DEI — the identity-obsessed dogma that goes by “diversity, equity, and inclusion” — has now trained Google’s new AI to refuse to draw white people. What’s even more alarming is that it’s also infected the supply chain that makes the chips powering everything from AI to missiles, endangering national security.
The Biden administration recently promised it will finally loosen the purse strings on $39 billion of CHIPS Act grants to encourage semiconductor fabrication in the U.S. But less than a week later, Intel announced that it’s putting the brakes on its Columbus factory. The Taiwan Semiconductor Manufacturing Company (TSMC) has pushed back production at its second Arizona foundry. The remaining major chipmaker, Samsung, just delayed its first Texas fab.
This is not the way companies typically respond to multi-billion-dollar subsidies. So what explains chipmakers’ apparent ingratitude? In large part, frustration with DEI requirements embedded in the CHIPS Act.
Commentators have noted that CHIPS and Science Act money has been sluggish. What they haven’t noticed is that it’s because the CHIPS Act is so loaded with DEI pork that it can’t move.
The law contains 19 sections aimed at helping minority groups, including one creating a Chief Diversity Officer at the National Science Foundation, and several prioritizing scientific cooperation with what it calls “minority-serving institutions.” A section called “Opportunity and Inclusion” instructs the Department of Commerce to work with minority-owned businesses and make sure chipmakers “increase the participation of economically disadvantaged individuals in the semiconductor workforce.”
The department interprets that as license to diversify. Its factsheet asserts that diversity is “critical to strengthening the U.S. semiconductor ecosystem,” adding, “Critically, this must include significant investments to create opportunities for Americans from historically underserved communities.”
The department does not call speed critical, even though the impetus for the CHIPS Act is that 90 percent of the world’s advanced microchips are made in Taiwan, which China is preparing to annex by 2027, maybe even 2025.
Handouts abound. There’s plenty for the left—requirements that chipmakers submit detailed plans to educate, employ, and train lots of women and people of color, as well as “justice-involved individuals,” more commonly known as ex-cons. There’s plenty for the right—veterans and members of rural communities find their way into the typical DEI definition of minorities. There’s even plenty for the planet: Arizona Democrats just bragged they’ve won $15 million in CHIPS funding for an ASU project fighting climate change.
That project is going better for Arizona than the actual chips part of the CHIPS Act. Because equity is so critical, the makers of humanity’s most complex technology must rely on local labor and apprentices from all those underrepresented groups, as TSMC discovered to its dismay.
Tired of delays at its first fab, the company flew in 500 employees from Taiwan. This angered local workers, since the implication was that they weren’t skilled enough. With CHIPS grants at risk, TSMC caved in December, agreeing to rely on those workers and invest more in training them. A month later, it postponed its second Arizona fab.
Now TSMC has revealed plans to build a second fab in Japan. Its first, which broke ground in 2021, is about to begin production. TSMC has learned that when the Japanese promise money, they actually give it, and they allow it to use competent workers. TSMC is also sampling Germany’s chip subsidies, as is Intel.
Intel is also building fabs in Poland and Israel, which means it would rather risk Russian aggression and Hamas rockets over dealing with America’s DEI regime. Samsung is pivoting toward making its South Korean homeland the semiconductor superpower after Taiwan falls.
To be fair, Intel has had fabs in Israel since since 1996, and Tower Semiconductor has had fabs in Israel since the 1980s. Poland, to the best of my knowledge, has never had a fab.
In short, the world’s best chipmakers are tired of being pawns in the CHIPS Act’s political games. They’ve quietly given up on America. Intel must know the coming grants are election-year stunts — mere statements of intent that will not be followed up. Even after due diligence and final agreements, the funds will only be released in dribs and drabs as recipients prove they’re jumping through the appropriate hoops.
So in the name of embedding the racist poison of social justice, the CHIPS Act, ostensibly designed to increase America’s share of cutting-edge semiconductor manufacturing, is actually driving new fab construction out of America.
I haven’t been covering the Ken Paxton impeachment because I don’t think I have anything novel to say about it that hasn’t been covered better elsewhere. Enjoy the Friday LinkSwarm!
U.S. credit card debt tops $1 trillion. Thanks, Joe Biden.
Truth about our current economic situation:
We went into a recession after two back to back quarters of -1.5 over a year ago. When this happened, the establishment changed the parameters that define recession. We’ve remained at a net loss with job creation and “Bidenomics”. This isn’t recovery and everyone knows it. https://t.co/RXltpBNxhp
The feature that really made The Daily Show famous was its masterful use of archival video clips to reveal the hypocrisy of the chattering classes. Stewart would set his target on some party shill or professional talking head being condescending, self-important, dishing out blame, kissing whatever ring he’d been paid to kiss. And then the show would play a clip of the same talking head’s appearance on a C-SPAN 3 four-in-the-morning call-in show from ten years ago, back when he’d been paid to kiss another ring, saying the exact opposite thing.
There was a clip, there was always a clip. And our righteous host would send these hacks packing.
Through all this, certain public figures would be transformed into storylines with narratives and characters, with inside jokes and recurring bits. The media’s storytellers became the subjects of a theater of the absurd. It got so that when certain figures would show up in a segment, you knew you were about to witness them receive their just comeuppance, a great spectacle of spilled archival blood. The audience would titter in excited anticipation.
It was a delight to watch.
Snip.
What had created a culture of “just talking on TV without any accountability,” as one Daily Show writer put it, was not only the sheer volume and speed of the news. It was this true fact that will sound insane to anyone under the age of thirty: People on television reasonably assumed that no one would hear what they had said ever again.
As essayist Chuck Klosterman records in The Nineties: A Book, the key characteristic of twentieth-century media was its ephemerality. You experienced it in real time and internalized what was important and what it felt like. Then you moved on. “It was a decade of seeing absolutely everything before never seeing it again.”
People used to argue with their friends about the plot of a show or what the score had been in the ball game because, well, how were you going to check? Unless you had personally saved the newspaper or recorded it on your VCR, you would need to go to a literal archive and pull it up on microfilm.
TV news was even shakier, as networks often recorded over old tapes. Some of this footage only exists today because of the obsessive efforts of one Philadelphia woman who recorded news broadcasts on 140,000 VHS tapes over forty years.
And so, if you were a pundit or a commentator or a “spin doctor” PR flak, you could say whatever suited your needs at the moment, or even lie with impunity — as long as your lie did not become its own pseudo-event. Your lasting impact was whatever stuck in viewers’ heads and hearts. And if you changed your tune in the months or years afterwards, who would remember?
