The Beginning of the Fall of Crimea

Over the weekend, the Ukrainians recaptured the city of Kherson from the Russians. A huge strategic win for Ukraine and only the first of many humiliating retreats & defeats that the Russians will soon face.

If there was one thing Russia’s military complex needed, it was rail-support. Take that away and ~poof~ say bye-bye to Russia’s supply chain – other than school buses and Scooby-Doo vans.

So what does that mean? The remainder of Russia’s forward operations will face similar fates – if not worse.

This is Ukraine’s first major opportunity to whittle away at Russian controlled territories at scale, and while the coming days, weeks and months will be pivotal for the Ukrainians, it is nowhere near the end of this war.


Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

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Russian Forces Withdraw From Kherson

Have you ever been stuck in bumper-to-bumper traffic on the highway?

How about trying to find a parking spot at a sold out event?

That’s the exact position Russian troops are in as they follow orders to withdraw from Kherson. Oh wait…did I forget to mention the part about artillery shells and rocket fire?

The Russian retreat from Kherson presents Ukrainian forces with a huge opportunity; 2 major choke points being flooded by enemy troops…it’s not hard to picture what happens next. Other than immense casualties, we’ll see a huge swing in strategic opportunities and a massive transfer of equipment from the Russians to the Ukrainians.


Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

The Costs of Germany’s Support for Ukraine

I’m frequently asked why the Germans aren’t doing more to support Ukraine. My response is: are you fully aware of how much they’ve already put on the line? 

The industrial heart of Europe has already severed–economically, politically, physically–with its largest foreign energy supplier. Berlin’s economy is unlikely to recover in the short to medium term, and their demography makes a strong case that Germany will never return to the level of economic stability seen during Angela Merkel’s long tenure as chancellor.

With that being said–don’t count out the Germans just yet. Germany has already increased its level of materiel support following a series of Russian missile strikes, including one that hit its visa office in Kyiv. I suspect we’ll see more supplies heading to Ukraine from Germany as Kyiv continues its push to retake territory from Russia this winter.


Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

Kerch and Russian Refueling Logistics

Even as Russia continues its work to assess the damage of the October 8 blast that destroyed part of the Kerch Strait Bridge, one thing is glaringly evident: we are at least weeks, if not months, away from normal operations across both the road and rail portion. Frustrating in even in the best of times, the bridge represented not only a vital lifeline and point of connection between the Crimean peninsula and Russia, but was a vital supply line for Russia’s southern front in Ukraine as well. 

Even if trucks can still–slowly–make the journey, trucked fuel supplies are smaller, slower, and more vulnerable than the rail routes Moscow had previously relied on. All of which sets up an interesting set of opportunities for the Ukrainians. If Kyiv ever had a window of opportunity to push hard against Russian forces in southern Ukraine, that time would be now.


Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
 
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
 
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
 
And then there’s you.
 
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.

CLICK HERE TO SUPPORT MEDSHARE’S UKRAINE FUND

CLICK HERE TO SUPPORT MEDSHARE’S EFFORTS GLOBALLY

War Crimes as Policy

I’m going to be discussing some disturbing aspects of the Ukraine War today. Consider this your parental advisory.
 
In the aftermath of the Russia’s failed Kyiv offensive, the world became aware of the omnipresent nature of Russian war crimes. The Russian retreat exposed a raft of abuse, kidnappings, rapes, tortures and murders for the world to see. This awareness has expanded and deepened with every Ukrainian counteroffensive: Kharkiv, Izyum, Lyman, Kherson. European radio intercepts from throughout the occupied territories suggest a universal pattern.
 
Part of these war crimes fall under the category of military operating procedure. When the Russian leadership realized the Ukrainians were not going to simply roll over, Ukraine’s civilian population shifted in the Kremlin mind from a non-issue to an urgent problem. The solution was to target civilian infrastructure to make the land broadly uninhabitable. The goal was to convince as much of the population as possible to flee. Refugees leave and don’t fight. War crimes in a military-strategic sense.
 
At the local level, war crimes perpetrated against those who remained behind have been far more…personal. There is now ample proof from many of the liberated towns of not simply Russian soldiers robbing and killing civilians, but of unit commanders setting up rape clinics and torture chambers for use by the men under their command. War crimes in a tactical sense.
 
But the common thread in all this is that the war crimes have been…casual. Even incidental. While the Kremlin clearly hasn’t had a problem with any of it, it is not clear the Kremlin actually ordered the mal-behavior. Most of those torture centers were not set up in occupation headquarters, but in seemingly randomly-selected homes or schools or gardens. There is little evidence the occupiers were attempting to extract information. They just wanted to make people scream. The very existence of rape clinics speaks for itself.
 
