The Russian-Ukrainian War Thread

Feanor

Super Moderator
Staff member
Wether it's the Lugansk population or the Russian population, they don't give a damn about what happens with Ukraine.
It's not like 2013 when the population in the Donbas favored Russia because the Ukrainian state was, well, just like Russia.
Today poeple are sick and tired of this war. On both sides. They don't care about which country they wil be living in as long as the war stops. At least in the east of Ukraine (the west of Ukraine will not accept a return into Russia's orbit). Nobody would feel betrayed if some territotries are given to Russia or back to Ukraine. Populations of the Donbas never asked for this war.

For the Russian population the indiference is even bigger. They don't understand this war and don't care of its outcome. Russia doesn't need Ukraine, not anexed nor inside an economic common zone. Russia doesn't need a buffer zone in Ukraine. That's the most ridiculous of all arguments to justify the invasion.
I don't think this is true for the Donbas or for Crimea.

I agree. Ukraine could lose the war the way it goes now. The advances in the Donbas are minimal, but the long range bombings are devastating.
The advances aren't minimal anymore. They're still small in the grand scheme of things but it now looks like Russia could take all of the Donbas. The real issue is the trajectory. If Russian advances continue to accelerate, this is a problem. If September was the high-point, then it's not as significant.

It's true that they depend on Western aid. However I don't expect this aid to dwindle soon. I don't believe that Trump will cut aid to Ukraine totaly and within two weeks. The reason why I believe that is that the aid to Ukraine is a tiny portion of the US Federal budget. And the US has much to gain with continuous experience with the war in Ukraine to develop its own military. Also, if Trump takes this decision, he will have to cope with accepting "yet another defeat" by the US "after Afghanistan, Syria and Iraq" (between brackets because these were not real defeats, but some people says so). I don't think he will wants another international humiliation for the US.
And finaly, you have the most compelling argument that you simply can't let brutal force and blackmail prevail. There is a very good reason why humanity has to defeat Putin.
The aid has already dwindled. The peak of aid to Ukraine in volume was the second half of '22 to the first half of '23. The current level is insufficient.

Secondly, Europe is taking the matter very seriously. Europe sees the war in Ukraine and its own defence against Russia as one and a single topic, without distinction. For Europe, the front line is not the Donbas, Zaporyzha and Sumy, but from the Artic Circle to Syria. Ukraine will definitely be a NATO member. The decision is taken. It's a very important part of the defence strategy. Both because the Ukrainian population wants to be allied with the West, and because Putin showed agressive behavior.
I think that European military development will only increase in the future and military aid to Ukraine is part of this development. Russia will have to follow up if Putin wants to win.
We will have to wait and see. I'm not sold this will happen.

Two things are very surprising thought: European countries located far from Ukraine like France, Portugal and Spain show the same concern about the Russian treath as Nordic and east European countries do.
The second surprise is the reluctance of Hungary to participate. Hugary is like a glitch in the program.
I don't want to take us down the political rabbit hole but I will say this. Hungary is not the glitch. Victor Orban is the "glitch". Except he's not a glitch. He's part of a political movement that exists in many European countries. It is not inconceivable that someone like him could end up running other European countries.

Even if Ukraine loses the war, i.e. they give up more territories than they already lost by now, they will join NATO. Period. 100%. There won't be even a ceasefire if Ukrainians are not going to join NATO because for Ukrainians a peace agreement without NATO is pointless. They are 100% sure to be invaded again in a freseable future if they don't. So if Putin wants an agreement he will have to agree with this.
Maybe. Or maybe Russia will simply fight until Ukraine agrees not to join NATO or until Ukraine isn't a country.

That being said, it doesn't mean it will happens like that. Ukraine could collapse totaly and be finaly overtaken by Russia, or lose half of its terriitory, with the Dniepr as the new border, and finaly forced to stay out of NATO if they want to keep what they are left with. It's a very possible scenario.
One example of a possible outcome, and why I think it would be wise for Ukraine to figure out in a hurry what territory they're willing to cede.

Putin developed his conditions to start peace talks (or was it ceasefire talks?) a few week ago at a tv conference.
You know as well as me what he said.
- Surrendering the 4 Ukrainian provinces entirely + Crimea
- Withdrawing troops 20km away from the 4 province boundaries.
- Not joining NATO
- Reducing the size of the Ukrainian army (not sure of this point was reiterated at this conference, but it was requested earlier)

On the same day he ordred another salvo of ballistic missiles.
A wise choice on the last part. Ukraine will only be willing to negotiate with Russia if the alternatives are worse.

