Saturday, March 31, 2018

The Incomparable Dmitry Orlov

As I've said before, Dmitry Orlov explains the world like no-one else can. 
Support him by reading his work at Patreon.
Here are a few of his somewhat out-of-date posts, to incentivize you to do so.

Sanctions, Schmantions! Dmitry Orlov. Jan. 16, 2018.

Whatever pagan deity happens to be in charge of weather this winter seems to be playing a joke on the Americans. You don’t believe in global warming? Fine, why don’t we have Muscovites enjoy the rare sight of pussy willows in bloom in January while letting you freeze? The result has been brutal. Not only have the very low temperatures, in a region where some people seem to believe that a baseball cap qualifies as winter headgear, exacerbated an already very bad flu season (the standard flu vaccine is only 10% effective against this year’s strain) but they have caused natural gas prices to spike up to $6.4 per cubic meter, testing a four-year-old record and breaking above the price in Asia.

The Russians do believe in global warming. It has opened up Arctic sea lanes to year-round navigation, supported by Russia’s new icebreaker fleet. They provide shortcuts to world’s sea freight while getting around strategic chokepoints such as the Straits of Malacca, the Suez Canal and the Straits of Gibraltar. The Russians have also taken advantage of the warming Arctic to open the region to oil and gas exploration and production. Late last year the ambitious new Yamal liquefied natural gas project opened to great fanfare. An entire new city was built above the Arctic circle. Putin himself flew in and gave the order to start pumping. A new fleet of ice-capable LNG tankers is being readied to take the gas to customers anywhere in the world.

Back in 2012 I wrote that there really isn’t a global natural gas market. Well, now there is! (But everything else I wrote then pretty much still stands.) In the meantime, the US went all-in on fracking—an expensive and environmentally damaging technique for exploiting the marginal hydrocarbons present in shale. This scheme has resulted in temporarily increased oil and gas volumes and in astronomical levels of indebtedness for the companies involved, which are now locked into a Ponzi scheme scenario, fighting for their lives while continuing to produce at a loss. But the temporarily increased volumes have allowed the Americans to dream that they will be able to become purveyors of natural gas to Europe and beyond, squeezing out Russia’s Gazprom. To this end, in the middle of last year the Trump administration imposed a set of sanctions designed to stop Russia from growing its share of the European gas market (which currently stands at 40%) to great consternation from Germany, Austria and others, which see no benefit to being forced to buy expensive, unreliable American gas.

At the time, I didn’t think that this scheme would work, and now it turns out that I was right. Not only are US gas deliveries to Europe turning out to be something of a joke, but the very first tanker load of LNG from Russia’s Yamal project is going to… Boston, due to arrive at the gasification plant in Everett on January 22. Apparently, the Trump administration is happy to let the Europeans shiver in the dark, deprived of access to Russian gas, but as far as the US itself is concerned—sanctions, shmanctions! The embarrassing fact that this episode pretty much puts paid to the idea that US LNG exports could compete with the world’s largest gas producer Gazprom can easily be dealt with by… refusing to talk about Russian gas imports and instead talking about importing people from “sh*thole countries.”

But is this a singular event, caused by record-breaking cold temperatures, or a sign of things to come? I believe that it is the way of the future. For one thing, the sanctions regime isn’t holding. The US is not the only “exceptional nation” as far as breaking its own sanctions: the British, when faced with gas shortages, have also chosen to ignore them, eager to become Yamal’s new customers. After such a ludicrous performance, why should anyone, anywhere in the world, take the US administration’s pronouncements seriously? At this point, the Americans themselves will probably prefer to keep quiet about anyone violating their sanctions, for fear of being laughed out of court. After all, there are far easier ways to dominate the news cycle; for instance, simply by saying something that gives people the excuse to act offended.

But while the Americans are keeping busy by acting offended, there is another, much bigger issue looming on the horizon. Do you think that Peak Oil is dead? Oh, then how about Global Warming?… The fact is, 2017 was nothing short of disastrous as far as oil and gas exploration. Geologists were only able to find replacement for 11% of the hydrocarbons that were produced over the course of the year. This is the worst result ever! Nothing of this sort has happened since the 1940s, when the world was too busy fighting a world war to engage in oil and gas exploration. What this means for energy prices is anyone’s guess: as I explained in this article, the conflict between prices higher than consumers can afford but lower than production costs will bankrupt both consumers and producers, but not all of them and not at the same time. But what is certain is that if this long-term trend continues (and why wouldn’t it?) serious oil and gas production shortfalls will start to occur within a decade.

What is particularly notable about this dismal result is that it is not in the least upsetting to the Russians. This is because most of the newly discovered oil and gas is in Russia. Over the course of last year, Russia was able to grow its oil reserves by a billion tonnes, 350 million of which can be produced without investing in new technology. In comparison, last year Russia produced 560 million tonnes. Thus, depending on its level of technology investment, Russia has either broken even or gotten ahead in terms of its ability to maintain and increase its oil production. A similar situation obtains with regard to natural gas: over last year, Russia was able to grow its reserves by 1.5 trillion cubic meters. This positive trend is likely to continue, because when it comes to exploring its vast reserves in the rapidly warming Arctic, Russia is just getting started.

Ever since the 2014 coup in the Ukraine, which was followed by the imposition of anti-Russian sanctions, there has been a great deal of thought given to what it would take for these various sanctions to be lifted. And now it seems that we have the answer: all it takes is a cold spell. The UK and the US are good examples, but here is an even better one: cold weather has caused the Ukrainian government to lift its sanctions against Russia’s Yuzhtrans and to resume importing Russian anthracite. The Ukraine is a sort of mini-me to America’s Dr. Evil, who tells it that its job is to hate Russia, and so it does its best with its own anti-Russian sanctions, all the “alternative facts” you can eat and ridiculous hate speech. But freezing to death in the dark would be more than it bargained for, and so it buys Russian nuclear fuel, and now Russian coal too.

