I’ve long thought that, based on the fragmentary evidence we have (the huge debt load, the ghost cities, the known mismanagement and calculation problem of planned communist economies, etc.), the size of China’s economy is overstated by 40%. Now, according to the measurements of one pretty good proxy for economic activity, it appears that I was too trusting and optimistic about the size of China’s economy, in that it’s probably overstated by 60%.
Takeaways:
Building on the work (caveat: paywalled) of University of Chicago economist Luis R. Martinez, economist and YouTuber Joeri Schasfoort (guest lecturer at Vrije Universiteit Amsterdam) calculates that China’s economy is overstated by 60%.
Martinez’s original paper calculates the visible difference between official stated GDP growth in 184 different countries between 1992 and 2008, and compared those numbers to the visible nighttime light from satellite imagery, and mapped the correlation. You know that South Korea/North Korea image comparison? That, but for the entire world, and mapped over time.
“Autocratic countries typically reported a whopping 35% higher GDP growth numbers compared to nighttime lights growth. And for China specifically, Martinez states that, based on his analysis, China’s GDP growth between 1992 and 2008 was likely 4.9% per year, rather than its average reported growth of 6.3%.”
“This would mean that instead of soon becoming the second largest economy in the world, China’s economy is only about a third of the size of the mighty US economy. And it also means that predictions such as those made by billionaire investor Ray Dalio that China is soon to overtake the US as the world’s next superpower are way overblown.”
“For China specifically, Martinez states that, based on his analysis, China’s GDP growth between 1992 and 2008 was likely 4.9% per year, rather than its average reported growth of 6.3%.”
“Based on how much authoritarian countries overstate in GDP growth compared to night light growth, Martinez produced what he calls a GDP deflator. This GDP deflator is basically a number by which to reduce official GDP numbers each year based on how authoritarian a country is using his deflator. We extend Martinez’s analysis to the year 2021, and while between in 1992 and 2021, China reported a sky high GDP growth between 14% and 8%, Martinez’s analysis suggests that China actually only grew between 6% and 2%.”
Still impressive growth by world standards.
“You should take these adjusted numbers with a big grain of salt. But that being said, I do actually think that the adjusted numbers are closer to the truth than the official numbers.”
“China is quite unique in that the central government used to set GDP growth targets for provincial governors. And if any of you ever worked in a company with a growth target, you probably know that while they can be effective, they typically also produce a lot of unwanted side effects.”
“Research has already shown that China’s GDP growth targets led to both wasteful investment projects and, more importantly, to us manipulated GDP numbers. Similarly to Martinez’s study, another economist uncovered that in the years that Chinese provincial governments needed to be selected, there were huge differences between the reported GDP figures for that province and data that could not be manipulated such as electricity consumption.”
“When I myself looked into the nightlife data of a paper published in Nature and compared that to the World Bank GDP data, I found that indeed China has reported much higher GDP growth compared to nightlight growth. And for example, its more democratic also rapidly growing and larger neighbor India. So yeah, there is a lot of evidence that China is manipulating its GDP data just as much, if not more, than other autocratic countries.”
“And this is why, with the caveat that this is an extremely rough calculation, in my opinion, China’s GDP is likely 40% of its official figure.”
(Note: Normally I say “Watch the whole thing.” However, there’s some unrelated tragic news at the very end, so if you’re prone to I Haz A Sadz, you might want to stop at 13:08.)
According to auditor’s records, Harris County has not yet recovered more than $1 million paid for a since-canceled COVID-19 vaccine outreach contract tied to the felony indictments of County Judge Lina Hidalgo’s staff.
In addition, invoices indicate that the contractor paid more than half a million of the taxpayer funds to data firms assisting progressive candidates with campaigns and voter turnout.
In 2021, the county awarded an $11 million contract to Elevate Strategies, owned by highly-connected Democratic strategist Felicity Pereyra. Pereyra had previously worked for Hillary Clinton’s presidential campaign, the Democratic National Committee, and Commissioner Adrian Garcia’s (D- Pct. 2) campaign when he ran for mayor of Houston.
After revelations that Hidalgo’s staff had sought to alter experience requirements for potential vendors, and had instructed the purchasing department to disqualify the University of Texas Health Science Center, Hidalgo announced she would cancel the contract. But the public later learned that the county paid out $1.4 million to Pereyra’s firm after the date of cancellation.