Not sure what perequisite the West has since it's Ukraine who decides. But Putin's perequisites are not acceptable since joining NATO is an essential part of a future peace deal. NATO is the garantee that Ukraine won't be invaded again. Guarantees from "neutral countries" are worthless.
The only alternative to NATO could be deploying large number of Western troops in the east and north of Ukraine as well as a large avaiation presence, military bases and long range anti-missile systems as they build in Turkye and Poland.
Let's wait and see. We still don't have the two sides really interested in negotiating. I don't think Russia expected Ukraine to accept the offer on any level.

What would it change, in regard to what I wrote above?

There is no law prohibiting talks with Russia. There is a law banning talks with Putin. Big difference. Thought talking with Lavrov will also be unlikely.
But let's be serious. If they are not talking, it's not because of a stupid law. (I agree that this law is stupid).
Correct.

Better for everybody. Russia could exit the war economy, invest in edication, heallthcare and public transportations, rise pensions, use the young workforce in productive activities instead of destructive ones, reverse the brain exodus,... And last but not least, renew gaz contracts with Germany and the west in general.
I don;t agree that relations will never be as they were before. Of course, the suspicion will remain. But trading oil and gaz will return as fast as it stopped. They will rebuild the North Stream pipeline, deliver gaz turbines again. Business is the motor of good relationships.

What bombing Ukraine brings to Russia? More insults at the UN, prolonged sanctions, total dependence from China and humiliating meme's on social networks. Not worth it.
Losing territory with millions of Russian citizens (Donbas and Crimea) would be nasty. And I'm not sold gas contracts will come back just like pre-war, though some level of trade will resume. But the pre-war economic relationship went well beyond gas contracts. Russian tanks and IFVs have French thermals. Western auto-makers built cars in Russia, and Russia sold many other kinds of goods to Europe. This relationship is done. A new one will have to be built after the war and it will be at a significantly lower level post-war.

Good point. That's why Putin required more territories than he actualy holds.
Now that goal has failed, dead on arrival, he will have to continue military assaults.
Yes.

And what is this mysterious thing of comparable value that Putin would be willing to exchange?
I'm very curious.
That's just it. Ukraine has nothing to bargain with. It's why Ukraine doesn't want to negotiate with Russia. Ukraine has nothing to offer in exchange for the return of territory. For a long time I thought the logical end of the war will be Russia returning some territories in exchange for Ukraine officially recognizing the loss of other territories to Russia, with some money changing hands to smooth this, but now I'm not so sure. The war continues to change and shift. Now the scenario of a Ukrainian collapse seems less unlikely, and still the willingness to negotiate isn't there. I do think Ukraine is getting desperate and Zelensky is probably realizing that the support of the west has its limits and these limits appear to be below the threshold needed for actually winning the war on the ground. He can get resources, planning, and intel, for more spectacular and embarrassing strikes against Russia. He can also launch some local offensive operations, but it seems he won't be given enough resources for a repeat of the '23 summer offensive. He won't be given the kind of combat jets or air defense systems that will allow him to win the air war. And NATO isn't eager to get involved directly even at the limited level of downing Russian inbounds. If Russia continues to attack successfully I think we might see a change in Ukraine's position as these issues worsen. But it's not clear.
 

seaspear

Well-Known Member
This article goes into some detail how the Russian economy has benefited from stimulation initially for a war time economy but shows now the manufacturing in decline,obviously its hard to be sure of accuracy with a state that censors any information against its narrative it certainly helps show the difference in understanding what a wartime economy can do with artificial stimulation
 

rsemmes

Member
The issue isn't that you didn't list the plan's points. The issue is that you provided nothing of substance of your own. Do you have some sort of comment regarding this plan? Is there something to discuss here?
For example, I think this plan shows that Ukrainian leadership is in a strategic dead end. They're hoping for someone else to come in and save them. They're still not willing to negotiate with Russia but they don't have a way to actually win the war and are just hoping the west will rescue them. This is an example of commentary.
Zelensky is delusional.
He never had a plan and never read De Gaulle's: "La proportion rompue entre les buts et les moyens, le combinations du génie sont vaines." When you don't have the means to carry it out, it's not a plan, it's a fantasy. (For those who cannot read French, the translation is more subtle; but you get the point.)
My impression is that he is quite happy to start WW3 but he will never accept that Ukraine (on its own) cannot win this war. He is great leader, he cannot be wrong, so he thinks that the Universe will change to his will; or something like that. "It's the World's fault".

I honestly thought that everyone was going to understand that I was saying that he has no plan, just a fantasy. Consequently, a delusional leader at war, living in a fantasy is a very dangerous situation.
 

