THE NEWS THAT WAS FIT TO PRINT YESTERDAY DOESN’T FIT TODAY

Remember this from 2023? “Neither NATO nor NATO Allies are party to the conflict.” Or this? “In response, U.S. Defense Secretary Lloyd Austin emphasized Thursday that U.S. is not at war with Russia”. How about this from 2024? “NATO is not at war with Russia and is not party to the war Russia is waging on Ukraine.” How many times did you hear “NATO is not a party to the conflict”? Hundreds. Why NATO itself officially told us that to say “NATO is at war with Russia in Ukraine” was “Russian disinformation”.

Well, fuhgeddaboudit it! While you were sleeping, disinformation became information and there’s a new Party Line now. And here it is. “Key Takeaways From America’s Secret Military Partnership With Ukraine: An investigation by The New York Times has revealed that America was woven into the war far more than previously known.

Of course, as Larry Johnson has pointed out, the real purpose of this propaganda shift is the underbussing of the Ukraine disaster.

I can summarize the massive story in one sentence — Ukraine would have destroyed the weak, incompetent Russians if only the Ukrainian generals had followed the guidance from the US military. If you’re looking for a signal that the war in Ukraine is on its last legs, this article is it. This is a ridiculous attempt to burnish the image of the Pentagon and US European Command as strategic and tactical geniuses who could have beaten the Russians if only those damn Ukrainians had followed their advice.

It’s the signal for the sheep to start bleating a new tune (remember the scene in Nineteen Eighty-Four when, right in the middle of Hate Week, the Enemy becomes the Ally? Creepy how much Orwell foresaw, isn’t it?) As “Simplicius” remarks: “Of course, most of it is news only to the NPCs who’ve subsisted on main courses of MSM consumption.”

The real news is not what they say; it’s

that they say it.

I didn’t bother to read the whole thing but I saw enough to recognise a familiar tune. One of the principal themes of my writings in this site is that Washington and the West generally have very poor knowledge of Russia (here I am in 2018). Most of it is based on unexamined assumptions complacently adhered to. And here we see it again. Let’s start a short, victorious war. And we know that it will be short and victorious because Russia’s economy is weak and sanctions will collapse it in a couple of months; Putin’s underbosses will whack him out if we can make them hurt; their weapons are ancient junk; their generals are unimaginative clods; their tactics are inept; their soldiers are poorly trained dregs. We. on the other hand, are the greatest warriors with the best generals and the best weapons ever.

My very favourite example of this ill-informed self-satisfied overconfidence all in one go from a British source from 2023 just before the big offensive:

As a former tank commander, I can say one thing for certain: Putin’s demoralised conscripts are utterly unprepared for the shock action now hitting their lines. Ukrainian armoured formations are beginning to meet Russian forces in battle, and they are going to pulverise Russia’s defensive lines. I am confident for one simple reason: Ukraine will follow the Western ideology of manoeuvre warfare in a combined arms context, while the Russians will follow Soviet doctrine, relying on attrition and numbers. The Russians will find that the armour of Western tanks is far more resilient than flesh and bone, they will die in great numbers, and they will lose.

Whatever else it may be, war is the ultimate reality test and, when the confident assurance fades, step by step, the sunk cost fallacy will drag the West deeper into the bog. Babbling about Russia’s dependence on refrigerators is replaced by they’re out-producing us four-to-one. The years roll by and it’s suddenly time to get out however you can. Just like Vietnam, Iraq and Afghanistan. And, like those, no lessons will be learned because we won or at least we would have if only the wind hadn’t blown so hard or our allies weren’t so useless or something else beyond our control. (Do they read Clausewitz at West Point? Ever heard of the Correlation of Forces? How about Sun Tzu’s famous quotation about knowledge?)

Nothing short of genius can account for losing so consistently given the enormous resources available to American forces. In light of this very low level of military competence, maybe wars are not our best choice of hobby.

As the toilers at MiniTrue re-write and the Memory Hole burns, we wait for the next Russian disinformation to suddenly turn into information. Lots of NATO troops in Ukraine? “The Revolution of Dignity” was Made in America? NATO provoked the war? Every chance to settle the problem peacefully was torpedoed by Washington or London? Ukraine is full of Galician nazis actually making the big decisions? Bucha was a fake? So was the maternity hospital?

*************************************

(By the way, as most of you already knew, because propaganda is about impressions not details, there’s no penalty for failed predictions and the British guy quoted above is still at it: “Whisper it, but the tide might just be turning against Putin:The American president has lost patience with the Russian leader – so has his own people… within Russia’s top brass, the knives are out for their leader”. Evidence? A mis-interpretation, two false “facts” and the usual inflated casualty figures.)

AN IDIOT’S GUIDE TO WAR

There’s a longstanding apothegm about war that says that amateurs talk tactics but professionals talk logistics. To this I would add that beginners talk weapons (remember Saint Javelin, M777s, Leopard tanks, F-16s? Seen a lot of game changer weapons come and go haven’t we?)

Logistics is the really hard part of planning: it is the business of making sure that the fighting end of the effort has all the things that it requires where it needs them when it needs them. The end comes when your guy kicks in the door of the enemy’s leader’s office. Everything else: aircraft carriers, tank armies, artillery, air fleets, medical support, planning is about getting him there. Here’s the photo. If the infantryman at the tip of the spear doesn’t have rations and ammunition he’s useless and will soon be out of the game. Getting these (and many other things) to him is extraordinarily difficult and many popular accounts of wars leave this somewhat boring aspect of the war business out of the story.