But that is now; in the coming years, as hydrocarbon reserves outside of Russia are draw down, production shortfalls will become common and markets will break. Then governments throughout much of the world, perhaps even including the US, will come to the realization that they simply can’t get by without Russian energy. Eager to keep the lights on and the pipes from bursting, they will recognize that it is in their own interests to curb their Russophobia, go light on the anti-Russian rhetoric, either lift or simply ignore the sanctions, and simply try to make the best deal with Russia that they can.



Competitive Lying. Dmitry Orlov. Feb. 15, 2018.

No one has ever claimed that it is upstanding, sportsmanlike behavior to tell lies. Outside of some very special occupations—spy, special agent, etc.—lying is almost always a manifestation of failure. Even in its relatively innocuous forms, such as braggadocio and puffery, showboating and grandstanding, it is a poor substitute for having a favorable truth to tell. Then there are the various types of dissimulation, misdirection, concealment and omission; whether motivated by the wish to spare someone’s feelings or to avoid a scandal, the decision to lie is rarely a happy one. Finally, there are those who produce and circulate false and misleading information. When society functions normally, such people are caught, sooner or later, their reputations are ruined, their careers are terminated and the damage they caused is repaired. In a normally functioning society, enough of its members have a solid grasp of facts, are able to reason logically, and have sufficient faith in journalistic and other professional ethics, in the impartiality of public officials, and in the scientific method, to allow them to believe that truth does exist and that they are capable of obtaining it.

But such normal, stolid, matter-of-fact forms of social behavior seem a bit boring, perhaps even fuddy-duddyish, and are unlikely to hold the attention of modern smartphone-addicted whipper-snappers. Wouldn’t it be a lot more popular, modern and fun if the manufacturing of lies for financial and political gain become an accepted form of public behavior?

What if lying become incentivized to the point where it turned into a national sport? Who needs journalistic and professional ethics when less then a third of Americans polled say that they trust the national media? Why should public officials remain impartial when everybody knows that the vast majority of politically engaged Americans have formed two camps that openly hate and want to subvert each other? And who needs the scientific method and other forms of objective inquiry based on empirical evidence when we can rely on rumors circulated on social media as the ultimate arbiter of truth—because of “the wisdom of crowds” or some such?

And here is the most provocative question of all: what we are already living in such a world? How would we know if that were the case? We certainly shouldn’t attempt to base our assessment on anything as unreliable as “known facts” or on our personal notions of what is true: if our world has indeed shifted into the mode of competitive lying, then there would be multiple sets of alternative facts floating about, all of them fake to one extent or another, and choosing one set over another could be regarded as a matter of personal prejudice. Do you see the basic contradiction? The old methods of epistemological exploration would no longer apply to the new world of competitive lying. Therefore, we need to find a new method with which to ascertain whether the world we currently inhabit is the old one of indisputable truths, or the new one of competing lies.

I would like to suggest that we need to stop looking at specifics and instead look at general, systemic behaviors. In the old world of epistemological exploration, theories and narratives are found invalid and dismissed when evidence is discovered that contradicts them. This is because an invalid theory or narrative is not seen as valuable; it is a mere encumbrance, and possibly an embarrassment. But in the new world of competitive lying, theories and narratives are neither valid nor invalid. You may think that the “flat earth” nonsense circulated on Facebook is preposterous, but it’s still popular with some people (I’ll explain later why that is) and therefore it persists. Lies are no longer defective merchandise to be dumped; they are now stock in trade or an investment, endowed with valuable properties such as audience share and brand loyalty. Therefore, whenever some facts come to the surface that contradict one’s favored theory or narrative, the response is not to reexamine but to produce a flood of “alternative facts” (obtained, preferably, from some secret source, so that their provenance cannot be questioned) and to put some extra effort into making one’s theory or narrative stick.

In the old world, to be successful is to formulate theories and create narratives that are commonly regarded as true. This is how the edifice of the one and only consensual reality inhabited by all of the rational, sane people who are intelligent enough to understand them is built, brick by brick, leaving outside all of the irrational, insane, ignorant and stupid people (who may be numerous but who are successfully prevented from having much of an effect on society). But in the new world of competitive lying, success is defined as one’s ability to make one’s lies stick. And the best way to make one’s lies stick is, of course, by lying about them.

So much for theory; now, let’s look at a few examples. All of these mention Russia, because my privileged position behind the one way mirror that prevents Americans from seeing much of anything that goes on outside their own borders happens to be inside Russia.

1. While acting as Obama’s Secretary of State, Hillary Clinton colluded with Russians as part of a corrupt scheme to give Russian interests a large share of the uranium market in the US. When she then ran for president, her campaign saw this collusion as a major potential problem, and hatched a plan to accuse the Trump campaign of colluding with the Russians instead, to draw attention away from Clinton. To this end, her campaign purchased a fabricated dossier (the Steele dossier) which smeared Trump. This dossier was then used by the FBI to obtain warrants to spy on the Trump campaign, and to also appoint Mueller as a special investigator, to look for signs of collusion. If we were in the old world, such evidence would quickly undermine the “Trump colluded with the Russians” narrative. But in the new world of competitive lying it goes merrily on because, facts be damned, is so darn popular with people who hate Trump!

2. A certain character by the name of Rodchenkov once ran Russia’s anti-doping agency—until he and his sister got caught selling forbidden drugs to athletes. He avoided jail because he was diagnosed with schizophrenia and had attempted suicide. Later he ran away to the US and became an FBI informant, spinning a tale about Russian state-sponsored doping program. Based on his evidence, numerous Russian athletes were (temporarily) stripped of their Olympic medals and (temporarily) banned for life from participating in the Olympics. These decisions were overturned due to lack of evidence. The International Olympic Committee chairman Thomas Bach then publicly deplored this decision—because lack of evidence is not a good reason to overturn a decision? Another IOC representative then gave an interview in which he defended the decision to not allow Russian athletes who are known to be clean to compete in the Winter Olympics in South Korea by saying that lack of proof of their guilt does not mean that they are innocent; they may still be suspicious, he said—because they are Russian? In the old world where the rules of evidence apply, such developments would be devastatingly embarrassing to the IOC, disqualifying many officials from their positions. But in the new world of competitive lying the “Russian doping” narrative still commands a considerable mindshare (among the most heavily doped population on the planet, one might add) and is being kept alive.

