03 September 2026
Fossil Fuels And The Bulk Freight Market (And More)
31 August 2026
The Trump Executive Order Renaming Lake Ontario Is Illegal
Trump has claimed that he can rename Lake Ontario unilaterally with an Executive Order. Google Maps is obeying it. But, of course, like so many of his other Executive Orders, this one is illegal because it contradicts a binding treaty with Canada.
08 March 2026
Indirect And Non-Obvious Effects Of The Iran War
The U.S.-Israeli attack on Iran (the NYT recaps the first week here) will have some indirect and non-obvious impacts, some of which mirror those from the Ukraine War.
* Iran is the sole significant outside military supplier for Russia in the Ukraine War (supplying drones) apart from North Korea which has supplied artillery rounds and some old school military equipment (and even about 10,000 troops) all of which have been subpar in quality and not very useful. The attacks on Iran are likely to divert existing supplies of drones to domestic military use from exports to Russia for use in counterstrikes, and are likely to somewhat degrade Iran's military production capabilities.
* Iran's counterattacks and continued war-like footing have driven up global oil prices dramatically, have had direct supply effects on most of Asia, and have damaged the oil production infrastructure in many Middle Eastern oil producing nations (including Saudi Arabia) which will reduce the capacity of these countries to produce oil in the short to medium term.
* This oil price shock, like many more before it, makes electric vehicles and public transportation more attractive to policy-makers and consumers alike, all over the world, potentially resulting in long-term systemic reduction in demand for oil.
* This mirrors the indirect effect of the Ukraine War in causing Europe to rush to find long term alternatives to oil and natural gas, resulting in wider adoption of EV vehicles, renewable energy sources for their power grids, and energy conservation measures. Again, this results in long-term systemic reductions in demand for oil and natural gas in one of the largest economically developed regions in the world.
* The Ukraine War also strengthened NATO, strengthened European cooperation, and caused re-militarization of European countries, especially those most at risk of attacks from Russia.
* Trump's inexplicable decision to temporarily ease sanctions on Russian oil sales to India, helps Russia in the Ukraine War despite the fact that Russia has used its intelligence resources to help target the U.S. and its allies for Iranian counterstrikes.
* Generally, an international war strengthens the regime attacks vis-a-vis external dissent (something that partially explains Russia's persistence in the Ukraine because the ongoing war there makes Putin more able to crush dissent against him at home). The protests of the Iranian people against its regime may suffer because of this effect. While the U.S. assassinated the Ayatollah, Iran's supreme leader, and many of the likely successors, the successor chosen for this reason is probably more likely to be a hardliner than the person who might have been chosen if the Ayatollah (who was 86 years old and close to 87 when he was killed by a U.S. strike) had died of natural causes as was likely in the near future.
* It seems unlikely that Iran will experience regime change, either in favor of a more democratic regime (Iran's democracy was actually more robust than a lot of regimes in the Middle East), or a monarchist restoration of the Shah. Pre-attack, this had been conceivable because of huge protests against the too conservative Shiite religious regime's social policies, despite the fact that Iran is actually quite religiously and ethnically diverse. Air strikes and missiles are rarely sufficient to secure regime change.
* The war probably delays steps that could be positive for the residents of Gaza.
* The war probably depletes military equipment supplies of Iran, and to a lesser extent, the U.S. and Israel, weakening the affected countries' capacity to fight further wars.
* In much the same way, the Ukraine War has dramatically depleted Russia's military resources (despite half the national budget in Russia being spent on the military and interest on loans to support it).
* The strikes in Iran are very likely to weaken the Republican Party's MAGA coalition, since MAGA campaigned on ending foreign wars of choice and then has repeatedly sought out those wars in Trump's second term, striking Venezuela, embargoing Cuba, striking Iran, and renewing a "drug war" in Mexico, Ecuador, the Caribbean, and the Pacific, which doesn't seem very calculated to actually do anything about drug abuse and drug related crime in the U.S. (as well as threatening Canada and Greenland). This coalition has already been beaten up in special elections and survey results and has a very thin majority (especially in the U.S. House).
* The inflation caused by rising oil prices, weakens support for Trump and the Republicans and strengthens Democrats chances in the 2026 midterm elections, which are just seven months away.
