An attempted coup is in progress in Russia. The mercenary group Wagner, led by a one-time confidant of Vladimir Putin, Dmitry Prigozin, is attempting to overthrow the Kremlin. The implications for the Ukraine War are…massive.
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.
Today’s video comes to you from the Okanagan region of BC – famous for its deep lakes, good wine, and (typically) blue skies.
We’re talking about agriculture today, specifically the ban that five EU countries just placed on Ukrainian exports. With Poland, Hungary, Slovakia, Bulgaria, and Romania dropping this hammer, I would expect Ukraine exports to fall by up to 90%.
Most Ukrainian exports used to go out by sea; now that Russia is cutting these lines off, rail is the next best option. However, these new bans will force exports to travel farther to Western Europe, requiring transfer to new rail cars due to incompatible gauges and adding a few extra “0s” to the bill along the way.
In addition to the cuts in exports, many of the processing capabilities that enabled Ukraine to move up the value-add chain have also been taken offline. With neighboring countries prioritizing local farmers, Ukraine is s*** out of luck.
There isn’t a quick fix for any of this either…unless the Ukrainian counter-offensive can capture all of the Crimean Peninsula…but that’s not going to happen anytime soon. While this is a devastating blow for Ukraine, its effects will be felt far and wide, with Egypt at the top of that list.
Prefer to read the transcript of the video?Click here
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.
Hey Everybody. Peter Zeihan here. Coming to you from Canada’s famed Okanagan Region, an area famous for its deep lakes, it’s nice wine and its crystal blue skies. But maybe not today because it’s just as smoggy and smoky as the rest of the continent is going to be for the rest of the summer. Anyway, I want to use today as an opportunity to talk about some of the agricultural things that are going on in the Ukrainian space.
Specifically, we now have a coalition of five EU countries that have decided that they’re not going to accept any shipments any longer from Ukraine. They’ll still allow trans-shipments. So it’s not like the stuff’s completely gone now, but they’re not going to take the delivery themselves. You’ve got five countries Poland, Hungary, Slovakia, Bulgaria and Romania, all of whom are relatively significant agricultural producers for a lot of the same products that come out of Ukraine. And what’s been happening is the Ukrainians have lost the ability to do their normal export systems. Normally, they would ship everything out by water, down the Dnieper, get it packaged at a place like Nikolayev or Odessa, and then shipped out to the wider world. Or they would process it and crush it. In the case of Sunflower at home and then ship out the the intermediate product, they can’t do any of that right now. The power grid is not stable enough to do the crushing, and most of the crushing is in ports, several of which are under Russian control. And the Russians have the ability, because they have naval supremacy in the area, to prevent any sort of bulker from coming or going without their express say so.
Now there has been a deal in place that allows the Ukrainians to export somewhat. Basically the Russians insist on inspecting the bulker on the way in and the way out to make sure it’s not being used to smuggle. And that deal has basically fallen apart now. So it’s been going less and less and less over the winter, and now it’s basically defunct. And the Russians are indicating that they really have no intention of re-upping that at all. Now, this used to be 80% or almost 90% of Ukraine’s exports. You can rail stuff out. But now three problems. Number one, there’s a different rail gauge between the European Union and the former Soviet world. So that’s a problem. Know there are only so many carriages that can adjust. Number two, all of the countries that are on the edge, you know, Poland, Romania and the rest, they’re all grain exporters themselves. So when the Ukrainian stuff was coming in, it was getting dumped on the local market. Local farmers were getting quite aggro and now they can’t do that. So you can still export it through these countries to other places. But then you need twice as many rail cars that are capable of that jump, or you need a facility at the border that can shift the grain from one car to another. And those just don’t exist at scale. And now you need twice as many to get the same amount of stuff out. So all told, with these two problems in place, you’re looking at Ukrainian grain exports dropping by roughly 80 to 92%, and there’s really no way around that. The third problem is that processing stage, the Ukrainians, while always being a significant exporter of the raw stuff, also did a lot of crushing specifically for their sunflowers. Well, with that crushing now only accessible, they need to find another facility. There are facilities in all five of these countries, but they process local stuff. So once you process an agricultural commodity into things like oil, it takes up a lot less space. It’s higher value to bulk. Well, not only are the Ukrainians not able to do that now, so they get this higher bulk, lower value product, they have to send it farther. And it just takes too much effort and too much cost and there’s not enough infrastructure to support it. They’ve been trying to build out the rail system. They’ve been trying to bring in more rail cars, carriages, but it just hasn’t been enough to move the needle. And so even without the Russians deliberately attacking the agricultural infrastructure, which they are doing, you’re still looking at that 80 to 90% reduction in the ability of Ukraine to participate in the international market.