KipPotapych

Well-Known Member
For example, I think this plan shows that Ukrainian leadership is in a strategic dead end. They're hoping for someone else to come in and save them. They're still not willing to negotiate with Russia but they don't have a way to actually win the war and are just hoping the west will rescue them. This is an example of commentary.
Zelensky is delusional.
He never had a plan and never read De Gaulle's: "La proportion rompue entre les buts et les moyens, le combinations du génie sont vaines." When you don't have the means to carry it out, it's not a plan, it's a fantasy. (For those who cannot read French, the translation is more subtle; but you get the point.)
My impression is that he is quite happy to start WW3 but he will never accept that Ukraine (on its own) cannot win this war. He is great leader, he cannot be wrong, so he thinks that the Universe will change to his will; or something like that. "It's the World's fault".

I honestly thought that everyone was going to understand that I was saying that he has no plan, just a fantasy. Consequently, a delusional leader at war, living in a fantasy is a very dangerous situation.
Exactly right.

Here are the basics of the plan and a few of my thoughts to follow:

The victory plan has 5 points, which we have mostly known about prior to today.

1. Unconditional NATO invitation now
2. Defense: strengthening Ukraine's military by streaming in new weapons; lifting restrictions on the use of long-range weapons; real-time satellite and intel data
3. Deterrence: a secret "a comprehensive non-nuclear strategic deterrence package" that's been shared with US, UK, France, Italy, & Germany
4. Strategic economic potential: 'joint protection of Ukraine's critical resources, as well as joint investment and use of this economic potential' ("This involves natural resources and critical metals worth trillions of U.S. dollars, including uranium, titanium, lithium, graphite."
5. European security: post-war, Ukraine military could station experienced troops in Europe


So the entire “plan” (in quotes because I am not sure why they call it a plan - it isn’t) starts with a definitely unrealizable condition. This just will not happen and everyone (reasonable) knows that. I am not sure what is the purpose of going over the rest of the points even. It was reiterated a number of times by the leaders of many countries, but even the headline of this Ukrainian (propaganda) outlet says it all:


Point two is likely unrealizable as well. Yesterday’s briefing with Samantha Smith (US representative to NATO) indicated just as much. She basically said that she has nothing to announce and no upcoming changes to the long-strike policy are expected but they will provide Ukraine with everything they need and so on. This (“provide everything that is needed”) is actually getting to be a little ridiculous at this point, no? First of all, needed to accomplish what? Second, whatever was already provided was arguably never enough (though it could possibly be argued that it was at certain various points, maybe a couple of times). Again, enough for what though? Third, this and that (“deep strikes” into Russia, for example) is not going to shift the balance on the battlefield, according to the US intel and many others. Assuming this is what they really think, then what is the strategy and the goal? Wait and see if Russia folds next year or the year after? But what if it doesn’t? There is a pretty fair chance that Ukraine will by then. I know there are people who think that Ukraine can fight for years, but this is not the case. This is not just about what is happening at the frontline, but also in the rear. Russia can still escalate things in Ukraine far from the frontline. Anyway, here is the briefing referenced above.

https://soundcloud.com/usa_and_europe%2Foctober-16-briefing-with-ambassador-julianne-smith-us-permanent-representative-to-nato
Real-time satellite and intel data is surely already provided within the reasonable limitations, possibly more. This isn’t likely to change either.

Third point, “strategic non-nuclear deterrence package”… Well, we already saw the attitude of most everyone else towards providing the “security guarantees” to Ukraine. Basically no one is willing to do so at this time. If someone thinks such will be provided while the war is ongoing, they are probably detached from reality (see Mr. President who tried and was declined every time). And then what is the “strategic non-nuclear deterrence package” anyway? What would be considered to be a sufficient non-nuclear deterrent? Zelensky keeps saying that Russia would invade NATO countries if Russia is not defeated in Ukraine. So (nuclear) NATO is not a sufficient deterrent according to him (and apparently others), yet he also sees NATO as the only path forward to assure the security of the country. That, of course, makes zero sense.

The only such strategic “package” that I can think of is the presence of the American troops in Ukraine and in the areas of the potential future attack in particular. This is the only thing that that would guarantee deterrence just like it does in NATO. But this is also not realistic at the time.

The fourth point is getting straight up into the “conspiracy theory” territory. Imagine a (civilized, almost western) country like Ukraine, independent for over three decades, having trillions of dollars worth of natural resources and a number of oligarchs willing to exploit it as they did everything else, yet still being the poorest country in Europe (that imports the majority of the raw/semi-processed materials), and so on. In the beginning of the invasion there was a theory proposed that Russia was after Ukrainian natural gas and oil. Crazy stuff, but this is what it is (or was? perhaps, we are coming back to it again but on the official level now).

So really, and again, just a bunch of ideas that have little to do with reality.

Here is the interesting part: there is nothing in this plan that Ukraine can do/change itself. In other words, it puts the entire responsibility on the “west”. He didn’t mention a thing Ukraine could do in order to improve, etc. Nothing. It completely lacks strategy. Basically, the “plan” is “there is nothing we can do without direct participation of NATO in the war”.

