Thoughts on Putin’s Speech.

You can read a translation of Putin’s speech here. My thoughts along with excerpts are as follows…..

The speech starts out with some minor things. I found it funny that Putin felt obliged to tell a Russia audience that the Crimea was Russia proper when he said….

After the Kiev regime publicly refused to settle the issue of Donbass peacefully and went as far as to announce its ambition to possess nuclear weapons, it became clear that a new offensive in Donbass – there were two of them before – was inevitable, and that it would be inevitably followed by an attack on Russia’s Crimea, that is, on Russia.

Imagine as if Roosevelt felt obliged to remind Americans that an attack on Hawaii was an attack on the US. To me, this shows he is a little insecure about his own people thinking that the Crimea is worth dying for.

Another thing that caught my eye is that Putin basically admits the stories about the volunteer units being screwed over when it comes to money and equipment when he says…..

In this connection, I have already issued instructions for the Government and the Defence Ministry to determine the legal status of volunteers and personnel of the military units of the Donetsk and Lugansk people’s republics. It must be the same as the status of military professionals of the Russian army, including material, medical and social benefits. Special attention must be given to organising the supply of military and other equipment for volunteer units and Donbass people’s militia.

They must have been treated really badly for it to finally come to the big man’s attention.

But all those things are minor things. The big thing about this speech is that Putin has left himself with no choice but to keep all that he has and take the rest of the Donbass. After this speech it is hard to see how he can possibly survive the end of the war if he does not at least hold all the territories mentioned in this section….

I would like to emphasize that we will do everything necessary to create safe conditions for these referendums so that people can express their will. And we will support the choice of future made by the majority of people in the Donetsk and Lugansk people’s republics and the Zaporozhye and Kherson regions.

The part that I highlighted above is the real kicker. It use to be that some people dreamed of a negotiated peace between Putin and Ukraine. It was thought that if Ukraine would only give up Donetsk and Lugansk (which possibly would have voted to leave Ukraine in a fair election some time ago) that war could end and that would be better for everyone. But I think that only the insanely pro-Russian would believe that the region of Zaporozhye (where the City of Mariupol is located) and Kherson (where public demonstrations took place in the city against the Russians after they took it over) truly want to be part of Russia. Moreover, giving up those areas would give up so much of Ukraine’s coastline as to destroy their future as country. Only a fool would now believe that this war will end with anything other then the end of Ukraine as country or Putin as a leader (to be fair, it is possible that both of those things could yet happen as they are not mutually exclusive).

A few other minor points follow this such as….

Additionally, the Executive Order on partial mobilisation also stipulates additional measures for the fulfilment of the state defense order. The heads of defense industry enterprises will be directly responsible for attaining the goals of increasing the production of weapons and military equipment and using additional production facilities for this purpose. At the same time, the Government must address without any delay all aspects of material, resource and financial support for our defense enterprises.

Tact admission from the big guy that the Russian military is facing shortages. Not exactly a secret, but it is important to note for reasons that I will get into later.

Another minor thing is the section that all the media is making a big deal about.

They have even resorted to the nuclear blackmail. I am referring not only to the Western-encouraged shelling of the Zaporozhye Nuclear Power Plant, which poses a threat of a nuclear disaster, but also to the statements made by some high-ranking representatives of the leading NATO countries on the possibility and admissibility of using weapons of mass destruction – nuclear weapons – against Russia.

I would like to remind those who make such statements regarding Russia that our country has different types of weapons as well, and some of them are more modern than the weapons NATO countries have. In the event of a threat to the territorial integrity of our country and to defend Russia and our people, we will certainly make use of all weapon systems available to us. This is not a bluff.

The above is what all the media hype is about. “Putin threatens the west with nuclear weapons” all the headlines scream. And as those who read my last post on the subject know, I am as worried about that as the next guy. But that is not what this speech is about. There is no actual threat to the west in this speech. Rather, it is about trying to drum up fear of the west and support for his war in his own people.

If he had intended to threaten the west in this speech, he would have laid out a red line. In other words, he would have said “you must do this by this time or I will do this.” But instead, he is just whining about various things the West is doing while promising no specifics on his part. And many of his claims about the west are things that he knows are as fake as his claim that America was lying when it said that Russia was going to invade Ukraine. He can hope to get his people to believe those claims but he can’t hope to use them to get the West to do anything. For these reasons, I think the time to get worried about Russia using “special weapons” is when it starts losing all hope of winning on the conventional battle field and I don’t think Putin is there yet. But that brings us to the question of how effective the 300,000 men the Putin called up will be…..

Given that Putin has staked his future on this war and left himself no wiggle room to end the war short of victory, one has to wonder if calling up 300,000 more men is enough to do this. A naïve way of looking at this is that Putin is going to more then double the amount of forces he has committed to this fight. After all, most sources say that Russia has about 200,000 troops in the country even after counting Russia-aligned separatists, members of private security companies, and ethnic “volunteers.” But this is not the correct way of looking at things.

Much of the Russian troops currently in Ukraine have been fighting hard and need a break or they will become useless. More over, Putin has basically admitted that the current forces are facing equipment and supply issues. How are they going to equip 300,000 more at the drop of a hat? Given how stupid the Russians have been, it would not surprise me if they throw a lot of guys straight into the fight to try to stop further losses of territory. Another problem is that all of Russia’s best troops have been true volunteers. How well are the new troops going to fight who will all have been compelled to fight? The history of the Russia-aligned separatists after they started getting drafted does not bode well for Russia.