The biggest losers, aside from the Ukrainians, of course, are the Egyptians who source the majority of their imported wheat from Ukraine specifically. But there’s a large number of countries in Africa and in South Asia that source ultimately Ukrainian and to a lesser degree, Russian wheat. And we’re going to see all of them get hit to a significant degree. The question will be if we get to a point where the Russians start actually targeting shipments themselves. We’re not there yet. It’s probably just around the corner. The only way that this is going to change is as the Ukrainians get access to the water again. And that means if this counteroffensive that they’ve just launched is successful, it would have to include, at a minimum, the liberation of the entirety of the Crimean Peninsula, because most of the grain goes down the Dnieper River to Odessa. And as long as any part of that route is within range of Russian weaponry, it’s just a no go. So you’re talking about them having the Ukrainians would need to liberate the entirety of southern Ukraine and the entirety of the Crimean peninsula, and that is a very, very tall order, probably won’t happen this year, which means that any of the agriculturalists and farmers in Ukraine who get screwed this year because of a lack of export options won’t have the income that’s necessary to afford to plant next year. And assuming a runaway Ukrainian victory, it still means that Ukraine is not going to be a significant agricultural player in the world for several years. And then, of course, if the counteroffensive fails…a lot longer than that.
Well, crap. I kind of was looking for a happier topic. This is not it. I’ll try harder tomorrow. Bye..
This is the first of the “Ask Peter” series, so I figured we’d kick it off with a two-parter. First, what’s the likelihood of Putin getting assassinated? Second, how is Russia’s demographic situation?
Answering the second question will help us understand the first question. Russia is in contention for the worst demographics in the world…Ukraine and China are up there too. One reason is the vast demographic gouges caused by past trauma, the big one being the collapse of the Soviet Union, which doubled the mortality rate and halved the birth rate. More recently, over a million people have fled Russia since the war started, many being young men avoiding the draft.
The collapsing government and nonexistent education system amplify this grim situation. With all these factors stacking up, Russia views its position as existential (because it is). The only path to survival is expanding and conquering the necessary geographical barriers.
This war has to end with one side being completely defeated. Even if the Ukrainians can humiliate Putin to the point that revolutions break out in Moscow and they put a democratic government in power, the Russians wouldn’t be able to climb out of the hole they’ve dug. The Russians are in this thing until the end. And their demise is coming this century. The only question is will it be in a few years or decades?
As for Putin, it doesn’t really matter if he goes bye-bye. There are scores within Russia’s top rungs ready to see this to the end. Remember: this war isn’t about one man’s ego, but rather Russia’s survival strategy.
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.
We’ve got a map with this one. We’ll be putting it into the video as well, but there’s a lot going on and you might want to hang on to this for reference.
There are three main assaults to follow: one of strategic importance and the others being a mix of strategic and emotional significance.
The purely strategic assault is a multi-pronged move on Zaporizhia in hopes of pushing south to the Sea of Azov. This would sever the land bridges of Ukraine proper and Russia proper…splitting the front in two.
The second assault was supposed to be an amphibious assault further down the river that would eventually cut off the Crimean Peninsula. The Russians foiled those plans with the destruction of the Kakhovka Dam.
