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Culture War Roundup for the week of November 18, 2024

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Everyone tired of RU/UA war? Well, Biden okayed long-range missile strikes against Russian territory as most of you know. Russia's response? After Putin threatening nuclear war in the event of this happening for months, Lavrov (the FM) came out today by going out of his way saying Russia doesn't want nuclear war.

What can we learn from this?

  1. Don't set ridiculous red lines that are easily broken.

  2. Don't threaten a massive response if you were never serious. You will lose face.

What's bizarre to me is that Russia is clearly winning the war, so this type of rhetorical hysteria was an unforced error by Putin. It should also be noted that the recent decision by Biden is a naked attempt to bind the hands of Trump, in order to make it harder to de-escalate once he enters the WH.

This also creates a bizarre internal dynamic within Russia as I'm already seeing Russians on social media saying that Putin is once again displaying weakness. This is of course nonsense (Putin's threats could never be realised), but it nevertheless allows for a narrative to set in that will make any negotiation harder for the Russian side as a popular understanding of Putin as a softie will slowly calcify. Any concession will be ferociously contested as proof of Putin once again going soft.

Can anyone steel man Biden's actions here?

The war is coming to a close. Trump's win gives him the political capital to go to the negotiating table and bring this ugly chapter of European history to a close. It will probably result in Russia gaining some of the Russian speaking territories of Ukraine. There's not much we can do about that unless we want to spend a few hundred thousand more lives.

Ideally, Biden would make peace now. It's his last chance to do something good for the world. A Nobel Peace Prize would put a positive sheen on an otherwise terrible Presidency. Failing that, the focus should be on strengthening the Ukrainian front lines. Lines of control tend to ossify into political boundaries.

This pointless escalation does nothing to help Ukraine achieve victory. You're right that Russia is not about to start nuking cities. But there are lots of things that they can do to be annoying, such as restricting exports of key materials, cutting underseas cables, or even blowing up GPS satellites.

Is Biden hoping to bait Putin into an escalation that Trump can't ignore, thereby preventing him from ending the war. If so, this seems evil, there's no other way to put it. The Biden admin and the Cheneys deserve each other.

There is still no deal that Putin would offer that Zelensky and the Ukrainian people would accept, and Trump's claim that he could end the war in 24 hours is laughable and delusional. Until at least one of Putin or Zelensky are utterly desperate, no peace will be possible. Ukraine is definitely hurting right now, but it's still sitting on more territory than it was in August 2022, and none of Russia's attacks have come close to the scale of territorial gains of the Kharkiv counteroffensive.

Now, would Zelensky's calculus change if the US threatened to cut off aid? Yes, but this would massively alienate Biden from Democratic leadership and American allies in Europe. It's a different story for Trump, of course; not only is there support for these tactics among many in his leadership team, but even European leaders recognise that this is a policy he campaigned on, so he has a democratic mandate to push for it. By contrast, it would seem to many in Europe and in the Democratic party to be a gross betrayal if Biden were to threaten to withhold aid.

That said, I think even Trump will have a harder time of it than he expects. Any pressure applied to Ukraine will also change Putin's calculus, insofar as it will incentivise him to exploit Ukraine's new weakness to push the lines of battle further in Russia's favour. Creating enough desperation on the Ukrainian side without creating corresponding greed on the Russian side will be a very hard needle to thread.

There's also the European factor. If Trump pushes Zelensky too hard (as perceived by Europe), there's a real possibility of a hard transatlantic split emerging. While Europe would struggle to fill the void left by the US if all aid was blocked, it would be interesting to see how far they could "step up", especially if they supplemented their military production with purchases made on Ukraine's behalf from suppliers like South Korea, Turkey, and Pakistan. And while the US has been supplying the lion's share of lethal aid, Europe is sitting on a gold mine in the form of Russia's $180 billion in foreign exchange reserves held at Euroclear in Belgium. Additionally, the US in some cases has been using its diplomatic efforts to restrain transfer of weapons from European countries, most notably Sweden's Gripen with its long-ranged Meteor missiles, which would be far more useful to Ukraine than F-16s and AIM-120s.

