Tag Archives: Russia

Peak 2020: An Apology to 2017

Readers of The Affiliate Network may recall that three years ago we dubbed 2017 “The Worst, Worst Year”. We were wrong and we owe an apology. 2020 has taken that title and expanded it beyond what most of us considered likely or even possible. The mysterious and terrifying pandemic and the economic tsunami that followed, triggered massive social, political, and economic upheavals around the world. Though the epoch-ending event is not exactly a “black swan” — many credible practitioners regarded it as a certainty — it will still leave a mark lasting decades and may permanently alter the course of human events.

The Worst

The world’s understanding of the novel Coronavirus, nCoV2, is that it emerged out of Wuhan, China in the waning weeks of 2019, and swept across the world like a wildfire. It turned human lungs to concrete, seemingly at random, and left paralysis and ruin in its wake. The contagion quickly spread to Iran before turning up in Italy, Spain, Belgium, France, and eventually New York. The time between the first reported cases in Wuhan to the day the World Health Organization declared Coronavirus 19 Disease (COVID19) a true pandemic: ten and a half weeks. At the time the WHO made the declaration there were 150,000 cases. Nine months later there are nearly 73 million.

A clue to the breathtaking speed of the contagion lies in the WHO declaration which cites “alarming levels of inaction” by the world’s governments. Reflecting a trend among democratic governments with populist tendencies; the leadership of Belarus, Brazil, Hungary, Great Britain, Sweden, the Netherlands, and most notably, the United States, chose to place short-term economic concerns above public health despite the terrifying data and the uncertainties about immunity, transmissibility, treatments, and fatality rates. Though the northern European governments (except Sweden) rapidly reversed course, the most bizarre and damaging response came from the White House itself.

The President of the United States, in a daily Coronavirus briefing, alternated between touting the aggressiveness of his personal response, to dismissing COVID as “just a flu”, a “hoax” perpetuated by his rivals, and even claimed it “would go away like a miracle.” He promoted myths and miracle cures, pushing the untested hydroxychloroquine and speculated that ingesting disinfectants and “powerful light” could be helpful, all while rejecting preventative measures such as masks and social distancing. The effect upon the United States was obvious. It soon led the world in every COVID statistic and has maintained that grim superlative ever since. What is less obvious, is that US leadership in this dubious regard has produced political headwinds for governments around the world struggling to get their populations to make sacrifices in the interest of public health.

The Rest

Though COVID certainly impacted quite literally everything in 2020, only Victor Perez Sañudo and Lino Miani wrote specifically about the disease in The Affiliate Network. While Mr. Miani made an early analysis of the virus’s potential impact on Africa in “The Cloud Over Africa“, Mr. Perez Sañudo explained how to manage COVID risk to business in “Back to Work“. For most of the rest of 2020 our content focused on the foreign policy moves of ascendent states seeking to capitalize on US retrenchment in the hands of an isolationist White House facing the impacts of the virus.

To some degree or another, Turkey, Russia, and China all pressed their advantages in the international arena this year. Dino Mora warned of Russian influence in Central America in “Educating Costa Rica“, while Mike Skillt, in “Why Russia Cannot Win“, introduced us to the Turkish-Russian struggle for dominance in Syria after the Trump Administration ceded the field. Our colleague Wolfgang Pusztai, one of the world’s most respected Libya watchers, pointed out that conflict is an expanding one. In “Libya: From Civil War to Regional Conflict” Mr. Pusztai describes the Turkish struggle for influence against a cast of actors that have interests there. Russia, he says, used the same ineffective strategy of proxy war it applied against the Turks in Syria. As we would soon see, Russia and Turkey would again glare at each other across the field of battle before the end of the year in Nagorno-Karabakh. With Russian proxies in combat on three sides of a NATO member state, Turkish foreign policy is a concern on a global level.

Meanwhile on the other side of the world, both Teoh Jit Khiam and Mr. Miani wrote repeatedly about developments in the South China Sea where Beijing seeks to set the facts on the ground to its advantage. Mr. Teoh’s “Between a ROC and a Hard Place” analyzed the costs and benefits of Taiwanese independence. He later walked us through the history of China’s relationship with the rest of the region in The Malay Annals.” Lastly, Mr. Teoh capped off his performance with a fun “Alternate Futures” piece that presented a variety of triggers that could spark off a Sino-US conflict. Among the categories of event Mr. Teoh analyzed were “pre-planned actions that take place inside the South China Sea;” similar to the Sino-Indonesian row Mr. Miani wrote about in “Engulfing Natuna.” At the end of the year, Mr. Miani once again turned his pen to the region. In “Strategic Geography of the Internet,” he described efforts by the United States, Australia, Indonesia, and others to safeguard the web from Chinese dominance in the South China Sea. 