The Daily Show would remember.
The explosion of live broadcast and cable news had created a new, completely under-valued resource for whoever thought to harness it: catalog clips. Soon, new digital technology could preserve content in amber, allowing for its retrieval, repurposing, or referencing at any time.
It’s a long essay, and I don’t necessarily agree with all the writer’s points, but it’s worth reading.
There was no state of emergency, no curfews, no orders to stay at home or shelter in place. Young Swedes were encouraged to continue with their sports training and events. Schools remained open, and so did offices, factories, restaurants, libraries, shopping centers, gyms, and hairdressers. As a rule, borders were not closed to fellow Europeans and public transportation kept running.
There were no mask mandates and not even a recommendation for the public to use masks—until January 2021, when they were recommended on public transportation during rush hours (7–9 a.m. and 4–6 p.m. on weekdays). While some other governments forced school children to wear face masks, Tegnell even warned against making children wear them, saying that “school is no optimal place for face masks.”6
One can see how Sweden’s path diverged from that of its peers by consulting the latest Human Freedom Index, which has data through 2020. During this first year of the pandemic, Sweden’s freedom rating only fell by 0.19 on a 10‐point scale, compared to 0.49 in Britain and 0.52 in the United States. The only rich country that saw a smaller decline in freedom than Sweden was Singapore, at 0.16.7
Snip.
Analysts from other countries—and even some Swedish scholars—predicted disaster. One influential Swedish model, inspired by the famous British Imperial College study, predicted that Sweden would have 20,000 COVID-19 patients needing intensive care by early May 2020 and a need for intensive care units around 40 times over capacity. By July 1, Sweden would have 82,000 COVID-19 deaths. The Imperial College model predicted between 66,000 and 90,000 deaths without mitigation efforts, and a peak demand of intensive care unit patients 70 times higher than capacity.
Snip.
When you look at excess deaths during the three pandemic years, 2020–2022, compared to the previous three years, you get a very different picture. According to this measure, Sweden’s excess death rate during the pandemic was 4.4 percent higher than previously. Compared to the data that other countries report to Eurostat, this is less than half of the average European level of 11.1 percent, and remarkably, it is the lowest excess mortality rate during the pandemic of all European countries, including Norway, Denmark, and Finland.
“Poland Aims To Create Largest Army In Europe Within Two Years.” Golly, who would need a large army with such historically peaceful neighbors as Germany and Russia?
e Texas Department of Criminal Justice (TDCJ) declared a statewide lockdown of all its correctional facilities on Wednesday morning, citing increased contraband-related incidents and drug-related inmate homicides.
TDCJ said most inmate-on-inmate homicides “are tied back to illegal drugs … and over the last five years, the volume of illegal narcotics entering the system has substantially increased.”
In response to the drug and murder epidemic in Texas jails, TDCJ is implementing the following strategies to restore order:
Systemwide Lockdown: Each facility will limit the movement of inmates and their contact with those outside the prison. Inmates and staff will undergo intensified searches to intercept and confiscate contraband.
Digital Mail: TDCJ is completing the rollout of the digital mail program. Over the last few years, there has been a significant increase in paper soaked in K2 or methamphetamines coming into our facilities. The digital mail program will halt this contraband being sent through traditional mail. Effective September 6, 2023, all inmate mail should be addressed and sent to the Digital Mail Center. All mail received this week will be delivered to the digital mail processing center. More information about this program can be found here: TDCJ News – TDCJ Digital Mail Rollout.
Increased K9 Searches and Other Technology: To assist in contraband detection and outside funding related to contraband, TDCJ will be deploying additional resources. Specialized search teams and narcotic dogs will be deployed to units and staff will be subject to enhanced search procedures.
Comprehensive Searches: All persons entering our facilities at all locations will undergo comprehensive searches.
“Due to the fact staff will be concentrating on these search efforts, visitation will be canceled until further notice. Inmates will still have access to the phone system and tablets,” TDCJ said.
If drugs are getting into Texas prisons, there’s over a 90% chance correctional staff are getting them in there.
“There is no climate emergency,” the Global Climate Intelligence Group (CLINTEL) said in its World Climate Declaration (pdf), made public in August. “Climate science should be less political, while climate policies should be more scientific. Scientists should openly address uncertainties and exaggerations in their predictions of global warming, while politicians should dispassionately count the real costs as well as the imagined benefits of their policy measures.”
A total of 1,609 scientists and professionals from around the world have signed the declaration, including 321 from the United States.
The coalition pointed out that Earth’s climate has varied as long as it has existed, with the planet experiencing several cold and warm phases. The Little Ice Age only ended as recently as 1850, they said.
“Therefore, it is no surprise that we now are experiencing a period of warming,” the declaration said.
Warming is happening “far slower” than predicted by the Intergovernmental Panel on Climate Change.
“Climate models have many shortcomings and are not remotely plausible as policy tools,” the coalition said, adding that these models “exaggerate the effect of greenhouse gases” and “ignore the fact that enriching the atmosphere with CO2 is beneficial.” For instance, even though climate alarmists characterize CO2 as environmentally-damaging, the coalition pointed out that the gas is “not a pollutant.”
Carbon dioxide is “essential” to all life on earth and is “favorable” for nature. Extra CO2 results in the growth of global plant biomass while also boosting the yields of crops worldwide.
CLINTEL also dismissed the narrative of global warming being linked to increased natural disasters like hurricanes, floods, and droughts, stressing that there is “no statistical evidence” to support these claims.
“There is no climate emergency. Therefore, there is no cause for panic and alarm. We strongly oppose the harmful and unrealistic net-zero CO2 policy proposed for 2050. Go for adaptation instead of mitigation; adaptation works whatever the causes are,” it said.
“California mom Jessica Konen won a $100,000 settlement from her daughter’s school district, Spreckels Union School District, after Buena Vista Middle School had socially transitioned her 11-year-old daughter, Alicia, without her knowledge or consent.”
Remember how the UK was economically lagging other countries in Europe and Remainers blamed Brexit? Yeah, not so much.
The Office for National Statistics (ONS) now says that the UK economy actually recovered from the pandemic recession back in 2021. It turns out that wholesalers and the healthcare sector, in particular, had produced much greater output than previously thought.
These updated figures suggest that the UK economy is as much as two per cent larger than previously believed. This means that the UK can no longer be considered the worst-performing economy in the G7. In fact, post-Brexit, the UK recovered from the pandemic at a similar rate to France and at a faster pace than Germany, Europe’s largest economy.