During a March 2022 meeting of the Harris County commissioners court, First Assistant County Attorney Jay Aiyer told commissioners that Elevate Strategies had repaid about $200,000 and he expected another $1 million in repayment soon.
In response to queries from FOX26 political reporter Greg Groogan, the county attorney’s office responded that they had recovered $600,000, but refused to comply with an open records request and appealed to Attorney General Ken Paxton’s office in an effort to keep the repayment amounts out of the public eye.
Attorney and former Houston mayoral candidate Bill King sought records from the county auditor, which showed that while the county had paid $1.425 million, Elevate Strategies has only returned $208,000.
Among invoices Elevate Strategies submitted to the county are expenditures of $538,057 for software and canvassers from known Democratic voter turnout groups Civis Analytics and NGP VAN EveryAction.
Founded by Dan Wagner, former chief analytics officer of Obama for America, Civis Analytics has worked to increase voter turnout for a variety of progressive candidates and organizations including Battleground Texas. The group touts data collection that can be compiled into individual voter records for use in political campaigns.
Likewise, NGP VAN’s website advertises the company as “the leading technology provider to Democratic and progressive campaigns and organizations.”
Last year, Hidalgo defended the use of political campaigning groups, saying they had the tools to conduct the outreach. But Rice University professor and political analyst Mark Jones told The Texan there is not a great deal of overlap between the kinds of residents targeted.
“Those are companies focused exclusively on likely voters, which is not the same thing as a vulnerable population that would be the target of a COVID vaccine outreach campaign,” said Jones. “The Civis Analytics and NGP data sets are not designed to reach those targets. They are designed to reach people who are likely to turnout in the 2022 county judge election.”
Jones also noted that Elevate Strategies contract lists as a sub-contractor the Texas Organizing Project, which is another group that conducts canvassing and campaigning on behalf of Democratic candidates, including Hidalgo.
Go that? Lina Hidalgo approved over $1 million in funding for a company who’s primary job is getting Democrats (including herself) elected, paid them money after the contract was cancelled, and when told to give the money back, the Democrat company kept more than $1 million, and then Hidalgo’s office tried to cover it up.
Hidalgo doesn’t just need to be voted out of office, she and her cronies need to be sent to prison for abusing taxpayer money by spending it for partisan political advantage.
Here is a moderately in-depth look at China’s current generation of artillery, and how it stacks up to American artillery.
A lot of this is a fairly detailed order-of-battle breakdown of what and how many artillery pieces are assigned to each level of Chinese military organization, which I’m not going to try to summarize here. But here are some of the more interesting takeaways:
China’s artillery mix seems to be between Russia’s “more is more” giant units of towed artillery and America’s largely mobile, increasingly high tech approach.
There are different mixes of self-propelled artillery deployed to north Chinese units than south Chinese units. The north emphasizes larger systems, while the south features smaller, more mobile systems for more rugged terrain. (Remember, China got its ass kicked in the Sino-Vietnamese War in 1979.)
Like the U.S., China supports infantry companies and battalions with mortars.
Towed artillery is on its way out of the PLA. They’re even using self-propelled artillery in light units that look like six-wheeled technicals, so they can shoot-and-scoot. These look like they could be pretty cost-effective.
Like the Russians, China has also gone heavy into unguided rockets.
“The Chinese have also adopted a modular pod-based rocket artillery similar to a larger HIMARS, capable of taking different sizes of GPS guided missiles.”
U.S. artillery tends to be longer-ranged than equivalent Chinese, especially when it comes to guided shells.
Old, big Soviet 152mm and 130mm weapons are being replaced with self-propelled 155mm platforms (PLZ-05, PCL-181).
The PHL-03 is an MLRS firing unguided rockets up to 300km.
The newer PJL-16 fires unguided 300mm, guided 370mm, and 750mm guided missiles using a pod system. The accuracy range on the guided munitions are reportedly 30m, as opposed to the HIMARS 8m.
China has a loading crane system for their advanced MLSR which is better than the Russian system (still loading each tube manually), but not as good as HIMARS self-loading pod system.