[…]the plan's success hinges almost entirely on the West fully buying into it – and immediately. Zelensky said this himself today: "This plan can be implemented. It depends on our partners. I emphasize: on partners."

I didn’t want to spend my time translating and summarizing, by the way, and am using this post on X by the Financial Times UA correspondent for the summary (everything in italics came from there): x.com.

Another important note:

Important to note amid the talks and reporting about potential future negotiations: Zelensky said he does not want to "freeze" the war. And Ukraine is "not trading Ukraine's territory or sovereignty" to bring Russia's invasion to an end.

We had a 10-point peace plan, now we have a victory plan, yet we still do not have any actual plan that reflects some kind of reality, even remotely, a little bit. What’s worse, I really cannot see the end game here, what the expectations are. What I see instead is yet another attempt to say that the “west” is responsible and if this war is lost -> it’s all on you. And it certainly looks like nothing is on Ukraine and Zelensky and his team. It probably works fairly well for the internal politics. Until it doesn’t, of course.

Journalists should ask Zelensky the following questions, among many others:

- If you truly believe that Russia is going to invade a NATO member next, what makes you think that NATO membership would prevent further attacks against and guarantee security to Ukraine?
- What do you think Ukraine could change within to improve their chances in the fight against Russia?
- If the United States approves the deep-into-Russia strikes you have been asking for but the situation on the frontline continues to deteriorate, what would be your next request from your allies?

All these questions should, of course, be asked the “western” decision makers as well:

- If you truly believe that Russia is going to invade a NATO member next, why don’t you provide all capabilities you have at hand to defeat Russia today? If not, then what is the end game in Ukraine?
- Do you think there are things Ukraine could change within in order to improve their chances in war against Russia?
- If all conditions on use of provided weapons are removed and the situation in Ukraine continues to deteriorate, what are the next steps you are willing to take in order to ensure Ukrainian victory?
- What is Ukrainian victory?

Anyway, so far it is mostly nonsense that we keep hearing. Would be nice to hear an actual plan.
 

Jaykaro

Member
I read the last couple of pages, and to be honest, I still don't understand how the production of a shell that will explode in a field in Ukraine or an APC that will burn in Ukraine will benefit the Russian economy.

A war economy is inefficient; it does nothing but overheat the economy. GDP growth will only last as long as production can keep up with demand, which is already failing. After that, economic cooling and stagnation will begin because military products during wartime do not bring profit to the economy, except for making a shell and blowing it up somewhere in a Ukrainian field. Regarding the Russian economy, I have several questions:

1. Your economy is overheated; inflation is entering double digits this year. Despite all the Central Bank’s interest rate hikes from 7% at the beginning of the year to 19% by the end, inflation is only slightly slowing down but still continues to rise. In the 2025 budget, you plan to skew the economy even more by doing the same things you did in 2022, 2023, and 2024, but this time by record tax increases. At the same time, in the 2025 budget, you paint a completely different picture from your planned actions: inflation at 4%, but somehow you expect the Central Bank’s interest rate to be 14-16% in 2025.

Moscow continues to do what it did in previous years. That is, what led to negative economic trends and forced the Central Bank to raise interest rates to fight inflation. For 2025, you are doing the exact same thing on a slightly larger scale, yet you expect not just a different result, but the opposite one. Magic. (see picture )

2. You are increasing expenditures to record levels. Additional tax revenues do not cover the increased spending, and your country is cut off from external credit markets.

Simultaneously, in a mythical way, the current 2025 budget plan increases spending by 4.3 trillion rubles to 41.5 trillion, up from previously planned levels. Where will the additional 4.3 trillion rubles come from? According to the Deputy Minister of Economy, we know that you exclude the possibility of using the National Welfare Fund. Additional revenue will come from increased taxes. But all the record tax increases will only bring in a maximum of 2.5 trillion rubles, and that’s assuming 100% of the plan is fulfilled.

3. In the final months of 2023, to cover a comparable deficit to the current one, 114.95 billion yuan and 232.6 tons of gold were needed.

In 2023, to cover the uncovered deficit of 2.9 trillion rubles by the end of the year, the Bank of Moscow sold 114.95 billion yuan and 232.6 tons of gold (which were supposedly "discovered" by the National Welfare Fund in the Bank of Moscow, but there is suspicion that these were direct gold and foreign exchange reserves of the Central Bank). The funds from the sale were transferred directly to the National Welfare Fund. As of November 2023, the temporary liquidity of the NWF was increased from 5.01 to 6.9 trillion rubles.

But by December 2023, the liquidity of the NWF had fallen to 4.9 trillion rubles due to the use of funds from the NWF to cover the deficit.