That said, I think this scenario is quite unlikely, because it would be the biggest breakdown in Transatlantic relations since at least the Suez Crisis. It would be a huge fillip to European defense contractors like Rheinmetall and Thales - and a corresponding disaster for Lockheed, Northrop, General Dynamics, etc. - insofar as it would make it politically and strategically very difficult for Europe to buy American arms and equipment for decades to come. It would strongly increase the probability of European neutrality in any conflict in the Pacific, and could tempt Europe to closer economic relationships with China, as well as leading to a wider cooling-off of co-operation in the Middle East and beyond. The French in particular would be ecstatic at all of this. Consequently, I think it's unlikely that even a Trump White House would push Ukraine so hard as to prompt a split in American-European policy. But hell, Bolton seems to think Trump will pull out of NATO, so anything is possible. It would sure as hell be interesting times if they did.

There's also the European factor. If Trump pushes Zelensky too hard (as perceived by Europe), there's a real possibility of a hard transatlantic split emerging. While Europe would struggle to fill the void left by the US if all aid was blocked, it would be interesting to see how far they could "step up", especially if they supplemented their military production with purchases made on Ukraine's behalf from suppliers like South Korea, Turkey, and Pakistan.

This would be a huge Russian victory. I don't think it would be remotely hard for them to make nice with Germany if the EU broke from the States, particularly since that plausibly means the end of NATO, no more US troops in Europe, no more US nuclear umbrella, no more US replacement for cheap Russian gas...

England would stick with the US and FVEYS would become the new NATO. The rest of Western Europe, led by Germany, would count the beans and bullets and make nice with Russia. (France and some of the former SSRs might have different ideas).

England would stick with the US and FVEYS would become the new NATO.

In the scenario we are looking at (where NATO breaks up because Trump offers parts of eastern Europe to Russia as a sphere of influence), this is a tough call. Trump and Russia are extremely unpopular in the UK - we just had a general election where the Trumpy party got 14% of the popular vote and 5/650 seats. And that was with the other three medium/large parties proudly supporting Ukraine and Farage shutting up because he knew that even among his target vote being pro-Russia was a loser. Starmer, essentially everyone in his government, and the civilian Establishment/Deep State would all want to choose Europe over a post-NATO MAGA US, and would by default have public support to do this. (There is, unsurprisingly, an even broader consensus that being forced to choose is a disaster and that we should hedge in so far as it is possible).

Under normal circumstances, if Starmer tried to do this he would be foiled by the UK national security Deep State, who are integrated with their US counterparts through arrangements like FVEYS in a way which would be ultra-painful to unwind.* But Trump is appointing a DNI who is sympathetic to Russia with a mandate to purge the US national security Deep State of the kind of people who make FVEYS work. So the UK Deep State has the choice of "Do we stick with our friends and risk being shafted they get purged and Tulsi sends all our secrets to Moscow, or do we throw our hat in with the dastardly Frogs who are at least sane?" And that is a sufficiently close call that "the elected politicians we nominally work for favour Europe" could be a deciding factor.

* Left-wing lore in the UK is that the military has coup plots in place in case a Labour government tries to break the alliance with the US. It isn't clear how plausible this is because the anti-American wing of Labour has never been within sniffing distance of power. Corbyn came closest during the 2017-9 hung Parliament, but part of the reason why Johnson was able to run rings round his opponents was that the Remainer establishment were more committed to preventing a Corbyn government than they were to preventing Brexit - including 20+ members of the Remainer establishment who were Labour MPs.

I think part of the issue is that in a post-NATO world, there's a good chance that there's no "Europe" to choose from. The implicit threat of US violence NATO is what holds Germany, France, Poland and Hungary together. My bet is that if NATO evaporates tomorrow, Germany extends the hand (or bows the knee) to Russia relatively quickly. So, far from being a unified front against Russia that England could join, there's actually going to be a band of squabbling nation-states fighting over the best response to massive, combat hardened Russian army on their borders.

That's not to say that there won't be an anti-Russian European coalition that England could be part of and that they would support. But England and the United States have a common interest in preventing a unified and strong Europe. They are natural allies in that regard.