The high tech Chinese system isn’t as good as the best U.S. systems yet, but they seem to be catching up. However, I wonder how well they can continue to build high tech weapons guidance system under the new semiconductor sanctions. GPS is an old technology, so presumably China build guidance systems in their older fabs guided missiles using their own GPS-like BeiDou system. But the question is whether they can keep even the older fabs running without U.S. support and inputs, and if they can, how high a priority such munitions will be under the new constraints. There are only so many wafer starts to go around…
The Biden administration’s new technology restrictions are already causing disruptions in China as US semiconductor equipment suppliers are telling staff based in the country’s top memory chip maker to leave, according to WSJ, citing sources familiar with the matter.
State-owned Yangtze Memory Technologies Co. has seen US chip semiconductor equipment companies, including KLA Corp. and Lam Research Corp., halt business activities at the facility. This includes installing new equipment to make advanced chips and overseeing highly technical chip production.
The US suppliers have paused support of already installed equipment at YMTC in recent days and temporarily halted installation of new tools, the people said. The suppliers are also temporarily pulling out their staff based at YMTC, the people said. –WSJ
It’s hard to overemphasize how badly fucked China’s chip industry is with this latest move. Semiconductor equipment not only needs regular maintenance, but extremely specialized expertise when something goes wrong and your yields crash, wizards who can look at a wafer defect chart and determine by experience what’s gone wrong with which tool. Without support and spare parts from the western semiconductor equipment giants, expect yields to start crashing in a matter of months, if not weeks, especially if Applied Materials and Tokyo Electron join the pullout.
I just put in a call to the Applied Materials press office to ask them about this. I’ll let you know if I hear back.
As Peter Zeihan notes, these sanctions screw not only China’s semiconductor industry, but every segment of the high tech assembly chain that depends on them.
Takeaways:
Not only is China now unable to import the equipment to make semiconductors, or the tools to maintain and operate the equipment, or the software that’s necessary to operate the equipment, or any mid or high level chips at all. Now any Americans who want to assist with the Chinese semiconductor industry have to make a choice: you can have your job with China or you can have your citizenship.
I’ve read this elsewhere: “One of the provisions of President Joe Biden’s executive order is that any U.S. citizen or green card holder working in China cannot work in the Chinese semiconductor industry or risk of losing American citizenship.” The thing is, I don’t think such sanctions are constitutional, and I’m pretty sure stripping citizenship over trade regulations with a country we’re not at war with would fail the Ninth Amendment “necessary and proper” test.
Back to Ziehan:
“Within about 48 Hours of the policy being adopted last Friday, every single American citizen who was working in China in the industry either quit, or their companies relocated their entire division so they wouldn’t have to lose their staff.”
“For all practical purposes the Chinese semiconductor industry of everything over Internet of Things level of quality is now dead, and that has a lot more implications than it sounds.”
“Chinese have proven incapable over the last 25 years of advancing sufficiently [to run the technology required] to operate this industry, beyond being able to simply operate the facilities that make the low end chips, and even that had to be managed by foreigners. So there is no indigenous capacity here to pick this up and move on.”
“In terms of industrial follow-on, this doesn’t just mean that the Chinese are never going to be able to make the chips that go into cars or computers, it also means that any industry that is dependent upon the hardware dies.”
China can’t do anything remotely high tech (hypersonic missiles, AI, Great firewall, etc.) without buying chips on the gray market.
“This is a deal killer not just for the industry, but for a modern technocratic system from a technological point of view. China is done.”
What’s China going to do about it? “I would expect this kind of ‘bag of dicks’ diplomacy that has evolved in China to get this hard, and loud, which will probably only encourage the Americans to act more harshly.”
In many ways, the Biden Administration’s approach to China has been a continuation and escalation of the Trump approach: No More Mister Nice Guy, with sanctions and reshoring of American industry.
Short of actual military action, it’s hard to see how China can effectively retaliate against America over these moves. American companies are already leaving, and China has built up so much ill will in various international trade organizations that it’s difficult to see how they could lodge a complaint with one of those and prevail.
Sometimes you have both pieces of the puzzle right in front of your face and never twig to it.
For months I’ve been watching videos of Ukrainian forces dropping RPGs and grenades from hovering drones onto Russian vehicles. Like these:
I’ve written about the Russian tank cope cages before, and how they were probably ineffective against top-attack antitank weapons like Javelin. But only today, after several months of watching Ukrainian drones drop grenades on tanks and armored vehicles, did the blinding flash of the obvious occur to me that maybe this is the attack the cope cages were designed to thwart. Maybe Russia ran into this tactic and Syria and it was enough of a concern to have the cope cages installed before rolling into Ukraine. Focused on anti-tank weapons and tank-on-tank engagements, maybe we missed the possible effectiveness of the new drone-drop tactic.