Therefore, either the Bank of Moscow will sell gold and foreign exchange reserves and transfer them to the NWF, which will then pay off the deficit, or the existing NWF funds will only be enough to fully cover the current deficit and partially in 2025. Along with the yuan story of recent months it looks like Moscow is doing everything possible to hide the real state of reserves.
Also something you can read here - Russia’s tired ‘Hydraulic Keynesianism’ – Riddle Russia
 

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Jaykaro

Member
Regarding the victory plan (which is laughable and probably shouldn't have been released at all), what kind of plan did people expect? A small Soviet-style army fighting against a much larger one. Clear requests were previously made (not talking about 100,000 Patriots and the like) to strike Russian territory. The U.S. kept drawing red (or rather brown) lines. They said, "If there's a strike on the Crimean Bridge, Russia will respond with tactical nuclear weapons"—but they didn't respond. Then it was, "If the war moves onto Russian territory, they'll launch tactical nukes"—but that didn't happen either.

The same thing happened with deep strikes into Russia. We clearly remember when Ukraine unexpectedly struck Russian helicopter bases in Ukraine back in October 2023, destroying or damaging 16 Ka-52 and 9 Mi-8

ATACMS could have helped destroy Russian fighter jets and frontline bombers at their bases, which would have significantly eased defense or offensive operations, as the intensity of Russian KAB usage drastically dropped due to the damage or destruction of a significant number of carriers. -

What’s the point of including such specific things in the plan if even in these simple cases, everything gets delayed for years because of the "brown" lines?

This would have been much more effective, many times over, than the impossible strikes (with the missiles Ukraine currently has) on Russia's strategic aviation, which occasionally fires missiles at energy infrastructure, barely affecting the front lines. Meanwhile, the KABs have become one of Russia's most effective weapons.


However, while Ukraine's allies were drawing brown lines and asking for permission to strike Russian territory with missiles, Russia was relocating its aviation outside the range of the available missiles. If things continue with such delays (like the time needed to start train pilots and transfer aircraft. During a single massive missile and airstrike, one F-16, using four air-to-air missiles, has already shot down four Russian x-101 missiles. That’s incredibly effective, especially if there were not just 10 but about 50 such aircraft.) meanwhile, North Korea will continue sending shells and personnel, and Iran will freely provide missiles, so naturally, what kind of victory or even parity can we talk about?

Ukraine's biggest mistake was giving up its truly valuable weapons under pressure from Clinton and Russia. At that time, there were no debts yet; it was only later that planes were traded for gas.
 
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Feanor

Super Moderator
Staff member
Regarding the victory plan (which is laughable and probably shouldn't have been released at all), what kind of plan did people expect?
It's not so much that people expected Ukraine to have a good plan (well maybe someone did, I certainly didn't) it's more so that the current plan is essentially a public admission that Ukraine is in a strategic dead end and needs NATO to come rescue them. Ukraine has no strategy for moving forward. I suspect that if the NATO rescue isn't forthcoming, Ukraine will move towards trying to negotiate with Russia.
 

seaspear

Well-Known Member
This utube channel provides some claims of over ten thousand North Korean troops in the midst of being deployed for training in Russia to fight in Ukraine , a question might be how much did North Korea receive for these volunteers
 

Feanor

Super Moderator
Staff member
This utube channel provides some claims of over ten thousand North Korean troops in the midst of being deployed for training in Russia to fight in Ukraine , a question might be how much did North Korea receive for these volunteers
It seems to be true. The first official commentary from Russia's Ministry of Foreign Affairs was "Scared?"... We have what appear to be North Korean personnel arriving at a military facility in Russia and getting uniforms, and then on a training ground. South Korea seems to believe it too. Of course this might be fake but it doesn't look fake.


EDIT; More of the same.

 
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Fredled

Active Member
Hi, I didn't expect to generate so many replies about the Russian economy. I will try to formulate an elaborate answer the next day. Maybe I will continue the discussion in the Russian Internal Affair thread?

seaspear said:
over ten thousand North Korean troops in the midst of being deployed for training in Russia to fight in Ukraine
Russia has many things that North Korea needs or wants: Oil and ICBM technology.

Ukraine Victory Plan The name already sucks at a time when everybody thinks that victory is not possible. I don't understand why Zelensky came up with a plan. Everybody at Ramstein knows what Ukraine needs to win or mitigate its defeat.
Feanor said:
Ukraine has no strategy for moving forward. I suspect that if the NATO rescue isn't forthcoming, Ukraine will move towards trying to negotiate with Russia.
It will br capitulation, not negotiation. You can have a strategy only when you have the fire power to apply your strategy. Ukraine needs much more than what the West is giving them.

No matter how non-sensical Zelensky's Victory Plan was, neither Ukraine nor their allies have much choice as long as Putin is bombing Ukraine and assaulting the fornt line.