* The Iran War hasn't been particularly effective at diverting attention from the Epstein files which graphically reveal a coalition of child trafficking, corrupt, and Russian influenced officials in senior levels of politics, business, and academia, with Trump at the center of all of it as a highly culpable serial child rapist.
* The Venezuela invasion, by the way, seems inconclusive and certainly doesn't seem to be having much of an oil supply impact.
04 March 2026
Trump's Many Wars
Trump has declared wars on small boats in international waters in the Caribbean and the Pacific, claiming that they are drug boats, without proof, claiming a right to kill the people on them, contrary to international law.
Trump invaded Venezuela and seized its leader.
Trump has involved U.S. military forces in striking a Mexican cartel chief, leading to a bloodbath there.
Trump has unilaterally made strikes on Iran.
Trump has now deployed the U.S. military in Ecuador.
Trump is trying to impose an oil embargo on Cuba.
Trump deployed the National Guard to peaceful American cities.
Trump has deployed ICE as his private secret police to lawlessly terrorize American cities with scant regard to what they are actually legally authorized to do.
Trump has deployed U.S. forces to interdict Russia's shadow fleet of oil tankers trying to evade sanctions arising out of the Ukraine War. The Ukraine war itself is ongoing and Trump and blown hot and cold on it, prolonging the war by giving Putin hope.
Trump has threatened, but not yet struck, Greenland, Canada, and Panama.
And, while only metaphorical, Trump has declared trade wars on the entire world.
In most of these cases, Trump hasn't had even a whisper of Congressional authorization or legal authorization to act. The uses of force (and the tariffs) have violated domestic and international law.
13 January 2026
The Economic Foundation Of A Liberal Geopolitics And Political Economy
The liberal answer to the despotism of Russia, Venezuela, Saudi Arabia, and other petrostates is ultimately pretty straightforward: use technology to make oil and other fossil fuels, which are also damaging our environment and driving climate change, irrelevant, replacing this with energy obtained from cleaner and decentralized renewable energy and vehicles that run on electricity.
Authoritarianism thrives in economies where the key factor of production is ownership of resources, whether that's farm land, gold, sliver, coal, or oil.
In contrast, in a commercial economy, where the most important factor of production is not just labor, but intelligent, voluntary work, you need to spread out economic resources to induce those willing, smart economic contributions from many people. The decentralization of wealth and power that flows from that favors a more open, democratic society, since the funds to run a state must be obtained through taxation of the many secured with their democratic permission, and not just ownership of those resources.
Commercial economies need to be market based. But they don't need to be truly "capitalist" in the Marxist sense, and indeed, ideally aren't. In a truly capitalist economy, in this sense, capital (i.e. raw wealth) is they key factor of production and ownership of it, while more amorphous than wealth based upon ownership of raw resources, can lead to similar effects.
If owning the factory or equipment becomes as important as owning land used to be in medieval and early modern Europe, you get a society that may look like a commercial economy, but is just as controlled by oligarchs as the economies that came before it. In the extreme of a capitalist society, financial wealth can dominate and replace land or oil as the concentrated factor of production that facilitates an economy based upon ownership of the key factor of production by a few.
To be clear, this doesn't mean that we should resort to Marxism's flawed "labor theory of value." What matters is results, not effort. Treating goods and services made less efficiently as more valuable than the same goods and services made efficiently is just dumb. But ideally, know how and efficiency that maximize the value of labor relative to the value of ownership of property is the goal.
This approach, like every approach has winners and losers, which somewhat align with modern political identities. Right wing politics are favored on one hand, by people who want to increase the importance of ownership of property as a key factor of production, and on the other hand, by people who are only capable of providing inefficient labor, who don't benefit from a system that rewards widespread and diverse forms of efficient labor.
Another threat to the political structure of a decentralized commercial economy is intellectual property. When it is too strong, as it is in our economy, ownership of intellectual property prevents innovation rather than encouraging it, and concentrates wealth in whomever owns a right to royalties from it.
The fundamental project of those seeking a healthier political economy in the West is to undermine the importance of merely owning wealth and intellectual property.
In the case of intellectual property, we've kept that at bay so far, by making it easy to copy and having lots of opportunities to innovate and make older intellectual property grow obsolete, although laws weakening intellectual property rights would help.