Arguing against the effectiveness of this tactic, we saw a lot more cope cages at the beginning of the conflict than we’re seeing now. Maybe it’s an ineffective countermeasure. Or maybe Russia just doesn’t have the time or resources to put it on older replacement tanks being sent to the front.
Higher inflation, widespread corruption in the federal government, the Bank of England makes Liz Truss blink, and Muslims take exception to Dearborn Public School’s gay agenda. It’s the Friday LinkSwarm!
The Journal reviewed more than 31,000 financial disclosure forms and analyzed more than 850,000 financial assets and 315,000 trades to shed light on any conflicts of interest among more than 12,000 senior career bureaucrats and political appointees. Its investigation found that “thousands of officials across the U.S. government’s executive branch disclosed owning or trading stocks that stood to rise or fall with decisions their agencies made.”
“Across 50 federal agencies ranging from the Commerce Department to the Treasury Department, more than 2,600 officials reported stock investments in companies while those companies were lobbying their agencies for favorable policies, during both Republican and Democratic administrations,” the Journal reports. “When the financial holdings caused a conflict, the agencies sometimes simply waived the rules.”
The federal employees weren’t even subtle about it. Per the Journal, “More than five dozen officials at five agencies reported trading stocks of companies shortly before their departments announced enforcement actions against those companies, such as charges or settlements.”
That’s sus.
To get an understanding of how shady this behavior is, consider examples from a few specific agencies. At the Environmental Protection Agency (EPA), for example, the Journal found that “more than 200 senior officials… or nearly one in three, reported that they or their family members held investments in companies that were lobbying the agency.”
Similar corruption plagues the Department of Defense, where, per the investigation, “officials in the office of the secretary or their family members collectively owned between $1.2 million and $3.4 million of stock in aerospace and defense companies, on average, during years the Journal examined. Some owned stock in Chinese companies while the U.S. considered blacklisting the companies.”
Sometimes there’s a major story out there you don’t have time to really pay attention to, and such is the case with the UK “mini-budget”/Bank of England story. Basically, new UK PM Liz Truss and her Chancellor of the Treasury Kwasi Kwarteng went “We’re going to cut taxes despite soaring inflation” and the Bank of England (which evidently said that UK pension funds were hours from collapse last week) went “No you’re not.” Well, Truss just blinked, Kwarteng is out, and now the UK government is going to raise taxes.
Here’s a video explainer of the complexities of the Bank of England intervention in the bond market.
I’ll still trying to wrap my mind around the phrases “pension fund margin call” and “unlimited quantity” of short term repo liquidity reserves.
The Biden administration’s new technology restrictions are already causing disruptions in China as US semiconductor equipment suppliers are telling staff based in the country’s top memory chip maker to leave, according to WSJ, citing sources familiar with the matter.
State-owned Yangtze Memory Technologies Co. has seen US chip semiconductor equipment companies, including KLA Corp. and Lam Research Corp., halt business activities at the facility. This includes installing new equipment to make advanced chips and overseeing highly technical chip production.
The US suppliers have paused support of already installed equipment at YMTC in recent days and temporarily halted installation of new tools, the people said. The suppliers are also temporarily pulling out their staff based at YMTC, the people said. –WSJ
It’s hard to overemphasize how badly screwed China’s chip industry is with this latest move. Semiconductor equipment not only needs regular maintenance, but extremely specialized expertise when something goes wrong and your yields crash, wizards who can look at a wafer defect chart and determine by experience what’s gone wrong with which tool. Without support and spare parts from the western semiconductor equipment giants, expect yields to start crashing in a matter of months, if not weeks, especially if Applied Materials and Tokyo Electron join the pullout.
The IRGC may be mobilizing retired servicemembers and other affiliated officers to suppress protests in Tehran on October 15.
Protesters have killed more Iranian security personnel in the current protest wave than in any previous wave in the regime’s history according to regime statistics.
Anti-regime protests occurred in at least 11 cities in seven provinces.
Social media accounts that are representing themselves as youth groups organizing and coordinating protests called for countrywide unrest on October 15.
Snip.