Feanor said:
Or maybe Russia will simply fight until Ukraine agrees not to join NATO or until Ukraine isn't a country.
Putin is not fighting Ukraine to prevent them to join NATO. He wants to prevent Ukraine to join NATO to be able to fight Ukraine, and eventually control Ukraine or part of it.

Putin made clear that if NATO troops went into Ukraine, they will be destroyed. He will attack Ukraine regardless it's in NATO, it's invited into NATO or if NATO is invited into Ukraine. He will be glad to eliminate NATO troops if he has a chance. Only a very large NATO presence would work as "non nuclear detterent".

I stick with the official wisdom that Putin must be stoped and defeated in Ukraine as a moral duty. China is just waiting to see if tey can invade Taiwan or not. They have been waiting for this answer for two and half year. The answer should be Putin's defeat. Else the civilised world will be defeated. If the US shows sufficent resolve with Ukraine, China won't try to invade Taiwan. I don't think that China has a serious intent to invade Tauwan anyway. But a visible power vacuum could give them some bad ideas.

I think that the strategy of the West in Ukraine is to wait for Russia to give up out of exhaustion instead of giving the weapons necessary for a quick defeat. The reason is that they fear a nuclear retaliation in the latter case. The West don't want the Russian defeat to be the result of their action but the result of the own Russian army failure to continue the war. That's why they are dosing the medecine with apothecary carefullness.
At the same time, I think that everybody knows that defeating Russia by attrition is irrealistical given the recent decision by the Kremlin. But they have no choice because the risk of a nuclear attack is to serious to be ignored.
It's not because Putin has not pressed the button despite us crossing several red lines, that the next time he won't.
 

Fredled

Active Member
It seems to be true. The first official commentary from Russia's Ministry of Foreign Affairs was "Scared?"... We have what appear to be North Korean personnel arriving at a military facility in Russia and getting uniforms, and then on a training ground. South Korea seems to believe it too. Of course this might be fake but it doesn't look fake.
It's not fake. However it's still unclear what role they will play exactly. Will they fight or only train themselves? (Or train Russians?) Will they head assaults on Ukrainian position or be just there to learn about drone techniques far from artillery range?
 
Zelensky is delusional.
He never had a plan and never read De Gaulle's: "La proportion rompue entre les buts et les moyens, le combinations du génie sont vaines." When you don't have the means to carry it out, it's not a plan, it's a fantasy. (For those who cannot read French, the translation is more subtle; but you get the point.)
My impression is that he is quite happy to start WW3 but he will never accept that Ukraine (on its own) cannot win this war. He is great leader, he cannot be wrong, so he thinks that the Universe will change to his will; or something like that. "It's the World's fault".

I honestly thought that everyone was going to understand that I was saying that he has no plan, just a fantasy. Consequently, a delusional leader at war, living in a fantasy is a very dangerous situation.
I agree it is quite clear from Zelensky's statements that there is no plan other than fantasy. He has clearly, for some time, realized he needs to be as maximal as possible in his rhetoric in order to make the stakes seem as large as possible (hence the nuclear comments). Unfortunately it seems to me he is only recently starting to realize just how short Western attention spans are, and how little Ukraine actually means to them.

The more interesting question to me is, was there ever a strategic plan? If we rewind to March/April 2022, when Zelensky walked away from the Istanbul talks, did he or anyone else have a plan for a strategic victory? I suppose it is possible he was wholly convinced he would have unconditional Western support for as long as it took, and that eventually Russia would either suffer internal collapse or simply give up? This seems like the extreme end of wishful thinking. I struggle to understand how he ever thought his country could forcibly eject Russia from all the territory they occupied (including Crimea) and keep them out, given the massive military and economic imbalances between the two countries. This isn't a Vietnam/Iraq/Afghanistan situation; the war is a conventional war, fought on the border of both combatants.

Did US advisors have a plan for how he would win? Or were they just cynically backing him in order to drain Russian resources for as long as possible? I suppose the lesson from the last 25 years of US foreign policy is probably that there was no long term plan at all other than wishful thinking about how Putin's government might collapse.
 

Ananda

The Bunker Group
read the last couple of pages, and to be honest, I still don't understand how the production of a shell that will explode in a field in Ukraine or an APC that will burn in Ukraine will benefit the Russian economy.

A war economy is inefficient; it does nothing but overheat the economy. GDP growth will only last as long as production can keep up with demand, which is already failing. After that, economic cooling and stagnation will begin because military products during wartime do not bring profit to the economy, except for making a shell and blowing it up somewhere in a Ukrainian field. Regarding the Russian economy, I have several questions:
If you see the discussion on Russian Economy in two three pages before, the talk is not whether Russian Economy in good healthy condition. However whether the Economy is in the Brink of collapsing.