But war is a combination of many things all of which have to work together. All are necessary but none is sufficient. It is, I believe, the most complicated thing humans do (and, depressingly, history shows that it’s our favourite outdoor sport.) Saying one part is the most important is plain wrong. War without purpose (grand strategy and strategy) is just killing people and smashing things. Soldiers without training are dead men walking. Tactics without logistical support is just Brownian movement. And so on. Everything has to be planned and coordinated and carried out hampered by what Clausewitz called “friction”; against an enemy who’s doing everything to upset and counter you. Once you’ve planned it all out, you have to start all over again on the fly because “No plan survives contact with the enemy“.

What’s going on in Ukraine is an industrial war which is consuming enormous amounts of ammunition and weapons with tremendous destruction and hundreds of thousands of casualties. NATO is used to flying over a target with no air defence and dropping bombs, or small infantry groups who call in air or artillery when somebody shoots at them. And, in the end, NATO loses the war anyway and goes home. Alex Vershinin got it right at the beginning in June 2022 in The Return of Industrial Warfare.

The winner in a prolonged war between two near-peer powers is still based on which side has the strongest industrial base. A country must either have the manufacturing capacity to build massive quantities of ammunition or have other manufacturing industries that can be rapidly converted to ammunition production. Unfortunately, the West no longer seems to have either.

And, it should be clear it could be much more: Moscow calls it a “special military operation” and therefore Kiev looks like this; if it were a full-scale war Kiev would look like this.

What do we hear from NATO? More money. Must get to 2% of GDP. That’s not enough, 3% is needed. Maybe 5%. Money.

NATO’s money talk and boasting (remember “taking chips from refrigerators” and “Russia’s industry is in tatters“; Russia is running out of weapons?) has been replaced by some recognition of reality. In January the current NATO GenSek told us “When you look what Russia is producing now in three months, it’s what all of NATO is producing from Los Angeles up to Ankara in a full year“. Russia is four-to-one against the whole enemy coalition.

It’s production, not money. You don’t fight wars by firing bundles of dollars at the enemy. One of the primal errors of Western intelligence was measuring Russia’s economy using the ruble to USD exchange rate. (NATO GenSek still believes it though: “Russia is not bigger than the Netherlands and Belgium combined as an economy“.) In 2017 I wrote Exchange Rating Russia Down and Out which I concluded by saying Russia had a “full service economy”. And, whatever the GenSek may imagine, the World Bank tells us that “the Netherlands and Belgium combined” with its “industry in tatters” has become the fourth-largest economy in the world.

There is nothing that money can do to remedy the four-to-one ratio except with a lot of investment in production over a long time. Thanks to offshoring manufacturing, the Western industrial base mostly has to be built from the ground up. Is that even possible? If you think about it, an apprentice machinist on an assembly line fifty years ago was being taught how to do it by a master machinist who had been taught by a previous master and so on back to the middle of the 1700s when industrial production was invented. Each in the series advanced the technique, of course, but it’s still a chain you could trace back, machinist by machinist, for all that time. If that sequence of teacher-learner-teacher is broken, if the teacher has retired or died leaving no apprentices, how long will it take to get it back? Putting a pallet of engraved paper in the floor of an empty building and hoping it will turn into a pallet of artillery rounds is magic thinking. We know this from history. By winter 1914 it was evident that artillery ammunition consumption far exceeded anybody’s expectations and Britain, a manufacturing giant then, started tooling up. Even so it took a year and a half to manufacture the vast number of artillery rounds for the Somme offensive and about a quarter of them did not explode because the fuses weren’t properly made. How far away is the West from meeting the real demand?

Meanwhile, the EU economy isn’t doing so well and, with a stagnant or shrinking economy, just keeping the same amount of money flowing means that the percentage will have to grow. So the planned 3-4-5-whatever percent GDP increase they’re all calling for may turn out to be just enough to maintain the existing inadequate amount. As the Red Queen told Alice: “Now, here, you see, it takes all the running you can do, to keep in the same place. If you want to get somewhere else, you must run at least twice as fast as that!

The ends of “Last Summer’s Ukraine“, NATO and the EU are visible, don’t you think?

Beginners talk weapons;

Amateurs talk tactics;

Professionals talk logistics;

Idiots talk money.

COMMENTS FROM THE LOCKED WARD

(Miscellaneous comments from pieces dealing with Russia I’ve collected. Most of them anonymous or with pseudonyms. They are chosen to illustrate either rabid hostility to everything Russian or stone-dead ignorance of present reality. I post from time to time when I have enough, spelling mistakes and all.)

European nation need to start enriching Uranium and building nuclear weapons NOW!

Because once we are in a confrontation with russia it will be too late.

Because the moment putin’s spies tell him a European nation is producing fissile materials he will nuke European cities.

This (posted yesterday) from one of my favourite pro-Ukraine accounts on X. What I particularly enjoy is that he has pinned (ie the first thing you see on his X account home page) that Russia has already lost the war in Ukraine and that Putin is doomed and he knows it. This dated three years ago.