3. There is a certain country in the world that spends a huge amount of money on its military. Its military claims to be able to do a great many things, and to be able to train and equip other militaries to do a great many things. But the preponderance of evidence is that all of them are only capable of doing exactly one thing: drop bombs. Whatever else they try to do, they always fail. That military is the in the US. Just recently it obliterated two major cities: Mosul and Raqqa now lay in ruins. These are just two of the latest examples, but there are plenty of others. The US has dropped bombs on numerous countries—North Korea, Vietnam, Cambodia, Laos, Serbia/Kosovo, Iraq, Afghanistan… probably more bombs than all other nations combined, including two nuclear ones on Japan—and based on all of this evidence it is impossible not to conclude that all that bombing is ineffective in achieving peace on terms the US would like. The rest of the world knows this extremely well, and knows that there is exactly one defense technology that’s needed in order to completely block and paralyze the US military: area denial technology that includes electronic warfare and air defense systems which Russia is happy to supply. (Having a nuclear deterrent helps too, and North Korea knows this.) The Americans know that they are facing complete military impotence and, as a Hail Mary pass, are getting ready to spend tens of billions of dollars they don’t have on tactical nuclear weapons, based on the faulty assumption that a nuclear attack can be anything other than suicidal. This evidence, overwhelming though it is, is blocked out by a massive façade of spit-polished, patriotic-sounding barefaced lies. These lies will go on being forcefully thrust on the population until the US, along with its military, collapses in national bankruptcy.

These are just three examples; there is a multitude of others. But they should be enough to sketch out the broad outline of this brave new world of competitive lying. The overall method is as follows: fabricate some fake facts; use them to concoct a narrative, or a theory (or both); then push it as hard as you can. When confronted with evidence that contradicts it, spew forth as many new fake facts as needed to drown it out. If you manage to make your lies stick, you win (for the time being). Of course, denying reality is never a good long-term strategy, but if you keep repeating to yourself that “in the long run, we’re all dead” (which is also a lie) then it sort of works in the short term.

One problem is that even in the brave new world there may be some curmudgeonly people who remain sticklers for facts. These people are clearly behind the times and unfashionable, but they can still ruin the fun for everyone else. This is where flat-earthers, climate change denialists, people who believe that Jesus rode a dinosaur and other deluded yahoos are most helpful: they exist in order to prove that facts don’t matter. Instead of being quashed, they are amplified and empowered. They always win because any serious person who tries to argue with them ends up looking ridiculous—for arguing with imbeciles.

This situation may look hopeless, but don’t despair! The epidemic of competitive lying hasn’t engulfed the entire planet yet. Yes, it has pretty much swept over the US and Canada, and a large part of Western Europe seems to be in a bad way as well, but there remain large parts of the world where lying is still a sin and where irrational, insane, ignorant and stupid people are being successfully prevented from having much of an effect on society.



The world needs more Orlov.


Make Russia Great Again, Through Negligence. Dmitry Orlov. Feb. 20, 2018.

After a year and a half of silence accompanied by much media noise, the Mueller investigation into Trump the Terrible’s collusion with the Russians (and their lord and master the Dread Pirate Putin) in order to steal the election from innocent young Hillary “twinkle-toes” Clinton, Mueller finally laid an egg. He indicted 13 Russians for identity theft and wire fraud. He alleges that they bought some stolen personal info (Social Security numbers, names, birth dates, etc.) on the internet, used these to set up PayPal and Facebook accounts, and then used these to buy Facebook ads in an effort to undermine the American people’s faith in the wholesome goodness of their democracy.

There is no evidence that anyone in the Trump campaign or administration knew that this was happening. There is no evidence that any of the 13 Russians had anything to do with Putin or the Russian government. There is no evidence that anything they did had any measurable effect on the outcome of the election.

There is, however, ample evidence that this indictment will go nowhere.

There is a difference between being indicted and being convicted: a convicted person is proven guilty; an indicted person is protected by the presumption of innocence until convicted. To be convicted in a criminal trial, a person has to be physically present before the court because one has the right to face one’s accusers. A trial held in absentia is automatically a kangaroo court. The 13 Russians are Russian nationals residing in Russia. According to the Russian constitution, Russian citizens cannot be extradited to stand trial in a foreign court, and it seems exceedingly unlikely that they will face criminal charges in Russia based on Mueller’s indictment. Therefore, these 13 Russians have to be presumed innocent—forever.

It’s still possible that one of these Russians will at some point travel abroad, get snatched and shipped off to the US to stand trial, and be convicted of money laundering, identity theft and wire fraud. But the charge of working to undermine the American people’s faith in the wholesome goodness of their democracy would be rather hard to prove, mostly because there isn’t much of it to be found these days. The accusation is a lot like accusing somebody of despoiling an outhouse by crapping in it, along with everyone else, but the outhouse in question had a sign on its door that read “No Russians!” and the 13 Russians just ignored it and crapped in it anyway.

