Yesterday’s post about Russians starting to bug of Kherson Oblast north/west of the Dnipro Rover is already obsolete, as Russia appears to have completed its retreat.
Russia’s military said on Friday it had completed its withdrawal from Kherson, a lightning-fast retreat of tens of thousands of troops across the Dnipro river in the south of Ukraine.
Russian Defence Minister Sergei Shoigu, one of President Vladimir Putin’s closest allies, on Wednesday ordered troops to leave Kherson in a pullout that allows Ukrainian forces to move closer to Crimea, which Russia annexed in 2014.
Russia’s defence ministry said all Russian forces and equipment had been transferred to the eastern bank of the Dnipro. It said the withdrawal was completed by 5 a.m. Moscow time (0200 GMT) on Friday.
“The transfer of Russian troop units to the left bank of the Dnipro river has been completed,” the defence ministry said in a statement.
“Not a single unit of military equipment or weapons have been left on the right (western) bank. All Russian servicemen crossed to the left bank,” it added. Russia, it said, had not suffered any loss of personnel or equipment during the withdrawal.
I’m betting that last paragraph is a huge exaggeration, as we already have reports of wounded Russian soldiers being abandoned in the retreat. And there are already videos of captured equipment:
Lots of trophies today. The trophy Russian TOS-A1 "Solntsepek" pulls the trophy tank. The Russian army, as usual, leaves its heavy equipment in working condition. pic.twitter.com/cXBuZ3ehgN
And Russia blew a span out of the Antonovsky Bridge.
It appears that the Nova Kakhkovka Bridge has also been blown:
NOVA KAKHOVKA DAM+LOCK 🧵 /16 It looks like several spans of the bridge along the dam were blown up by Russians during the retreat pic.twitter.com/hmaK13SKNG
Right now the Kherson retreat looks like considerably less of a debacle than the rout in Kharkiv. We’ll see how many troops were captured and how much equipment captured after the dust settles.
Greetings, and welcome to a special Election Eve Monday LinkSwarm! My Internet is back up, and tomorrow night I will be liveblogging the election returns starting around 7 PM.
For the past week or so, my back-of-the-envelope math envisioned a GOP House majority somewhere between 229 and 241, and I’m sticking to that. Give the Republicans the 212 seats in Cook Political Report, with two-thirds of the 35 races in the toss-up category, and you end up with 235 Republicans and 200 Democrats, so put those down as my final prediction numbers.
Snip.
With Bolduc, Laxalt, and Johnson winning, I come out to a 51–48 GOP advantage by the end of the week, with Walker and Warnock headed to a runoff. It wouldn’t shock me if Oz or Masters or both won, giving Republicans a 53- or 54-seat majority.
On Sunday, Hilary Rosen, a longtime Democratic strategist, predicted on CNN’s “State of the Union” that her party will have a bad night on Tuesday because they did not listen to voters.
“I’m a loyal Democrat, but I am not happy. I just think we did not listen to voters in this election, and I think we are going to have a bad night,” she said.
She faulted the Democratic Party for ignoring voters’ concerns about the economy, and implored them to “stop talking about democracy being at stake.”
“When voters tell you over and over and over again that they care mostly about the economy, listen to them,” she said. “Stop talking about democracy being at stake. Democracy is at stake because people are fighting so much about what elections mean. Voters have told us what they wanted to hear. I don’t think Democrats have delivered this cycle.”
Republican Sens. Chuck Grassley and Ron Johnson gave the federal prosecutor probing Hunter Biden a little nudge Wednesday — sending him more than 200 pages of bank records showing millions in transactions between the first son’s companies and Communist Chinese-tied entities.
Snip.
The senators’ analysis of banking records, first reported by Fox News, finds that between August 2017 and October 2018, $6 million was transferred to a company allegedly set up by Hunter Biden called Hudson West III, $5 million came from Northern International Capital, a [Chinese energy compan] CEFC affiliate, and $1 million was transferred from CEFC itself.
From the pool of cash, $4.8 million was transferred from Hudson West III to other Biden companies, such as Owasco P.C. and Owasco LLC, and to a company associated with President Biden’s brother James, the Lion Hall Group.