Think about what he’s saying above: Europeans have to start building nukes to protect themselves from Russia and, as soon as they do, Russia will nuke them.

EUROPE GETS AN ANATOMY LESSON

Well, “Fuck the EU” she said, and here we are.

Vance’s speech was a bombshell. Left them weeping, it did. Gotta say though, if Zelensky is where you find your “values and principals” these days, I think you should look somewhere else. We can only hope that Vance’s lecture has killed this sanctimonious and hypocritical values talk. Or reduced it a bit, anyway.

Many see it as complementary to Putin’s speech in the same forum in 2007, Here it is for comparison. For example: “Incidentally, Russia – we – are constantly being taught about democracy. But for some reason those who teach us do not want to learn themselves” certainly strikes a chord with Vance’s speech. But Putin’s principal theme (quoting FDR) was that security is indivisible. And surely that is the truth that we see in 2025: if one major player feels insecure then, at the end – say, in 18 years — everybody will. And here we are. The light-hearted attempt to destroy the country that “makes nothing” now has the IISS bemoaning the fact that Russia makes more weapons than all of Europe. Europeans, so confident so recently, now give themselves the fantods about Russia invading.

Two days before, the new US Defense Secretary had put in the first punch: Ukraine is now Europe’s problem. Lots of people are commenting on these announcements and the forthcoming negotiations between Moscow and Washington. This is my little addition to the discussion.

But first read my essay from 2018 on how to fix Ukraine because I think we are starting down that road. It will be a long road and there is still more fighting to come. One can hope, though, with the revelation of how short a time “as long as it takes” is, that the wretched Ukrainians pressed into the slaughterhouse will abandon the Galician cause and vote with their feet. (I am trying to train myself to always remember the distinction between Ukrainians and Galicians).

Everyone should recognise that it would have been more honest had Hegseth admitted Washington’s responsibilities starting from coddling Bandera, building up Stetsko, the five billion dollars, the cookies and “Yats is our guy”. OK, I appreciate that a new team is there, that the new team plans to make big and real changes across the board, is very much the opposite of the last Administration, but still Washington has been the principal author of the Ukrainian cataclysm. After all, in its original declaration of independence Kiev wanted to be neutral and, as Nuland said, it took a lot of money to change things. So some admission of Washington’s very (VERY) large role in the catastrophe would have been more sincere than leaving the impression that the Europeans did it themselves. As to de-industrialisation, don’t pretend Washington had nothing to do with blowing up the gas line that powered it; Nordstream wasn’t eaten by a passing shark. At least Vance said “we” when he talked about uncontrolled “refugee” admission. So, altogether, some admission that Europe was following Washington’s lead in many of these errors would have been better.

But the speeches were certainly truth bombs.

What have we learned? Well, something that Moscow learned a long time ago: Washington is not reliable (the complicated Russia word is недоговороспособны which essentially means that you can’t make an agreement with it and even if you do, it won’t keep it). In a word, Washington caused the Ukraine disaster and, now that it’s gone irredeemably bad, is walking away from it and leaving it to Europe. The simple geopolitical truth is that the United States of America lives on an invulnerable island, with weak and friendly neighbours. No outside force can do anything to it except by the mutual suicide of nuclear weapons. It took Moscow a while to learn it but, eventually, all the broken promises taught it that Washington’s word was worthless. So, in the negotiations that start tomorrow, Moscow is not going to take anything for granted and will accept no verbal assertions.

Now Europe has learned this. In the simplest, bluntest and most brutal terms the fact that has just hit it in the face is that USA is over there and Russia is here. The USA can make a mess anywhere and walk away at any time; remember Vietnam? Afghanistan? Well now it’s you.

So Europe, there’re four things you’d better do immediately: 1) figure out what your real interests are; 2) get yourself into a position to defend them; 3) make your peace with Moscow. (A European master of realpolitik told you years ago “The secret of politics? Make a good treaty with Russia“.) And fourth, read and meditate on the joint Russia-Chinese statement of three years ago. Why? Because that’s the future. What to do? – the European Dilemma. But to start on this program you’ll certainly need a different bunch at the top, won’t you? The German elections next week will give us a clue.

What is the Trump team’s idea of a new world? My guess at the moment is that it envisions a future world of three Great Powers each with its own sphere of interest (I would further guess that it sees Europe in the US sphere and not on its own). This is very far from what the Chinese Foreign Minister spoke of at Munich which would be a world of many countries, big and small, rich and poor, all with a voice deserving of a listen and that is the future Moscow envisions also. See the joint statement and bear in mind that both Russia and China were exceptionalist powers before they learned that that’s a dead end. So, if I’m reading these tea leaves aright, there is still much to be worked out between Washington and Moscow-Beijing. The talks that start tomorrow are the first step in a long and painful road. They will require many adjustments by the American side because Washington doesn’t fully understand how much the correlation of forces has changed and I’m not confident that it can. In a week or so we’ll have a better idea.

Interesting times, indeed.

PS Someone the other day referred to me as a Cassandra: a prophet, usually pessimistic, often right but doomed never to be believed. I guess that’s a sort of compliment. Depressing though to have several friends close me out as a “Putin apologist”.