In the case of finance, we've tried to create financial institutions that make it possible to funnel access access to resources to people who have good ideas, while lowering the returns to ownership with low interest rates and modest returns to ownership of equity. But tax laws that favor unearned income over earned income have helped undermine this, as has the weakening of estate and inheritance and gift taxation that facilitates the transfer of wealth to dumb money.
03 October 2025
The Tide Is Turning In Ukraine's Favor
The Ukraine War seems to have reached a turning point. Ukrainian attacks on the Russian oil and gas infrastructure, and on coal and natural gas fired electrical power plants, often deep inside Russia, are having an impact that ordinary Russian citizens can no longer ignore. And, when Russia can not longer supply oil and gas to Western Europe, European resolve to take a firm stand against Russia strengthens.
02 September 2025
Moving Space Force HQ From Colorado To Alabama Is Stupid
Trump is about to renew his efforts to move the headquarters of the Space Force, a fifth military service that he created, from Colorado (where the headquarters of the part of the Air Force bureaucracy that was transferred to the separate Space Force service was located before he created the Space Force), to Alabama. He tried to do so during his first term, but the moved got bogged down in Department of Defense red tape, and the Department of Defense reversed that decision during the Biden Administration.
President Trump said one of the main considerations for moving Space Command out of Colorado Springs is because Colorado voters largely vote by mail.
“I will say I want to thank Colorado,” Trump said. “The problem I have with Colorado… they do mail-in voting, they went to all mail-in voting, so they have automatically crooked elections."
Trump has long criticized voting by mail, and has cited the practice as a major reason he lost the 2020 election to Biden though he has not provided evidence of fraud emanating from mail-in ballots." . . .
The Denver Metro Chamber of Commerce estimates that Space Command supports nearly 1,400 jobs and has a $1 billion impact on the Colorado Springs economy. Colorado has a significant Space Force presence, hosting half the bases with its major operations, including Peterson as well as Schriever Space Force Base in the Colorado Springs area and Buckley Space Force Base in Aurora. Nationally, the branch has more than 14,000 military and civilian members, who are called Guardians.Colorado Attorney General Phil Weiser on Tuesday said his office was prepared to challenge in court Trump’s decision to move the command, though he did not elaborate the legal rationale for a lawsuit. . . .
Huntsville, nicknamed Rocket City, has long been home to Redstone and NASA’s Marshall Space Flight Center. The Army’s Space and Missile Defense Command is also located in Huntsville, which drew its nickname because of its role in building the first rockets for the U.S. space program.
This is almost certainly not a legitimate reason for executive branch action under the Administrative Procedure Act. It is also an outrageously false claim.
Colorado Pols has more details.
END UPDATE
This is very on brand for Trump. He is making a call that places partisan politics above what is best for national security and wastes federal dollars.
A federal judge in California said President Trump broke the law by deploying roughly 5,000 Marines and National Guard troops to Los Angeles in June in response to immigration protests. The judge said on Tuesday that Mr. Trump, Defense Secretary Pete Hegseth and the Defense Department had violated the Posse Comitatus Act, which generally prohibits using the military to enforce domestic law. The judge barred them from using the troops for any law-enforcement purpose, but put the order on hold for 10 days. The administration is expected to appeal. . . .
The ruling was the latest in a series of judicial battles over claims of expansive unilateral powers by the administration. Mr. Trump and administration officials have deported people without due process, imposed widespread and unpopular tariffs and rolled back energy regulations, citing wartime and emergency powers that have been disputed in federal court.
The president also declared crime in Washington, D.C., to be an emergency in order to send federal troops there in August, although crime rates in the nation’s capital have actually been falling and local officials said the deployment was not needed. Since then, Mr. Trump has publicly mused about sending the National Guard into other Democratic-led cities. Federal law gives the White House more latitude to conduct local law enforcement in the District of Columbia than in the states. . . .
The ruling places strict limits on the what the troops can do and applies only in California, although the judge noted that Mr. Trump and Mr. Hegseth “have stated their intention” to use Guard troops as a “national police force with the president as its chief.” Gov. Gavin Newsom of California praised the decision, saying Mr. Trump’s efforts were “illegal, authoritarian, and must be stopped in every courtroom across this country.”