The bank records also show that Hunter Biden and his aunt and uncle, Sara and James Biden, went on a “spending spree,” in the senators words, after Hudson West III received the millions in payments from CEFC, through a line of credit that was opened.
“We are also providing bank records showing that credit cards were collateralized by a $99,000 preauthorized withdrawal from Hudson West III,” Grassley and Johnson write, noting that the money was spent for airfare, at Apple stores, hotels, and restaurants, as they detailed back in 2020.
Grassley and Johnson also mention two $3 million wire transfers sent to Robinson Walker LLC, another Hunter Biden-associated company; and by State Energy HK Limited, another CEFC affiliate, saying the purpose of those transfers “is unclear.” The Post reported on those mysterious transactions back in 2020.
The senators also make reference to JiaQi Bao, Hunter Biden’s Chinese secretary, who reportedly pushed for “Uncle Joe” Biden to run for president and has been linked to the Chinese government. The bank transactions included in Grassley and Johnson’s letter show that Hunter Biden made payments to Bao totaling $29,795.84 after Hudson West III received the $6 million from the Chinese firms.
Some names and entities will be familiar to BattleSwarm readers, but other bits are new.
Ballot harvesting, according to the California Democrats who’d like to take it national, is an innocent practice where union members and activists, some of them illegally present in the country, do voters the favor, see, of helping voters fill out their ballots and then collecting those ballots for them so that they need never go to the polls. They call it “a new service.” It’s part of their “make every vote count” agenda, and who could be against that?
But out in Florida, where there’s still some semblance of objectivity, investigators found another story.
According to the Washington Times:
JACKSONVILLE, Fla. — Florida’s newly created Office of Election Crimes and Security is requesting a criminal investigation into charges of ballot harvesting in Orlando, a Democratic stronghold in the critical swing state.
Cynthia Harris, a Democrat who ran unsuccessfully for District 6 commissioner in Orange County, which includes Orlando, provided a sworn complaint to the election crimes office, alleging left-leaning organizations have been perpetrating a scheme to encourage residents in black neighborhoods to apply for mail-in ballots and to fill out those ballots, which she said have been collected by paid canvassers, and sometimes altered, all in violation of state law.
In an interview with The Washington Times, Ms. Harris said she has video evidence of paid ballot harvesters operating in Orlando neighborhoods in both 2014 and 2017, and that the scheme has been going on for decades, continuing through the 2020 election and the 2022 primary.
If voting fraud is this massive in Florida, how widespread and massive is it in states controlled by Democrats? (Hat tip: Sarah Hoyt at Instapundit.)
Two members of Congress from Texas and one former Trump administration official who now serves in the Texas House of Representatives are asking for answers from the Biden administration after discovering that an open borders group funded by George Soros received millions of dollars in federal grant money last year.
Alianza Americas, a nonprofit that says it is “committed to a human rights agenda for all people, with an emphasis on the inclusion and support of Latin American immigrant communities, and people on the move in Latin America,” received $7.5 million from the Centers for Disease Control and Prevention in February 2021, according to the Washington Examiner, and then another $1 million from the Health Resources and Services administration in July.
Both organizations fall under President Joe Biden’s Health and Human Services organization, and both grants were to fund COVID relief and vaccination efforts.
The group has also received nearly $1.4 million from George Soros’ Open Society Foundation from 2016 through 2020.
Federal law prohibits government grant money from being spent on lobbying, but Alianza Americas may have violated that prohibition in its activities as a “political advocacy group,” according to a letter from former HHS Chief of Staff Brian Harrison.
Chicago teacher’s unions want to pass an Illinois state constitutional amendment that would basically let them run the state.
If approved by Illinois voters in November, Amendment 1 will give government teachers’ unions an unfettered constitutional right to demand not just anything in their interests, but in what they see as the interests of every Illinoisan. The amendment is not limited to employee matters at the workplace.
