28 Comments

Good series.

From everything I read, the Russians didn't expect a quick victory. They knew there was a massive well prepared force in the Don Donbass region. The initial maneuvers were not done force superiority.

The goal was to isolate the large Ukrainian force in the Donbass and prevent reinforcement of said troops. Moving on Kiev, with rather limited troops, was merely to freeze Ukraine in place. Russia withdrew once Mariupol and Kherson were taken, so as to start encircling the large Ukrainian force.

Kharkov is a different beast. I suspect Russia overestimated the willingness of the Kharkov oblast to join up with Russia. Russia has tried to minimize civilian deaths, so didn't try to take the city with force.

Expand full comment

Fair enough! In researching for this piece I spoke to a contact at RAND and at RT in Moscow, and both of them said that Russia genuinely expected Ukraine to fall quickly. But clearly they had contingency plans in place in case it didn't work. Whether the Russian Ministry of Defense "hoped" versus "expected" for a quick win, it doesn't alter the analysis too much, as you say. Thanks for reading the series.

Expand full comment

The only quibble I'd make is that although no doubt Russia hoped it could overthrow the corrupt Ukrainian regime quickly, it was prepared to do so slowly. It did not send its best troops. It did not send overwhelming numbers of troops. It did not engage its top of the line military hardware. It's strategy has, at every point, been one of trying to maintain infrastructure as much as possible and only engage with the military, not civilians, as much as possible, even at cost to them in time and men. It's strategy has always been described by Russian observers as a "cauldron" which implies the slow boil expectation.

Expand full comment

Exactly. The Russians quietly watched and learnt from the US debacles in Iraq, Afghanistan and Vietnam. For example, they didn't make use of massive airpower because they knew how many anti-aircraft weapons the US had given the Ukies and remembered their effectiveness from Afghanistan. They blindedsided the poor Ukies and the Western "experts" by using massive artillery barrages. And now each day that passes swings the balance away from the EU and the US. It's kinda brilliant, if you think about it. Love him or hate him, Putin is the only adult in the room.

Expand full comment

Fair enough! In researching for this piece I spoke to a contact at RAND and at RT in Moscow, and both of them said that Russia genuinely expected Ukraine to fall quickly. But clearly they had contingency plans in place in case it didn't work. Whether the Russian Ministry of Defense "hoped" versus "expected" for a quick win, it doesn't alter the analysis too much, as you say. Thanks for reading!

Expand full comment

No, ultimately it's just a nitpicky detail, you're right. Although it's one that says a fair bit about Russia's strategic acumen, I think.

Expand full comment

Magnificent. Thank you, ToW. Sharing this.

Expand full comment

Super series. I was in a lengthy discussion (trending toward debate) with my Dad on the Russia-UKR conflict. He asked me for where I get my info from, I said "a range of places I've come to trust, you have to look for it actively". This series has pulled together so many threads, I will be sharing it with my old man. Hopefully it'll be an olive branch for my trite "well I sure don't get my info from the MSM!" comment. Thanks a lot for this. You've gained a committed reader (Vox Day got me here).

Expand full comment

Thanks so much for the kind words. Glad to be able to pull together the threads. It's a complex basket to weave. (Insert joke about becoming a basket case here.)

Expand full comment

By far the best article I've read on this situation. It's quite staggering to think how stupid our so-called "elites" can be when they are blinded by their own ideology and propaganda. We are now in "sharpen the guillotines" territory. My only quibble is that I'm not convinced the Russians got it wrong in Ukraine. They knew full well that U would be a tough nut to crack because the West had been training and supplying its army for at least 8 years. Also, the Russians only employed a small proportion of their own army. Instead, I think they saw how the US "Shock and Awe" approach failed and went for a slow, grinding attrition strategy to carry out their main aim of degrading Ukraine's military power. Ironically, we are now in the situation where the longer Putin takes to finish the job, the stronger his position is. The EU economies are drawing ever closer to ruin and a situation where politicians will be nervously feeling their necks. That's a minor quibble, however - this article is excellent.

Expand full comment

Thanks for the kind words! As I said above about expectations about Ukraine, you might well be right. Perhaps it would have been better to say they "hoped" for a quick win. Certainly they had contingency plans, which we're now seeing in effect.

Expand full comment

I did read an article by Charles Hugh Smith that offers a glimmer of hope for the U.S. dollar, i.e., there are already so many U.S. dollars outstanding that they cannot fail. I know this sounds like a wish but as an American I seek a decent future for my children.