The ONS’s revision is extraordinary. As one leading economist put it: ‘The entire UK economic narrative – post-pandemic – has just been revised away.’ The very basis for the Remainer elites’ narrative of doom has now been shattered before our eyes.
Mark Felton visits Buckingham Palace, and is Not Amused. “The rooms open to the public are, of course, lavishly decorated. The amount of gold painted furniture, pianos and urns, similar to what I imagine Liberace’s house look like. The walls are hung with the usual assortment of well-fed Hanoverians.” Plus: No bathrooms for you, lowly peasant!
Dr. Gal Luft, the “missing witness” from the Biden corruption investigation, told the NY Post last week that he was arrested in Cyprus to stop him from testifying in front of the House Oversight Committee that the Biden family received payments from individuals linked to Chinese military intelligence, and that they had an FBI mole who shared classified information with the Biden benefactors from the China-controlled energy company CEFC.
“I told the DOJ that Hunter was associated with a very senior retired FBI official who had a distinct physical characteristic—he had one eye,” Luft said.
That FBI official is widely believed to be former FBI Director Louis Freeh, who gave $100,000 to a trust for two of then-Vice President Joe Biden’s grandchildren in 2016 shortly before telling Hunter, “I would be delighted to do future work with you.”
Now, Biden’s DOJ has charged Luft with failing to register under the Foreign Agents Act (FARA), as well as Iranian sanctions violations. He’s alleged to have conspired with others to act in China’s interest, including recruiting and paying a former high ranking U.S. government official to support policies beneficial to China.
Democrats are turning the federal justice apparatus into banana republic keystone cops to hide their own crimes.
Speaking of Hunter: “How reckless Hunter Biden photographed himself driving at 172mph while behind the wheel of his Porsche en route to a days-long Vegas bender with prostitutes and pictured himself smoking CRACK while behind the wheel.” No doubt left-wingers will crow about how Hunter is “living his best life.” (Hat tip: Ed Driscoll at Instapundit.)
Federal judge blocks Biden’s censorship schemes. “Terry Doughty, a Louisiana federal judge, issued a preliminary injunction Tuesday blocking certain federal agencies and officials, including the FBI and the Department of Health and Human Services, from communicating with social-media platforms.” Good.
“When I decided to stand up on behalf of disadvantaged children in support of school choice, my Democrat colleagues didn’t stand by me,” [Georgia State House Rep. Mesha] Mainor explained of her decision in a statement to Fox News Digital. “They crucified me. When I decided to stand up in support of safe communities and refused to support efforts to defund the police, they didn’t back me. They abandoned me.”
“For far too long, the Democrat Party has gotten away with using and abusing the black community,” she added. “For decades, the Democrat Party has received the support of more than 90% of the black community. And what do we have to show for it? I represent a solidly blue district in the city of Atlanta. This isn’t a political decision for me. It’s a moral one.”
It could take months to deliver the tanks because the U.S. has to purchase them through a procurement process.
The move marks a reversal for the Biden administration, which had resisted sending the tanks, and comes as German Chancellor Olaf Scholz announced his country would provide 14 Leopard 2 A6 tanks for Ukraine’s military. Britain said earlier this month it will provide 14 of its Challenger 2 tanks. France plans to contribute 10 armed fighting vehicles.
The Pentagon has long shown a reluctance to send their best miltech abroad for fear of it falling into enemy hands. However, for both the Leopard 2 and the Abrams, the question is which version of the tank are they sending to Ukraine? Any version of either is going to have more sophisticated and modern fire control systems than the majority of Russian tanks currently in theater. And any version of the Leopard 2 is going to feature a Rheinmetall 120mm smooth-bore gun, either the L/44 or the more powerful L/55. The L/44 should punch through the front armor of most Soviet/Russian tanks, and the L/55 should theoretically punch through all of them.
For the Abrams, the M1A1 and M1A2 are both armed with the L/44, and National Review is reporting that the Biden administration is sending M1A1s. (The original M1 uses the older 105mm rifled M68 gun. That’s thought to be able to penetrate any Soviet armor up to and including the early T-72 models, and possibly some later export models, but not later T-72s and more modern domestic Soviet/Russian tanks. In Desert Storm, even M60 Patton tanks with the 105mm gun were regularly reporting kills on T72s.) Thus Abrams and Leopard 2 120mm rounds of various sorts are fully interchangeable.
The Challenger 2 uses the Royal Ordnance L30 rifled 120mm gun, which uses different ammo.
Back to the BBC: “Germany also permitted other countries to send their Leopard 2 tanks to Ukraine – which was restricted until now under export regulations.”
Poland has been itching to send Leopard 2s to Ukraine since very early on in the conflict, but Germany had been dragging its feet until now. Previous German Defense Minister Christine Lambrecht was reportedly the clog in the process, and given this came down a week after her departure suggests that was in fact the case.
They’re getting enough Abrams for two plus tank companies (three tank platoons of four tanks each, plus two command tanks), but not enough for a full armor brigade. But add the 14 German Leopard 2s, and presumably you have a force that can rip a hole in any Russian line. Add the already announced Bradleys and other IFVs, and you have a mobile infantry force behind them that can then exploit those holes.
Ukrainian military blogger Denys Davydov seems pretty ecstatic at the news:
He says that Ukraine will be receiving Leopard 2A6 tanks, which are very modern indeed. There are a number of country-specific variants, but they all use the L/55 main gun and modern fire control systems, electronics and composite armor.
He repeats the rumor that Germany refused to send Leopard tanks unless America sends Abrams, which has a fair amount of plausibility. If Russia does go apeshit over the move (doubtful), Germany could always go “Hey, we just followed America’s lead!”
Correction: Davydov states that the Abrams requires jet fuel for the turbine engines. This is false. The Honeywell AGT1500 gas turbine engine powering the M1 does not require jet fuel to operate, it can run on jet fuel, diesel, gasoline, or marine diesel (which used to have a higher sulfur content than regular diesel, though I’m not sure that’s true anymore, and is probably not relevant to usage in Ukraine).
He says the Leopard 2s being sent are in active service with the German army, not in long-term storage.
“We have the common decision from many of the Western allies (Norway, Poland, Germany, and many others, UK obviously, and probably United States, will provide the tanks to Ukrainian.” Indeed, Norway just announced that it is also sending leopard 2 tanks to Ukraine.