Other bad defense department decisions.
These aren't the only bad defense department decisions he's made. He's banned books at the military academies (eventually rescinding all but a few of those bans).
He wiped all mention of women and minorities who contributed to the U.S. military on government websites (another decision he has mostly backed down from in the face of court action and bad P.R.).
He's systemically fired or removed from command women and minorities whom he has called "DEI hires" while putting in place less qualified individuals chosen for political loyalty.
He's baselessly fired transgender troops contrary to their civil rights and denied them their legitimate benefits for being laid off and having served with distinction.
He's purged the ranks of generals and admirals and national intelligence officials to replace them with political loyalists. Trump's major appointments in the defense and national intelligence sectors have involved woefully unqualified people who have made major public blunders.
His openly revenge oriented revocations of security clearances and security details for various officials has been disgraceful.
The mixed bag of Trump's military deployments and threats abroad.
Trump's deployment of U.S. forces have been a mixed bag at best.
Trump wasn't wrong to continue Biden's policy of militarily engaging the Iranian backed Houthi rebels in Yemen who have been using advanced anti-ship missiles from Iran to interrupt maritime commerce in acts of piracy that they claim are in support of Gaza but really have nothing to do with it. But then, he just lost interest and ended U.S. involvement.
Trump wasn't wrong to provide some extra military support to Israel's raids on Iran to thwart its nuclear capabilities, although the B-2 bomber strikes he made were less effective than might have been hoped. And, of course, this is a problem of his own making created when he pulled the U.S. out of President Obama's deal with Iran to end its nuclear weapons program.
Trump, in his first term, set up Biden for failure, and the Afghan government installed by the U.S. and its allies for collapse, by negotiating with the Taliban for a U.S. withdrawal that left the Afghan government out of the loop and left Biden holding the bag when he took office, just a month or so before the scheduled pull out date. And, in his second term, Trump has broken faith with Afghan citizens who served U.S. forces in Afghanistan at great risk to their own lives by trying to revoke the immigration protections that the Biden Administration and his own administration in his first term provided to them.
Trump has been indecisive, has wrecked our alliances, has taken absurd and counterfactual positions, and has played into Russia's hand with respect to the Ukraine War, even though with immense bipartisan political pressure from Congress and from the Defense Department, he hasn't entirely abandoned it.
Trump's utter abandonment of Africa, ending U.S. Aid in a way that has killed hundreds of thousands of people and will kill millions, planning to close all U.S. embassies there, and imposing tariffs upon it, has basically ceded the entire continent to China.
Trump has been less firm than he might have been in the Philippines-China clashes in the South China Sea caused by Chinese Coast Guard harassment of Filipino military and civilian shipping in places that international law has declared to be international waters.
Trump's response to the situation in Israel with Gaza has ranged from rudderless to absurd with his call to vacate Gaza and turn it into a Trump owned beach resort. By floating the proposal without even consulting his advisors, he has undermined U.S. credibility on the issue.
Trump's deployment of naval forces towards Venezuela seems to be an attempt to manufacture a war. His early threats to invade Greenland and Panama and Mexico, contrary to the sovereignty of a NATO member, to treaty obligations, and to international law, and to annex Canada, have likewise been toddler level moves that have undermined U.S. credibility in foreign affairs and turned us into a global menace.
The mixed bag of Trump's procurement decisions
Trump's military procurement decisions have also been a mixed bag.
The cancelation of the M10 Booker light tank (that the Army refused to call a tank) was a good move. Cancelling the Joint Light Tactical Vehicle for the Army (one of the best procurement decisions that the Army and Marine Corps have made for ages), while keeping the Army's buy of the obviously bad Infantry Squad Vehicle that ignores all of the lessons the Army learned in Iraq and Afghanistan was a very bad move.
Cancelling the Army's successor to the M113 was mostly a good move, but leaves the Army without a next generation medical transport and field hospital vehicle, even though other parts of that buy were unwise. Progress on an Osprey-like tilt wing successor to the Blackhawk helicopter in the Army is positive. Upgrading Army small arms makes sense.