“LISTEN TO WHAT HE’S SAYING”

I’m fond of quoting the Duke of Wellington on intelligence:

All the business of war, and indeed all the business of life, is to endeavour to find out what you don’t know by what you do; that’s what I called ‘guessing what was at the other side of the hill.’

Find out what you don’t know by what you do“. It’s not easy, it’s not necessarily pleasant but it’s what you have to do in order to minimise your surprise when whatever it is actually comes over the hill at you.

Here’s former British Ambassador to Russia Laurie Bristow saying the same thing:

My advice to all young diplomats and analysts [is that] if you want to understand Mr Putin’s foreign policy, listen to what he’s saying. You won’t like it, but you need to understand it, you need to listen to it. The place to start is the Munich speech in 2007.

Listen to what he says”. It’s quite easy to. Putin has said a lot and most of it appears on the Presidential website in English as well as the original Russian. Never read what the Western reporters say he says – they almost always distort it – read the original. I’m sure that both Wellington and Bristow would agree.

And that’s what intelligence is all about. Try and understand how the other guy sees things. I have spent the last four decades trying to figure out what’s going on in Russia. I do that by reading what they say and watching what they do and trying to connect the two. Of course you should listen carefully to Putin and other officials, but there’s lot’s more you have to do. A country with a space program like Russia’s probably doesn’t need to steal washing machines for their chips. The West outsourced its manufacturing, Russia didn’t; so Russia can probably make lots of weapons if it has to. Putin has very high levels of support; outsiders probably can’t weaken it. The Russian economy is very self sufficient; sanctions might not have much effect. Russia’s making lots of new infrastructure; it’s not some poor country struggling along. Check these videos out: they’re Google street views of Russian towns ten years apart; the Western media certainly gives you a different impression about life in the Russian boondocks, doesn’t it? Look, listen, think. I’m sure that both Wellington and Bristow would agree.

If you don’t bother, if you blither on about “your values”, the “Rules-Based International Order” and your power and excellence, all you’re doing is looking in the mirror and seeing a slim muscled figure in place of your flabby overweight body. And, sooner or later, you’ll be very sorry because reality will bite you.

I have written many times on this site about bad Western intelligence and the unending stream of nonsense spewed in the West about Putin. Indeed, if there is one big theme of my website it’s that the Western view of Russia and Putin is almost completely false. In a word, Russia is much much stronger, in every way, than the Western establishments thought it was.

This is all being revealed in Ukraine right now: the Western “experts” were all wrong. March’s A total Russian collapse is surprisingly close puffs itself up to May’s Putin is terrified of Ukraine’s counteroffensive; then the bubble bursts and the very same “expert” declares Ukraine is losing, but the UK must stand by it. Their false expertise has cost thousands and thousands of lives. More and more witnesses have appeared to say that Kiev and Moscow had almost reached an agreement that would have stopped the fighting when the West encouraged Kiev to keep fighting. The reflection in their mirror told them that Western “game changer” weapons would terrify Putin’s unmotivated, poorly trained conscripts and their junk weapons. Here’s RAND, a year ago, solemnly pronouncing Russia’s failure:

Also, over the longer term, Russia does not have the capacity for a long war in the face of economic sanctions. Although Russia can continue to generate revenue from oil and gas exports, it does not have the ability to manufacture advanced weapons or even sufficient materiel to keep the Russian army fielded.

Then reality bit. The Western spinmeisters now redefine success, decide that victory doesn’t involve keeping territory and strengthen resiliance.

The bargaining stage of Kubler-Ross’ five stages.

WHAT I GOT WRONG AND WHY

I did not expect Russia to invade Ukraine. I was quite definite about it several times: “Russia will not invade Ukraine” I said. I envisaged several possibilities but nothing like what we have seen in the last weeks. My argument was based on the assumption that Moscow did not want to take ownership of, in Åslund’s words, “the poorest country in Europe“. I still do not think that it does – I believe that Moscow wants a neutral and de-nazified Ukraine that is a buffer between it and NATO. I am also coming to believe that Novorossiya, more or less in its historical borders as formed by Katherine when recovered from the Ottomans, will be independent. The chance that it would remain part of Ukraine has probably passed. As I wrote in 2014 “In short, the West broke Ukraine, it now owns it. Or, to put it more precisely, it owns that part that Moscow doesn’t want. And what part that is is entirely up to Moscow to choose“. Moscow is choosing now.

So why was I wrong? What did I miss?

I believe I missed three things – two I didn’t know about and one that I did but did not properly weigh. These are: the nuclear weapons issue, the planned strike on LDNR and the biolabs.

At the Munich Conference, Ukraine President Zelensky alluded to the possibility that Ukraine might make nuclear weapons. There is a widespread belief that Ukraine gave up its nuclear weapons after the breakup of the USSR but that is nonsense. Yes, some of the USSR’s nuclear weapons were based in the Ukrainian SSR, but they were no more under Kiev’s control than the American ICBMs in Montana are controlled by the state government in Helena. The West was delighted when Moscow undertook responsibility for the USSR’s nuclear weapons just as it was delighted when Moscow undertook to give Russian citizenship to any Soviet citizen left over, to move all USSR weapons and troops out of Eastern Europe and take on the USSR’s debts. Imagine if Moscow had said that it would only take on the RSFSR’s share (about half) of these things and Moldova, for example, should be responsible for its share. It was later that Moscow’s acceptance was re-purposed into accusations – we (and I well remember it) were very relieved at the time: no abandoned nuclear bombs or missiles, leftover weapons, ownerless armed soldiers, unpaid debts, people without citizenship. So Ukraine never “had” nuclear weapons. But Zelensky’s raising the possibility was seen in Moscow as a real threat: if not a fully functioning nuclear weapon, then surely a dirty bomb could have been constructed – there’s plenty of radioactive material at Chernobyl after all and Ukraine inherited a stock of Tochka missiles. So that was a factor. Whether Azarov’s assertion that NATO was actually planning such a thing is true or not, Moscow could not afford the possibility. Putin himself mentioned this as a factor.