Don’t take my word for that. Look at the first sentence of the argument in favor of it as written in the official summary as published by the Illinois Secretary of State: “This amendment will protect workers’ and others’ safety.” [Emphasis added.]
hat particular sentence is just about safety, but it shows the broad interpretation of the amendment beyond the workplace that government unions will assert. The language of the amendment itself supports that broad interpretation, and will extend to anybody’s “economic welfare,” which is pretty much everything.
What will government unions, especially radical teachers’ unions, demand with that new constitutional right?
The Chicago Teachers Union has long been quite open about its purpose. It sees itself as the vanguard of a national movement, led by unions like itself, that is textbook Marxism.
That purpose is well documented. It goes beyond the radical curriculum they teach in schools and encompasses an entire rearrangement of how America works.
Among the first things we wrote about on this site, ten years ago, was the role of the CTU and other teachers’ unions at a Marxism conference held that year:
The event was teeming with teachers who spoke about the new found bond” between Socialism and teachers’ unions according to reports, and Chicago teachers were on the stage. Chicago Teachers Union [then] VP Jesse Sharkey spoke at one breakout session. Becca Barnes, a Chicago Teachers Union teacher and organizer with Chicago Socialists, proclaimed at the beginning of the conference that “the struggle here in the United States has entered a new phase. Nowhere have we pointed the way forward more clearly than here in Chicago with the teachers union strike….”
Since then, militant radicalism has become still more firmly embedded in the CTU. That history is well documented – quite proudly by radicals themselves. The International Socialist Review, for example, lays out a good history of the CTU, saying the CTU “transcended a simple labor dispute and was transformed into a social movement, with the teachers fusing their struggle with that of the community they serve…joining in the Occupy Chicago movement that pointed out the root of societal problems—social and economic inequality.”
A poll that shows ridiculously low support from black voters for defunding the police should be the final nail in the coffin for Democrats’ anti-law and order campaign of the last seven years.
TheGrio.com commissioned a poll, along with the Kaiser Family Foundation, which found that 82% of black respondents want police funding either to be kept about the same (48%) or increased (34%). Only 17% wanted it decreased.
It’s just like Kari Lake said in a recent confrontation with a reporter. If you go into most black neighborhoods and talk about defunding the police, they’ll look at you “like you’re the craziest person on the planet.” But it’s one thing for a white, conservative Republican to say it — it’s far more important to hear black respondents in a poll confirm it overwhelmingly.
Things that make you go “hmmmm“: “San Francisco DA Won’t Release Police Bodycam Video, 911 Calls From Paul Pelosi Attack.”
Great line in the middle of this Ben Shapiro election roundup video: “Andrew Cuomo came to kill all the old people and grab ass, and he ran out of old people.”
Remember all those stories of how bad it sucked for workers in Foxconn’s iPhone factory? It’s worse now.
Hundreds and perhaps thousands of workers fled a Chinese manufacturing complex that accounts for 85% of iPhone assembly capacity. The mass migration, which began this weekend, called into question that country’s COVID-control measures and, more broadly, its reliability as a part of global supply chains.
“Something snapped over the weekend,” Bloomberg News reports. Employees suddenly fled the Zhengzhou plant of Hon Hai Precision Industry Co. Ltd., better known as Foxconn. Videos show, in what is now called the “Foxconn Great Escape” or the “iPhone Long March,” workers scrambling over high chain fences at the plant, known as “iPhone City.”
To avoid detection, workers traveled through cropland by day. At night, they took to the roads. “Some people were walking amid wheat fields with their luggage, blankets, and quilts,” said a poster on WeChat, the popular Chinese social media platform. “I couldn’t help but feel sad.”
Residents of neighboring areas rallied, for instance leaving water and provisions in the open on roadsides. Social media postings reported signs such as “For Foxconn workers returning home.”
Truckers also pitched in. Risking criminal prosecution, they took workers in pick-up, dump, and flatbed trucks. One video shows a woman standing on the back of a big tank truck speeding down a highway in the rain.
Workers fled Foxconn’s “closed loop” system, which isolated the plant from the rest of society. Inside the loop, the company went to great lengths to stop COVID. As a disease-control measure, it had ended canteen service on October 19, forcing workers to eat boxed food in dormitory-style sleeping quarters. Food was reportedly scarce, and conditions in the dorms rapidly deteriorated. On Sunday, Foxconn announced it would resume cafeteria dining.