As for his predictions that Ukraine will liberate Crimea come spring, and that this will, in turn, cause the collapse of the Russian federation and drive Putin from power, well, let’s just call them highly speculative.
So too Peter Zeihan (him again) is on the tank news as well:
Some takeaways:
As to why the Germans have been so hesitant, I don’t know if you know your history…
…but the last couple hundred years of history [doesn’t] necessarily put the Germans in the best light. And so the idea that the Germans would ever, in a peaceful environment, decide that they should take a leadership position on military affairs is something that is antithetical, not just to the German population in general, but the government of Scholz specifically. His party is the Social Democrats, and they have basically made their bones in geopolitics about making sure that Germany is never an offensive power at all.
The Leopard 2 is good, but “the Abrams should be more accurately thought of as the pinnacle of armored equipment development. This is a system that is not merely a tank, it’s a weapons system that has several integrated programs within it, some of which the Americans still consider top secret so anything that the United States sends from its arsenal is going to honestly have to be dumbed down a significant amount, and that is going to at a minimum take time.” I think he overstates the case here slightly, because the M1A1 isn’t on the cutting edge the way the M1A2 Sepv3 is, but it wouldn’t surprise me at all if their are some systems in there the Pentagon doesn’t want anyone outside to take a look at. On the other hand, there several other nation operators, so this is a solved problem. Also, Abrams have been deployed to Europe as recently as 2020 as part of Operation Atlantic Resolve.
“There are over a dozen countries in Europe that use [Leopard 2s], and everyone except for the Germans has been arguing for sending these things for weeks now. So these the Leopards can actually be on the front lines in Ukraine probably within two or three or four months, which means it can actually make a difference in the coming spring offensive, which will happen in May and June.” My caveat would be that it takes about as long to properly train a Leopard 2 crew as an Abrams crew, and if I were the government of the USA, Poland, etc., I would have already been secretly training Ukrainian crews on Abrams and Leopard 2 simulators.
“You’re talking a minimum of the year, probably closer to three, three to build out the physical support infrastructure to get an appreciable number of Abrams in play.” This is either false or only narrowly true in that it might take 1-3 years to train a single Ukrainian technician to master the complete suite of Abrams repair and maintenance skills. It uses the same main gun ammo, the same 7.62x51mm NATO machine gun ammo (though the Leopard 2 lacks the M2 .50 BMG machine gun, but .50 BMG is hardly difficult to get a hold of), and the same fuel as the Leopard 2, and we’re sending spare parts along. The logistical tail is real, but it overlaps heavily with the Leopard 2. A C-5 Super Galaxy can lift two Abrams tanks, so if it was absolutely a top priority, all 31 Abrams could be delivered tomorrow to Rzeszów–Jasionka Airport less than 100 miles from the Ukrainian border. (More likely is something like shipping from Charleston to Gdansk, which would be about 15 days after all the bureaucratic niceties are observed.)
As always, tank crew effectiveness comes down to training. A good tank crew takes a minimum of six months to become proficient enough to be effective in combat (and most would argue it takes longer). Even if you assume you can shave some time off for Ukrainian tanks crews experienced on Soviet equipment, it still takes a good deal of time to become proficient on either an Abrams or a Leopard 2; two to three months would seem to be the absolute minimum. So unless Ukrainians were already training on Leopard 2s and/or Abrams in secret, I wouldn’t expect to see in the field any until (at the earliest) late April.
For most of last year there was a recurring pattern for German military aid to Ukraine:
The German government would talk about sending various types of modern military equipment to Germany.
The German government would actually send Ukraine numerous pallets of Diddly and Squat.
I almost did a post on “What’s holding up the German weapons pipeline?” Now, thanks to Peter Zeihan, we know that clog has a name: Christine Lambrecht, the German Defense Minister, who just resigned.
Takeaways:
Lambrecht is not somebody with defense experience. She’s a politico. She has been up relatively high in Germany’s Social Democratic Party, which is a center-left party for decades. So it’s not that she’s a nobody, it’s just she doesn’t have a lot of skills that are appropriate to her current portfolio. This has not been a problem. In fact her specific, deliberate, intentional incompetence and defense matters in many ways was seen by the SPD as a plus.
Until the Russo-Ukrainian War.
“The general position in Germany as a whole, and specifically in the SPD, was that the Defense Ministry itself is unnecessary, that in the aftermath of the Cold War, the threat to Germany is gone.”
Plus the deep-seated problem of all Germany’s Historical Unpleasantness.
So for the Germans, the post-cold war environment in Europe has been the best it’s ever been. You’re talking about a golden age, because NATO has provided defense, but all the countries that border Germany are either neutral, like Switzerland, or are members of NATO, which is basically everyone else. And in that sort of environment, the Germans can kind of dither and become pacifist socialists. Which, to be perfectly blunt, looking at the long stretch of German history is much, much, much, much, much, much better for everyone than the alternative.
“Lambrecht was put in charge of the Defense Ministry to basically continue slowly sliding it into functional oblivion.”
“That doesn’t work in an environment where the Russians are back on the warpath, and the Germans need to be starting thinking not just about 20th century military strategy, but 19th century military strategy, and Lambrecht was completely unprepared, professionally, personally and ideologically for this sort of shift.”
Indeed, she was a poor fit for a Germany doubling its defense budget. Plus, she hates the U.S.
“The Russians are not just mobilizing, but mobilizing in force. They’re finally beginning significant industrial upgrades. They’re finally starting to churn out missiles and ammo and tanks and numbers. And they are finally doing a full-scale mobilization. This isn’t the 300,000 that they did a few weeks ago. We’re talking about at least another half a million men likely being in the theater within a very few number of months.” Not sure where he’s getting this info, only see references to Russia considering it. (Unless my speculation that Russia was carrying out a full mobilization under the guise of a partial mobilization was on the mark.)
Germany may now finally move on approving other countries transferring Leopard 2 tanks to Ukraine. “There are a number of countries, specifically Denmark and Poland, who have been pressuring the Germans in order to allow them to take these exported tanks and then send them on to Ukraine. That requires Berlin’s approval, and Berlin at this point has been demurring. But the coalition now involves almost every single country that the Germans have sold the Leopards, to and so all of a sudden with Lambrecht gone, all of this is in motion, and I think we’re going to see the Germans relent.”
Faster, please.
Finally, all of this is just an excuse to embedded this classic Norm Macdonald bit about Germany. “I’m not sure if any of you are history buffs…”
Right after Kherson city was liberated and spans on the Antonivsky and Nova Kakhkovka bridges blown, a whole lot of commenters went “Well, Ukraine obviously isn’t going to try to cross the Dnipro there, it’s too wide.”