As you would expect from casual crimes, there was zero effort to conceal such criminal activity. Maybe the Russians thought as I did during the war’s early months: that Russia could not help but win the war, and so there was no risk of discovery by authorities who might call them to account. The alternative, that the Russians just didn’t see anything wrong with what they were doing, is difficult to wrap the mind around. I don’t know and I’m not sure I want to understand this sort of behavior. It isn’t so much callous and immoral as pervasive and amoral. Bodies were dumped into mass graves purely as a disposal strategy. The Russians didn’t attempt to hide anything. There was no burning to destroy evidence, or even efforts to rehabilitate the soil above the mass graves to obscure them. Murder victims from the rape and torture clinics were simply dumped nearby. Typically right outside. Sometimes in the next room.
 
With the bulk of Europe’s war crimes investigators now operating in Ukraine, fresh atrocities are being discovered almost daily. The challenge isn’t to find evidence. It is everywhere. No, the challenge is to fully document the tsunami of carnage before a stray artillery round damages the evidence, or before the Ukrainians liberate another town with its own encyclopedia of horrors, forcing the investigators to move on.
 
One more item is unique about this war. Even at the height of the Holocaust, the Nazi government didn’t discuss what they were doing publicly, and what (little) discussion there was across German society strongly denied what was occurring. That is not contemporary Russia. Russian propaganda is screaming for the deliberate and thorough targeting of the Ukrainian population.
 
Which brings us to today.
 
On October 10 the Russians unleashed their biggest missile barrage of the war, sending over 100 large-scale munitions across Ukraine. To my knowledge, at the time of this writing roughly eight hours after the first missiles fell, only one target of “military” significance was hit: the office of Ukrainian President Volodymyr Zelensky. Instead, nearly all missiles were aimed at densely populated regions, with the bulk of the assault occurring during rush hour when Ukrainians were out and about.
 
The targets and timing tell us one of two things: either that the Russians are running out of precision munitions and were doing little more than flinging ordinance in the general direction of population clusters, or that the express goal was to kill the maximum number of civilians. Both could be true. Both are very clearly war crimes. But this time, the war crimes are in the full light of day for the world to see. Russian state media is abuzz with excitement at the damage inflicted. And that is new.
 
The shift in approach is the hallmark of Russian General Sergei Surovikin, the new commander of the Russian war effort. He was appointed but two days before today’s missile swarm. Surovikin is greatly respected by the genocide wing of Russian society, with none other than Yevegeny Progozhin calling him “Russia’s best general”. Progozhin is the founder of the Wagner Group, the paramilitary organization the Russian government uses to provide a fig leaf of legal separation between its war-crime-riddled operations around the world and the Kremlin. Specifically, Surovikin was the commander responsible for the siege-starve-surrender policy that destroyed Aleppo in the Syrian Civil War.
 
Russian cruelty in the Ukraine War to this point has had the feel of standard operating procedure, rather than any conscious state effort to inflict human suffering. That now appears to be changing. Surovikin’s elevation to theater commander means Putin has decided war crimes are to no longer to be casual, but deliberate. No longer incidental, but celebrated. The new approach combines the statist aspects of Nazi-style genocide with lynching. Russia is becoming a maskless KKK in state form.
 
As the reality of the new tenors and goals of Russian operations sinks through layers of disbelief and incomprehension, views will shift.
 
In the United States, I have to believe that the public nature of today’s attacks combined with the loudly-publicized atrocities to come will finally break the hold Russian state propaganda has on the Republican Party. It’s funny. Rationalizing Russian actions, siding with the Russians on nuclear policy, asserting that Russia’s aggression is somehow America’s fault, calling Russia’s victims fascists – these aren’t only old pieces of Soviet propaganda which date back to the 1970s, they are the same lies which once fooled the idiot wing of the American Left until just a few years ago. Having egg on one’s face is never fun, but with the evidence no longer simply mounting but soon to be showcased on Russian television, scales will fall from eyes and positions will change. Elon Musk, fresh off asking the Ukrainians to surrender territory, must feel particularly…the correct word is probably “stupid”. We might – might – even see Fox’s Tucker Carlson edge somewhat closer to reality in the weeks ahead.
 
Of far greater importance than American domestic realizations will be the sucker-punch to the European gut, that history is well and truly back. That there is no returning to the cozy pre-Trump era when the Americans paid for everything but asked for little, and the Russians were happy to limit their abuses to their own population while dumping a half a continent of raw materials into Europe’s waiting arms.
 
Nowhere will the shift in mindset be more laden with implications and haunted by history than in Germany. That their consulate in Kyiv was destroyed in today’s attack underlines the point for Berlin. Germans have a visceral understanding of precisely where Russia’s new path leads, and they fear – probably rightly – that the Russians are on a sharper angle down than 1930s and 1940s Germany. Expect the Germans, within their limited capacity, to up their actions to support Ukraine while intensifying efforts to sequester all things Russian from the European system. It is a position which will hurt the German economy badly, but with most Russian energy already cut out of German supplies, much of the economic damage has already been done and is irreparable.
 
