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RUSSIAN OFFENSIVE CAMPAIGN ASSESSMENT, OCTOBER 27, 2023

Ukraine Situation Report: Signs Longer-Range ATACMS Will Be Sent Grow

As Bakhmut counteroffensive lags, soldiers burnt out from horrors of war

Israel-Gaza Situation Report: Major Expansion Of Ground Operation Into Gaza Underway

A New Wave of Anti-Semitism Sweeps Across Germany

EPA’s Proposed Refinery Regulation Could Shutter More U.S. Refineries and Significantly Increase Gasoline Costs

Maine mass killing suspect has been found dead, ending search that put entire state on edge

Some Thoughts On Hezbollah’s Problem

1. There are three things that separate a great general from a poor one. The first and most important is that a great general will want to win above all else, a poor general will want to avoid losing above all else. The second is that a great general will know when time is on his side and when it is not where as a poor general is governed by the mood of the crowd and not by the favor of time. And the lastly, the great general will work well with allies and talented subordinates where is the poor general will be a micromanager who does not understand how to bring people to his side.
2. If Hezbollah has a great general, the current situation in Israel must be giving him a headache. All of his choices are bad. By my definition of a good general, he will choose the path that offers victory no matter how dangerous and ignore any path that merely puts off defeat no matter how safe it seems in the short term. But what path offers victory?
3. If we look purely through the lens of what would give Hezbollah the most power, the victory for Hezbollah must be the destruction of Israeli military power. Currently no other regional actor has the power to constrain Hezbollah. The Lebanon’s government is no match for it. The Syrian government is too weak to counter it even if it wanted to. Jordan would be hard pressed to take on Hezbollah alone if it ever came to that. Only Israel could credibly threaten Hezbollah. In other words, even if you throw ideology aside and imagine that institutions are at their core guided by the desire to maximize their own power, Hezbollah has every reason to want to see Israel severely weakened or destroyed.
4. Granting point #3, is this the right time for Hezbollah to try to weaken or destroy Israel? This is not a question of whether Hezbollah “can” destroy Israel or not. Great generals always go for victory even it if seems impossible. Rather, the question if time is on Hezbollah side or not. If Hezbollah will be stronger in a year or two then a great general would wait a year or two. But if Israel will be stronger in a year or two then a great general would strike now regardless of the risks.
5. In the abstract it would be better for Hezbollah to wait for a year or two. Hezbollah has put a lot of work (and rumor has it, suffered a lot of causalities) ensuring that Syria remains ruled by an ally. For the most part it appears that it has succeeded in this goal but Syria is still a wreck. It would benefit Hezbollah if the Syrian state could be given a chance to grow back into a semblance of its former power. Much has been made of Hezbollah’s growing strength but this has been counterbalanced by the great fall in Syria’s power. Back when Hezbollah was weaker, it could count on Syrian help. Now Hezbollah is mighty and has more effective power then Syria but it can’t count on any effective help from Syria. It would benefit Hezbollah to have a stronger Syria to help out Hezbollah.
6. But now Hamas has made its play, can Hezbollah afford to let Israel destroy Hamas? There is always the risk that a newly paranoid Israel will turn on Hezbollah after destroying Hamas. If this is a possibility maybe it would be better attack Israel while Hamas is still in the game.
7. A deeper problem for Hezbollah stems from the nature of its power. Hezbollah’s core strength stems from the fact that it can rally lots of people who are willing to die for it. This is why Hezbollah’s enemies fear them and why their allies give them lots of weapons and money. But this is a double edge sword. Groups whose source of power is money or great numbers can withstand a loss of respect because money and numbers are a source of power all by themselves. But if Hezbollah loses respect, will people still be willing to die for it?
8. In other words, losing respect is an existential threat for Hezbollah. And if Hezbollah does nothing while Hamas is destroyed, it is hard to see how they will not lose respect.