The Kinburn Spit is a narrow finger of sand and scrub, barely three miles long, that juts from the wider Kinburn Peninsula into the Black Sea at the mouth of the Dnipro River south of Kherson. It and the adjacent peninsula also are the last parts of Ukraine’s Mykolaiv Oblast that remain under Russian occupation.
Don’t expect that to last. The Kremlin on Wednesday ordered its battered forces on the right bank of the Dnipro to retreat to the river’s opposite bank.
The order came six months after Ukrainian brigades, re-armed with European howitzers and American rocket-launchers, began bombarding Russian supply lines in the south—and two months after those same brigades launched a counteroffensive aimed at liberating Mykolaiv and Kherson Oblasts.
The Ukrainians have the Kinburn Spit in their sights. They’ve got the troops, the equipment … and a plan.
Russian troops seized the Kinburn Spit in mid-June as Russian advances in the south—having already overwhelmed Kherson city—ran into stiff resistance a few miles south of Mykolaiv city. Capturing the spit would turn out to be one of the Russian army’s last victories in the south. The four-month Ukrainian counterlogistics campaign that preceded Ukraine’s southern counteroffensive already was underway.
Kinburn matters. Russian control of the sandy strip “will allow them to exert further control of the Black Sea coast,” the Institute for the Study of War in Washington, D.C. explained in June. For the Ukrainians, Kinburn is a back door—a way to get forces onto the left bank of the Dnipro without crossing the river, likely while under fire.
As far back as April, U.K. intelligence agents were advising their government to support Ukrainian forces in any future attempt to “conduct beach reconnaissance” on the Kinburn Spit. The recon could “Identify good landing locations for a larger assault force for a future counterattack,” the agents explained in a presentation that later leaked to the press.
It’s possible Ukrainian special operations forces riding in rigid-hull inflatable boats began reconnoitering the spit as early as September. In October, video circulated online reportedly depicting the Ukrainian navy’s last remaining big ship, the 240-foot amphibious vessel Yuri Olefirenko, apparently firing rockets at Russian forces on or near the spit.
The Ukrainian military’s southern command on Saturday announced its intention to liberate Kinburn. Within a day, there were videos online possibly depicting Ukrainian commandos riding toward the spit in their small boats.
Here’s a video of Ukrainian forces doing just that:
Looks more like a commando raid or a reconnaissance in force. And here’s a video analyzing Russia defensive position on the Spit:
There are unconfirmed reports of other river crossing zones. I’d take those with several grains of salt. But it seems possible. Indeed, there are reports confirming that Russia has indeed bugged out from towns in Kherson south of the Dnipro, like this video of apparently abandoned posts in Oleshky, directly south of the Antonovsky Bridge:
The Ukrainian Defense Ministry has evidently confirmed Russia’s pullout from the banks of the Dnipro as well:
Russia is preparing defensive positions in Crimea:
Three areas they’ve prepared defensive lines are on the isthmus just south of Perekop, just south of the Chongar Strait, and even on the Arabat Spit, that tiny bit we talked about having a tiny dirt road here. Says Suchomimus: “It’s a bit of preparedness and foresight we haven’t seen from them so far.”
Peter Zeihan thinks that Crimea is so hard to supply that Russia would be better off abandoning it:
I suspect Putin would rather die that give up Crimea voluntarily.
Pooty Poot certainly knows how to make friends and influence people…
Update: Current thinking seems to be that the Polish missile strike was a Ukrainian ground to air missile that went astray trying to intercept a Russian missile.
Peter Zeihan says the abysmal performance of the Russian Army is going to have a whole lot of ramifications around the world, many in Russia’s own near abroad. “It means that the image of the Russians as a regional power, much less a global one, is gone, and it’s not coming back.”
Some takeaways:
“The countries that had signed on to kind of a Russian Alliance, if you will, [they’re] on their own completely, and that provides opportunities for their rivals to take matters into their own hands.”
Belarus: “Here’s a country of 10 million people that has basically hitched itself to Putin’s star. And the Poles, the Latvians, the Lithuanians, the Estonians, the Finns, and the Swedes they have been chomping at the bit for years to try to take Alexander Lukashenko of Belarus down to size and basically peel Belarus out of the Russian orbit. They will now have the opportunity, and it’s unlikely that anyone in Europe or the United States is going to try to stand in the way.”
“Unless Lukashenko sues for peace with the Balts and the Nordics, very quickly we should count on seeing him being brought up on war crimes before very long. Because after all he did provide the access that was necessary for the assault on Kiev early in the war.”
Georgia: “Here I do expect things to be a little bit more circumspect. The Georgians tried to call Russia’s bluff and invade their former secessionist Republics of North Ossetia and Abkhazia several years ago in 2004, and it was a trap and the Russians were able to destroy the Georgian Army. So the Georgians are not going to do this until a couple of other countries in the region have already pulled this off successfully.”
Moldova:
There’s a small secessionist republic there called Transnistra. It’s only 10 percent of the population of a country of like three and a half million people. There’s not much going on there, but the Russians intervened decisively right at the end of the Soviet collapse to basically make sure that Transnistra could be functionally independent under Russian sponsorship, but unlike the Georgian secessionist territories, which share a land border with Russia proper, Transnistra is on its own. The only way to supply it is through Ukraine, and that has obviously stopped. So the Moldovans and their sponsors in Romania have now a vested interest in ending this historical aberration, and I would expect to see that being wrapped up within a year or two.
Israel: Without big brother Russia providing help, Syria may be screwed.
The Russians have very publicly, unfortunately for them, relocated a lot of hardware from Syria to Ukraine, specifically air defense equipment to help them with their assaults. Which means that if you are Israel, the only thing that is standing in your way of going after the Syrian regime is someone from the Biden Administration saying “You know what? We really don’t want a nuclear event to erupt because there are Russian troops involved.” Well, the tone of the Biden Administration in the last 72 hours has kind of changed. Now it’s more of “You kids go have fun” sort of vibe, so I expect us to see some very interesting pyrotechnics between the Israelis and the Syrians in a very short period of time, followed by the Syrians suing for peace. Which means that we get to revisit the entire Syrian Civil War now without the Russians being players.