The third assault is a push east into the Donbas. This would be no easy feat, but it’s on the table for one reason: if the Ukrainians can reclaim territory that Russia seized in 2014, it would be a global humiliation. Humiliating enough to convince some of those Russian backers to reconsider their allegiances.
Oh yeah, one more thing:
The information on the Zaporizhia offensive comes from Russian military bloggers, not the Ukrainians. Kyiv seems to have operational security down. I’ve heard a lot of details, but nothing that I’m in a position to authenticate. Ergo, this video’s broad-brush approach.
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.
I don’t usually do this, but today I’m going to be talking about the #haters. We’ll also dive a little deeper into the Kakhovka Dam that was destroyed by the Russians.
I’ll let the video speak for itself today, but I’ll leave you with two thoughts.
Number 1: If you need to get across a dam, why would you blow it up before you cross it?
Number 2: If you’re not a bot or troll, maybe come up with a username other than @Tony89380945
Prefer to read the transcript of the video?Click here
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.
Hey everyone. Peter Zeihan here coming to you from my favorite front range Foothills Trail. It’s called The Golden Banner. I can see in the South all the way to Castle Rock in the North, all the way to the Red Rocks Amphitheater, which is a great place to see a show. By the way, I’m going to do something today that I don’t normally do. I’m going to talk about the haters.
Yesterday I released a video where guys that would be this morning released a video on why the Russians blew up the Kakhovka Dam and people came out of the woodwork to say, I doesn’t I didn’t know what I was talking about. And obviously it was the Ukrainians. Just to give you a quick refresher, two things.
Number one, the Ukrainians are starting their counteroffensive and by blowing up the dam, what the Russians have done is they’ve made a direct crossing of the dam impossible, obviously, but they’ve also made an amphibious landing on either side of the dam, on the river, impossible, because the reservoir above the river is now draining very, very quickly. And independent of that being a dangerous environment, it’s going to leave behind a muddy bed, which is going be very difficult to get any vehicles across. And then south of the river, everything is flooded. And when the waters do recede a couple of weeks from now, again, very, very muddy and difficult to move. So any sort of amphibious landing is going to be impossible. In addition, most of the thrust probably is going to be south from Japanese to towards the Sea of Azov. And in that sort of scenario, Russian forces are going to have a choice of going one or two directions, then go east to the Donbas and get back to Mother Russia, or then go southwest and cross over into the Crimean peninsula. If the Ukrainians had been able to capture the Kakhovka dam rather than have it destroyed, they had the chance of actually cutting those forces off. And then you might have tens of thousands of encircled Russian troops that would have to surrender. And the global hit to Russian power from that would have been immense. That is now completely off the table.
So from a purely military perspective, the Russians made a wise move. There’s also a long term economic issue. A million acres of southern Ukraine is no longer going to irrigation water because it came from that reservoir. Water levels now drop below the levels of the canal. So they’re dry aside from a few pockets of dry wheat. That’s it. So you’ve just taken the single largest chunk of agricultural land in history offline all at once. Yikes. Anyway, back to the dam.
This might seem kind of simple, but dams are giant pieces of reinforced concrete that are hundreds of feet thick at the base. This thing’s 1500 feet from one side to the other, is at least 200 feet thick, probably thicker. So we just don’t keep good data on that for the rest of us. And you don’t just throw a few bombs at this. If you want to take out the dam from the air, you attack the weak points. Those are specifically the control gates and the navigation locks that you have on both sides up and below. That’s not what was hit. If the navigation logs were hit, that would be where the water is flowing through there high and dry now. And if the control gates were hit, that wouldn’t have necessarily led to a structural failure across the entire length of the dam, which is exactly what we’re seeing now. This thing was blown up from the inside, specifically with tons of explosives, specifically located in the turbine room. And for the Ukrainians to have done that, they would have had to have launched an attack on the dam. Somehow the Russians, who have been preparing for this for a year, didn’t notice and then managed to smuggle like two cargo trucks worth of explosives and place them and hit the trigger. No, no, no, no, no, no. You’re also not going to do this with 500 pound bombs, or at least not one or two. So, you know, the other aircraft idea is like a direct attack on the dam. Well, I mean, number one, that requires aircraft and there is no indication of aircraft or anti aircraft fire in this area that night. And you’re not going to do it with one plane you’re into with several because it takes a lot to crack one of these suckers open.