The decision to boost purchases of the B-21 Raider and the F-47 Air Force fighter (to replace the F-35A) aren't horrible decisions, nor is the decision to continue the Collaborative Combat Aircraft (a.k.a. Loyal Wingman drone) program. Looking at ways to use cargo aircraft as bombers or missile launching platforms also makes sense. This administration's continued failure to recognize the need to have a close air support aircraft (shared with past administrations), however, even if the A-10 is just too old, wasn't wise. Trump's absurd attempt to play aerospace engineer and claim that the F-47 really needs twin engines, however, is more toddler level governance.
A focus on improving U.S. air defenses in a program known as the Golden Dome (playing on Israel's Iron Dome), on ramping up U.S. drone production, and on rushing to get drone defense resources fielded aren't wrong. Developing hypersonic missiles also makes sense.
Developing new anti-ship tactical nuclear missiles, however, is a bad call and doesn't meet a real military need since existing anti-ship missiles are more than adequate to sink any ship in existence.
The decision to fund development of Elon Musk's SpaceX Rocket Cargo program which is technologically challenging, doesn't have a proven track record of quality control, and doesn't meet an urgent need, is less wise. This contract is just political payback.
It is honestly still hard to tell, more than seven months into the administration, what it's naval policy is. The Navy is appropriately looking at a major increase in unmanned ships and submarines, and at containerized anti-ship missiles for ships that wouldn't ordinarily have any missiles. Is the successor to the F-35C on or off? Is the Constellation class frigate on or off? Where is the Littoral Combat Ship program? Do we really need more old model Arleigh Burke destroyers? Does spending big bucks on maintaining a large scale amphibious attack capability really make sense?
Trump has talked big about using the U.S. military against cartels in Latin America, but the Department of Defense has apparently done nothing to prepare for this historically law enforcement and Coast Guard mission.
26 August 2025
A Best Case Scenario Future For Russia
This post isn't a prediction. It isn't even a likely possibility. It is just barely within the realm of possibility. But it doesn't hurt to dream big now and then, because progress towards even part of this goal would be great.
What would be a best case scenario for the future of Russia?
Ukrainian Territory Surrendered
* Crimea is returned to Ukraine, demilitarized and granted a high degree autonomy within Ukraine.
* The historically ethnically Russian eastern provinces which Russia controls or partially controls would receive similar treatment.
* Ukrainians relocated to Russia would be repatriated.
* International peace keeping forces would provide security guarantees for a limited time period in formerly Russian controlled territory.
Demilitarization
* Russia surrenders its nuclear weapons (which are destroyed with the radioactive elements repurposed for nuclear power). It's nuclear power plants are operated under the close supervision of a beefed up International Atomic Energy Agency.
* Russia's long range missiles and military drones are destroyed.
* Russia's long range bomber aircraft are destroyed.
* Russia's remaining air force is scaled back and its most advanced fighters are destroyed.
* Russia's navy is profoundly scaled back to little more than a coast guard.
* Russia's military industry is basically shuttered, closing its tank factories, it artillery shell factories, its naval ship yards, its military aircraft factories, and so on.
* Russian military spending and military forces would be limited in a manner similar to post-WWII Germany and Japan.
International Relations
* Russia is replaced on the U.N. Security Council by India and Pakistan.
* Any Russian foreign military bases are closed and ceded to the county where they are located.
* Any treaties between Russia and former Soviet Republics are dissolved and open to renegotiation on a clean slate.
* The autocrats ruling Belarus are replaced with a democratically elected regime in elections conducted under foreign monitoring.
Balkanization
* Part of the strategy is that reform and democratization is easier for smaller unitary countries than it is for large federal countries. It is also harder to concentrate military might and economic power in many small countries than it is in one big country. Rump Russia would still be the largest successor state but would still be significantly smaller and more decentralized.
* All of Russia's autonomous regions (everything but the red and pink and blue areas on the map below, i.e. all territories in orange, yellow or green) are granted independence and a right of free passage across all territory that was formerly part of Russia. About 25 million people (out of a total of about 144 million people) live in republics and autonomous regions that would gain independence, which also make up a huge share of Russia's territory.
Via Reddit.
* The Asian and Arctic Russian Oblasts and Krai would be allowed to vote (collectively) on whether to become a separate country of "Western Russia" or not.