I for one don't see the Russian Economy collapsing soon. I admit I come to that after talking to some of my colleagues in commodities desks. I always prefere Real Market analysts and data, rather then (especially under current geopoltics) reading toward mainstream media and pundits or just rellied with Western and Russian officials data.

Market so far not agree with most Western Think Tank that keep saying Russian Economy is collapsing and continue push down the date line on collapse from 22, 23, 24 and now 25 to 26. However most commodities analysts agree that Russian data on economic saying theirs already rebounding, is also have data that just not match with real output and traded database.

Russian commodities for one thing continue selling in Global Market, with continue Productions and Investment. However the real margin to Russian side is not as healthy as it should be under normal trading.

In short it is the Economy that hurting but also still far from collapsing. The domestic goods production is gearing to import substitution, by either changing import to China or India and other part of Asia, and building domestic productions. That's costly and hurting domestic consumption, but not to the level of collapsing.

So are Russian really in War Economics, or in Import Substition Economics? Personally I say in between both, but tend to see on the later. In sense the War Productions is increasing substantialy but still Import Substition Productions provide larger part in Economy.

On matter of deficit, something to consider:



Russian already put much Reserve not in Foreign currency, but significantly on Gold. Yes Yuan Reserve increasing and replacing USD and Euro. However most are in Gold. Economic wise, an Economy can build up Reserve because they are continue build up trade in flow to the Economy. Are this mean Russia is actually in surplus? Russian sources want to potrait that, but Market more to see that Russian continue build up Gold to be enabler for Foreign Trade. To by pass cost of trade due to Western Financial market sanctions, they are need to more pay with Gold to reduce Cost (as alternative then trade with Yuan or Rupee). Put up Middle East source on their Gold reserve, is also because their Gold trade many happening through Dubai market as example.

Again it is shown the Western Embargoes hurt their economic and trade, but not making them stop trading. Russia continue build up Gold either by Productions and buy up African Golds. Which means they continue have money from global trade to build up and acquired Gold.

As for war economy of MIC build up, yes excess capacity can be disadvantagous when War Ends. And yes it can means the excess capacity wasted in Economy, if no export can be done. This is perhaps that being forgot, one of Russian main Export is Arms. Build up in MIC also can provide more Assurance with Russian Arms export customers on continue supply abilities. Something that they are worried on with, when the War Begin. For one thing Russian MIC and their nuclear power Industries are now back in the export Market. Shown confidence to their traditional export market and potential ones, that they are back.
 
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vikingatespam

Well-Known Member
Build up in MIC also can provide more Assurance with Russian Arms export customers on continue supply abilities. Something that they are worried on with, when the War Begin. For one thing Russian MIC and their nuclear power Industries are now back in the export Market. Shown confidence to their traditional export market and potential ones, that they are back.
Has RU exported a single tank, combat aircraft or AD system since the war started ? Give the awful attrition rate, I have my doubts RU is willing to part with recent production.
 

Ananda

The Bunker Group
Has RU exported a single tank, combat aircraft or AD system since the war started
No, but doesn't mean they will not do that latter on. The topic premise is Russian increasing their MIC output and capacity, will be decrement toward Russian economy later on. I just pointed out Russia already have traditional exports market for their MIC. Excess capacity build up in Arms industry can also be channel toward export later on.


the 12 publicly announced agreements, none overtly pertained to defense but Lam said there were other deals that were not made public.
This is one of Russian traditional export market. Clearly Russia playing to maintain that market and try to convince those market they will continue able to support those market. That's why I said in my previous post, they are talking to those markets that they are back.


With India, Russia now deals more on domestication of the defence products. However this means Russian MIC supply chains still in play. So whether Russia already in full War Economy (which I doubt it), the increase in their MIC capacities not necessarily mean can also decremental to their economy in future. They are after all still have export markets in Global South.
 

Feanor

Super Moderator
Staff member
Has RU exported a single tank, combat aircraft or AD system since the war started ? Give the awful attrition rate, I have my doubts RU is willing to part with recent production.
It's unclear. Russian small arms and light armor vehicle have been exported during the war and the S-400 contract for India seems to still be in force, with deliveries either happening or about to.
 

KipPotapych

Well-Known Member
^ That’s what I read about the S-400 to India as well. I believe the last deliveries are due and supposedly on schedule in 2025. I also feel like there were some deliveries of Su delivered somewhere at some point, but I would have to try and look back to find any reports.