And then third, Ukraine, you don’t have fighter bombers. I mean, they inherited a few from the Soviet Union. They had the beginning of the war. They haven’t been flying them because they’re not any good in the dogfight role and they don’t have the bombs that would be necessary anyway. So you’re talking about what, multiple dumb drops with weapons that they don’t have from platforms that they really don’t fly? I’m sorry. The people who say that this was Ukraine are just headless at this point anyway. Well, I guess that’s the whole point. They’re bots or trolls. So this was definitely the Russians.
One more thing. And yes, sometimes dams fail, but there’s always warning. You’ll have cracks, you’ll have leaks. They don’t fail catastrophically overnight. And yeah, yeah, this has been in a war zone, but it’s not like it’s been under attack and for it to all fail catastrophically from within on the day that the Ukrainians are starting their counteroffensive. Yeah, no.
Let’s talk about bots and trolls. So I have always had to deal with a lot of bots and a lot of trolls from a lot of places with the Russians probably being at the top of that list, they at one point were probably about ten, maybe even 15% of my total followers just before the war started. But then the war started. And when the war started, Western governments and the social media companies decided that enough was enough. And they had a broad scale purge of the Russian presence, both from the social media platforms themselves and the crackdown on the financial transfers that allowed them to hire trolls in other countries to make it look like they weren’t, you know, Russian sourced. That all went away in the first two weeks of the war. And I probably saw the number of trolls and bots on my platform dropped by 99%. But then Elon Musk took over and said that this violates his idea of free speech. And so they’re all back. In fact, I’d argue that there’s twice as many now. It’s the were before the war and they all came out of the woodwork in the last 24 hours to scream at me over a thing. What do you do about bots? What do you do about trolls? So first you have to identify them as a rule. If they have a lot of numbers after the line, you know, it’s a troll or you know it’s a bot because there’s not a lot of creativity that’s put into the profiles. If you really want to, you can scan through their feed and you’ll see that a lot of these guys quote one another. I mean, I think a lot of these guys quote one another. So it really is kind of just a circular economy of crap. It don’t trade with them. If you do, they will make it into your feed on a regular basis, as will their friends. The way Musk has rejiggered the algorithm is any engagement from you. It shows interest. So if there’s a topic you don’t care about, if you just think they’re completely wrong and misinformation, don’t engage because you’ll get more and more and more and more of that. Third, don’t block them, mute them. If you block them, they’re going to know and they’re going to move on and try a different strategy. But if you mute them, they don’t know and they’re screaming into the void and they want to ever show up on your feed or your platform again. And then they’re wasting their time and their money and not yours. So hopefully this clears up a few things. For those of you who are real people in real followers, I hope this filled in some gaps for you.
For those of you who are trolls, you can always reach me at my direct personal email – I’[email protected]
On June 6th, the Russians destroyed the Nova Kakhovka Dam at the head of a large reservoir on the Dnieper River. This is a logical move for the Russians…at least in the short term.
To impede the Ukrainian counter-offensive, the Russians eliminated one of the few viable land crossings in the area and caused flooding further downriver. I wouldn’t expect this to be an isolated event, either. As the Russians seek to inhibit Ukrainian advances, other crossings and dams will likely be targeted.
In addition, the Zaporizhzhya Nuclear Power Plant’s coolant water could be jeopardized by this move. As of now, it appears there will not be a crisis, but I’ll be keeping my fingers crossed.
However, the key component of this move illuminates what Russia’s strategy might be; by destroying the Nova Kakhovka Dam, they wiped out four canal systems…three of which represent critical infrastructure for agriculture in southern Ukraine and Crimea. Russia has made it clear they have little intention of holding this land – and are attempting to make it as hard as possible for anyone else to do so.