9. Another problem is that Hamas attack has temporarily rallied Israel’s allies. There is a chance that full on Hezbollah attack would bring the US into the fight on Israel side. Is the pain of fighting Israel and the US worth saving Hamas for (who after all are similar in ideology to the people that Hezbollah has been fighting in Syria)?
10. But what is more deadly to Hezbollah, US bombs or losing respect? All of its prestige and support is based around being an effective counter to Israel (or at least, more effective then all the alternatives). Whatever the US does to Hezbollah, it will only increase the respect that Hezbollah has. On the other hand, respect does not do you any good if you no longer have a functioning organization. So can Hezbollah survive the wrath of the US and Israel in enough of functional form to take advantage of this respect?
11. It is true that the US might join in if Hezbollah attacks Israel. But it is unlikely that they will do anything beyond bomb. Hezbollah is used to getting bombed by Israel and what is the US likely to do that Israel has not already done in that regard? Is it really possible for Israel to occupy southern Lebanon and Gaza at the same time like it has in the past? Demographics have been marching on and not in Israel’s favor. That said, a desperate Israel with US support would be deadly. It is an Israel that is off the leash that is more likely to inflict real damage then American air power. But Israel has already tried to take on Hezbollah twice and Hezbollah has only grown stronger. Why should this time be any different?
12. The fundamental problem for Hezbollah is that the fundamentals of good generalship are all mixed up in this fight. There are lots of good reasons for them to want to wait (need to rebuild Syria, the fact that demographics are on their side, the fact that the US is waiting in the wings) but lots of reasons for them to feel compelled to join in (the fact that they can’t rule out that Israel would turn on them after Hamas regardless of what they do and the fact that even if Israel did not do that they would lose respect for sitting the fighting out). A good general does not let the crowd tell him what to do but the respect of the crowds is the core of Hezbollah’s strength and a good general does not disregard the pillars of his strength. So since a good general desires victory above all else, what would a good general do with these conflicting demands?
13. On the balance, I think that a great Hezbollah general would wait until Israel seems maximally committed to Gaza before attacking with full strength. This would make it harder for Israel to just contain Gaza and focus on Hezbollah and it would ensure that there was maximum reason for the world at large to be horrified by what happens when you send a conscript army into an urban area. The goal would be to inflict so much economic damage on Israel that it would not be able to recover from it. At the same time the hope would be that the prestige and support for such an act would help Hezbollah repair its own damage in record time after the war was over.
14. The above presumes that Hezbollah is an independent actor and has a good general. As for the independent actor part, I think it has about as much independence from Iran as Israel does from the US. That is to say, Iran has a lot of influence but is not as controlling as many think. As for Hezbollah having a great general, I don’t know. But throughout my life time it has been growing in power compared to Israel. Hezbollah’s main set back has been Israel’s other enemies have been getting steadily weaker. Syria is no longer a threat to Israel and Egypt is dependent on charity to avoid descending into mass starvation. This means that even though Hezbollah is stronger than it has ever been, it has less chance of anyone coming to its aid than ever before. The one small bright spot has been the fact that Hamas has been growing more effective. That only sharpens the question if Hezbollah can afford to watch them get knocked out.
15. On the other paw, Hezbollah’s leaders are human. And they have to know whatever the abstract calculations are; there is a good chance they or people they care about will die if they take war to Israel. The gloves will come off and it will be very bloody on both sides. Maybe this human fear for their own lives will keep them out of the conflict. But if it does, and Israel succeeds in more or less wiping out Hamas then Hezbollah will be weakened by the resulting loss of respect. And so the question will be, can an organization like Hezbollah that depends on people being willing to give up their lives for it survive a loss of respect?