Social media accounts that are representing themselves as youth groups organizing and coordinating protests called for countrywide unrest on October 15. Dozens of social media accounts are presenting themselves as provincial components of a broader youth movement aimed at overthrowing the regime. The movement does not appear to have a central headquarters or hierarchy—at least on social media—and some of these groups’ rhetoric is notably disjointed from the others. These accounts claim to have a presence in multiple Iranian cities, including Tehran, Karaj, Neyshabour, Hamedan, Shiraz, and Ahvaz. Some of these accounts called for protests in Khuzestan on October 14, which did materialize in three different cities across the province on that date. Another account claimed that it had activated “sabotage groups” to destabilize the regime on October 14. The Tehran Neighborhood Youth group currently has the most followers and has posted for the longest period of time, possibly suggesting that it inspired copycat accounts based in other cities.
Some of these groups are presenting themselves as having moved from protest organization to coordinating phase one insurgency attacks.
In private, Democratic party officeholders are super racist.
But they’ll arrest parents and take their children if you fail to bow to their transexual madness. “Virginia Democrat Bill Would Criminally Prosecute Parents Who Don’t Affirm Their Kids As Transgender. Previous attempt at the bill was co-sponsored by a senator who served jail time for having sex with a teenager.”
A Virginia Democrat lawmaker says she will introduce legislation to have parents criminally prosecuted if they do not “affirm” their child as transgender. Teachers and social workers would report parents to Child Protective Services under the bill envisioned by state Delegate Elizabeth Guzman (D-Fauquier).
Guzman told WJLA that “It could be a felony, it could be a misdemeanor, but we know that CPS charge could harm your employment, could harm their education, because nowadays many people do a CPS database search before offering employment.”
Guzman, a social worker, went public with her plans to introduce the bill a week after The Daily Wire reported that a National Association Of School Psychologists official named Amy Cannava boasted that she was working with an unnamed state delegate matching Guzman’s description to craft such legislation. “I want to see a kid in a home with food and shelter and insurance and support, but I also don’t want to lose kids to death,” Cannava said, adding that “I will not deny the fact that I have put parents in their place in my office or at school.”
Cannava is also affiliated with a group called the Pride Liberation Project that said it would pick up trans and gay teens who didn’t like their parents, and “work with other supportive adult organizations in the region to find you someone who can provide you a kind and affirming home.”
A similar bill was quietly introduced in 2020 by Guzman and four other Democrats immediately after they took control of the legislature in the 2019 elections. It redefined the term “abused or neglected child” to include one whose parent “inflicts, threatens to create or inflict, or allows to be created or inflicted upon such child a physical or mental injury on the basis of the child’s gender identity or sexual orientation.”
The sole Senate sponsor of the 2020 bill was Joe Morrissey, who served prison time for contributing to the delinquency of a minor after sleeping with his teenage secretary. He accepted a plea deal after initially being indicted on possession of child pornography and other charges.
You know who else hates rolling out the gay agenda to public schools? Muslims.
The only religious people the left is truly scared to offend are Muslims. Criticizing Muslims is completely off the table according to the left’s rules of engagement, so if Muslims are upset about something, the amount of twisting, back-bending, and acrobatics the left will perform in order not to offend them will be something to see.
So when hundreds of Muslim parents, upset at gay porn in the school libraries, showed up to a school board meeting in Dearborn, Mich., and it devolved into shouting and chaos with board members running away and gay protesters being chased to their cars, the fallout was absolutely hilarious. The headline in the Detroit Free Press after the event went haywire was “LGBTQ and Faith Communities Struggle for Unity.” BAHAHAHAHAHAHA. Can you imagine what the headline would have been if it were a Baptist church chasing gay protesters to their cars? “Fascist White Supremacist Book Burners Bash Gay Man in Parking Lot,” or “Rabid Religious Zealots Terrorize Gay Man Defending Right to Read,” or something equally terrible. I don’t know about you, but I’m enjoying this disaster.
Enjoy this thread and all the videos in it. I know I did.
Shouting between various factions as groups take over Dearborn public schools board meeting. Board members have left. Unclear if they are coming back or if meeting will restart. Heavy police presence. pic.twitter.com/XIMEqIRR1X
Problem: Too many Germans are voting for a rightwing party the left disapproves of. Solution: Ban it. Thank God banning other political parties in Germany has never had any negative consequences…
Speaking of things that could never possibly have any negative consequences, Balarus dictator and Putin toady Alexander Lukashenko decrees that all price increases are forbidden. Enjoys those coming goods shortages, Belarussians. (Hat tip: Stephen Green at Instapundit.)