By adopting this scorched earth policy, Russia could very well trigger ANOTHER famine throughout this region.
Prefer to read the transcript of the video?Click here
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.
Hey, everybody. Peter Zeihan here coming to you from the campus of the University of Toronto. It is June six. And the news today is that the Russians have blown up the Kakhovka dam, which is at the head of a large reservoir on Ukraine’s central river, the Dnieper. It was blown up from the inside. So it was definitely the Russians. It wasn’t an external explosion. So there’s really no controversy there. And the fact that after I tweeted it out, I got just an avalanche of Russian bots saying otherwise pretty much proves the point for as far as I’m concerned. But anyway, regardless of why it’s gone – four things that matter for us.
First of all, from a purely military point of view, like putting humanitarian issues to the side, we’ll get to that later. This is a reasonable play. The Ukrainians are getting ready for a significant military offensive and at least in part that was going to involve a series of amphibious strikes across the Dnieper River, both above and below the dam. That probably can’t happen now. The reservoir behind it is huge, and it’s going to take a few days for it to drain and that it’s going to expose muddy lakebed. And downstream you’re talking about massive flooding, which when it finally goes down a week or two from now, will also be incredibly muddy. So the offensive to this point has been delayed because of spring melt and winter rains and all of the mud that goes with that. You basically take in this entire zone and made it no go for at least a month now. Later on when the river is lower, it might be easier to cross. But for the here and now and for the next few weeks, absolutely not. So if you’re Russian, there’s some certain logic to destroying the dam. It’s also the only crossing on the river in the lower section. So you’ve now removed even a theoretical place for the Ukrainians to punch across the river on land or reinforce with amphibious assaults from elsewhere. So number one.
Number two, there is a concern upstream of the Zaporizhzhya nuclear power plant because it drew its coolant water from the reservoir. Now, we’ve poked into this a little bit, and the folks at the IAEA are not hugely concerned about this. They think there’s a good backup system in place. But whenever I hear lack of coolant, water, nuclear power plant, I do get a little nervous. So it’s probably, probably not a crisis. We’ll see.
Third, we should expect to see more activities like this. This is not the only crossing. There was a bridge to Kherson that the Russians blew up when they were retreating last summer. And if you go upriver to the Upper East Side, there is a double bridge system, along with another dam, which creates another reservoir. And so we you should definitely expect the Russians to repeat the feat there with similar outcomes, although not as much. It’s not as big as the reservoir. And for similar reasons.
But it’s the fourth and biggest reason that I find most interesting isn’t the right word, but illuminating as to what Russian thinking is. The Kharkov reservoir raises the level of the river and allows for different canal system arms to be fed with irrigation water. And three of those systems are absolutely critical for growing crops in southern Ukraine and the Crimea. Now, I’ve always believed that the Ukrainians were going to disable their destroy one of those systems, the one that specifically serves Crimea, in order to force a siege on the peninsula. But with that reservoir now gone, none of these systems can access water. And you’re talking about territory that is responsible for growing about one quarter of Ukrainian crop. So in a stroke, the Russians have shown us two things. Number one, they really don’t plan on holding this territory in the near term. And so they’re going with an old strategy that’s kind of scorched earth, which is designed to make it as difficult as possible for anyone who takes the territory to hold it. Because we’re talking now about number two, a country that used to be one of the world’s major breadbasket is going to become a net food importer on the verge of at least a regional famine in the not too distant future. Or for those of you who are familiar with Russia’s history in Ukraine, triggering a regional famine. Again.
While in Helsinki, Secretary of State Blinken got some chuckles from the crowd (and me) when he said, “The Kremlin often claimed it had the second strongest military in the world, and many believed it. Today, many see Russia’s military as the second strongest in Ukraine.”
I’m all for some dark humor and ill-timed comedic relief (especially when it’s used to garner more aid and support for Ukraine), but I don’t want us to lose sight of who we’re talking about. A glance at the history books will show you a myriad of crushing defeats for the Russians, yet they persist.