In regard to the North Korean troops, so are they there or are they not there? I read the claims that the videos circulating are possibly dated. Others claim that they don’t even speak Korean in the videos. And so on. I have no idea myself. Americans are still insisting that they have no evidence:

In recent weeks, Ukrainian officials, including President Volodymyr Zelensky, have said that in addition to providing large shipments of artillery shells and ballistic missiles for Russia, North Korea has been sending military engineers and soldiers to fight alongside Russian troops. Last week, Kim Yong-hyun, South Korea’s defense minister, called it “highly likely” that several North Korean soldiers had already been killed in the fighting, and that North Korea would send more troops to help Russia.[…]

Neither Ukraine nor South Korea has presented evidence of North Korean troops. NATO’s secretary general, Mark Rutte, said Wednesday that the alliance did not have definitive information on that possibility.

American intelligence and military officials expressed some skepticism at the Ukrainian claims that North Korean mercenaries were now fighting, in significant numbers, against Ukrainian forces.



Edit: From today, confirms the same

IMG_7628.jpeg

Some humour on the subject from yesterday:

IMG_7624.jpeg
 
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Musashi_kenshin

Well-Known Member
In regard to the North Korean troops, so are they there or are they not there? I read the claims that the videos circulating are possibly dated. Others claim that they don’t even speak Korean in the videos. And so on. I have no idea myself.
A better question is what does NATO do if North Korea is sending significant numbers of troops to Ukraine.

It's clear that Ukraine is slowly getting worn down in a meat-grinder. Russia has a demographic crisis, but Ukraine has its own. Due to the difference in population sizes, far fewer Ukrainian men and women are able to serve compared to Russian people.

At the moment I don't know what NATO's actual priority is. Early on member states like Germany assumed Ukraine would lose so prepared for a quick surrender. Then they get very excited and thought Ukraine could push out Russia, promising lots of equipment. Now they're leaning towards pessimism again.

Let's say that 15,000 well-trained North Korean soldiers are going into Ukraine. Does this cross a red line for NATO that means they may send their own brigades in? If not, what is the threshold for a direct intervention? More missiles wouldn't deal with the problem.

This would be a good time for NATO to consider what it is willing to do. If the priority is supporting Ukraine, then boots on the ground has to be an option in scenarios like this one. If the objective is to avoid a NATO-Russia war, then they need to admit that. At the moment I'm not sure anyone really knows what NATO's positon is. That's dangerous, as it could lead to costly miscalculations.
 

2007yellow430

Active Member
If you see the discussion on Russian Economy in two three pages before, the talk is not whether Russian Economy in good healthy condition. However whether the Economy is in the Brink of collapsing.

I for one don't see the Russian Economy collapsing soon. I admit I come to that after talking to some of my colleagues in commodities desks. I always prefere Real Market analysts and data, rather then (especially under current geopoltics) reading toward mainstream media and pundits or just rellied with Western and Russian officials data.

Market so far not agree with most Western Think Tank that keep saying Russian Economy is collapsing and continue push down the date line on collapse from 22, 23, 24 and now 25 to 26. However most commodities analysts agree that Russian data on economic saying theirs already rebounding, is also have data that just not match with real output and traded database.

Russian commodities for one thing continue selling in Global Market, with continue Productions and Investment. However the real margin to Russian side is not as healthy as it should be under normal trading.

In short it is the Economy that hurting but also still far from collapsing. The domestic goods production is gearing to import substitution, by either changing import to China or India and other part of Asia, and building domestic productions. That's costly and hurting domestic consumption, but not to the level of collapsing.

So are Russian really in War Economics, or in Import Substition Economics? Personally I say in between both, but tend to see on the later. In sense the War Productions is increasing substantialy but still Import Substition Productions provide larger part in Economy.

On matter of deficit, something to consider:



Russian already put much Reserve not in Foreign currency, but significantly on Gold. Yes Yuan Reserve increasing and replacing USD and Euro. However most are in Gold. Economic wise, an Economy can build up Reserve because they are continue build up trade in flow to the Economy. Are this mean Russia is actually in surplus? Russian sources want to potrait that, but Market more to see that Russian continue build up Gold to be enabler for Foreign Trade. To by pass cost of trade due to Western Financial market sanctions, they are need to more pay with Gold to reduce Cost (as alternative then trade with Yuan or Rupee). Put up Middle East source on their Gold reserve, is also because their Gold trade many happening through Dubai market as example.

Again it is shown the Western Embargoes hurt their economic and trade, but not making them stop trading. Russia continue build up Gold either by Productions and buy up African Golds. Which means they continue have money from global trade to build up and acquired Gold.

As for war economy of MIC build up, yes excess capacity can be disadvantagous when War Ends. And yes it can means the excess capacity wasted in Economy, if no export can be done. This is perhaps that being forgot, one of Russian main Export is Arms. Build up in MIC also can provide more Assurance with Russian Arms export customers on continue supply abilities. Something that they are worried on with, when the War Begin. For one thing Russian MIC and their nuclear power Industries are now back in the export Market. Shown confidence to their traditional export market and potential ones, that they are back.
 
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