The second reason for the attack was the assessment– and some documents have been said to have been discovered – that Kiev was planning an assault on LDNR in March. Definite proof has not yet surfaced but the fact that the bulk of the Ukraine Armed Forces were positioned to attack LDNR rather than to defend Ukraine’s borders is suggestive. Observing this, Moscow evidently decided on a pre-emptive strike. Putin has mentioned this as a factor.

I knew there were a large number of US biolabs around the world – indeed the whole world is now aware of the one in Wuhan and I think I was generally aware that there were some in Ukraine. In this respect the investigative reporting of Dilyana Gaytandzhieva is essential reading. A “conspiracy theory” only a week or so ago, none other than Nuland herself has admitted their existence. The story has therefore morphed from conspiracy theory, through a few benign labs to the Russians might make an attack with dangerous materials from them. I remembered the revelation some years ago that the US military had been collecting DNA samples of Russians. But I didn’t put these fragments together. How big an issue this actually was we should find out: documents are said to have been captured. Putin has referred to this issue.

So there are three reasons for an attack now: a pre-emptive attack to stop the possibility of nuclear or biological attacks and to protect LDNR. It is now evident that the “ultimatum” was a last chance: had Washington, the actual power behind the scenes, seriously addressed Moscow’s concerns – NATO membership for Ukraine and forcing Kiev to follow the Minsk Agreements – there would be no war today. Moscow evidently decided on Plan B sometime towards the end of 2021 and began preparations.

Then, as the war progressed, I forgot Clausewitz’ famous dictum that war is the continuation of politics by other means and over-estimated the speed of developments. At the start, Putin put out the aims: de-nazification, disarming and no NATO. The first to be accomplished by killing them and by trials and exposure of the survivors, the second aim is mostly completed and the third has not yet happened (although Zelensky periodically hints at it). These aims can be achieved by violence or by negotiation (aided by violence – the “other means”). The Russian operation will continue until all three are accomplished. I do not foresee Russian troops advancing much into Western Ukraine: let NATO, Poland especially, have the joy of dealing with Galicia.

But, at the end of the day, there will still be something called Ukraine and plenty of Ukrainians next door to Russia. Moscow prefers that these Ukrainians not hate them and that requires careful and cautious movement and the least number of widows and orphans. Therefore, the first week was fast moving but since then there have been many pauses for talks – without much result as far as we know – pauses for humanitarian corridors and local ceasefires. As Colonel Macgregor says, the Russians are trying to minimise civilian casualties.

Russian forces have a good deal of experience in this sort of thing from Syria and we see the slow encirclement of cities and military deployments always with exit routes to allow civilians (and combatants who have lost their will to fight) to get out of the way. The Chechens in particular are skilled at this. (And not least because of their experience of fighting Russia in the First Chechen War. And who would have expected that turn of events?) Larry Johnson puts Russia’s advances in context here.

Therefore the military operation is in service to the politics and is slower than it would be if only destruction were the aim.

RUSSIA UKRAINE 2

TACTICS, STRATEGY AND OPERATIONS

So far the Russian military operation in Ukraine has been a reconnaissance in force preceded by the destruction of the supplies and headquarters of the Ukrainian Armed Forces by standoff weapons. The object being to suss out where the Ukrainian forces are, to surround them, to check existing Russian intelligence against reality and, at the same time, destroy known headquarters, air and naval assets, supplies and ammunition depots. And, perhaps, there was the hope that the speed and success (Russian/LDPR forces dominated an area of Ukraine about the size of the United Kingdom in the first week) would force an early end (aka recognition of reality).

At the moment they are readying for the next phase. The long column that so obsessed the “experts” on CNN is the preparation for the next phase. And that is this: “You didn’t get the hint, so now we have to hit you”. The fact that the column has been sitting there indicates that the Russians know they have complete air superiority. Secondly it is a message to the Ukrainian armed forces that it’s over, give up. (And one should never forget that the Russians/Soviets have always been the best at strategic deception, so who knows what’s actually there versus what the images show?)

As far as I can see they’ve created three cauldrons (encirclements). Probably the most important one is the one around Mariupol where the main concentration of Azov, the principal nazi force, is. Another is being established around the main concentration of the Ukrainian Armed Forces facing LDPR. And there appears to be another developing to the east of Kiev. A super cauldron of all three is visible. The nazis will be exterminated; the ordinary Ukrainian soldier will be allowed to go home. The nightmare question is how many ordinary Ukrainians will be free to choose.