Russia is both incredibly weak and resilient. While I’m confident that this is the beginning of the end of the Russian system, belittling them in this conflict isn’t going to speed up that process. On the other side of this war, we will be left with a resurgent Russia or a very bitter Russia (who happens to have 1,000+ nuclear warheads at their disposal).
Just a word of warning. You can still giggle at Russia’s incompetence or silly Putin memes, but don’t forget who we’re dealing with…
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.
There’s a canal that runs from Kherson to the Crimean Peninsula and serves as the area’s sole irrigation water source. And with how dry the region is, this canal is critical to the Crimean Peninsula.
While an assault on Nova Kakhovka might not be in the cards for the Ukrainians, targeting the sluice gate regulating the canal’s flow might still be their priority. That’s because there’s more than just food production on the line. The Zaporizhzia Nuclear Power Plant draws its coolant water from the Kakhova reservoir, and without that, some nuclear…issues could be on the agenda.
With the potential for a Zaporizhzia offensive, the strategic rationale behind targeting this canal is solid. Only time will tell if the Ukrainians capitalize on the opportunity to cut off the Russians and Crimea.
The above map shows the location of the sluice gate
The above map shows the location of the Zaporizhzia Nuclear Power Plant
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.
A group of ethnic Russians opposed to Putin’s government joined forces with Ukraine and launched an assault across the border into the city of Belgorod. There are three main takeaways from this cross-border attack.
Russia didn’t bother garrisoning its logistical centers along the Ukrainian border. While this assault was quickly put to rest, this will be crucial as Ukraine launches more attacks in the coming weeks and months.
We’re going to hear a lot more about Belgorod in the future. It’s one of the critical points the Russians use to launch assaults into Ukraine. For Ukraine to “win“ this war, Belgorod will need to be neutralized, one way or the other.
The final component is that these are ethnic Russians…fighting against Russia…in Russia. So this little hiccup might throw a wrench into some of those “for the Russian people” propaganda pieces that Putin is pushing.
As I’ve said before, the Russians will continue pushing this war until they can’t, and if Ukraine wants to win, they’ll eventually have to cross the border. These partisans may have just answered how that might be carried out.
Prefer to read the transcript of the video?Click here
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.
Hey everybody. Peter Zeihan here coming to you from Scottsdale. Today, we’re going to talk about something that went down on the Ukrainian-Russian border, specifically a group of people who consider themselves partisans identifying that they’re ethnic Russians opposed to the government of Vladimir Putin were joining forces with the Ukrainians and they launched an assault across the border into the city of Belgorod in southwestern Russia. Damage was relatively limited. We’re really talking about a couple of buildings like the FSB office that got burned down, but the Russians redistricted some forces and over the course of the next two or three days managed to push them all back into Ukraine. According to Russian propaganda, they were all killed. Who knows? We don’t even know how many men were involved in the first place.
Now, this is important for two reasons. For three reasons. Number one, it shows that the Russians didn’t even bother to garrison any of their logistical centers that are hard on Ukraine’s border. That is something that is definitely going to be relevant moving forward as the Ukrainians get ready to push the Russians out of more land.
Second, in the war of propaganda, the Ukrainians, of course, are saying these people are unaffiliated. The Russians are saying that they’re all Ukrainian. The truth is somewhere between obviously they’re getting supplies and equipment from the Ukrainian forces that are probably specifically managed by the Ukrainian forces.
But the third most important thing is these are ethnic Russians from Ukraine. And even in the Russian response, they admitted that these are ethnic Russians that are fighting Russia in Russia. So whether or not that was a propaganda hiccup or an admission that the single most viable bit of propaganda that the Russians have been pushing, that they are completely in there to save ethnic Russians, that’s going to be a big problem moving forward.