The emotional damage, however, is yet to come.


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How Ukraine Wins

A Ukrainian attack has severely damaged the Kerch Strait Bridge, the primary supply line for Russian food, fuel, ammunition and reinforcements into the Crimean Peninsula and southwestern Ukraine. It is, simply put, the single-most important piece of infrastructure in the war.

Should the damage prove to be as serious as it looks – one of the road spans has been dropped, and a fuel train is a burning inferno – it heralds the first true turning point in the Ukraine War. Kerch was not only the most important logistical flow for Russian forces, it was the only logistical flow which remained beyond the range of Ukrainian artillery. If it truly is gone, then the numbers that Russia can throw at this war do not matter nearly as much. If the Russians cannot adequately resupply, this war shifts from its present David & Goliath feel to more of a fight between two peers…with one of those “peers” being backed by the planet’s most powerful military alliance.

One more thing. Kerch is only half the solution to Ukraine’s problems. Now that Ukraine has severed the supply connection, it will need to prevent the Crimea from supplying itself. It would do that by recapturing the cities of Kherson and Nova Kokhova, both on the Dniepr River. From there Ukraine can disable the sluice gate which provides water to the Crimean Canal. Without irrigation, food production in Crimea would drop by at least two-thirds. Unable to ship in food via Kerch, the result (months later) would be a famine from which Russian forces would be unable to recover.

Ugly? Yes. But this is how Ukraine wins.


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In Kherson, a Turning Point?

Ukrainian forces are poised to rout Russian defensive formations around the critical southern city of Kherson. This comes weeks after a planned counter offensive went into effect, but on the heels of significant gains made against Russian troops in Ukraine’s northeast, which saw Kyiv recapture Izium and and the strategic rail hub of Lyman.

The battle for Kherson will represent a significant bellwether in the current phase of the Ukraine conflict. Russia’s best troops and equipment are stationed there. If they dissolve, as have other fronts in recent weeks, not only does this have significant implications for Russia itself but the capture of advanced Russian equipment by Kyiv’s forces will represent a larger and more significant transfer than nearly anything NATO has provided up to this point.


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The Ukrainians Strike Back

The Russia military position in Ukraine is collapsing so quickly that…words are inadequate. 


We have never and will never charge for our newsletters or videos, but we do have an ask. If you enjoy our products, we ask you consider supporting MedShare by clicking one of the links below. MedShare is an established non-profit organization that helps respond to medical need globally, including to the ongoing crisis in Ukraine.

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Russia’s Military Starts Shopping Abroad

When I recorded the first part of today’s video, it was in reaction to news that the Russians were having to turn to Iran of all places to help replace the drones lost in ongoing invasion of Ukraine. That Moscow needs to rely on Tehran for anything should be concerning, but perhaps not in the reasons that immediately come to mind. This move by the Russians does not point to the Iranians expanding membership to the Axis of Evil, or a tacit recognition of their technological superiority. 

Rather, Russia’s desperate. 

Iran is not an up-and-coming manufacturing power. Nor have they broken some sort of secret code when it comes to drone and UAV technology. They’re certainly not even producing anything comparable to Turkey’s burgeoning military manufacturing sector. But unlike Turkey, Iranian drones are not dependent on Western technological imports. Or even foreign satellites. Whether or not they’ll have the impact the Russians are looking for in Ukraine is debatable, but the state of the Russian production sector has never looked worse.

Which brings us back to the Axis of Evil. No, a skull-shaped headquarters has not emerged from some fetid swamp (but who can be sure what really goes on in New Jersey politics). Rather, the Russians have tapped another unlikely “partner” to help them combat their rapidly depleting ammunition stocks: North Korea. Moscow is set to begin purchases of artillery shells from Pyongyang, a country whose conventional military production capabilities have not been stress-tested since the cessation of armed conflict on the Korean peninsula nearly seven decades ago.


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Western Arms Support for Ukraine

We are seeing a tremendous amount of arms and technology flowing into Ukraine from NATO members, Sweden and Finland. This amounts to one of the greatest transfers of tech and materiel since the collapse of the Cold War. But the arms purchases and transfers aren’t just happening from NATO to Ukraine, but amongst NATO members as well. 

This sort of large-scale purchasing and upgrading of Europe’s militaries is going to have a profound impact on the continent, well beyond Russia’s current conflict with Ukraine.


We have never and will never charge for our newsletters or videos, but we do have an ask. If you enjoy our products, we ask you consider supporting MedShare by clicking one of the links below. MedShare is an established non-profit organization that helps respond to medical need globally, including to the ongoing crisis in Ukraine.

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