The dilemma for the Russians is city fighting. They do not want to have a Raqqa in which every building is destroyed, every person killed and solitudinem is declared to be pax. They know that at the end of the day there will still be Ukrainians and they will want them to be friends: Washington can create solitudes far away, but Moscow cannot create them nearby. This greatly complicates their problem when they try to clear the nazis out of Mariupol knowing that the nazis are using the city’s people as hostages. The same problem exists, to a lesser degree, in the other cities of Novorossiya. My guess is they will surround most cities and hope that Zelinsky & Co come to their senses. But I fear that the Mariupol battle will be horrible.

There are some slight indications, on Day 8, that Ukrainian negotiators are realising that neutrality is something they have to agree to. I also see the realisation creeping up on the American side.

The ultimate Russian aim is not visible. By this I mean the ultimate strategic aim; we know what the grand strategic aim is. Are the Russians planning to create a Novorossiya which will be independent or are they aiming to create a Novorossiya which will be a bargaining chip with rump Ukraine? I think the answer depends on what Zelinsky and Kiev (and the locals) decide. In about a week’s time, an independent Novorossiya will exist and Russia will continue to have the hammer.

I would expect large-scale surrenders of the Ukrainian Armed Forces to begin in the next 24/48 hours (Chechen forces already claim one and have an impressive collection of “trophies” to prove it). A significant proportion of the Ukrainian Armed Forces is now surrounded and, as is usual (vide Sun Tsu) the Russians have left them an exit.

GRAND STRATEGY

The impotence of the EU and NATO is clear to everyone (Well, OK, not anyone on CNN, or in the US Congress or in the halls of power in the West. But they are not the whole world). In this respect, I recommend watching Riyadh – Abdul Aziz was very good at seeing how the wind blew and one can assume his descendents are too.

The 97, or whatever they were, fighter planes that were excitedly announced, are obviously not coming. The no fly zone can’t be “declared”. The Chechens have picked up a lot of MANPADs that NATO supplied. All that NATO support will get you is destruction when you fight the war it suckered you into and an extra special Christmas card when you’re defeated and ruined.

We are seeing the collapse of post Cold War triumphalism, “end of history”, “unilateralism” and all the rest of it. Reality is biting, and biting hard. All you have to do is watch CNN’s parade of talking heads and “experts” speculating about how crazy Putin is: they don’t understand, therefore he must be nuts. For the West, as it has been, it’s over. The confusion, the bullshit, the boasting, the hysteria, the bans: the West has nothing left in the locker. Pour Russian vodka down the toilet, fire a singer and director, change the name of a drink or a salad, ban cats or trees, sanction a Russian plutocrat and steal his yacht, wear a blue and yellow t-shirt. Pathetic. And don’t, under any circumstances, allow a Russian outlet to tempt the sheeple with “disinformation”. Just like the USSR but stupider. And who thought stupider was even possible?

Judo is about deception and using the opponent’s strength against him. Putin, the judoka, has judoed the West into suicide. Put your money in our banks, we can confiscate it; put your assets in our territory, we can steal them; use our money and we can cancel it; put your yacht in our harbour, we can pirate it; put your gold in our vault, we can grab it. That is a lesson that will resound around the world. A naked illustration that the “rules-based international order” is simply that we make the rules and order you to obey them. In 2 or 3 weeks everybody in the world who is on the potential Western hit list will have moved his assets out of the reach of the West. Xi will permit himself a small smile.

As to Western sanctions against Russia, I think there’s a very simple answer to that: last week 1000 cubic metres of gas cost $1,000; today it’s over twice that. Next week it certainly won’t be cheaper. Ditto for aluminum, potash, titanium, wheat. Russian airlines lease their planes; now what? Russian rocket motors. What the people in the West do not understand is the ruble is the currency the Russians use inside the country but the price of oil and gas is the Russian currency outside the country. I am astounded at the stupidity: they’re cutting their own throats and destroying their own economies.

Russia sits back and laughs: fly into space on your own broomstick.

The world order has changed. Week Two.

RUSSIA UKRAINE 1

I’m surprised both of the size of the operation and the type of operation. While I did expect standoff destruction of the nazi units and considered the possibility of standoff destruction of Ukrainian military assets I did not expect to see troops on the ground other than a few Spetsnaz. The operation is much, much more than I expected. Putin & Co surprised me too.

Had I been at home I would have read Putin’s speech earlier and understood sooner. What he is talking about is what the Soviet Union tried to do from 1933 onwards: namely to stop Hitler before he got started. This time Russia is able to do it by itself. In other words, Putin feels that he is making a pre-emptive attack to stop June 1941. This is very serious indeed and indicates that the Russians are going to keep going until they feel that they can safely stop.

I believe that I am starting to see the outline of what they’re trying to do. Bear in mind that the aims to de-militarize and to de-nazify are rather large. I believe Putin and Company have decided to do them thoroughly and that is the reason for the troops on the ground.

At the large end, the grand strategy, is the destruction of  NATO  and the so-called New World Order. Scott Ritter has explained this in his piece. The “new” new world order will be that as described in the joint Chinese-Russian statement I have discussed elsewhere.

It will be obvious that NATO is useless and its friendship worthless. In fact, NATO/Western support is dangerous because it makes you think you have something when you actually have nothing. In a week it will be clear to all who can think that Washington and its minions cared nothing for Ukrainians – they were a sharp stick to poke the Bear with. Many will notice.