Two caveats from my viewpoint: 1. Given the history of Israeli striking Syria with impunity several times over the past decade, with possibly one Israeli plane hit during that period, I don’t think Russian anti-aircraft equipment have provided any significant deterrent to Israel doing whatever it wanted in Syria. I view it more likely that Israel views a weakened Assad continually beset by a grinding civil war against numerous enemies a preferable option to taking him out entirely. 2. Not sure where Zeihan is getting his information on a change in the Biden Administration’s messaging to Israeli, but I readily concede that he likely does have better sources than I do. It may also be that the most recent failure of the asinine Iran deal has changed the collective mind of whatever passes for a Biden brain trust.
Speaking of Iran: “Tehran has lost its primary weapons sponsor, and its primary Security Council sponsor, and that is going to force the Iranians to think differently and act differently in every theater.”
Plus possible policy changes in (or toward) Cuba and Venezuela.
Biden goes all Nuremberg Rally, more transexual madness, Gibson’s Bakery wins final victory, states subcontract their energy policies to crazy California, and more really stupid criminals. It’s the Friday LinkSwarm!
You would think that Biden’s team might have better sense than to dress his set like it’s Darth Maul’s bedroom:
That was the most demagogic, outrageous, and divisive speech I have ever seen from an American president. Joe Biden essentially declared all those who oppose him and his agenda enemies of the republic. Truly shameful. pic.twitter.com/ZcJX2BbZlt
What happens when people in the federal government are incompetent and refuse to do their job? Usually nothing. Or they get promoted. But in Florida? Governor DeSantis fires their asses.
On Friday, Governor Ron DeSantis announced that he would be suspending four members of the Broward County School Board for their “incompetence, neglect of duty, and misuse of authority” at Marjory Stonemason Douglass High School.
In a press release, the governor’s office stated that Patricia Good, Donna Korn, Ann Murray and Laurie Rich Levinson had been suspended following the recommendations of the Twentieth Statewide Grand Jury. DeSantis has been particularly active in education, going as far as endorsing school board members in their races across the state, and enacting laws on curriculum transparency and parental rights.
“Even four years after the events of February 14, 2018, the final report of the Grand Jury found that a safety-related alarm that could have possibly saved lives at Marjory Stoneman Douglas High School ‘was and is such a low priority that it remains uninstalled at multiple schools,’ and ‘students continue to be educated in unsafe, aging, decrepit, moldy buildings that were supposed to have been renovated years ago,’” the press release states.
“These are inexcusable actions by school board members who have shown a pattern of emboldening unacceptable behavior, including fraud and mismanagement, across the district,” the press release continued.
“It is my duty to suspend people from office when there is clear evidence of incompetence, neglect of duty, misfeasance or malfeasance,” said DeSantis. “The findings of the Statewide Grand Jury affirm the work of the Marjory Stoneman Douglas School Safety Commission. We are grateful to the members of the jury who have dedicated countless hours to this mission and we hope this suspension brings the Parkland community another step towards justice. This action is in the best interest of the residents and students of Broward County and all citizens of Florida.”
In their place, DeSantis has appointed Torey Alston, former Commissioner of the Broward County Board of County Commissioners and President of Indelible Solutions, Manual “Nandy” A. Serrano, member of the Florida Sports Foundation Board of Directors, Ryan Reiter, a US Marine Corps Veteran and Director of Government Relations for Kaufman Lynn Construction, and Kevin Tynan, Attorney with Richardson and Tynan, who previously served on the Broward County School Board and South Broward Hospital District, to take the suspended members’ places.
Rachel, a Brooklyn mom with a gender-dysphoric child…went undercover as a pre-teen in the chat, searching for resources for detransitioners. She found none.
Instead, she opened a “Pandora’s box” of sexually perverse content, aggressive gender re-assignment referrals, adults encouraging minors to hide their transitions from their parents, and many troubled kids in need of psychological counseling. She shared screenshots of the chat with National Review.
Rachel says she looked to the Trevor Project in desperation, “when I thought my child was going to kill herself.” The organization frequently claims that LGBT youth are more than four times more likely to attempt suicide than their peers. It claims to be a refuge for these people with its crisis services including TrevorLifeline, TrevorText, and TrevorChat.
Under the advice of a “highly credentialed” medical and mental-health team, Rachel and her husband decided to socially transition their child a few years ago, she told National Review. After that, her child was hospitalized three times for self-harm and suicidality, including at least one suicide attempt. In New York, due to a ban on psychotherapy, so-called gender affirmation was the only legal option they could pursue, she said.
They were at their wit’s end, until her spouse sat her down and presented her with a PowerPoint, showing statistics that people who transition are, by a huge factor, much more likely than the general public to commit suicide.
“My jaw hit the floor. I said, ‘Oh my God we’ve been lied to’,” she says.
Since then, Rachel, a lifelong Democrat and feminist, has been dedicated to exposing the child gender-transition craze, which she argues is driven by “predatory medicine” incentivized by the government.
In TrevorSpace, she got a bird’s-eye view of the progressive non-profit giant that is claiming to save young lives but is really driving them further into existential rabbit holes, depravity, and potential danger, she said.
She documented kids talking about how to buy binders, an undergarment that constricts breasts, behind their parents’ backs. “I know the way people usually do this is by ordering it to a friend’s house or something of the sort, but I don’t have anyone to do that with,” wrote a girl whose account says she’s under 18. “I have money and know where I want to get it from and all that. I just need a means of getting it.” Another user suggested she have the binder sent to a post office where she could pick it up without her parents’ knowledge. Other users were referred to eBay to purchase a packer, or an artificial appendage meant to mimic a penis.
When people sign up for TrevorSpace, they have the option of placing themselves within the age ranges of “under 18” or “18-25.” The community is open to people 13-24, according to the site. There is no system in place to confirm a person’s age, Rebecca says and National Review confirmed. She also said she noticed entries from people claiming to be over 25 too, as well as guest accounts with no age listed.
Other teens, presumably girls transitioning to boys, testified to the effectiveness of Minoxidil, an over-the-counter medication that stimulates facial hair growth. “Can I get and use Minoxidil without my parents knowing?” a girl asked.
The kids Rachel followed on TrevorSpace spanned a diverse spectrum of gender disorientation, some confident in their belief that they were the opposite sex and some just gender curious. But, as Rachel observed, they were all pointed in one direction: gender transition. In a significant number of cases, adults gave minors this validation.
Gibson’s Bakery finally wins complete victory in their case, as Ohio’s Supreme Court refused to hear Oberlin College’s appeal. “It means the Gibsons now can collect approximately $36 million.”