The reason the Outhouse of American Democracy is posted “No Russians!” is because Russia is the enemy. There aren’t any compelling reasons why it should be the enemy, and treating it as such is incredibly foolish and dangerous, but that’s beside the point. Painting Russia as the enemy serves a psychological need rather than a rational one: Americans desperately need some entity onto which they can project their own faults. The US is progressing toward a fascist police state; therefore, Russia is said to be a horrible dictatorship run by Putin. The US traditionally meddles in elections around the world, including Russia; therefore, the Russians are said to meddle in US elections. The US is the most aggressive country on the planet, occupying and bombing dozens of countries; therefore, the Russians are accused of “aggression.” And so on…

If (for whatever stupid reason) Russia is indeed America’s enemy, it stands to reason that the Americans would want to make it weaker rather than stronger. Working to strengthen one’s enemy seems like a poor strategy. And yet that is what has been happening: the last two US administrations—Obama’s and Trump’s—both have been steadfastly aiding and abetting Russia’s rise to greatness. Aiding and abetting the enemy is bad enough by itself, but it would also appear that they have been doing so unwittingly. Thus, if Mueller really had the health and beauty of American democracy in his heart, he would have indicted both the Obama and the Trump administrations for aiding and abetting the enemy through gross negligence. Here is how the indictment would read:

1. The Obama administration falsely accused the government of Syria of carrying out an attack using chemical weapons near Damascus on August 21, 2013 in order to find an excuse to attack and invade Syria. Chemical weapons were in fact used in that incident, but not by the forces controlled by the Syrian government. Since the Syrian government had no interest in either using chemical weapons or in maintaining its chemical weapons stockpile, this gave Russia an opening to negotiate an international deal under which Syria surrendered its entire stockpile of chemical weapons, which were destroyed, and international inspectors subsequently certified Syria as being free of them. This incident showed Russia to be a trustworthy partner, able to peacefully resolve crises through negotiation, raising its stature in the world, and the US to be a rogue state willing to use any means, including the use of chemical weapons against civilians, in order to justify its illegal use of force. Following in Obama’s footsteps, the Trump administration, soon after assuming office, used similar unverified accusations of a Syrian chemical weapons attack to ineffectually bomb a Syrian airbase using Tomahawk missiles.

2. In February 2014 the Obama administration organized and carried out a bloody coup in Kiev, staging a massacre using foreign mercenaries, falsely accusing the Ukraine’s constitutional government of carrying it out, overthrowing it, and installing a puppet regime managed by the CIA and the US State Department. The nature of this regime, which is comprised of oligarchs and criminals allied with neo-Nazi groups, and which has elevated to the status of national heroes certain perpetrators of genocide against Jews, Poles and others during World War II, has been kept hidden from the public in the US. But because Russia and the Ukraine are not ethnically, linguistically, culturally or religiously distinct, and have existed as a single entity through most of their history, most Russians understood what had happened. The chaos and mayhem that followed the putsch gave the Russian government an opening to hold a referendum in Crimea, which was briefly joined to the Ukraine, but which had been part of Russia since 1783, and to re-annex the territory. It also led to armed rebellion in eastern Ukraine and the formation of two de facto independent republics there, making the Ukraine into a semi-defunct state that does not control its own territory. All of these developments led to a tremendous surge of patriotic feeling among Russians, who felt proud of being able to reclaim what they saw as rightfully theirs and felt threatened by seeing the Ukraine once again fall to the fascists. True to form, the Trump administration has continued Obama’s this policy of Making Russia Great Again by providing the Ukrainian military with lethal weapons and advice.

3. Although the Russian annexation of Crimea, based on an overwhelming victory in a popular referendum and a great showing of public support, was impeccably legal in upholding the Crimea’s right to self-determination (unlike NATO previous annexation of Kosovo), the Obama administration saw it fit to impose economic sanctions on Russia in retribution. These sanctions, together with Russia’s counter-sanctions on food exports from the EU, have finally provided the impetus for Russia to break with the past pattern of exporting gas and oil and importing just about everything else, and to embrace the strategy of import replacement. This has allowed Russia to become self-sufficient in many areas, such as oil and gas exploration and production technology, agriculture and many other areas. Although Russia experienced a period of considerable economic difficulty which saw the purchasing power of the population dwindle substantially, Russia’s economy has survived. The popularity of the national leadership did not suffer because most Russians now understand what they are fighting for and, given the barrage of negative news from the Ukraine, who their enemy is, and what would happen to them if they were to show weakness.

4. Although the Trump administration has mostly followed in Obama’s footsteps in Making Russia Great Again, the most recent round of anti-Russian sanctions, which the Trump administration did not impose but only announced, as required by an act of Congress, was inadvertently an act of pure genius. What Trump’s flunkies did was take the Kremlin directory and the Forbes list of Russia’s wealthiest individuals, and put them together into a single list of people. If these sanctions were actually imposed rather than merely threatened, those having any dealings with the individuals on this list would suffer legal repercussions. The brilliance of this plan is in two parts. First, there have been some differences of orientation among the members of the Kremlin administration: some were more US-oriented than others. What this list did was make them look foolish in their hopes of ever appeasing the US. Before, the US had a few lukewarm champions inside the Kremlin; now it has zero. Second, Russia has had a problem with wealthy individuals moving their capital abroad, to Switzerland, to various offshore tax havens, and most notably to the United States, which is the money laundering capital of the world. But now Trump has threatened them with wealth confiscation. At the same time, the Russian government has extended a tax amnesty for those wishing to repatriate their capital. As a result, a flood of money is now reentering the Russian economy, giving it a major boost.

Once you put it all together, the charge against the last two US administrations for Making Russia Great Again by aiding and abetting it, unwittingly and through gross negligence, becomes compelling. There is, of course, no chance at all that anybody will be put on trial for it, but that may not be necessary. As shown by the #MeToo movement, it is no longer necessary in contemporary America to prove a crime; a mere allegation is now sufficient to end careers and to ruin reputations. You can play this game too: of each US policy or initiative announced against Russia, ask yourself: How is it going to help Make Russia Great Again? Because it probably will.


Better Nukes for a Safer Planet. Dmitry Orlov, Club Orlov. March 6, 2018.

A lot of people seem to have lost the thread when it comes to nuclear weapons. They think that nuclear weapons are like other weapons, and are designed to be used in war. But this is pure mental inertia. According to all the evidence available, nuclear weapons are anti-weapons, designed to prevent weapons, nuclear or otherwise, from being used. In essence, if used correctly, nuclear weapons are war suppression devices. Of course, if used incorrectly, they pose a grave risk to all life on Earth. There are other risks to all life on Earth as well, such as runaway global warming from unconstrained burning of hydrocarbons; perhaps we need to invent a weapon or two to prevent that as well.