Expand full comment

Not sure I trust CHS's judgment. However, I understand your feelings about your kids' future. It's easy to laugh at how the EU and US have screwed themselves, but as a Dad too, and one who lives in one of the soon-to-be-screwed-up areas, it's scary to think what kind of lives our kids are going to have. The only consolation is that I see a lot of the people responsible for this dangling from ropes in the not too distant future.

Expand full comment

He admitted in the article that he could be completely wrong. I think it is going to be quite ugly.

Expand full comment

This spells an opportunity to make some common cause with the sane remnant of the Left. Raise worker pay by enforcing a national picket line, and stop looting the third world via the petrodollar.

--

There is a downside, alas. If we stop defending Saudi Arabia, someone else will. Someone else will get to use Saudi Arabia's vast buried treasure to to finance their defense industry. I fear the only way out is to make that treasure less valuable. While we can become self-sufficient by tapping into our dirty energy, what about the rest of the world?

Developing truly useful solar power systems is a national defense issue. Most of the unstable regions of the world are sunny. Solar + batteries don't need power lines, and those don't need strong central government. When things are tribal and/or feudal, small is beautiful. (Europe continued to develop small scale tech after Rome fell. Public works stayed below Roman levels until the 1800s.)

Expand full comment

Great Analysis!

Others commenting below have already pointed out certain tidbits which might be a bit off (i.e. especially with regards to Russia's overall competence, which I too think is being underestimated). Overall though, "the forest" in your article is correct, in spite of key "trees" being off.

Recommended Reading: The esteemed Andrei Martyanov and his various works; especially "The Real Revolution in Military Affairs" where he painstakingly goes over why at the Higher-Order decision making level (i.e. Strategic and whatnot) Russia has already surpassed the Muricans.

Military porn a la "Look at my cool toys, gadgets and sexy explosions" are not relevant because wars are ultimately won at upper levels of decision making and not at tactical level a la skirmishes.

Anyhow, as for the Petrodollar system: Really what it comes down to is how "strong" the Dollar Milkshake ends up being. In particular, due to high inflation (a la supply crunches on oil, gas, food, etc) the preliminary trend is a flight towards dollars. And so the DXY is still hovering at 104-105.

The Dollar Milkshake theory is simply the observation that Central Banks in many nations issue and hold debt in USDs, ergo a net of dependencies naturally forms whereby The Muricans will never *truly* run out of dollars since the circulation will persist due to Globalization.

Dollar milkshakers (i.e. The "true believers") have always claimed that this net of dependencies is essentially bulletproof because "The world is fully interconnected for the first time in human history". As such, "the milkshake" will be held up by global 'animal spirits'.

The problem of course (and President Putin hinted at this in the lates 90s) is that food, oil, gas, etc *MUST be bought* (they are "essentials") and so even if you have a giant flight into dollars, those dollars are only good so long as they buy said essentials at or above certain volumes.

Add on to that the fact that the nominal Murican consumer (relative to most other citizens in other parts of the world) is highly fragile and more prone to viewing certain lifestyle changes (which would be considered minor) with greater angst and overall fear.

Napoleon one said (paraphrased): "Every society is merely 3 meals away from revolution".

For the nominal Murican who is highly obedient and more prone to angst and fear; it will be more a case of vandalism, lynchings, anarchy, etc rather than anything "structured" once Hyperinflation breaks his nation once and for all. "If it Dies... It Dies" to quote Drago.

And so Civil War v2.0 approaches, as well as the Arctic Invasion of some 10+ million Eurasians. At that point, I see no reason why having an "Unbeatable Milkshake a la a Basket of Currencies" is relevant any longer. It becomes nothing more than "Finance Porn" at that point.

Expand full comment

Today I saw this on my Twitter feed: https://twitter.com/KevinRothrock/status/1539316262890786816

==

Later this week, a U.S. government commission will host an event titled “DECOLONIZING RUSSIA: A Moral and Strategic Imperative.” The stated premise is that Russia’s “decolonization” is needed “for it to become a viable stakeholder in European security and stability.”

The description also calls out the “barbaric war on Ukraine” (not to be confused with civilized wars) & endorses “a long-overdue conversation about Russia’s interior empire.” The suggestion, by a USG Commission, seems to be that Russia’s partition should maybe be a policy aim.

==

While not confirmation of my assessment of US policy re: Russia, it's certainly evidence of it.

Expand full comment

Excellent assessment and it explains a lot why the American neocons cared so much about Iraq. One thing missing from the analysis is why are Western globalists in love with Green energy? The West is losing the hegemony of the American dollar and simultaneously weakening its economic prospects by amplifying energy dependence. Why?