Another day, another high profile Kamala Harris aide leaving. “Herbie Ziskend, a senior communications adviser, announced that he is leaving Harris’s side for the West Wing, where he will be the new White House deputy communications director.”
French tax agency deploys AI to find high ranking government official who are embezzling. Ha, just kidding! They’re using it to find and tax unreported pools.
The last Luftwaffe raid against the UK happened April 21, 1945, less than two weeks before Hitler committed suicide, and some three weeks before VE Day. The planes took off from occupied Stavanger, Norway, and it didn’t work out well for the Germans…
Ukraine’s Kherson counteroffensive appears to be making significant headway. The Institute for the Study of War has some summary goodness.
Ukrainian military officials announced the start of the Ukrainian counteroffensive in Kherson Oblast on August 29. Ukrainian officials reported that Ukrainian forces have broken through the first line of defenses in unspecified areas of Kherson Oblast and are seeking to take advantage of the disruption of Russian ground lines of communication caused by Ukrainian HIMARS strikes over many weeks. Ukrainian officials did not confirm liberating any settlements, but some Russian milbloggers and unnamed sources speaking with Western outlets stated that Ukrainian forces liberated several settlements west and northwest of Kherson City, near the Ukrainian bridgehead over the Inhulets River, and south of the Kherson-Dnipropetrovsk Oblast border. The Russian Defense Ministry (MoD), Russian proxies, and some Russian milbloggers denounced the Ukrainian announcement of the counteroffensive as “propaganda.”
Many Russian milbloggers nevertheless reported a wide variety of Ukrainian attacks along the entire line of contact, and the information space will likely become confused for a time due to panic among Russian sources. Russian outlets have also vaguely mentioned evacuations of civilians from Kherson Oblast, but then noted that occupation authorities in Kherson Oblast are calling on residents to seek shelter rather than flee. ISW will report on the Ukrainian counteroffensive in a new section below.
Let’s snip to that.
Ukrainian military officials announced that Ukrainian forces began a counteroffensive operation in Kherson Oblast on August 29 after severely disrupting Russian ground lines of communication (GLOCs) for weeks. Southern Operational Command Spokesperson Nataliya Gumenyuk stated that Ukrainian forces “began counteroffensive actions in many directions” and have broken through the first line of defense in an unspecified area. The Ukrainian operational group “Kakhovka” stated that Ukrainian forces have cut Russian GLOCs across the Dnipro River in Kherson Oblast and called the situation a “brilliant chance to return [Ukrainian] territories.” The “Kakhovka” group also reported that the Donetsk People’s Republic (DNR) 109th Regiment and Russian airborne troops have left their positions in an unspecified area of Kherson Oblast, and Ukrainian wires claimed that these elements withdrew from their positions around Kherson City. The DNR 109th Regiment had previously published an appeal to Russian President Vladimir Putin in late June identifying itself as a forcibly mobilized unit, complaining that it had not been rotated away from the front line for rest, and decrying poor conditions on the frontlines. Ukrainian military officials also released a DNR document dated July 24 that ordered the redeployment of the 109th, 113th, and 125th DNR regiments to Arkhanhelske, Vysokopillya, Zolota Balka, and Davydiv Brid in northwestern Kherson Oblast. “Kakhovka” also shared footage reportedly of a Russian serviceman seeking shelter on the ground amidst heavy artillery shelling while saying that Ukrainian forces have broken the first line of defense on August 29. Ukrainian officials did not discuss the directionality of Ukrainian counteroffensives.
Ukrainian and Russian officials called for civilians to evacuate or seek shelter in western Kherson Oblast on August 28-29. Ukrainian Kherson Oblast officials called on civilians to leave Kherson Oblast to get out of the way of Ukrainian forces and directed those choosing to stay in Kherson Oblast to seek shelter away from Russian military equipment. Occupation authorities of Nova Kakhkovka, where Ukrainian forces have frequently targeted Russian military infrastructure and GLOCS, called on civilians to seek shelter due to extensive Ukrainian strikes on August 28-29. Russian sources reported that Nova Kakhova occupation authorities do not plan to issue evacuation orders. Ukrainian Melitopol Mayor Ivan Fedorov stated that Russian forces evacuated their military hospital in Melitopol on August 29, indicating further fear of intensified Ukrainian activity even in rear occupied areas.
Paragraph of Russian “counteroffensive failed, everything is fine, nothing to see here, return to your homes” blather snipped.
Russian and Western sources claimed that Ukrainian forces liberated five settlements during the first day of the counteroffensive, but Ukrainian sources have not announced the liberation of any settlements at the time of this publication. An unnamed military official of an unspecified country told CNN that Ukrainian forces liberated Pravdyne (approximately 34km northwest of Kherson City), Novodmytrivka, and Tomyna Balka (both about 23km due west of Kherson City). The official also stated that Ukrainian forces liberated Arkhanhelske on the eastern bank of Inhulets River and south of the Kherson-Dnipropetrovsk Oblast border. ISW cannot independently verify CNN’s report and will update its maps if and when more sources confirm the report. The Ukrainian official report about the withdrawal of the 109th regiment that operates in northwestern Kherson Oblast may suggest that Ukrainians have crossed the Inhulets River into Arkhanhelske. Several Russian milbloggers amplified a report from the Telegram-based milblogger Grey Zone (about 276,000 followers) that Ukrainian forces advanced 6km from their bridgehead over the Inhulets River and seized the Sukhyi Stavok settlement (approximately 7km west of Russian GLOCs along the T2207 highway). Ukrainian Former Head of Foreign Intelligence Service Mykola Malomuzh made similar remarks about the liberation of Sukhyi Stavok.
Ukrainian forces also continued to conduct missile strikes on Russian ammunition depots, GLOCs, and strongholds on August 28 and August 29. Beryslav Raion Military Administration Head Volodymyr Litvinov reported that Ukrainian forces struck Russian manpower and equipment concentration point at the Beryslav Machine-Building Plant, resulting in a large fire at the plant. Odesa Oblast Military Administration Spokesperson Serhiy Bratchuk also reported that Ukrainian forces struck a Russian command post near the North Crimean Canal just east of Nova Kakhovka, a Russian river crossing in Lvove (west of Nova Kakhovka along the Dnipro River), and an ammunition depot in Havrylivka (approximately 33km south of the Kherson-Dnipropetrovsk Oblast border). Ukrainian Telegram channels also published footage reportedly showing a strike on the Antonivsky Bridge and a nearby barge. Social media users published footage of reportedly Ukrainian strikes on a Russian ammunition depot in Nova Kakhovka. The Ukrainian Southern Operational Command noted that Ukrainian forces launched eight airstrikes at Russian strongholds and manpower and equipment concentration points along the line of contact on August 28.