Some people feel that the mere existence of nuclear weapons guarantees that they will be used as various nuclear-armed countries find themselves financially, economically and politically in extremis. As “proof” of this, they trot out the dramaturgical principle of Chekhov’s Gun. Anton Chekhov wrote: “Если вы говорите в первой главе, что на стене висит ружье, во второй или третьей главе оно должно непременно выстрелить. А если не будет стрелять, не должно и висеть.»” [“If you say in Act I that there is a gun hanging on the wall, then it is a must that in Act II or III it be fired. And if it won’t be fired, it shouldn’t have been hung there in the first place.”]

And if you point out that we are talking about military strategy and geopolitics, not theater, they then quote Shakespeare’s “All the world's a stage, And all the men and women merely players; They have their exits and their entrances…” and believe that it is QED. Now, I happen to agree wholeheartedly with Chekhov, when it comes to dramaturgy, and I agree with the Bard as well, provided we define “the world” as “the world of theater,” from which the worlds of geopolitics and nuclear physics are both dramatically different.

Let me explain it in terms that a drama major would understand. If there is a nuclear bomb hanging on the wall in Act I, then, chances are, it will still be hanging on that wall during the final curtain call. In the meantime, no matter how many other weapons are present on stage during the play, you can be sure that none of them would be used. Or maybe they will be, but then the entire audience would be dead, in which case you should definitely ask for your money back because this was billed as a family-friendly show.

Back in the real world, it is hard to argue that nukes haven’t been useful as deterrents against both conventional and nuclear war. When the Americans dropped nuclear bombs on Hiroshima and Nagasaki, they only did this because they could do so with complete impunity. Had Japan, or an ally of Japan, possessed nuclear weapons at the time, these attacks would not have taken place. There is a considerable body of opinion that the Americans didn’t nuke Japan in order to secure a victory (the Japanese would have surrendered regardless) but to send a message to Joseph Stalin. Stalin got the message, and Soviet scientists and engineers got cracking.

There was an uncomfortable period, before the USSR successfully tested their first atomic bomb, when the Americans were seriously planning to destroy all major Soviet cities using a nuclear strike, but they set these plans aside because they calculated that they didn’t have enough nukes at the time to keep the Red Army from conquering all of Western Europe in retaliation. But in August 29, 1949, when the USSR tested its first atomic bomb, these plans were set aside—not quite permanently, it would later turn out—because even a singular nuclear detonation as a result of a Soviet response to an American first strike, wiping out, say, New York or Washington, would have been too high a price to pay for destroying Russia.

Since then—continuously except for a period between 2002 and two days ago—the ability of nuclear weapons to deter military aggression has remained unquestioned. There were some challenges along the way, but they were dealt with. The Americans saw it fit to threaten the USSR by placing nuclear missiles in Turkey; in response, the USSR placed nuclear missiles in Cuba. The Americans didn’t think that was fair, and the result was the Cuban Missile Crisis. Eventually the Americans were prevailed upon to stand down in Turkey, and the Soviets stood down in Cuba. Another threat to the deterrent power of nuclear weapons was the development of anti-ballistic weapons that could shoot down nuclear-tipped missiles (just the ballistic ones; more on that later). But this was widely recognized to be a bad thing, and a major breakthrough came in 1972, when the USA and the USSR signed the Anti-Ballistic Missile Treaty.

Over this entire period, the principle that kept the peace was Mutual Assured Destruction: neither side would provoke the other to the point of launching a nuclear strike, because such a move was guaranteed to be suicidal. The two sides were reduced to fighting a series of proxy wars in various countries around the world, which were so much the worse for it, but there was no danger of these proxy conflicts erupting into a full-scale nuclear conflagration.

In the meantime, everybody tried to oppose nuclear proliferation, preventing more countries from obtaining access to nuclear weapons technology—with limited success. The cases where these efforts failed testify to the effective deterrent value of nuclear weapons. Saddam Hussein of Iraq didn’t have any “weapons of mass destruction” and ended up hung. Muammar Qaddafi of Libya voluntarily gave up his nuclear program, and ended up tortured to death.

But Pakistan managed to acquire nuclear weapons, and as a result its relations with its traditional nemesis India have become much more polite and cooperative, to the point that in June of 2017 both became full members of Shanghai Cooperation Organization, along with China, Russia and other Eurasian nations. And then North Korea has made some breakthroughs with regard to nuclear bombs and ballistic missiles, and as a result of that the US has been reduced to posturing and futile threats against it while South Korea has expressed some newfound respect for its northern neighbor and is now seeking rapprochement.

In 2002 the prospect of continued nuclear deterrence suffered a major setback when the US pulled out of the ABM treaty. Russia protested this move, and promised an asymmetrical response. American officials ignored this protest, incorrectly thinking that Russia was finished as a nuclear power. Since then, the Americans spent prodigious amounts of money—well into the trillions of dollars—building a ballistic missile defense system. Their goal was simple: make it possible to launch a first strike on Russia, destroying much of its nuclear arsenal; then use the new American ABM systems to destroy whatever Russia does manage to launch in response. On February 2, 2018 the Americans decided that they were ready, and issued a Nuclear Posture Review in which they explicitly reserved the right to use nuclear weapons to prevent Russia from using its nuclear deterrent.

And then, two days ago, all of that came to a happy end when Vladimir Putin gave a speech in which he unveiled several new weapons systems that completely negate the value of US missile defense shield—among other things. That was the response the Russians promised to deliver when the US pulled out of the ABM treaty in 2002. Now, 16 years later, they are done. Russia has rearmed with new weapons that have rendered the ABM treaty entirely irrelevant.