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RUSSIAN OFFENSIVE CAMPAIGN ASSESSMENT, OCTOBER 26, 2023

Israel-Gaza Situation Report: Israeli Armor Rolls Into Gaza For “Targeted Raid”

Gantz’s speech reveals the most of Israel’s grand strategy for Gaza to date

They do seemed to be focused on destroying fuel in Gaza lately. Israel is not allowing fuel deliveries into Gaza. When the fuel for generators is depleted, Hamas fighters will have to leave their tunnels and face Israeli armor and air strikes.

US strikes sites used by Iran militias in Syria after repeated attacks on its troops

The United Kingdom is experiencing a dramatic outbreak—unprecedented in scale and magnitude—of diarrheal illnesses from the intestinal parasite, Cryptosporidium, aka Crypto.

A closely watched jury trial underway in Kansas City, Mo., could upend a contentious cornerstone of the U.S. real estate market — broker fees.

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RUSSIAN OFFENSIVE CAMPAIGN ASSESSMENT, OCTOBER 25, 2023

Ukraine Situation Report: Ukrainian Pilots Have Begun F-16 Training In U.S.

The story of a woman who fled the war in Ukraine, only to become homeless as a refugee in Russia

Israel-Gaza Situation Report: Delay Of Ground Offensive Agreed To

Former chief of Israeli military intelligence Amos Yadlin on where the war goes from here.

Israel Delaying Gaza Invasion So U.S. Can Deliver Missile Defenses to Protect U.S. Troops

Chinese President Xi Jinping’s removal of four ministers and demotion of former foreign minister Qin Gang makes Xi look powerful, but actually is a symptom of weaknesses in his leadership, analysts say.

A rare sighting of people talking about the oncoming fiscal crisis. The biggest victim of Fed rate hikes is the US government as interest on massive debt soars, billionaire investor Barry Sternlicht says and Treasury bond supply could soon hit record levels as unsustainable deficits and high rates create spiral effect, Bank of America says

Personally I think all diet based explanations for obesity are wrong. Most people don’t understand how massive the drop in activity level has been and they think that if they can’t make up for it with 30 minutes of moderate exercise 3 or 4 times a week then it must be diet causing the problem. Having said all that, the fact that fructose might cause a drop in ATP is interesting to me as it would explain “why sugar makes you weak” which if you have eaten bunch of sweet stuff and then tried to lift you will know for a fact. Johnson and his colleagues undertook an exhaustive study of all the known contributors to obesity, and found that the metabolism of fructose in the body causes a drop in a compound called adenosine triphosphate (ATP), which provides energy for your body’s cellular processes.

Johns Hopkins doctor’s bullying exposes whole profession

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With drones in the air and on the sea, cruise missiles, sabotage teams, and now ATACMS, Russian-occupied Crimea remains in Kyiv’s crosshairs.

The U.S. Navy and its NATO allies may be gearing up to challenge Russia’s excessive legal claims to the Northern Sea route by conducting a freedom of navigation operation.

Israel-Gaza Situation Report: Hamas Frogmen Attempt To Infiltrate Near Israeli Base

In a first, Blinken backs possible ‘humanitarian pause’ in Gaza

The Times of Israel learned that, after 16 days of airstrikes, the IDF has told the government that it is fully prepared for a ground offensive in the Gaza Strip, and believes it can achieve the goals set out for it, even at the risk of heavy casualties to soldiers, and amid ongoing attacks by Hezbollah in the north. But the military fears that the government may not ever give the order to begin the ground offensive, or postpone it for a lengthy period.

China sacked its defense minister with no explanation months after he mysteriously disappeared

U.S.A.-Europe facts of the day

Retail Crime and Theft Worse in Pennsylvania, Washington and California Per Person

Nanocarriers study shows antibodies against polyethylene glycol in 83% of the German population

Looks pretty but without a soul. Star Citizen’s Squadron 42 campaign is “feature complete” after 11 years

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RUSSIAN OFFENSIVE CAMPAIGN ASSESSMENT, OCTOBER 23, 2023

Ukraine Situation Report: Multiple Russian Attacks On Avdiivka Repulsed

Israel-Gaza Situation Report: Israel Conducts Limited Gaza Ground Raid

Pentagon to Restock Arms Depots for Israel Initially meant for Ukraine

Israel has shunned ground operations for decades. Is it still looking for a way out?