Florida Surgeon General releases study showing heightened cardiac death rates for men ages 18-39 after taking the Flu Manchu mRNA vaccine. So Twitter banned him. Thou Shalt Have No Other Gods Before The Narrative. (They later reinstated him.)
Ukrainian troops shoot down a cruise missile with a MANPADS.
Alex Jones ordered to pay $965 million to Sandy Hook families. As I noted last week, Alex Jones is an unreliable loon, but that judgment seems excessive and punitive merely for running his mouth.
Weeb Union (not my favorite Ukraine war mapper channel) is reporting a huge Ukrainian offensive just got underway in Luhansk:
Takeaways:
“The reported numbers in this offensive is between 35,000 and 40,000 Ukrainian soldiers over a length of about 50 kilometers.”
Goal seems to be full control of the P-66 highway running from Troitske to Kreminna.
“They are trying to attack and capture Svatova.”
“Svatova is the supply hub of the Russian army here in the Luhansk border.”
He postulates this is the last Ukrainian offensive before Russian mobilization reinforcements reach the area. I think he greatly overestimates the effect Russia’s hastily mobilized, ill-equipped and ill-trained new recruits might have on the battlefield.
Not seeing any confirmation elsewhere yet. Developing…
Update: Reporting From Ukraine (which I generally trust more than Weeb Union) also reports a lot of activity in Luhansk, but with a different overall thrust and timeline.
Takeaways:
Russia launched a spoiling attack to prevent Ukraine from advancing on their defensive lines before they were fully repaired, and has some success.
Ukraine launched a counterattack south and north of the main Russian spoiling attack, also with some success.
They also launched a counter-attack in the center of the line, but with more limited success.
He also reports that new Russian conscripts are being put to work building the defensive position, which I can well imagine; any able-bodied adult human should be able to dig a trench. (Unless it’s Texas clay, then all bets are off…)
How to reconcile these reports? Both could be right, just looking at different slices of time.
A series of deadly blasts rocked central Kyiv Monday morning, shattering months of relative calm in the Ukrainian capital a day after Russia’s leader blamed Ukraine for an explosion on a key Crimea bridge.
At least eight people were killed and 24 were injured in just one of the Kyiv strikes, according to preliminary information, said Rostyslav Smirnov, an adviser to the Ukrainian ministry of internal affairs.
The Kyiv explosions marked the start of an intensive wave of attacks on targets across Ukraine, with conflicting reports suggesting the blasts were caused by missiles or suicide drones.
Kyiv mayor, Vitali Klitschko, said in a statement on Telegram that there were “several explosions in the Shevchenkiv district — in the center of the capital.”
He later said there were “several hits on objects of the city’s critical infrastructure,” adding that there were casualties.
Lesia Vasylenko, a member of Ukraine’s parliament, posted a photo on Twitter showing that at least one explosion occurred near the main building of the Kyiv National University in central Kyiv.
Ukraine managed to hit a strategically important bridge. Russia managed to hit a pedestrian bridge.
Take that, power walkers!
Indiscriminate attacks on civilians are not only wrong and a potential war crime, but worse for Russia, they’re also counterproductive and ineffective. We’ve know since The Blitz in World War II that wanton destruction of civilian buildings and infrastructure only hardens the resolve of the targeted populace. Using up missile in pointless displays of impotent fury only makes Putin’s Russia look like even bigger losers.
The rail bridge has two tracks going each way, and they ran a test 15-car train on the other span. I have a civil engineer/bridge inspector friend who thinks it’s probably unwise to use the rail bridge at all, as the fire has almost certainly weakened the structure through spalling. But Russia doesn’t have a lot of options.
The destroyed train hasn’t been cleared yet.
They’ve opened up the surviving lane for traffic. “It’s been said that the road span can handle 20 cars an hour and has a weight capacity of 3.5 tons.” That’s rural mail route capacity, not “support a major front in a war” capacity.
Russia is trying to repair the bridge.
They’re using passenger-only ferries to cross, but the run rate is so low they may only have one ferry in service.