The Apology

After living through 2020 and observing its effects with a critical eye, we at the Affiliate Network feel we owe 2017 an apology. The events of 2020, shaped by COVID and made worse by some governments, have changed the game in so many ways. We can only go up from here and we are interested and excited to see what 2021 brings. Among our hopes for the new year are a return to predictability and stability in US foreign policy; a reinvigoration of US alliance relationships both in the North Atlantic and the Pacific; and an embrace of the technology and techniques for remote work that COVID forced upon us. If 2020 had any silver linings, it is up to us to make the most of them.


Lino Miani, CEO Navisio Global LLC

Lino Miani is a retired US Army Special Forces officer, author of The Sulu Arms Market, and CEO of Navisio Global LLC.

Why Russia Cannot Win

In November 2015, a Turkish F-16 fighter jet engaged and destroyed a Russian Su-24 Sukhoi that Ankara accused of violating its airspace. Moscow protested, claiming the aircraft remained over Syrian territory where the Russian military has been supporting the Assad regime with direct combat power since 2014. Though the drama of that incident led to a tense discussion, the relationship between the two countries returned quickly to reasonably good terms until recently. Last week, a Russian airstrike in support of Syrian Army forces in Idlib province killed 33 Turkish soldiers that probably made up a Turkish special operations command post there. Though Russia denied their air force was operating in the area, in the same breath they accused the Turks of breaking the 2018 ceasefire, which was designed to create a demilitarized zone in the Idlib region. As the world pleaded for de-escalation, Turkey vowed a vengeful response. 

Ankara has since backed up its threat. On March 1st, Turkish jets began systematically attacking the Syrian Army and its proxies in Idlib and Aleppo provinces. Turkish airpower is relentlessly and very effectively targeting the armor, artillery, aircraft, and other heavy equipment of the Syrian Army, which seems completely unprepared to deal with a threat from the air. The destruction has been so complete that it is raising questions about the efficacy of the Russian equipment fielded by the Syrian Army. Still, many say Turkey should act more firmly enough against Russia itself. They argue Turkey could put its substantial military power onto a full wartime footing much easier than Russia. Though this is true, Ankara’s long experience in the region cautions that the key to winning a clash there is by playing the long game and not jumping to conclusions. 

Indirect Support

Turkey has learned extensively from these battles and is using that experience in its quarrel with Russia. Turkey isn’t the only one with expertise in complicated disputes close to home. Russia also has similar ongoing conflicts and is applying those lessons in Syria. But there are differences. Syria is far from the Russian frontier, and its value to Russian power and prestige is not as apparent to the Russian public as other battlefields in the former Soviet Union (Ukraine). For Russia’s Syrian campaign to be successful, Moscow needs to keep casualties to an absolute minimum. Russian public opinion will not support yet another war of attrition like the Soviet-Afghan war without a clear Russian interest. 

To keep casualties to a minimum, Russia isolates its soldiers on bases protected by their allies and limits its use of force to Special Operations or fighter aviation, both of which are hard for the Turkey-affiliated Free Syrian Army to combat. As a second layer of defense, Russia provides its proxies, specifically the Syrian Arab Army (SAA), with advanced surface-to-air systems, anti-artillery radars, artillery, and different types of armored vehicles. These measures ensure that the “meatshield” keeping Russian forces safe from Free Syrian Army attacks remains in place. These tactics worked well thus far. Since Russia entered the region, rebel-controlled territory has shrunk continuously, and areas where the Free Syrian Army did manage to gain ground were quickly reconquered. 

However, Turkey has learned extensively from its decades-long battle with the Kurdish Worker’s Party (PKK) and is using that experience in its quarrel with Russia. A quick study of Turkish targeting shows Turkey is attacking the technical advantage Russia gave to the SAA, enabling the Free Syrian Army to advance and putting Russian forces in potential danger. By peeling back the layers of protection provided by SAA equipment instead of attacking the Russian soldiers that equipment protects, Turkey avoids turning the Russian public against Ankara and makes it very hard for Putin to justify a decision to escalate. At the same time, it transforms the entire conflict into a slow, persistent competition rather than an unbearably costly direct between two powerful contenders.