* Kaliningrad Oblast, with an area of 5,840 square miles (a little bigger than Connecticut or Puerto Rico or Prince Edward Island in Canada), is demilitarized and its one million people (mostly Russian speaking and ethnically Russian) are granted independence. It is offered membership in the European Free Trade Association (but not the European Union) and encouraged to convert military industries to civilian ones.
* The loss of Kaliningrad together with the independent republics and autonomous regions, this would leave about 118 million people in rump Russia, and even less if Western and Arctic Russia voted to form their own country.
Regime Change
* Putin is deposed and the current political regime is dissolved and its political officials are removed from office with many disqualified from holding public office.
* A new Russian constitution is adopted reflecting its loss of territory and forbidding any future annexation of territory. It has a very weak Presidency and shifts most power over domestic policy, and almost all lower level courts, to oblast and krai and independent city governments from the national government.
Democratization, accountability, and reconciliation:
* A campaign of democratic education for a decade or so would counter propaganda from the authoritarian era, and firmly reestablish democratic freedoms.
* Russia and all of its successor states become signatories of the European Declaration of Human Rights (administered by the Council of Europe) and the International Criminal Court treaty.
* War crimes committed by Russians since the fall of the Soviet Union are prosecuted.
* A commission investigates and discloses the true story of abuses during its authoritarian regime with inside information and the behind the scenes stories of its post-Soviet Wars are told (including all abuses and casualties).
Economic Reforms and Reparations
* Heavy taxes are imposed on Russia's oligarchs and strengthened antitrust laws would break up their economic power.
* Russia's oil and gas industry is transferred to an international corporation in which Ukraine and other victims of its aggression receive a 1/3rd share of the profits (further broken out by an international arbitrator) in lieu of other reparations.
Trump Cedes Africa To China
22 August 2025
Time Is On Ukraine's Side
With Ukraine drained by more than three years of fighting, time is on the side of Vladimir Putin.
15 August 2025
Our Dismal Moment
The left is fighting for all it is worth to keep democracy alive in America, to create a world where justice prevails, where villains aren't rewarded, where decency and empathy guide policy, where science and reason are heard, and where people doing good are empowered through cooperative effort.
The right has less noble goal and tries to achieve them with lies, cheating, and violence. There was a time when there were intellectually defensible conservative policy arguments that the right tried to advance. But that has died with MAGA. Trump is a post-policy politician who is doing is best to run the federal government, and the United States of America into the ground without regard to any legitimate arguments for doing so.
Why the political right in the United States, which is suffering and will suffer further from Trump's agenda, doesn't wake up and turn on Trump is hard to understand.
Trump, a life long con man, rapist, and pedophile, and more recently, a felon, an insurrectionist and hard core fascist (like his father), is unraveling further into his most basic psychopathic tendencies as, at age 79, his dementia, probably the same Lewy body dementia that afflicted his father Fred in his 70s, gets steadily worse. The average 79 year old man in the U.S. has a life expectancy of 9-10 years and Trump is in below average health. The average person with Lewy body dementia dies 7-8 years after symptoms start, and they started a while ago in Trump. He may or may not manage to stay alive for the next three and a half years. He is the most unpopular President in U.S. history (rivaled only by himself in his previous term).
He's already done irreparable harm. A defeat in the 2026 midterm elections could mitigate the amount of further harm he can do, and would make it harder for him to carry out a coup ending democracy for good.
Once in place, dictatorial regimes can persist for generations. Look at North Korea.
Democrats really, really want to resolve the crisis facing the United States while coloring within the lines, rather than slicing the Gordian knot. MAGA has no such scruples.
Today, Vladimir Putin and Donald Trump will be having a summit meeting in Alaska, mostly about ongoing Ukraine War. In a better world, treachery would leave both men, each one of the greatest forces for evil in the entire world in their generation, dead. This is highly unlikely to happen, however. We'll see what does.
The night is pretty dark, although there is plenty of room for it to get darker. I'd like to think that hope can survive it, but I'm not sure.