Peter Zeihan says it’s potentially a turning point in the war:
“By far the most significant development of the war to date.” I would say that the failure to take Hostomel Airport in the opening phases of the war was bigger, as that meant Russia’s high risk/high reward decapitation strike had failed.
“The Kerch bridge is the only large-scale rail connection between mainland Russia and the Crimean peninsula, which is home to about two and a half million people.”
All other rail lines are under threat of Ukrainian artillery.
He reiterates that everything in Russia runs on rail, as they never built a modern road network in most of the country.
“With Kerch being the only real connection, it is the primary primary way that the Russians Supply Crimea in the southwestern front with not just troops and equipment, but with food and fuel.”
He estimates the bridge spans couldn’t be repaired without several months of work.
“Now that the Ukrainians know it can be done, you can bet they’re going to try to hit other parts of it to make sure the thing stays offline.”
“For the first time we have a path forward for the Ukrainians here to win that is not long and windy.”
Russia finally has a problem it can’t just shove bodies at. “You don’t throw a half a million people at logistics. This is something where either you have the connections or you don’t.”
Russian troops in Zaporizhzhia, Kherson and Crimea are “suddenly on their own.”
They can now only supply those regions in two ways. “One is by truck, and we know that because of all the Javelins that have been put into Ukraine, and all the RPGs, that the Russians are almost out of their entire military tactical truck fleet, and they’ve started using city buses and Scooby-Doo vans, and those just can’t take the volume of stuff that an active frontline needs.”
The second way is by ship, and if they can’t supply anti-ship missiles, then Ukrainians can Muscova “every single cargo ship that the Russians try to bring in.”
“Losing cargo ships in that volume, losing trucks and buses in that volume, is hollowing out the entirety of the Russian internal transport system. This is the sort of thing that if you bleed this fast, it takes a decade to recover from, and in a war zone that is not going to happen.”
And sanctions make everything harder.
There still seems to be some confusion over just what blew up the bridge. While truck bomb is still the most widely accepted theory, supposedly Russia scans all trucks before the enter the bridge. And Suchomimus has a video up showing something in the water just before the blast (what isn’t clear).
Finally, there are persistent reports of arrests of military personnel in Moscow. But the primary source for these reports seems to be Ukrainian, so several grains of salt are probably in order.
A massive fire is burning on the Kirch Strait Bridge that connects Russia to Crimea Saturday morning, with images showing multiple train cars fully engulfed and two spans of the road bridge in the water.
Traffic on the bridge, a critical strategic artery for Russian forces in Crimea amid its war in Ukraine, has reportedly been halted as heavy flames and black smoke spew from a train carrying unknown cargo. Photos also show spans of both east and westbound lanes have collapsed into the water near the burning train.
Those collapsed spans are potentially a huge blow to Russia’s entire war effort, as they were already having difficulties keeping all of their field units adequately supplied. With the Kerch Strait Bridge out of commission, the job of resupplying the southern front goes from being difficult to being an absolute nightmare, and makes Melitopol even more vital to keeping troops on the southern flank supplied.
The bridge cost billions to build after Russia seized Crimea in 2014 and has been one of Ukraine’s top targets, although it lacked traditional weaponry capable of striking it from far away. Even the Pentagon has openly stated that it sees the bridge as a viable target for Ukrainian forces. Russia has deployed air defenses and decoy barges in an attempt to protect it from some kind of attack in recent months.
It’s hard for even a competent military to have effective air defense all along possible logistics routes, and Russia has been far from a competent military in this war.
Suchomimus is on it:
He maps it as too far for HIMARS, and thinks it was likely a drone attack.
Russia has a 30,000 man strong rail organization. If it hasn’t suffered the same rot as the rest of the Russian armed forces (a big if), and if they can scrounge up the proper equipment (such as a crane barge; another big if), it could conceivably have the bridge repaired and usable again, possibly in as little as two to four weeks. It’s not easy, but it’s doable, and I imagine this is going to automatically jump to the top priority on the Russian logistics list. And, unlike the Antonovsky Bridge, it’s not currently in HIMARS range.
But given the gross incompetence Russia’s military has shown in so many areas, it’s no sure bet that it can be repaired that quickly (or even at all) with assets in or near the theater.
The clock is ticking…
Update: Now reading that it was a truck bomb that took it out, timed to hit a passing fuel train, and that certainly seems plausible from fiercely the train was burning.