Playing the Long Game

The Turkish strategy demonstrates a nuanced reading of the history of the region in which no invading force has ever won such a competition. If Russia, Assad, and the SAA fail to quickly implement a serious countermeasure to Turkish airpower, the technically inferior rebels will begin advancing on all fronts, and the Russian body count will rise. This will have the effect of eroding Russian public opinion in support of Assad and force Putin to push for accommodation, not unlike the one that ended the Chechen war.

Though it will take some time before this strategy bears fruit, short-term gains by the Free Syrian Army are already visible along the northern, western, and southwestern fronts. Aleppo is once again in danger, an unbelievable consideration just a couple of weeks ago. Putin and Erdogan both know Russia is at a disadvantage in Turkey’s back yard and will most likely discuss a deal when they meet in Moscow on Thursday, March 5th. Until then, or until Russia can field an effective anti-air capability to the SAA in Idlib, Syrian, and possibly Russian, soldiers will continue to die in a war Russia just cannot win.


Mike Skillt is a former combat veteran and analyst now advising tomorrow’s leaders. Follow him on Twitter @MikaelSkillt.

Mind the Gap: Geo-Strategy of Natural Gas

Reducing dependence on imported natural gas will be a key strategic effort for European security over the next 50 years. Steadily declining production from dwindling fields in the UK, Norway and the Netherlands means Europe will need to import ever larger volumes of gas. This gap will widen over the coming years particularly in the European Union. This is because most industrialized countries are experiencing a growing gas supply gap caused by coal and nuclear plant retirements in parallel with increasing demand for natural gas from India, China, and Africa.

As the world makes a transition from fossil-based to zero-carbon energy, it is moving towards a balance of solar and wind power plus natural gas. The International Energy Agency (IEA) believes that by 2025, solar, wind, and hydroelectric generation will account for as much as coal and gas. In order to keep warming under the 2°C threshold agreed at the 2009 Copenhagen climate meeting however, greenhouse gas emissions in 2050 will need to be 40% to 70% lower than they were in 2010. These changes, along with accelerated renewable energy growth, transport electrification, energy-saving and efficiency, and carbon neutral infrastructure would make it possible to achieve 90% of required emission reductions but the remaining 10% will continue to emit carbon. Although most industry commentators expect coal use to eventually decrease rapidly, natural gas will play a substantial role in the global energy mix for some time.

Global Reserves and European Imports

An overwhelming 83% of the world’s natural gas reserves are located in just 10 countries. Four of those countries – Russia, Iran, Qatar, and Turkmenistan – contain 58% of global reserves. The Russian economy in particular depends heavily on oil and gas, which provides ~40% of federal revenues and a tremendous incentive to use gas exports as a politically coercive foreign policy tool. Europe now imports about 43% of its natural gas through a Soviet era pipeline network crossing Belarus and Ukraine. The Blue Stream pipeline, installed under the Black Sea in 2003, allowed some diversification in Russian export capacity into Europe but by mid-2019 approximately 90% of European imports of Russian gas flowed via a combination of the Baltic Nord Stream 1 pipeline, completed at the end of 2012, and the Soviet era network that sometimes operated above its designed maximum flow capacity.

Collectively, these Russian operated/influenced pipelines and newly built LNG projects offer Moscow tremendous influence. In 2009, Russia used its Gazprom-owned pipelines to apply economic and political pressure on Europe and Ukraine. Although Europe weathered the crisis, Russia struck again in January 2015. This time, Norway compensated for the Nord Stream 1 export cut resulting in a USD $5.5 billion loss in Gazprom revenue and fines of $400 million. Europe was able to make a political point but Norwegian bailouts will not be feasible over the long term.