One more thing I forgot. Belgorod is a really important city for any number of reasons, but the most important one is it serves as Russia’s primary logistical point in launching off for assaults against the city of Kharkiv, which, if you remember, was one of the first places that the Russians attacked earlier in the war and were there until they were kicked out in last year’s summer offensive. The Russians are going to push this war until they can’t. And that means that at some point, if Ukraine is going to emerge victorious, they’re going have to cross into Russia proper and neutralize Belgorod. The Partisans indicate one of the ways that that might happen. So we may be seeing the beginning of a multi vectored strategic policy here, and the Russians have proven that they haven’t bothered to even put basic defenses in the city. I’m sure they’re to work on correcting that now, but there’s a lot on the Russians’ plates.
We’re wrapping up our Ukraine War Q&A series with the most depressing question yet…how long can this war last?
There’s the dark, really dark, and truly dark.
The dark answer is that Russia’s current problems can be attributed to mobilization issues and ammo. Russia still has a deep reserve of armored vehicles and supplies they can tap into…Ukraine doesn’t…and the Western logistical chain is not as good as we would hope. Yes, the US has a significant backlog of equipment, but most other countries do not (and in many cases, they are competing with Ukraine to ramp up their own production).
The really dark answer is that Russian wars are rarely quick. If neither side of this conflict can maintain current industrial output levels, this could likely become the status quo of living on the Russian borderlands.
The truly dark answer is that the demographic situation in Ukraine before this war was already terrible and is now likely terminal. No matter how this war shakes out, we could very well be in the final generation of Ukraine.
If Russia continues down this path of denuding its occupied territories of children, in ten years, there won’t be anyone left to fight, let alone reconstruct the country.
Prefer to read the transcript of the video?Click here
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.
Finally, and probably the most depressing question of them all, how long could this war last? I mean, no war lasts forever, does it? Let me give you the dark answer, the really dark answer, and then the truly dark answer.
So first, the dark answer. This at the moment is an issue of mobilization and ammo. The Russian military support system, the military industrial complex, is clearly not doing well. So much money has been stolen from the system that it’s difficult for the Russians to get stuff to the front and their internal logistical system is trash. So between not having as much as they thought they did. Between the government being fleeced blind by their own defense minister, Ukrainians interfering with transport systems via drones and sabotage and artillery strikes and general status of disarray of the Russian transport infrastructure. It’s an open question how long the Russians can go with this. Now they do have 70 years of reserves. And, you know, whenever we see a 1940s or fifties tank brought out, we’re like, ha ha ha, look, they’re pulling their old shit out. Well, couple of things there. Number one, they have shit to pull out. The Ukrainians don’t. And second, we’re seeing this old stuff come out because some of the newer stuff just takes longer to refurbish. If you have a pre optics tank getting that back into condition just requires some refurbishment, some more tubing, maybe running some fresh oil on it. You’re good to go. If you got 1970s and eighties styles, optics, you need to now replace those. And that means a much more expensive and lengthy overhaul. You may get a better tank out of it on the back end, but it does take more time and money. So they’re bringing out their old stuff first. They still have several million more armored vehicles that they can throw into this. Now, it’s a limited quantity. Yes, but, you know, Ukraine is basically limited now to what it captures from the Russians and what the West sends.
Which brings us to the second point. How much durability is the logistical chain on the western side? It’s not as good as you think. When 1992 happened, the Cold War ended. Pretty much every country in Europe started to slim down their defense budgets until we got to the point in 2022, when the Defense Ministry in Germany was actually appointed by a woman whose goal was to shut down the military completely. And that means that what they do have is either old or in need of refurbishment or is from a very thin crust of stuff that has been purchased in the last 30 years. Well, most of that thin crust has already been committed, either to the military’s of these forces themselves, because now the Russians are on the warpath. Nobody wants to completely disarm or the stuff has already gone into Ukraine. So you have to build new stuff if you want to send it. And the Ukrainians have to compete with all of these countries who now want to beef up their own military because, you know, the Russians are on the warpath. Now, in the case of the United States, there’s a lot deeper tranche of things to pull from because we spent 20 years in the war on terror, which means we spent 20 years building out our military for a task it wasn’t designed for, and we were upgrading our actual, quote, real military assets, you know, our jets and our tanks and everything at the same time. So the United States has a significant backlog of all of that stuff that we would have used to fight a war back in the nineties, in the eighties. We don’t use any of it anymore. We actually have to dispose of it. So from a weird point of view, the Ukrainians are doing us a budgetary solid by taking our old stuff off and disposing of it in the Russians mouths. But even here, a limited supply. So we’re trying to spin up artillery creation here. The Europeans are using some of their solidarity funds to buy ammo. But in all cases, you’re talking about needing to triple or quadruple our current manufacturing facility. For a lot of this equipment simply to keep with where we are right now. The process has been started, but it’s expensive and it’s time consuming and we’re not going to see a real impact, especially on the European side this calendar year. We’re really talking about the second half of 2024 before the Western Industrial Complex really becomes a meaningful factor in terms of the supply of equipment…ammo will come a little bit earlier. So that’s the first kind of really dark side.