04 August 2025
Russia Fears Further Breakups
Messaging from the Kremlin over the last year reveals deep concerns about Russia’s internal unity and stability.Russian officials are sounding increasingly alarmed and even paranoid in their public statements about the future of their country. Most notably, Foreign Minister Sergey Lavrov claimed in September of last year that Western governments have assembled a coalition of at least fifty countries in order to dismember Russia.What may appear to be political paranoia or an attempt to mobilize citizens behind the regime is not necessarily based on imagined enemies. It reveals the official realization that numerous negative trends are converging on Russia and that the current regime, and even the state itself, may be running out of time.Three overarching fears preoccupy Russian officialdom: losing the war, economic collapse, and state fracture. The prospect of all three occurring soon looms on the horizon. Regarding war losses, in June, Russia’s Ambassador to the UK, Andrey Kelin, inadvertently confirmed the hundreds of thousands of casualties sustained by Russian forces during its full-scale invasion of Ukraine. The coming injection of US and NATO weapons and more onerous US sanctions on Russian oil exports have led to the usual desperate threats of nuclear retaliation, including a direct warning from former President Dmitry Medvedev to President Trump that Moscow possessed Soviet-era nuclear strike capabilities.The fear of defeat and international isolation is palpable at the highest levels of government. As if preparing Russia for defeat, Foreign Minister Sergey Lavrov has acknowledged that Russia is fighting the war against Ukraine without any Western allies, a situation the country has never faced before in its history. He warned that Russia must rely on itself and cannot afford weakness or laxity.Defeat in war or a prolonged conflict that drains the economy will increase pressure on the regime and can turn large sectors of society against the Kremlin. Russia has historical experiences of lost wars or disruptive economic conditions leading to state fracture, most notably during the collapse of the empire during World War I and the demise of the Soviet Union at the end of the Cold War.Margarita Simonyan, editor-in-chief of the Kremlin-controlled Russia Today network, admitted that Russian authorities are increasingly concerned that the war in Ukraine could turn ordinary, apolitical citizens against the government—not only through battlefield losses, but through disruptions to their everyday lives and economic living standards. Officials are also fearful that returning veterans will turn to gangsterism and organized crime.The First Deputy Chief of Staff of the Presidential Administration, Sergei Kiriyenko, told local administrators in July that the Kremlin considers returning veterans to be “the main factor of political and social risks.” . . . .
Regime collapse and state fracture are undoubtedly the Kremlin’s biggest fears. Officials have tried to perform a difficult balancing act—on the one hand, claiming that Russia is indestructible while simultaneously warning that it faces a serious danger of fragmentation. The alarm signals are intended to mobilize and unite society behind the government. Still, they also reveal a fear that Russian history may repeat itself, and the authorities may be powerless to prevent it.A major target of Moscow’s attacks is the specter of state-wide separatism. Since April 2024, the Putin regime has intensified its campaign against allegedly expanding separatist movements. The Ministry of Justice demanded that an “international social movement for the destruction of the multinational unity and territorial integrity of Russia”—defined as the “Anti-Russian Separatist Movement” and all of its structural divisions—be recognized as an extremist organization, even though such an organization did not exist.The proposal has enabled the authorities to persecute national and regionalist movements more aggressively and to target any citizen it considers a threat. The repression of regionalists, including those simply calling for political and economic decentralization, indicates how fearful the Kremlin has become of any potential dissent, even among ethnic Russians.In January 2025, the FSB designated 172 ethnic and religious groups associated with the international Free Nations of Post-Russia as “terrorist organizations” because the Forum called for Russia’s decolonization and the independence of captive nations. They included movements such as Asians of Russia, Free Buryatia, Free Yakutiya, New Tyva, the League of Free Nations, the Association of Indigenous Peoples of the Russian Federation, Free Idel-Ural, Free Bashkortostan, the Congress of Peoples of the North Caucasus, the All-Tatar Social Center, and the Karelian National Movement.To reinforce its repression of any independent anti-regime activities, Moscow also prepared to fine people searching for banned content online, evidently fearful that news about the separatist groups would attract a wider public. Paradoxically, the Kremlin’s attacks have backfired, as leaders of various groups often based abroad or online now consider themselves part of a major movement that Moscow views as a direct threat to the country’s integrity and existence.The rising fear in the Kremlin over Russia’s decolonization was reflected in the draft of its new nationality policy strategy released in July 2025. It devoted significant attention to preserving and developing the culture of ethnic Russians as the sole “state-forming” nation and countering foreign threats to Russia’s stability, including the impact of outside efforts to reach various ethnic groups inside Russia.
From The National Interest.