At the next level down, the strategy, the aim is to make the Kiev government an offer it can’t refuse. Essentially the demand will be, as I believe Lavrov has outlined, a Ukraine that is neutral, the nazis removed from power, and with a serious degree of autonomy given to its many minorities. Failing that, I think we will see Novorossiya as an independent force and Ukraine subjected to periodic winnowings. On a more positive note, this would allow Zelinsky to become the president he was actually elected to be. Furthermore, it is worth pointing out that the Ukrainian Declaration of Independence states that it should be a neutral country. The desire to get into NATO is the result of Nuland’s 5 billion dollars of  “democracy assistance”.

Moving down to the operational level, I believe Mariupol is going to become very important. First it appears to be the main nest of Azov which is the most powerful nazi grouping. Second, with Russian forces coming from the east, LDPR forces coming from the west and Russian forces coming in the rear, there is the opportunity to form a cauldron. The forces trapped inside the cauldron (котёл) will be running short of supplies, have no air cover and have their command-and-control seriously degraded; they can be left to come to their senses and take the offer of putting down their weapons and going home.

Putin in his most recent statement has made it clear that he regards the Ukrainians as the victims of a coup and therefore innocent of the crimes. One would expect Russian intelligence to have a very good appreciation of who supports them and who does not.

Being in a hotel, I have the opportunity to waste my time watching CNN. I am truly fascinated by how completely clueless the so-called experts, generals, politicians, that they have on are about this. They have no understanding of the Russian motives, they have no conception of what is actually going on, and they can’t see what is in front of their faces. My personal favourite is the US senator that says Russia is running out of food because it’s a communist country and therefore needs to conquer more agricultural land. This is a man whose office is bigger than your house, has a staff of dozens with a huge budget and that’s what he thinks is going on.

The new new world order was born two days ago.

THE WEST LEAVES MUMMY’S BASEMENT

After years of behaving like a teenager shadow boxing in the basement of his mother’s house, playing out the fantasy of knocking out Ivan Drago in the 1985 movie Rocky IV, the US and NATO find themselves confronting the reality.

Scott Ritter

Being a member of NATO used to be pretty cost-free: fun even. You had a suite in the flashy new HQ, admired your flag with all the others, gloried in your excellent values. The biggest downside was that you were expected to provide a few soldiers to participate in the latest war in some dusty place. But, you could go home after destroying Libya or Iraq or Afghanistan and forget about it. Until the refugees showed up. And Washington really did insist that you buy some of its weapons and it was harder and harder to say no. And you started getting sucked into things that weren’t as much fun as you expected. But, overall, for the leaders anyway, it was an attractive deal. And most of you didn’t like Russia much, having edited your own communists out of the story and forgotten what the Germans did to you.

Russia was feeble and weak, going down, and certainly no match for “the greatest alliance in history“. But what happens when that teddy bear turns nasty? Blowing up countries from 20,000 feet, you had stopped paying attention. Lost wars in Afghanistan, Libya, Syria, Iraq turn out to be poor preparation and the bear had been paying attention. But, you cry, NATO was supposed to protect me, not put me into greater danger!

And that is the dilemma that Moscow has been patiently preparing for you. On 17 December Moscow published two draft treaties. Here are the official English versions: Treaty between The United States of America and the Russian Federation on security guarantees and Agreement on measures to ensure the security of The Russian Federation and member States of the North Atlantic Treaty Organization. They should be read but, in essence, after reminding the USA and NATO of all the international treaties that they signed up to and ignored, they are asked to commit themselves again, in writing, in public. They must accept the principle that security is mutual. In addition the USA and Russia will not station nuclear weapons outside their territories – which will require the USA to remove some. Finally – and not negotiable – the USA and NATO must solemnly commit themselves to no more expansion. Russian Foreign Minister Lavrov later explained why the drafts had been made public: “because we are aware of the West’s ability to obfuscate any uncomfortable issues for them… We have serious doubts that the main thing in our proposals, namely the unconditional demand not to expand NATO to the east, will not be swept under the carpet.” There is little expectation from Moscow that these demands will be taken seriously by the West. I outline my assessment of the “or else” here and again here. Others have done so elsewhere: Moscow has quite a range of options.

There were two rounds of talks in Geneva and a meeting with NATO. The US written answer was delivered on 26 January and, in Lavrov’s words, did not address “the main issue” of NATO expansion and deployment of strike weapons, although there were openings on “matters of secondary importance”. So here we are and we await the next step. It is, of course, quite certain that Moscow has the next step worked out and the ones after that.

Other events since December have been interesting. The CIA Director visited Kiev 17 January; the UK began supplying Ukraine with light anti-armour weapons (rather elderly as it turned out); the US is sending more and others are providing light AD systems; Canada sent some troops (mostly it seemed to help evacuate Embassy personnel); a senior German naval officer resigned after committing crimespeak; some US troops on “heightened preparedness”. The biggest laugh was the evacuate-or-not dance: Canada, USA and UK, the three most enthusiastic cheerleaders for war to the last Ukrainian, are running, the EU is staying.