Saudi crown prince announces esports ‘world cup’

AI-Powered Chatbots and Audio Bibles Transform Worship in South Korea

Why Longer-Dated Treasury Yields Spiked. Related: Ten-year Treasury yields jump above 5% for the first time since the 2008 financial crisis as the bond-market rout drags on

In 2020, scientists decided just to rework the alphanumeric symbols they used to represent genes rather than try to deal with an Excel feature that was interpreting their names as dates and (un)helpfully reformatting them automatically. Yesterday, a member of the Excel team posted that the company is rolling out an update on Windows and macOS to fix that.

Links For Today

RUSSIAN OFFENSIVE CAMPAIGN ASSESSMENT, OCTOBER 22, 2023

Ukraine fears drone shortages due to China restrictions

The U.S. is sending THAAD and additional Patriot batteries as the threat that Iran and its proxies will enter the war grows.

Wall Street Journal Corrects The Record On Hospital Blast

US Amps Up Military Posture in Mideast, Warns Against ‘Escalation’

Evacuees live nomadic life after Maui wildfire as housing shortage intensifies and tourists return

Speaking personally, on Chart “A” I bounce between 1&2 with occasional flashes of #3 (but very rare). I don’t understand chart B at all but maybe because I am doing this to late at night to understand the jargon. If you don’t want to read all the blah blahing you need to scroll down a little bit to see what I am talking about.

Thoughts on Ukraine in Brief

1. I think it is safe to say that Ukraine’s offensive has failed politically. Every victory that Ukraine achieved resulted in a boast of support as people on the western street thought that if their country just threw more money at Ukraine they could feel like they were part of the winning sports team (speaking cynically). The lack of news worthy progress has led to a falling off of the desire to give more money to Ukraine all around the world on the part of the everyday Joe.

2. In one sense, Ukraine’s failed offensive is a victory for Russia. Russia seemed determined to make sure that Ukraine had no territorial gains to boast about like they had in the past and they succeeded in that goal. But this goal was archived by experiencing more losses then Ukrainians even though the Russians were on the defensive. As best I can tell, this is because Russia would frantically counterattack anytime they lost ground or even looked like they were losing ground. Moreover, it seems that Russia forced people to stand and die long past the point of their being any military benefit as conventionally understood.

3. In spite of Russia’s bloody minded determination, Ukraine did succeed in creating a small bridgehead into Russia’s defensive lines. Looking at that bridge head on a map, and it looks like the perfect place for Russia to do a pincer attack and put the Ukrainian forces into a pocket or force them to withdraw. But Russia seems to be making no attempt to do this. I am guessing that this is because local Ukrainian artillery superiority prevents them from maneuvering the types of forces needed to do this.

4. Instead, Russia seems to have decided to try to make a surprise attack to take Avdiivka. In once sense this is understandable. If the first surprise attack had worked, it might have been worth it and certainly Ukraine has made similar attempts/errors. But the doubling down and continuing to send columns after columns of armored fighting vehicles to their deaths is truly mind blowing. The conventional wisdom at the moment seems to be that there is no way the Russians can take Avdiivka. I am not sure about that. Russian’s proved at Bakhmut that they can outlast losses that western analysts think should stop them. But by the same token, the price of Bakhmut was the destruction of Wagner as an effective fighting force and the first armed munity of the war. On top of that, Russia gained no discernible strategic advantage from taking Bakhmut. If Russia truly commits to taking Avdiivka at “any cost” it seems likely that the price they will pay will be even greater then what they paid for Bakhmut and it is not clear what advantage they would get from it in a strategic sense.