The political establishment—left and right—want desperately to move on, to pretend the last 30 months didn’t happen. With very few exceptions (Ron DeSantis, Kirsti Noem, Rand Paul, Thomas Massie, Ron Johnson, and a few others, later), they betrayed their core values. Many Republicans and so-called Libertarians quickly capitulated the primacy and importance of individual liberties. Whereas supposedly equality-loving democrats embraced policies that in no uncertain terms screwed women, children and the poor. The 2020 democrat campaign slogan might as well have been “protect the rich, infect the poor.” Or “only the rich need to learn.” They’d all very much like that you forget about that. They’d like to go back to the fights they know how to fight, the golden oldies that turn the bases out, and turn us against each other. But COVID policies turned the whole thing on its side, jumbling us all up and resulting in all sorts of hitherto unheard of alliances. And when your business is maintaining the status quo, that is very dangerous.
Which is why Emily Oster is pleading for an amnesty.
First, let’s be clear to whom Emily Oster is speaking. She’s speaking to the furious well-educated suburban women who are swinging towards Republicans in this cycle, even in the bluest of states. Because it was the bluest of states that were hit hardest by these policies. It was in blue states that the schools were closed longest, that the economic devastation was worst, that crime spiked the most, where masks were required longest. The damage done by these policies is at its beginning, not its end. Dr. Oster, would like women to believe that it was all just a mistake, a mis-understanding, and remember that it is the Republicans who are looking to limit the freedoms that really count. That while democrats had no problem sacrificing the well-being of our living children for three years in support political power, it is Republicans that pose the real threat.
Blue city blues: “Nearly 20% Of Seattle Shootings Happened Near Homeless Encampments.”
Man who used to get all his information on conservatives from the mainstream media realizes he’d been lied to.
When I left the mainstream liberal media bubble & started listening to right-wing media to understand what they want, I became more aware of the world around me than ever before. Without the filter, I got to hear what conservatives actually believe & it's not what I was told.
— Adam B. Coleman, President of Aintblackistan (@wrong_speak) October 21, 2022
For a couple of days, I was at this conservative conference, everyone I spoke with was courteous and supportive and I felt completely comfortable. I didn't have people stare at me or give me the feeling that I wasn't welcome. Actually, quite the opposite.
— Adam B. Coleman, President of Aintblackistan (@wrong_speak) October 21, 2022
However, when I would go on Twitter, they would show clips from the event and reframed this benign conservative conference as being a "KKK rally". If Americafest was a KKK rally, then it was the lamest KKK rally ever.
— Adam B. Coleman, President of Aintblackistan (@wrong_speak) October 21, 2022
Wendell Perez received a call from the elementary school that would alarm any parent. School officials told him that his 12-year-old daughter had attempted suicide in the school’s bathroom. He was told it was because she wanted to be a boy, with a male name and pronouns.
Wendell couldn’t believe it. At home, his daughter hadn’t shown any signs of gender dysphoria or discomfort in being a girl. The Perez family is Catholic, and they raised their children with a biblical and scientific understanding of biological sex.
But when Wendell and his wife Maria arrived at the school, they found out that school officials had been having confidential meetings with their daughter and discussing her discomfort with her gender. Wendell and Maria found out that teachers and staff at school had begun treating their daughter as a boy at school without their consent or knowledge. Wendell was told by staff that they didn’t share information about his daughter’s “transition” with him or his wife because of “confidentiality issues.”
Whatever happened to in loco parentis? Or does that just not apply when there are radical transexual activists to mollify?
When the school called his 14-year-old son to the principal’s office for refusing to say a female student was a boy, Matthew Duncan decided he’d had enough.
When the school called his 14-year-old son to the principal’s office for refusing to say a female student was a boy, Matthew Duncan decided he’d had enough.
“There was never a push towards dominance and control like it is now,” said Duncan. “You can’t voice your opinion.”
In response, many families in Grants Pass have withdrawn their children from public school, enrolling them in private school or starting to homeschool, Grants Pass teachers, school administrators and parents told The Epoch Times.
