sunset, Tucson, AZ – January 2023 photo by Leila Shehab

Sometimes your worst political enemies are on the same page with you. Axios reports that a:

“…threat of cuts to US defense spending has emerged as a flashpoint in House Republicans’ first week in the majority, widening the GOP’s isolationist fault line and exposing the fragility of Kevin McCarthy’s young speakership.”

The backstory here is that according to Bloomberg, among the concessions new House Speaker McCarthy made to secure the job was to agree to vote on a budget framework that caps 2024 discretionary spending at fiscal 2022 levels. Unless the Pentagon is exempted, that could result in a $75 billion drop in defense spending:

“National defense spending, which primarily funds the Pentagon, was about $782 billion in fiscal 2022 and rose $75 billion to $857 billion in fiscal 2023.”

The deal that McCarthy has apparently agreed to would have the House commit to passing bills that would cap all discretionary spending at fiscal year 2022 levels, or roughly $1.47 trillion.

But one of the big wins for Senate Republicans in last year’s budget talks was a bigger defense budget. Sen. McConnell might want to check in with the House MAGA Republicans, since they’re going in the opposite direction.

Wrongo agrees that the idea of cutting $75-$100 billion (or more) from the Pentagon should be up for discussion. Consider that in 2021, the Congressional Budget Office (CBO) released a study that outlined three options for saving over $1 trillion in Pentagon spending over the next ten years without damaging our defense capabilities.

All three options involved cutting the size of the armed forces, avoiding large boots-on-the-ground wars like Iraq and Afghanistan, and relying on allies to do more in their own defense.

Wrongo wrote about the 2021 CBO study here. The CBO report put the potential cut in historical perspective: A $1 trillion cut (14%) over a decade would be far smaller than the cuts to America’s military spending in 1988-1997 (30%), and the 25% cut we had in 2010-2015.

A $1 trillion saving isn’t chump change. Those funds could be used to prevent future pandemics, address climate change, or reduce economic injustice. These are all pressing American problems.

The MAGA’s ideas on defense spending cuts might find support from a few progressives in Congress, including Reps. Barbara Lee (D-CA) and Mark Pocan (D-WI), who pitched a $100 billion haircut for the DoD earlier this year. But this year’s Pentagon budget boost easily passed both the House and Senate on a bipartisan basis.

Both Republican and Democratic House war hawks will resist the idea of cutting defense spending. Some will cite the defense of Ukraine, which will only account for $45 billion of military spending in the coming year. Some will mention Taiwan, citing China’s aggressive military stance toward the island nation.

But how about developing a clear global military strategy along with the willingness to carry it out? Instead of simply talking about how many dollars we should spend.

And the CBO’s proposed strategic shifts don’t account for what could be saved by streamlining the Pentagon by reducing its cadre of over half a million private contractors, many of whom perform tasks at prices higher than it would cost to do the same work with government employees.

The likely outcome is that House Republicans will fail to cut defense spending while sticking to their plan of holding the 2024 discretionary spending flat. So Republicans will focus on social spending to reduce the fiscal 2024 budget to 2022 levels. But if you ask Americans what spending they want to see cut, they will never say that we ought to cut people’s retirement security.

Wrongo has little hope that this 118th Congress will work to solve the three great problems that face America: Our revenue problem, our social spending/cost inflation problem, and our defense spending problem. As Jennifer Rubin says in the WaPo:

“The danger for the GOP has always been that a short stint in irresponsible governance will wake up the electorate to their manifest unfitness, thereby dooming the party’s chances in 2024. The danger for the country is that, in the meantime, the MAGA extremists will do permanent damage to the U.S. economy and national security.”

The hard Right MAGAs and the anti-democracy Republican Party must be made into a permanent minority, as it was during the Roosevelt years, and for decades thereafter.

The battle for 2024 starts now.

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Saturday Soother – December 24, 2022

The Daily Escape:

Santas on the Grand Canal in Venice 2017 photo via WSJ

(This column is late coming to you since the big storm left the Mansion of Wrong with no internet for two days, due to a large tree falling across our road. The high winds prevented crews from working to remove it for 24 hours. It also may be Wrongo’s last column until Jan. 4th.)