Russian forces are continuing efforts to restore their damaged GLOCs over the Dnipro River. Satellite imagery shows that Russian forces are attempting to build a pontoon crossing near the Antonivsky Bridge, which appeared to be halfway finished as of August 27. Geolocated satellite imagery also showed that the Kakhovka Bridge is still out of service with strike holes on the critical junctures of the bridge. Satellite imagery indicated that Russian forces are continuing to move military equipment mostly north toward Kherson City via the pontoon ferry. Satellite imagery showed the movement of 100 Russian military vehicles as of August 25, with few moving south. Such transfer of equipment via ferries is inefficient and vulnerable to further Ukrainian strikes. Russian forces reportedly continue to experience difficulties maintaining other GLOCs to southern Ukraine. Mariupol Mayoral Advisor Petro Andryushchenko stated that Russian logistics efforts relying on Mariupol rail transit will likely falter in the following days due to lack of electricity, damage to station cranes, and flooding that hinders rail operation in Mariupol.
Deutches Welle has a meaty segment on the conflict:
Some takeaways:
Ukraine seem to have three main prongs for their counterattack:
West of Kherson
The land bridge that collects it to Mykolaiv
“Further north, near the Kakhovka dam.” (For certain values of “near.”)
Still shelling near the Zaporizhzhia nuclear power plant. (Lots of time spent on this.)
Germany is sending Ukraine Vulcano (though the DW announcers pronounce it “volcano”) high precision artillery shells.
Ukrainian commander Yurii Bereza says that HIMARS and precision howitzer munitions have been a great equalizer.
More than 90 billion Euros pledged to Ukraine. Biggest donors are 1. U.S. (far and away the biggest), 2. UK, 3. EU, 4. Poland, 5. Germany. (Yeah, I know the last two are in the EU.)
There’s a lot of talk over Germany going soft due to gas shortages, but German Chancellor Olaf Scholz sounds pretty hardline here, talking about “Russia’s brutal war of aggression.”
Private foreign donors have also allowed Ukraine to buy millions in drones.
Concerns over rapid depletion of EU weapons supplies. (Also a concern in the US.)
Ben Hedges, former commander of U.S. forces in Europe, thinks Ukraine has done a good job of shaping the battlespace and building up forces for the counteroffensive.
“The Russians have not yet fixed the many problems [that] were on display back in February and March. Especially their command and control framework …It’s still a mess.”
“The logistical system is fragile, it’s exhausted, it’s gotten weaker by the week.”
On Putin announcing a 10% increase in troop levels: “I’d bet a large sum of money that there’s not 137,000 Russians willing to step up and join the military.”
“There’s a history in Russia of serious inflation in numbers. They’ve never had what they said they had. This is a classic means of corruption, to claim a certain number to draw salaries, when in fact you’re only paying half to three-quarters of that.”
“It’s an unhealthy population decreasing in size.”
Even if Putin gets the additional troops he wants, it will be months before they show up with equipment.
Not only was the Antonivsky Bridge hit again, but the in-progress pontoon bridge was also hit, as was a ferry.
OFFICIAL UPDATE from the #Ukraine's South Command on the offensive on the south: The UAF destroyed the Russian makeshift evacuation/supply bridge across the Dnipro river near Lvove village in Beryslav district of Kherson province. [Thread⬇️] pic.twitter.com/GEkAbZId2t
Ukraine says that all the bridges across the Dnipro River near Kherson are “unusable.” They do appear to have been badly damaged, but I’d take “unusable” with a grain of salt.
In-cockpit combat aircraft footage from a Ukrainian Mig-29 in Kherson theater:
Some tweets:
⚡️ Russia suffers heavy losses in southern Ukraine.
Operational Command “South” reported that they killed 82 Russian soldiers and destroyed 30 units of equipment, including tanks, howitzers, missile systems, self-propelled guns, armored vehicles, and other weapons.
KHERSON /0200 UTC 30 AUG/ UKR forces are maintaining a coordinated offensive along a broad front West of Kherson. UKR task units south of the M-14 HWY are said to have advanced as far as Tomnya Balka. RU telegram channels report that local occupation forces are in disarray. pic.twitter.com/eZal6TNj6g
With Russia shutting down the NordStream gas pipeline for maintenance, Peter Zeihan wonders if the end of Germany’s vaunted economic engine is nigh.
Some takeaways:
NordStream has made Germany “horrendously” dependent on Russia for energy.
Russia is blackmailing Germany to stop supporting Ukraine.
“Four things that the Germans rely upon to be the economic powerhouse that they are:”
That cheap natural gas.
Their economic model it is based on access to large volumes of cheap Russian energy, both in terms of for electricity, and as industrial inputs to power the entire German manufacturing model. So that all by itself could kill the German system almost overnight. Well, not overnight, but within a year.
“The Germans rely on a large, robust, highly skilled workforce, but Germany has one of the fastest aging societies in the world…Germany will hit mass retirement this decade, and so the model was always in danger on demographic grounds.”
Third: “Access to central European labor all the way from Poland to Romania and even further east…but that’s going away too. Because just as the Germans are rapidly aging, the central Europeans are aging even more rapidly…the birth rate in all of these countries is actually lower than it is in Germany, so it’s every bit as terminal.”
Fourth, you need the global economic trading system that is now breaking down and America is backing away from.
His conclusion:
All of this put together suggests that the manufacturing model that has sustained Germany, that has provided the tax base, that has provided economic growth, that has made the population relatively happy with their situation, it’s gone. And it’s going to vanish within the next year. And a Europe that does not have a German motor at its heart is a Europe that all of a sudden needs to find a very very different way to function.
As with a lot of Zeihan’s observations, he has a lot of fundamentals right but his conclusions seem overstated. Germany has the resources to abandon their green delusions and restart coal and nuclear plants, assuming they have the political will. And the degree to which globalization is breaking down is the significant subtraction of China and Russia from it. There’s still a lot of U.S./EU trade to be had, even if it does get a bit more expensive. And Germany, so high up on the value-added foodchain, is well-position to survive.
The labor shortage is a trickier problem to solve, and probably was one of the main reasons Angela Merkel was so intent on raking in Islamic “refugees.” But maybe real refugees from the Russo-Ukrainian War might provide an opportunity. It would be pretty ironic if Ukrainians were to find their lebensraum in the bosom of Germany…