The ABM treaty was about ballistic missiles—ones that are propelled by rockets that boost the missile to close to escape velocity. After that the missile follows a ballistic trajectory—just like an artillery shell or a bullet. That makes its path easy to calculate and the missile easy to intercept. The US missile defense systems rely on the ability to see the missile on radar, calculate its position, direction and velocity, and to launch a missile in response in such a way that the two trajectories intersect. When they cross, the interceptor missile is detonated, knocking out the attacking missile.

None of the new Russian weapons follow ballistic trajectories. The new Sarmat is an ICBM minus the “B”—it maneuvers throughout its flight path and can fly through the atmosphere rather than popping up above it. It has a short boost phase, making it difficult to intercept after launch. It has the range to fly arbitrary paths around the planet—over the south pole, for instance—to reach any point on Earth. And it carries multiple maneuverable hypersonic nuclear-armed reentry vehicles which no existing or planned missile defense system can intercept.

Among other new weapons unveiled two days ago was a nuclear-powered cruise missile which has virtually unlimited range and a nuclear-powered drone submarine which can descend to much larger depths than any existing submarine and moves faster than any existing vessel. There was also a mobile laser cannon in the show, of which very little is known, but they are likely to come in handy when it comes to frying military satellites. All of these are based on physical principles that have never been used before. All of these have passed testing and are going into production; one of them is already being used on active combat duty in the Russian armed forces.

The Russians are now duly proud of their scientists, engineers and soldiers. Their country is safe again; Americans have been stopped in their tracks, their new Nuclear Posture now looking like a severe case of lordosis. This sort of pride is more important than it would seem. Advanced nuclear weapons systems are a bit like secondary sexual characteristics of animals: like the peacock’s tail or the deer’s antlers or the lion’s mane, they are indicative of the health and vigor of a specimen that has plenty of spare energy to expend on showy accessories.

In order to be able to field a hypersonic nuclear-powered cruise missile with unlimited range, a country has to have a healthy scientific community, lots of high-powered engineers, a highly trained professional military and a competent security establishment that can keep the whole thing secret, along with an industrial economy powerful and diverse enough to supply all of the necessary materials, processes and components with zero reliance on imports. Now that the arms race is over, this new confidence and competence can be turned to civilian purposes.

So far, the Western reaction to Putin’s speech has closely followed the illogic of dreams which Sigmund Freud explained using the following joke:

1. I never borrowed a kettle from you
2. I returned it to you unbroken
3. It was already broken when I borrowed it from you.

A more common example is a child’s excuse for not having done her homework: I lost it; my dog ate it; I didn’t know it was assigned.

In this case, Western commentators have offered us the following:

1. There are no such weapons; Putin is bluffing
2. These weapons exist but they don’t really work
3. These weapons work and this is the beginning of a new nuclear arms race

Taking these one at a time:

1. Putin is not known to bluff; he is known for doing exactly what he says he will do. He announced that Russia will deliver an asymmetric response to the US pulling out of the ABM treaty; and now it has.

2. These weapons are a continuation of developments that already existed in the USSR 30 years ago but had been mothballed until 2002. What has changed since then was the development of new materials, which make it possible to build vehicles that fly at above Mach 10, with their skin heating up to 2000ºC, and, of course, dramatic improvements in microelectronics, communications and artificial intelligence. Putin’s statement that the new weapons systems are going into production is an order: they are going into production.

3. Most of Putin’s speech wasn’t about military matters at all. It was about such things as pay increases, roads, hospitals and clinics, kindergartens, nurseries, boosting retirements, providing housing to young families, streamlining the regulation of small businesses, etc. That is the focus of the Russian government for the next six years: dramatically improving the standard of living of the population. The military problem has already been resolved, the arms race has been won, and Russia’s defense budget is being reduced, not increased.

Another line of thought in the West was that Putin unveiled these new weapons, which have been in development for 16 years at least, as part of his reelection campaign (the vote is on March 18). This is absurd. Putin is assured of victory because the vast majority of Russians approve of his leadership. The elections have been about jockeying for a second place position between the Liberal Democrats, led by the old war horse Vladimir Zhirinovsky, and the Communists, who have nominated a non-communist oligarch businessman Pavel Grudinin, who has promptly disqualified himself by failing to disclose foreign bank accounts and other improprieties and now appears to have gone into hiding. Thus, the Communists, who were previously slated for second place, have burned themselves down and Zhirinovsky will probably come in second. If Americans don’t like Putin, then they definitely wouldn’t like Zhirinovsky. Putin is practical and ambivalent about “our Western partners,” as he likes to call them. Zhirinovsky, on the other hand, is rather revenge-minded, and seems to want to inflict pain on them.

At the same time, there is now a committee, composed of very serious-looking men and women, who are charged with monitoring and thwarting American meddling in Russian politics. It seems unlikely that the CIA, the US State Department and the usual culprits will be able to get away with much in Russia. The age of color revolutions is over, and the regime change train has sailed… all the way back to Washington, where Trump stands a chance of getting dethroned Ukrainian-style.

Another way to look at the Western reaction to Russia’s new weapons is using Elizabeth Kübler-Ross’s stages of grief. We already saw denial (Putin is bluffing; weapons don't work) and the start of anger (new arms race). We should expect a bit more anger before moving on to bargaining (you can have the Ukraine if you stop building Sarmat). Once the response comes back (“You broke the Ukraine; you pay to get it fixed”) we move on to depression (“The Russians just don’t love us any more!”) and, finally, acceptance. Once the stage of acceptance is reached, here is what the Americans can usefully do in response to Russia’s new weapons systems.




First of all, Americans can scrap their ABM systems because they are now useless. Russia’s Defense Minister Sergei Shoigu had this to say about it: «То, что сегодня создаётся в Польше и Румынии, создаётся на Аляске и предполагается к созданию в Южной Корее и Японии — этот "зонтик" противоракетной обороны, получается, "дырявый". И не знаю, зачем за такие деньги теперь этот "зонтик" им приобретать.» [“What is being built in Poland and Romania, and in Alaska, and is planned in South Korea and Japan—this missile defense ‘umbrella’—turns out to be riddled with holes. I don’t know why they should now buy this ‘umbrella’ for so much money.”]