Other developments worth noting. On 3 January the P5 declared “We affirm that a nuclear war cannot be won and must never be fought.” Iran and Russia showed close cooperation. Russian and Syrian aircraft made a joint patrol of all Syria’s borders; these are to be regular occurrences. Agreements with Cuba, Venezuela, and Nicaragua in a range of areas, including military collaboration. And China’s Foreign Minister advised Washington to take Moscow’s concerns seriously. Only a fool would think these were random coincidences.

There was lots of opinion, of course. Much of it stunningly idiotic. My favourite is An Aging Vladimir Putin Hopes War Can Make a Sagging Empire Rise Again. I must confess that when one sees “aging” and “sagging empire”, Putin and Russia are not the first things that come to mind. But these are memorable as well: How Germany’s greed for gas, and another grubby deal with Moscow, could plunge Europe into an abyss and Is Germany a Reliable American Ally? Nein: Berlin goes its own way, prizing cheap gas, car exports to China, and keeping Putin calm. A cry from mummy’s basement: Why threat to Ukraine from Putin’s Russia is exaggerated – Gwynne Dyer: THE geopolitical question of the moment is: how important is it to humour Russian leader Vladimir Putin? The answer is: not very. From another couch warrior: Russia May Underestimate Ukraine and NATO. And lots of threats: eighteen response scenarios; “sanctions like you’ve not seen before“; personal sanctions. The US State Department complains about “Disarming Disinformation” and burbles that it’s “United with Ukraine“. First he said “only winners” could make demands, then he complained he didn’t have a seat.

But Moscow doesn’t want to “invade Ukraine”; if it did it would have to pay for it. In any event, the way Ukraine’s population is melting away, in another couple of decades, it will be uninhabited.

More rational thinkers exist. Scott Ritter, no couch warrior, knows that America couldn’t defend Ukraine even if it wanted to. The troops Washington has put on alert may be from the storied 82nd Airborne but they’re only light infantry. NATO no longer has the heavy forces and their support in place. But Russia does. There is no credible military threat from NATO. Many understand reality: Biden’s Opportunity for Peace in Eurasia; The Overstretched Superpower: Does America Have More Rivals Than It Can Handle?; Opinion: Ignore the hawks, Mr. President. You’re right on Ukraine. People in RAND realise that the weapons being given Ukraine will be useless. Worse than useless, in fact, if they encourage Kiev to start something. This fictional account describes what a Russia-Ukraine war would really look like – over in a day and all with stand-off weapons, a few special forces and the local forces.

There have been some second thoughts. Washington and its allies have been booming the “Russian invasion” threat as hard as they can but Kiev is trying to to turn down the volume – it doesn’t want to scare its principal backers away. No signs on 2 January, or 25 January. Delicate job this, as we see here: you have to say not now but maybe later. Now even Washington is trying to dial it down – after all, Russia has been “about to invade” for three months now.

But the real second thoughts are forming in Europe. By addressing its demands to Washington, Moscow has shown the Europeans where they fit on the tree. It’s Europe that will – again – pay for Washington’s conceits. Washington is always careful to exempt itself from the anti-Russia sanctions – no shortage of rocket engines or oil or titanium – but Europe can’t. Amusingly, the EU is complaining to the WTO about the counter sanctions Moscow put on food which ended a profitable export market. The two favourite sanctions Washington is pushing for are stopping Nord Stream 2 and kicking Russia out of SWIFT. Neither of these will hurt the USA but they will be devastating for Europe. Killing Nord Stream will be a severe blow to German industry. And, absent SWIFT, how is Europe supposed to pay for Russian gas imports? No wonder Germany’s Scholz wants a “qualified fresh start” with Russia as the Foreign Minister calls for diplomacy. An Open Letter in Germany. France’s Macron thinks the EU should start its own dialogue. Hungary’s Orbán is going there for another reasons but will surely be talking about this. Croatia wants nothing to do with the adventure. Bulgaria wants out. One entertaining climbdown was the British Defence Minister’s invitation to Shoygu to come to London; instead he will go to Moscow. Even Washington and London are starting to learn that the sanctions won’t be off-stage after all. London has been warned there could be a big spike in energy costs and some big American companies have asked to be excepted. As for sending troops, Washington’s not that “United with Ukraine“. NATO won’t; UK’s Johnson admits no NATO country is capable of a large-scale deployment in Ukraine.

We are coming to the end of the story. All those people in the West who thought they could ignore Russia’s interests are starting to suspect that they don’t have the leverage they thought they had. Russia is pretty sanctions-proof. It is the closest thing to an economic autarky on the planet: lots of territory, lots of raw materials, lots of water, lots of energy, all the manufacturing it needs, self-sufficient in food, well-educated people, backed up government, armed to the teeth. It’s pretty impregnable and it’s not run by fools. And it’s very closely allied to the biggest manufacturing power and population in the world. Not an easy target at all and almost impossible to hurt without hurting yourself more.

And all this to preserve the so-called right of a country no one wants in NATO to ask to be admitted. What a principle to die for!

Time for Moscow to tighten the screws. How much will Europe and the other NATOites be prepared to pay for being in a security organisation that does nothing but get its members into disastrous wars and make them insecure?

Putin and his team can allow themselves a small smile: they’ve been planning this for a long time. He warned us in 2007 and here we are today.

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I can think of no better demonstration of Washington’s bankruptcy than Nuland’s appeal yesterday: “We are calling on Beijing to use its influence with Moscow to urge diplomacy…“.