5. Overall, it seems that Russia failed to use this year to rebuild their combat power. Whatever they managed to accumulate seems to have gotten thrown into one front or another. New equipment has been showing up at the front so we know they are still making stuff. But the overall quality of the equipment in the Russia army seems to be going down. This seems to indicate that they can’t keep up with the losses they are suffering.

6. Russian fiscal situation is deteriorating. It is hard to tell how badly because they have stopped the release of a lot of information. But they are doing a lot of bizarre things like jacking up interest rates and imposing currency controls even though in theory they don’t have inflation. It is obvious that they are struggling to control the value of the ruble (down in value by about 25% since the start of the war) but this does not explain why they felt compelled to restrict the exports of diesel (which depressed the value of the ruble). It seems by their own figures that revenue is down this year by about 70% compared to pre war figures and they are likely to be close to two trillion dollars in the hole by the end of the year when extra war expenses are taken into account. In spite of all this, Russia does not seem to be depleting it foreign exchange reserves to any great extent even if you only count those that are not frozen. So I remain confused as to just how bad it is for them at the moment beyond the obvious fact that is worse than it was before the war started.

7. A lot of the success of Russian strategy this year will come down to if Biden can get his large aid package for Ukraine through congress. In the end, it does not matter if the average Joe on the street is losing interest if Ukraine keeps getting weapons and ammo. Biden’s package is geared to fund Ukraine through the next election. If Biden gets his package through, then the Russians excessive losses to prevent Ukraine from gaining ground will have all been a waste. It is unlikely that if Ukraine had gained a few hundred extra square miles it would have resulted in a bigger aid package then Biden is trying to give them. But by not being so frantic in the counter attacks and allowing Ukraine to gain more ground, Russia would have allowed Ukraine to spread its own troops out more and preserved more of its own forces to be rebuilt into something effective.

8. Russian military history is full of examples defeats and long defensive campaigns leading to victory. Russian military history is also full of disasters caused by Russian corruption and refusal to adapt to changing circumstances. This current war looks a lot more like the latter.

9. Ukraine is done demographically as nation no matter how long this war takes. And it can’t sustain this war on its own. But as long as the west is willing to fund it, it looks able to keep fighting effectively for another year yet at least. It is true that it is increasingly having to force people to join the army but that has been true of Russia for awhile and not a sign that Ukraine is about to collapse manpower wise. That said, it is a reminder that Ukraine is going down the drain manpower wise but there is a long way to go down that road before Ukraine stops fielding effective military forces.

10. Russian had hoped that the fighting in Israel would pull support away from Ukraine. But Biden (or his handlers) are shrewdly tying aid for Ukraine to aid for Israel and Taiwan and he is trying for a one and done approach so he does not have to come back asking all the time. Since Biden only needs some Republican support to make this work, it is likely to be successful although Republican hardliners are likely to try all kinds of parliamentary style delaying tactics using the rules that are available. And for the most part, the types of military aid that the two nations need will not overlap. Israel does not need tanks or long range strike missiles and Ukraine does not really need the bombs and air to ground missiles because it lacks an air force that can get close to the Russians. The main pinch point will be ballistic missile interceptors (assuming Hezbollah gets involved) as the US also has to worry about China in that regard as well as everything else. Artillery shells will also be an issue as although Israel is unlikely to use much (historically they have relied on their Air Force), anything they do use will really hurt Ukraine as they already have a shortfall in shells. One unknown is how much Iran help to Russia would be impacted by the needs of their proxy forces for things like drones….

The Bottom Line:

I expect that Ukraine will get what they need to fight for another year and I expect they will continue to fight effectively (i.e. in way that is very painful for the Russians). What I don’t have a good understanding of is how well Russia will endure another year of such fighting. It seems that they are starting to feel the fiscal effects and are struggling to maintain an effective military but Russian history has proved they can keep going for a long time in situations where other nations would become demoralized. On the other hand, where other nations tend to pull back before they collapse, Russia has many times pushed past that point……