Secondly, Americans can scrap their aircraft carrier fleet. All it’s useful now for now is threatening defenseless nations, but there are much cheaper ways to threaten defenseless nations. If Americans are still planning to use them to dominate sea lanes and control world trade, then the existence of hypersonic cruise missiles with unlimited range and drone submarines that can lurk at great ocean depths for years make the world’s oceans off-limits for American navy’s battle groups in the event of any major (non-nuclear) escalation because now Russia can destroy them from an arbitrary distance without putting any of their assets or personnel at risk.

Lastly, Americans can pull out of NATO, which has now been shown to be completely useless, dismantle their thousand military bases around the world, and repatriate the troops stationed there. It’s not as if, in light of these new developments, American security guarantees are going to be worth much to anyone, and America’s “allies” will be quick to realize that. As far as Russian security guarantees, there is a lot on offer: unlike the US, which is increasingly seen as a rogue state—and an ineffectual and blundering one at that—Russia has been scrupulous in adhering to its international agreements and international law. In developing and deploying its new weapons systems, Russia has not violated any international agreements, treaties or laws. And Russia has no aggressive plans towards anyone except terrorists. As Putin put it during his speech, «Мы ни на кого не собираемся нападать и что-то отнимать. У нас у самих всё есть.» [“We are not planning to attack anyone or take over anywhere. We have everything we need.”]

I hope that the US doesn’t plan to attack anyone either, because, given its recent history, this won’t work. Threatening the whole planet and forcing it to use the US dollar in international trade (and destroying countries, such as Iraq and Libya, when they refuse); running huge trade deficits with virtually the entire world and forcing reserve banks around the world to buy up US government debt; leveraging that debt to run up colossal budget deficits (now around a trillion dollars a year); and robbing the entire planet by printing money and spending it on various corrupt schemes—that, my friends, has been America’s business plan since around the 1970s. And it is unraveling before our eyes.

I have the audacity to hope that the dismantling of the American Empire will proceed as copacetically as the dismantling of the Soviet Empire did. (This is not to say that it won’t be humiliating or impoverishing, or that it won’t be accompanied by a huge increase in morbidity and mortality.) One of my greatest fears over the past decade was that Russia wouldn’t take the US and NATO seriously enough and just try to wait them out. After all, what is there to really to fear from a nation that has over a 100 trillion dollars in unfunded entitlements, that’s full of opioid addicts, with 100 million working-age people permanently out of work, with decrepit infrastructure and poisoned national politics? And as far as NATO, there is, of course, Germany, which is busy rewriting “Deutschland, Deutschland, über alles” to be gender-neutral. What are they supposed to do next? March on Moscow under a rainbow banner and hope that the Russians die laughing? Oh, and there’s also NATO’s largest Eurasian asset, Turkey, which is currently busy slaughtering America’s Kurdish assets in Northern Syria.

But simply waiting them out would have been a gamble, because in its death throes the American Empire could have lashed out in unpredictable ways. I am glad that Russia chose not to gamble with its national security. Now that the US has been safely checkmated using the new Russian weapons systems, I feel that the world is in a much better place. If you like peace, then it seems like your best option is to also like nukes—the best ones possible, ones against which no deterrent exists, and wielded by peaceful, law-abiding nations that have no evil designs on the rest of the planet.


This one is recent, so I wouldn't normally post it, but it is freely available at ClubOrlov.

Killing Diplomacy. Dmitry Orlov, ClubOrlov. March 27, 2018.

There is the famous aphorism by Karl von Clausewitz: “War is the continuation of politics by other means.” This may be true, in many cases, but it is rarely a happy outcome. Not everybody likes politics, but when given a choice between politics and war, most sane people will readily choose politics, which, even when brimming with vitriol and riddled with corruption, normally remains sublethal. In relations between countries, politics is known as diplomacy, and it is a formal art that relies on a specific set of instruments to keep countries out of war. These include maintaining channels of communication to build trust and respect, exercises to seek common ground, and efforts to define win-win scenarios to which all sides would eagerly agree, including instruments for enforcing agreements.

Diplomacy is a professional endeavor, much like medicine, engineering and law, and requires a similarly high level of specialized education. Unlike these other professions, the successful exercise of diplomacy demands much greater attention to questions of demeanor: a diplomat must be affable, personable, approachable, decorous, scrupulous, levelheaded… in a word, diplomatic. Of course, in order to maintain good, healthy relations with a country, it is also essential that a diplomat fluently speak its language, understand its culture and know its history. Especially important is a very detailed knowledge of the history of a country’s diplomatic relations with one’s own country, for the sake of maintaining continuity, which in turn makes it possible to build on what has been achieved previously. Complete knowledge of all treaties, conventions and agreements previously entered into is, obviously, a must.

Sane people will choose politics over war, and sane (that is, competently governed) nations will choose diplomacy over belligerence and confrontation. An exception is those nations that cannot hope to ever win the game of diplomacy due to an acute shortage of competent diplomats. They are likely to strike out in frustration, undermining the very international institutions that are designed to keep them out of trouble. It then falls upon their more competent counterparts in other nations to talk them off the ledge. This may not always be possible, especially if the incompetents in question can’t be made to appreciate the risks they are taking in blindly striking out against their diplomatic counterparts.

If we look around in search of such incompetently governed nations, two examples readily present themselves: the United States and the United Kingdom. It is rather challenging to identify the last moment in history when the US had a Secretary of State that was truly competent. To be safe, let’s set it as January 20, 1977, the day Henry Kissinger stepped down from his post.