It seems their are three worldviews. The neocon view epitomized by Bush(s) & Cheney, the American first view popularized by Trump and a third view of America / Europe diminishment, promoted by Leftists. What do Leftists expect to get in return for debasing their nations?

Expand full comment

What most people are missing is that the western central banking system has always known that the petrodollar would fail. That’s why they’ve been building the foundation for the climate change narrative since Nixon took the US off the gold standard in 71.

The neoliberal design is to replace the petrodollar with a “carbon dollar” system. They’ve already identified a new, 40 trillion dollar bubble in green energy that would save their fiat banking system by abandoning oil, gas, and nuclear in favor of solar, wind, etc. They’re employing austerity in their target nations by raising food and energy prices (through Russian sanctions and through actual, physical destruction of food supplies) in order to raise the price of those commodities with the intention of using green energy as an eventual solution, a transition a starving western people would welcome, and even beg for.

The green transition would fully-centralize the global financial system, most likely through the IMF. And the new global credit system would be designed to award those nations who embrace green energy and punish those who do not.

Hence, this war in Ukraine is a prelude to the greater global war between the western-led globalist banking factions (seen here primarily as the US and NATO) and those nations who would seek to preserve their national sovereignty by rejecting the Malthusian policies of “green” deindustrialization, which would hinder those countries’ development and the living standards of their peoples.

To get an idea of the development of these 2 competing sides, look into the results of last year’s COP26 convention in Glasgow. The WEF’s globalist green agenda was presented, and the lines were drawn. Note that the 2 nations that led the charge against the “great green reset” were none other than Russia and China. Now we have a better understanding of why the west must use war to have regime change in those nations. They can’t survive without them.

Expand full comment

Thank you for sharing these insights! I wish I thought you were wrong... but I think you are right.

Expand full comment

You're welcome, sir. You have an excellent group here. Please consider promoting us and/or becoming an active member at the Schiller Institute. We do our best to identify and address the economic issues and geopolitical strategies that have been devolving Western culture for generations. Thank you for the work you're doing to bring attention to these same issues.

https://laroucheorganization.com/

https://schillerinstitute.com/

Expand full comment

Ah-ha! Two years ago I read Mr. LaRouche's "Text on Elementary Mathematical Economics". That was my first encounter with his work and I was impressed. He inspired me to read several economists I had previously overlooked, because my studies had only been in Neoclassical and Austrian schools.

Do you work with the Schiller Institute / LR Organization, then?

Expand full comment

Agree this is what the Commie Leftists want to do by imposing a Carbon Credit System. Question is: Will they get away with it?

Russia, China, India and Brazil are not going along with the plan. Africa will probably play both sides, so it is not committed. Of particular note, USA energy policy is extremely politicized and as soon as Republicans gain a majority, and or the Presidency, the Green initiatives in America get stalled or reversed.

The Carbon Credit System is a scam and it persists only because insiders can profit so immensely from it. But Ponzi schemes invariably collapse. It is only a matter of how quickly failure happens.

So yes, as Steghorn21 writes, Green energy is a cult and it is being pursued despite it leading to the geopolitical collapse of the West. EU and American Leftists are insane and Putin & Xi are smiling at the West destroying itself from the inside out.

Expand full comment

Agreed. And you’re even understating the resistance to this latest brand of western economic aggression, as more than half of the world’s population is currently rejecting western sanctions against Russia (including most or all of the nations of Africa). The unipolar system of the “rules based order” that was established when the Soviet Union fell is collapsing along with the petrodollar.

It looks like we’re returning to a multipolar global system that will feature a side that prioritizes national sovereignty, and I think this return will be a success for those countries on the non-Western side(s) of the new global bifurcation. But right now it looks like Westerners have been positioned to fail, and I don’t see that changing via fake democracy. At this point I can’t imagine a peaceful political solution for the West, unfortunately.

Expand full comment

More than half of the world is rejecting the West's sanctions. True - it's around 80%.

Expand full comment

The key to leftists is that most of them are ideologues. And like most ideologues, they don't live in the real world. They have little idea of consequences and cause and effect. I have the misfortune to rub shoulders with these people on a regular basis and I can witness that they are insane. Twas ever thus. The Jacobins were planning the next festival of the Supreme Being days before they all went to the guillotine. As for the neocons, they are mostly evil psychopaths who lust for power and money.

Expand full comment

This four-part series on the petrodollar system is excellent: very well-argued, written in a language and style that is easily understandable and concise. Thank you for writing and posting them.

Expand full comment

Brilliant! And really shitty. :(

Expand full comment