Meanwhile, in a civilized state: “Florida Bans Puberty Blockers and Transgender Surgery for Minors.”
Also, an O’Rourke rally too close to a voting location violated Texas law.
Still more Beto: “New poll shows Abbott gaining six points in eight weeks, 53/40.”
“More California companies moving headquarters out-of-state than ever before.” Texas once again tops the list of destination states, followed by Tennessee, Nevada, Florida and Arizona.
“Democrat Nominee In Arkansas Arrested For Felony Terroristic Threatening. Law enforcement officials in the state of Arkansas arrested Diamond Arnold-Johnson, the Democrat nominee for Arkansas auditor, on Friday for first-degree terroristic threats.” Bonus:
Arnold-Johnson’s husband was on trial in August for allegedly posting terroristic threats on Facebook, police said. During the trial, Arnold-Johnson, 32, admitted that she, not her husband, posted the threatening messages on Facebook that led to the criminal charges, KATV reported.
A warrant was served for Arnold-Johnson’s arrest on October 13, but she refused to comply and a SWAT team was dispatched to resolve the matter.
However, police made the decision to cancel using the SWAT team to force compliance from Arnold-Johnson in an apparent attempt to not risk an explosive situation happening right before an election.
I cannot believe democracy is about to die in America, again.
After years of living under a dictatorship, America rose from the ashes. Democrats took control of the Presidency, the House, the Senate, the university system, Big Tech, the entertainment industry, and major corporations – and thereby defeated fascism by seizing every major lever of power in the nation. With one-party rule established, and all of our critics silenced, democracy was once again free to flourish.
Now, our dear democracy is under attack – by America holding a so-called “election” and allowing idiots to vote. Let us be clear about what the stakes are: if a single person I disagree with is elected in a free and fair election, democracy will be DEAD. If citizens have the power to simply vote the ruling party out of power – when I really like the current ruling party – all is lost.
The Babylon Bee has been doing these “Californians move to Texas” pieces. Some are funnier than others, but I think this one of them visiting the gun ranges hits closer to the target.
Commenter Greg The Class Traitor asked about this on another thread, so I thought I would throw this Anders Puck Nielsen video up with a bit of context.
Basically Ukraine managed to hit (but not sink) some Russian warships in Sevastopol harbor with some waterborne drones, and Putin threw a hissy fit, declaring the Ukrainian grain export deal was off. Turkey promptly went “No it isn’t” and said exports would continue with Turkish flags on the grain ships in question, causing Russia to back down and rejoin the deal pretty much immediately.
Historically, there’s no love lost between Turkey and Russia. (Honestly, you could swap out any other of either of those two country’s neighbors in that sentence, and it would still be true.) The fact that there were ten different Russo-Turkish wars (plus the Crimean War and World War I) should give you an inkling of how deep and bitter that enmity extends. That’s one of the factors that made NATO such a useful ally against the Soviet Union during the Cold War. Even today, Russia and Turkey are fighting a quasi-proxy war between Russian-backed Armenia and Turkish-backed Azerbaijan over Nagorno-Karabakh, and Russia is on the losing end there as well.
Let’s look at Russia’s backdown over the grain deal.
Takeaways:
“It looks like a diplomatic defeat in a stand-off with Turkey, and it shows that Russia is essentially unable to control the maritime domain in the Black Sea.”
“Russia was clearly very upset about the attack. It was a big deal in the Russian media, and they put a lot of effort into portraying it as a terrorist attack. And just to be clear, when there is a war going on, it is not terrorism to attack the opponent’s military.” This is clearly a “Duh!” point, but one worth spelling out given the vast swarms of pro-Russian bots who argue otherwise.
“The deal was made such that it had a duration of 120 days, so it was up for renewal in November…For quite a while is has seemed that Russia has been unhappy about the grain deal. I don’t think they had expected that it would be such a big success.”
“As I am recording this we are up to 477 shipments and more than 10 million tons of cargo. That’s a lot. I don’t think the Russians had expected Ukraine to be able to make a safe corridor that quickly.”