Since then, US diplomatic history has been, to one extent or another, a history of fantastic blunders. For example, as far back as 1990 US Ambassador to Iraq April Glaspie told Saddam Hussein, “[W]e have no opinion on the Arab-Arab conflicts, like your border disagreement with Kuwait,” in effect giving the green light to the Iraqi invasion of Kuwait and setting off the cascade of events that has led to the current sad state of affairs in the region. Another highlight was Hillary Clinton, whose only credentials had to do with a sort of fake noblesse, stemming from her marriage to a former president, and who used her position as Secretary of State to enrich herself using a variety of corrupt schemes.

Among the lower ranks of the diplomatic corps, most ambassadorships went to people with no diplomatic education or experience, whose only qualifications had to do with electoral fundraising on behalf of whoever happened to occupy the White House and other partisan political considerations. Few of these people are able to enter into a meaningful dialogue with their counterparts. Most are barely able to read a programmatic statement of policy from a piece of paper handed them by a staffer.

In the meantime, the UK establishment has been gradually decrepitating in its own inimitable post-imperial fashion. Its special relationship with the US has meant that it had no reason to maintain an independent foreign policy, always playing second fiddle to Washington. It has remained as a US-occupied territory ever since World War II, just like Germany, and, deprived of its full measure of sovereignty, could allow its international organs to slowly atrophy from disuse. The benefit of this arrangement is that it has allowed the collapse of the British Empire to proceed in slow motion—the slowest and longest collapse in the long history of empires.

What little competence there was left gradually drained away in the course of the UK’s temporary dalliance with the European Union, due to end next year, during which most of the rest of UK’s sovereignty was signed away by treaty, and most questions of international governance were relinquished to unelected bureaucrats in Brussels. And now, at the end of this long process of degeneration and decay, we have in the person of the Foreign Minister a clown by the name of Boris Johnson. His equally incompetent boss Theresa May recently saw it fit to very loudly and publicly violate the terms of the Chemical Weapons Convention to which the UK is a signatory.

To recap, Theresa May claimed that a certain Russian-cum-British spy living in the UK was killed using a nerve agent made in Russia, and gave Russia 24 hours to explain this situation to her satisfaction. Russia is likewise a signatory to the Chemical Weapons Convention (CWC), and had destroyed all 39,967 metric tons of its chemical weapons by September 27, 2017. On that occasion, The Director-General of the Organization for the Prohibition of Chemical Weapons (OPCW), Ambassador Ahmet Üzümcü, stated: “The completion of the verified destruction of Russia's chemical weapons programme is a major milestone in the achievement of the goals of the Chemical Weapons Convention. I congratulate Russia and I commend all of their experts who were involved for their professionalism and dedication.” The US is yet to destroy its stockpiles, preferring to squander trillions on useless ballistic defense systems instead of living up to its obligations under the Chemical Weapons Convention.

Here is precisely what Theresa May did wrong. Under the terms of the CWC, the UK was obligated to provide Russia with a sample of the nerve agent used, along with all related evidence uncovered in the course of the investigation. After that, the treaty gives Russia 10 days to respond. Instead, May provided no evidence, and gave Russia 24 hours to respond. When Russia formally requested to see the evidence, this request was refused. We can only guess at why she refused, but one reasonable supposition is that there is no evidence, because:

• May claimed that the nerve agent was Novichok, developed in the USSR. In order to identify it, the UK experts had to have had a sample of it. Since neither the USSR, nor Russia, have ever been known to export it, we should assume that it was synthesized within the UK. The formula and the list of precursors are in the public domain, published by the scientist who developed Novichok, who has since moved to the US. Thus, British scientists working at Porton Down could have synthesized it themselves. In any case, it is not possible to determine in what country a given sample of the substance was synthesized, and the claim that it came from Russia is not provable.

• It was claimed that the victims—Mr. Skripal and his daugher—were poisoned with Novichok while at a restaurant. Yet how could this have been done? The agent in question is so powerful that a liter of it released into the atmosphere over London would kill most of its population. Breaking a vial of it open over a plate of food would kill the murderer along with everyone inside the restaurant. Anything it touched would be stained yellow, and many of those in the vicinity would have complained of a very unusual, acrid smell. Those poisoned would be instantaneously paralyzed and dead within minutes, not strolling over to a park bench where they were found. The entire town would have been evacuated, and the restaurant would have to be encased in a concrete sarcophagus by workers in space suits and destroyed with high heat. None of this has happened.

• In view of the above, it seems unlikely that any of what has been described in the UK media and by May’s government has actually taken place. An alternative assumption, and one we should be ready to fully test, is that all of this is a work of fiction. No pictures of the two victims have been provided. One of them—Skripal’s daughter—is a citizen of the Russian Federation, and yet the British have refused to provide consular access to her. And now it has emerged that the entire scenario, including the Novichok nerve gas, was cribbed from a US/UK television drama “Strike Back.” If so, this was certainly efficient; why invent when you can simply plagiarize.

• This is only one (and not even the last) in a series of murders and assumed but dubious suicides on former and current Russian nationals on UK soil that share certain characteristics, such the use of exotic substances as the means, no discernible motive, no credible investigation, and an immediate, concerted effort to pin the blame on Russia. You would be on safe ground if you assumed that anyone who pretends to know what exactly happened here is in fact lying. As to what might motivate such lying—that’s a question for psychiatrists to take up.

In considering all of the above, healthy skepticism is called for. All we have so far is an alleged double murder, no motive, doubtful means, over 140 million suspects (anyone who’s Russian?), and public statements that amount to political theater. As far as repercussions, there is very little that the UK government can do to Russia. They kicked out a few dozen Russian diplomats (and Russia will no doubt reciprocate); the Royal Family won’t be attempting the World Cup in Russia this summer (not a great loss, to be sure); there are also some vague threats that don’t amount to anything.

But that’s not what’s important. For the sake of the whole world, (former) great powers, especially nuclear ones, such as the US and the UK, should be governed with a modicum of competence, and this show of incompetence is most worrying. The destruction of public institutions in the US and the UK has been long in the making and probably can’t be undone. But the least we can do is refuse to accept at face value what appear to be blatant fabrications and provocations, demand compliance with international law, and keep asking questions until we obtain answers.

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