All that said, this is the bare minimum that Russia needs to do if Putin is going to achieve his aims. If Russia does not lose to much territory this year and Russia manages to turn those 300,000 men into something that resembles an fighting force, it may enable Russia forces to hold out long enough for Ukraine’s support to start dropping off. But given what we have seen from Russia so far, that seems like a tall order for their level of competence.

What have we learned about Ukraine?

About two weeks ago, I wrote a post asking “What is up in Ukraine?” in which I tried to figure out how the war in Ukraine was going to go. It was a purely an intellectual exercise in trying to see how much truth I could gather through the fog of censorship and competing ideological blind spots. It seemed like a good place to try to exercise those skills before they became relevant in some issue closer to home. My tentative bet was that Ukraine had the advantage because Russia was holding the line in Kherson with airborne units that should have been in reserves. My logic was that if Ukraine managed to break through anywhere, it would be really bad for the Russians because they would have nothing to contain the break out with.

Needles to say, a lot has changed since then. The Ukrainians did force a massive break out and the Russians had nothing to stop them with in a timely manner. I can’t claim too much credit as I never would have guessed that Ukraine had the forces to pressure Russia in two locations. I was envisioning a grinding war attrition followed by a collapse of Russian forces in the Kherson region. I envisioned Russia holding Kherson itself due the defensible nature of the large urban area as well as their ability to support it with artillery safely a crossed the river.

So what have we learned and what can we see about the future? Granting all the same caveats in the first post, these are my thoughts on what we have learned that is beyond an honest person’s ability to dispute….. Continue reading

Ukraine is getting excited.

The pro-Ukraine sources are getting excited and not because of the southern offensive.

These are the types of breakouts that you keep paratroopers and other quick reaction forces on hand so that they can buy you time. I guess now we will find out how many of them the Russians have left after using them to man the line down south……

This one might be pure propaganda but it gives you a taste of what is out there..

This is the pro-Russian view. You can tell they are worried when they start explaining that they are really fighting NATO and not Ukrainians…..

This is a Ukraine view in counter to the above……

All that said, there is always a real risk of overextensions on these kinds of things. This is a true test of the mobility of the Russian arms. If they have reserves of any significance left, they should be able to pincer this attack and it might even help them now that the Ukrainians are out of the trench. But if they tied up their best troops holding the line then this will be textbook example of why your elite forces are supposed to be in reserve (where Napoleon famously kept his Old Guard for example).

What is up in Ukraine?

It is make or break time for Ukraine. Peter Zeihan has a good overview of what the stakes are.

The one thing that Peter does not go into is the consequences of failure for Ukraine. They really don’t have time on their hands. Western populations forced their leaders to adopt harder line on Russia then they really intended to (so much so that US treasury had to ask companies to not “over enforce” sanction regulations and EU ports were turning away legal Russian cargos because the longshore unions were refusing to unload). But the EU populations are starting to learn what the consequences are for their actions and Ukraine is going to start facing a falling off of support if for no other reason that all easy gifts (small arms, old stocks of soviet weapons in eastern European weapon stocks) have all been given. So the question of the hour is does Ukraine have a chance of achieving its goals in southern Ukraine?

Continue reading

Are you smarter than a Ukrainian?

The familiar old judgmental feeling welled up in my heart when I saw news report after news report of Ukrainians forming longs lines to take money out of the bank and looking for food and water to buy the day that Russia invaded. Didn’t they know this was coming? Why were they in a panic to get a stockpile of food and water now?

In a chartable mood, I can sympathize with not trusting America’s intelligence agencies and thinking that Putin was not crazy enough to do what he has done. Maybe I would have been in the same camp if it had not been for some people smarter than me walking me through the available open source information and what it meant from a military perspective. And how many people in Ukraine have the time and inclination to collect the sources of information that I read?

Regardless of whether you are charitable or not, the fact remains that a lot of Ukrainians completely failed to see this coming.

If disaster strikes your country, are you going to be one of those people in a panic trying to buy food in a rapidly emptying grocery store? Or do you think you are smarter then all those Ukrainians who totally failed to see this coming and you will be smart enough to stock up before the general panic sets in?

Of course, there is a third alternative. You could just assume that you don’t know what is going to happen in this crazy world and try to set aside some kind of kit to prepare for the kinds of emergencies that strike this world from time to time. On that note, I read with interests that the Israelis are sending a hundred tons of humanitarian aid composed of…..

“water purification kits, medical equipment as well as drugs, tents, blankets, sleeping bags and additional equipment for civilians who are not in their homes in the cold winter weather”

It sounds very similar to the equipment list I laid out as part of my Yuppie FEMA plan. If you had the all the gear as laid out in that plan, you would be pretty well set up to throw it all in the car and flee. If I felt compelled to do that, the main additional things I would wish I had were a tent, a few full gas cans to extend the range of my vehicle, and a way to charge my cell phones without running my vehicle.

Hopefully, we will never experience a crisis on the scale of what Ukraine is going through now. But you should always remember all the people in Ukraine who held on to that hope without doing anything all the way up to the point when it became a certainty. Maybe that memory will keep you from being just like them.