Main Russian Natural Gas Pipelines to Europe.
Main Russian Gas Pipelines to Europe. Nord Stream 1 & 2; Belarus Yamal_Europe, Trans-Ukraine Brotherhood/Soyuz (Urengoy-Ughzod), Blue Stream, Turk Stream, South Caucasus Pipeline (SCP); Trans-Turkey TANAP-TAP; Baku-Brindisi via Georgia-Turkey-Greece. Source: https://blogs.platts.com/2019/04/04/nord-stream-2-danish-permit/

Politics, not geography, guides the future of Europe’s energy supply. According to Gazprom’s “optimization program”, most of the pipelines and associated infrastructure crossing Ukraine will be decommissioned. Gazprom shut down three compressor stations in 2018, with plans to eventually close 4,160 Km of pipeline and 62 additional compressors, leaving the Ukrainian network with little more than 10% of its original capacity. At the same time, the construction of Nord Stream 2 will permanently double Russia’s transmission capability outside Ukraine making Kiev highly vulnerable to Russian coercion. It is not difficult to see that Russia is bypassing Ukraine in favor of direct access to European and particularly German markets. In addition, pipelines across the Black Sea and those further south, including some under construction or planned, are likely to solidify Russian standing in Turkey and the Middle East.

Minding the Natural Gas Supply Gap

Russia’s strategy starves Ukraine and Slovakia of much needed transit fees and some degree of political independence. The strategy could also leave Europe more directly dependent on Russia to fill the European gas gap. With EU/Norwegian domestic production estimated to fall to 150 billion cubic meters (Bcm) annually by 2030 and consumption rates estimated at up to 510 Bcm annually – a 2010 figure – about 80% (360 Bcm annually) of EU imports could be Russian controlled or influenced by 2025.

These numbers are not favourable for Europe, which intends to meet some of the predicted increase in demand with Liquid Natural Gas (LNG) imports mostly from Qatar, Algeria and Nigeria but even this will not protect them from Russian influence. Russia has plans to capture 15%-20% of the global LNG market that would make it extremely challenging for costlier American LNG to counter Russia’s Siberian exports. Part of these plans depend on expanding the three train Arctic Yamal LNG to four LNG trains that can transport 29 Bcm annually. The $27 billion project is owned by Novatek (50.1%), China National Petroleum Corporation (CNPC) (20%), Total (20%), and China’s Silk Road Fund (9.9%), financed primarily by Chinese banks. The first shipment to UK via Yamal LNG was 170,000 cubic meters (equivalent to 0.1 Bcm) delivered by the LNG vessel Christophe de Margerie Arc 7 in December 2017.

Even importing gas from beyond Russia’s sphere of influence will be difficult. Importing the equivalent of Nord Stream 2 pipeline would require about 8 to 12 LNG vessel trips per week and competition is fierce. Though Qatar lifted a 2005 moratorium on further LNG development in April 2017, major announcements this year indicate the North Field Expansion (NFE) project will expand production from 105 to 170 Bcm annually by 2024. These developments included new jack-up drilling rigs, four new LNG trains, and a shipbuilding campaign to deliver 60 new LNG carriers and suggest most of the expanded production is destined for Southeast Asia. Future strategic supplies from developing offshore fields in the eastern Mediterranean may supply Europe, but Turkmenistani gas is likely to go east to markets in Pakistan, India, and China.

Russian and Middle Eastern Natural Gas Supply to EuropeGeo-Strategic Imperative

With LNG seemingly unable to meet Europe’s gas gap, nine infrastructure projects Russia is currently developing can be viewed as an investment in Moscow’s influence in the EU. It is quite possible these nine projects could eventually provide something close to ~290 Bcm annually in export capacity for supply into Europe, with roughly 50 Bcm annually from the IGAT-9 and Kurdish Regional Government (KRG) Pipelines delivered to the SCP-TANAP-TAP Southern Gas Corridor (see map). Based upon past instances, Russia could “weaponize” this near monopoly over natural gas and use it to apply political pressure but this time with greater effect.

There is therefore a geo-strategic imperative to substantially reduce European natural gas consumption. Improving the balance between gas, solar, and wind energy will have important geopolitical benefits including reduced fossil fuel use and improved human health and security. Acceleration of the development rate of renewable energy technology is essential. Adopting a faster rate of transportation electrification, and government support to reduce gas consumption can mitigate the effects of Russian pressure but it will not solve the problem completely. Governments must also accelerate developments in nuclear fusion, carbon capture and storage technology, and possibly clean zero emission shale gas extraction. Diversification of energy sources and the reduction of consumption is a win-win for Europe and the only way to fully mind the gap and escape the pressure of natural gas dependency.


ChriCG 002s Golightly is an Independent Consulting Engineer specializing in offshore renewable energy, based in Brussels. Prior to 2010 he worked in the Oil & Gas industry.