The New Year will continue to bring us the chaos that we’ve sadly become accustomed to. The 118th Congress and its Republican House majority will again test America’s norms. The 2024 presidential election is going to bring an extra silly season of political news, so take a real break if you can.

One thought for year end is to set out a framework for thinking about America’s commitment to Ukraine.

We know that a significant number of Republicans and some Democrats want to pull the plug on our support for Ukraine in its war with Russia. For now, the majority think it should remain a “whatever it takes, for as long as it takes” situation. Implicit in the second viewpoint is that American soldiers are never going to be combatants in Ukraine, and that we’re not talking about another 20-year war like in Afghanistan.

A few things to think about. Do we have a choice to support Ukraine, or is supporting them a necessity? We have talked about the difference between “wars of choice” and “wars of necessity” throughout Wrongo’s adult life. Two of our worst military experiences were in wars of choice: Vietnam and Afghanistan. We didn’t have to intervene in either, but our political leaders decided that America’s national security had a true connection to both conflicts. The clear wars of necessity for America were the US Civil War, and the two World Wars. All threated the existence of the US homeland.

Somewhere in between wars of choice and necessity is Ukraine. It isn’t an ally where we are obligated by a treaty, like we have with Europe via NATO. We are obligated to defend any NATO member who is attacked. For example, that would mean a war against Latvia is a war against the US.

We spent 20+ years fighting in Afghanistan. Given what we learned there, would America ever spend a minute fighting for Latvia? When Trump was president he flirted with saying we wouldn’t immediately commit to defending just any NATO country, and he wasn’t alone in that thinking.

That means we could consider choosing not to defend NATO at all, or not to defend individual NATO countries.

We’re facing Cold War II with China and Russia. Our new Omnibus budget allocates 10% more money to national defense than last year, largely because of the possibility of fighting both countries at great distances from home. The budget implies that our national security is threated by both of them.

Russia’s invasion of Ukraine could become a generation-long rolling war between Russia and the small NATO countries that border either Russia or Belarus, if Ukraine loses. Would America then rally and support NATO? Where would we draw the red line? Support for Germany but not for Poland? Ok, we’ll support Poland, but not Latvia?

We need to think through our priorities. We fought in Afghanistan because we believed fighting a far enemy (al-Qaeda) was better than waiting and fighting them as a near enemy. That is also the basis of why we created and remain a member of NATO: Fighting Russia over there was smarter than fighting it nearby, like in Cuba.

Neither China nor Russia are presently our near enemies. If China invades Taiwan, direct involvement by the US would be another war of choice with a far enemy. Ukraine represents a war of choice with a different far enemy, but one in very close proximity to our treaty partners, an enemy that could cross NATO’s trip wire at any time.

Our history suggests that the American people will agree to wage wars of choice if they are relatively cheap and short in duration. What we call a cheap war is mostly a partisan political question. But talking about the cost of a war of choice is a proxy for how Americans value the country that we’re intent on supporting.

Ukraine is a proxy war of choice. We have very few people on the ground and none in a direct combat role. The twin goals are to preserve Ukrainian independence and to bleed Russia of its conventional military capability. Americans need to consider the following implications for national security:

  • Since our resources are limited, should we choose between containing Russia or containing China?
  • What is the goal of containing either or both?
  • How important are the small NATO counties to our national security?
  • If Ukraine loses its fight with Russia, would our national security be weakened?
  • If yes, can we live with that, or should we be doing more now?

On to a Saturday that’s also Christmas Eve! Forget tree-trimming and the last-minute Amazon shopping for a few minutes. It’s time to unplug and land on a small oasis of soothing in the midst of all of the chaos.

Gaze out at the last few leaves on the trees, and listen to the late Greg Lake, of Emerson, Lake, and Palmer, perform 1985’s “I Believe in Father Christmas”. Although most people think of it as a Christmas song, Lake wrote the song to protest the commercialization of Christmas. Here Lake, along with Jethro Tull’s Ian Anderson on flute perform it live at St. Bride’s Church, in the City of London along with the church’s choir:

The last line of the song says: “The Christmas you deserve is the Christmas you get.”

That might be considered harsh in some circumstances, but it might also be true. Anyway, Merry Christmas, Happy Festivus, Happy Chanukah, Happy Kwanzaa, and Happy New Year to all. Let’s hope the deep divisions in our country can be somehow healed by a seasonal miracle.

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