“If we remember how the war was going back in July, then Russia was still on the offensive. People were still talking about Russia closing the land corridor to Transnistria and maybe taking Odessa. So from a Russian perspective the idea might well have been that the deal would never work. Because it was going to take months for Ukraine to make a safe corridor, and before that time, Ukraine would have lost the access to the ports.”
“But what happened was that the grain deal did become a success. Ukraine has made a lot of money from exporting its agricultural products, and it has reduced the prices of food on the global markets.”
“What this grain does is that it reduces the prices on the global market, so that people in the third world can also afford to buy food. And then it helps the economy because it reduces inflation. But for Russia right now it is a point to have a big economic crisis in the West, and the Ukrainian economy is supposed to be terrible.”
“Turkey was not going to accept that the deal would fall on the ground. So they made it clear that the grain shipments were going to continue, and that they were going to provide the ships to do it, if necessary. And that gave Russia the challenge that if they withdrew from the deal, but it didn’t have any consequences, then it would be embarrassing. Because it would demonstrate that Russia is unable to control the events.”
“The Russian navy can’t actually operate with surface warships close to the Ukrainian coastline, because Ukraine has land based anti-ship missiles, so it would be really hard to interdict the grain traffic. And using long-distance air strikes or submarine attacks on UN cargo ships that are transporting grain to the world to avoid a food crisis…it would turn everybody against Russia. It’s just impossible to explain.”
“Maybe it could even lead to a military confrontation with Turkish warships that were protecting the shipments. So in other words, Erdogan called Putin’s bluff.”
“What this shows is basically two things. It shows that the relationship between Turkey and Russia, it now that Turkey that has the stronger position. It is now Erdogan that tells Putin how things will be. And then it shows that the Russian Black Sea Fleet can’t enforce a blockade on Ukrainian harbors. And if they can’t do that, then I will say that it is getting more and more difficult to see what the role of the Russian navy actually is in this war.”
Plus, if Russia had actually attacked Turkish ships, that would probably lead directly to a military conflict with NATO. And while I’m sure that before Russo-Ukrainian War, there were many Russian ultranationalists who loudly declared that Russia could win a war against NATO, Russian military performance has been so lousy that only the most hopelessly self-deluded could believe that now.
(By the way, my Internet was restored Friday. It turns out three people on my block were affected, so it was a narrowspread outage, evidently because the “traps” were too old to handle a recent network upgrade. I’ll try to do the LinkSwarm on Sunday, if I have time.)
A double-shot of Joe Rogan videos on woke culture to start your weekend. First up, Rogan and Coleman Hughes (formerly a fellow at the Manhattan Institute and contributing editor at City Journal) discuss the poisonous nature of social justice’s push for equality of outcome.
Asians in San Francisco got tired of being called “white supremacists” and rose up to throw the woke off their school board.
Hughes: “You can’t just shut people up by calling them racist.”
Rogan: People don’t want to be “boxed in by these crazy type of rules, where they’re getting rid of gifted classes. And they’re making, you know, a lottery, which is the craziest fucking idea I’ve ever heard, for people to get into colleges. That’s nuts. Like, what what is the purpose of working hard? You’re supposed to reward people. This idea of a equality of outcome, Jordan Peterson talks about this a lot, like how dangerous it is to have equality of outcome.”
He brings up sport as a great example of meritocracy.
Hughes: “If you think about the NBA, [very few] people are upset at LeBron James and Kobe Bryant…[They aren’t bothered] that they make so much money, because you can see how much better they are than you at the thing, and you know that the process by which they got from A to B is untamperable, right? There [is] no paying your way into being great in the NBA.”
Rogan: “In there’s certain areas that have been stagnant. And when people talk about equality, that’s where it’s all fucked. It’s not all fucked in equality of outcome, it’s all fucked in equality of opportunity.”
And of course, pretty much everything “social justice” does makes all those inequalities of opportunity worse.
For the second video, Joe Rogan and Tim Kennedy (the retired professional MMA fighter out of Austin we touched on here) discuss the insanity of woke culture and gender pronouns.
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.)
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.