The second even darker side is if you look at history, the Russian wars are very rarely quick. You know, everyone thinks of World War One and World War Two, which only lasted a few years as being how wars are fought. And that has been how it is in the industrial age. But if the Russians and to a lesser degree the Ukrainians can’t maintain an industrial level of output and this becomes more of a long term slug match, the Russians have been expanding bit by bit over the last four centuries and various groups that they have occupied refer to things like the Russian encroachment as the 200 Years War. Ukraine wasn’t captured in one lightly armed conflict. It was captured in a series of conflicts over a century. The same is true for most of Russia’s frontiers. It ebbs and flows and ebbs and flows. Remember, the Russians here are trying to seek a more defensible perimeter, and that means going through all of the flat, open territories that are near them. And all of Ukraine is open and flat. So history tells us that this is less a discrete conflict and more just the normal status of what it’s like to be on the Russian borderlands.
And then, of course, there’s the dark, dark, dark, truly dark possibility. And that’s the demographics. Ukraine has among the world’s worst demographics. You generally have kids when you feel positive about your future. And there hasn’t been a lot to be positive about in Ukraine for the last 25 years, and especially since the Russians invaded the Donbass and Crimea in 2014. It has one of the world’s lowest birthrates and is an extraordinarily distorted demographic structure, with fewer people in their forties, in their thirties, in their twenties, in their teens than children. And that was before the war. We now have, at any given time, at least a million, probably closer to 3 million Ukrainian men involved in the military conflict or training in addition to one third of the population of Ukraine pre-war. So almost 15 million people are internally displaced or refugees. Finally, most of the refugees you’re talking to in excess of 2 million people here most days. I mean, that number fluctuates a lot. Are women and minor children. Well, folks, birth rates don’t recover unless the men and women are in the same place. And the longer those women and children are in a third country, the less likely they are to ever come back. And then the Russians are doing damage on their own side. Based on whose numbers you believe. Somewhere between several thousand and several hundred thousand Ukrainian minors have been kidnaped, sent through what they call filtration camps on the Russian border and shipped out throughout Russia. The Russians aren’t even denying this has happened because they have a minister who’s responsible for it has done a number of commercials advertising Ukrainian children by the dozen for mass adoption anywhere that’s not close to the Ukrainian border. She specifically wants people in Siberia to pick them up. And the Russians are doing everything they can to destroy any data related. They don’t keep track of the data at the filtration camps. They destroy any documents the kids have. And so getting these kids back, even if the Russians have outsized victory in the battlefield, is going to be a long and maybe impossible slog…because a 14 year old was going to remember enough about Ukraine to maybe with the right access to information and communication, being able to issue a call for help. A three year old can’t. A baby certainly can’t. So what that tells me is, no matter how this war shakes out, we are in the final generation of Ukraine. And if the Russians are able to keep denuding their occupied territories of children, there’s not going to be a lot left to fight ten years from now, much less reconstruct the country over the next generation. And we’re already talking about a reconstruction bill that is in excess of a trillion U.S.
So where to end on a high point with that last question, I’ll see you guys next time.
