Russia's Impending Economic Implosion
Summary
TLDRThe video delves into the reasons why Western sanctions against Russia, following its 2022 invasion of Ukraine, have not had the anticipated effect. It highlights how Russia has managed to maintain economic stability and even grow its economy by leveraging trade relationships with non-Western countries, particularly China and India, and focusing its economic efforts on military production. The historical evolution of sanctions and their use as geopolitical tools are explored alongside the inherent weaknesses in their application against great powers like Russia. Furthermore, the video discusses the strategic gaps exploited by Russia, such as the dependence gap (creating Western dependency on Russian resources) and the globalization gap (shifting trade to countries unbothered by Western sanctions). It also touches on the geopolitical realignments resulting from the invasion, impacting global power dynamics. In essence, the video argues that sanctions are insufficient to curb Russia's ambitions, as evidenced by Putin's commitment to the war despite economic and human costs.
Takeaways
- 🌍 Russia's invasion of Ukraine has triggered a major geopolitical realignment.
- 📈 Western sanctions have failed to stop Russia's economic growth.
- 💡 Russia's strategic planning involves increasing Western dependence on its energy.
- ⛽ China's and India's trade with Russia helps offset Western sanctions.
- 💪 Russia's economy is focused on sustaining the war through military production.
- 🔎 Western sanctions face challenges due to unrealistic demands.
- 🌐 The shift in global economic power complicates sanctions effectiveness.
- 🛑 UN Security Council's veto power shields Russia from UN sanctions.
- 🧠 Globalization has weakened Western sanctions over time.
- 📉 Russia's economy sacrifices civilian sectors for military goals.
Timeline
- 00:00:00 - 00:05:00
In the 1990s, the Soviet Union had a growing economy, but it collapsed in 1991. Although highly sanctioned, Russia's economy is still growing, causing debate on the effectiveness of sanctions amidst geopolitical tensions sparked by the Ukrainian invasion.
- 00:05:00 - 00:10:00
Sanctions are applied globally to enforce political change without warfare. Historical sanctions often failed when they targeted entire populations, leading modern sanctions to focus more specifically on leadership and key economic sectors.
- 00:10:00 - 00:15:00
Despite historical roots, sanctions have had mixed results. The use of sanctions expanded as political tools post-World War II, notably during the Cold War, but their efficacy remains debatable as global powers continue to resist yielding.
- 00:15:00 - 00:20:00
US led in Cold War sanctions, aiming against ideological threats but Europe was less committed due to dependency on Soviet economy. Sanctions' effectiveness remains tied to geopolitical realities and the relative power of involved nations.
- 00:20:00 - 00:25:00
Post-Cold War sanctions increased globally. US has since used sanctions more deeply in lieu of military force. However, growing global multipolar power makes comprehensive enforcement difficult, bringing into question their long-term effectiveness.
- 00:25:00 - 00:30:00
Sanctions are complex and their success is mixed. Issues like unrealistic demands and the resilience of sanctioned states spotlight challenges. Multipolarity and countries like China support targeted economies indirectly, impacting sanctions' success.
- 00:30:00 - 00:35:00
Russia prepared for sanctions with diversification, leading to the dependence gap, especially in energy, where integration with Europe complicated effective EU sanctions, highlighting economic interdependence challenges in applying pressure.
- 00:35:00 - 00:40:00
Globalization has eroded Western economic dominance, allowing Russia to navigate around sanctions through partnerships with China and India, emphasizing shifting economic power dynamics and the limitations of unilateral Western pressure.
- 00:40:00 - 00:45:00
Russia's economic strategies, alliances, and authoritarian resilience have mitigated sanctions' impact. Factors like economic shifts, supportive alliances, and the determination of leadership are key in neutralizing Western economic pressures.
- 00:45:00 - 00:51:44
The persistence of Russian strategy, despite sanctions, raises questions about global power dynamics, highlighting limited Western influence. Russia’s adaptive economic strategies and geopolitical maneuvers continue to challenge traditional sanction efficacy.
Mind Map
Video Q&A
What motivated the creation of this video?
The creator wanted to explore why Western sanctions against Russia aren't having the expected impact.
How did sanctions historically work and evolve?
Sanctions evolved from broad measures affecting entire populations to more targeted forms affecting specific entities.
What are the main sectors targeted by Western sanctions on Russia?
Key industries include the energy sector and financial institutions, with sanctions also targeting high-profile individuals.
Why are Western sanctions struggling to impact Russia as intended?
Russia has been able to maintain trade relationships with non-sanction-participating countries and has geared its economy towards military production.
What is the 'dependence gap' referred to in the video?
It's Russia's strategic focus on making Western countries dependent on its natural resources, particularly energy, while reducing its own dependencies.
How has globalization influenced Russia’s ability to avoid sanctions?
Globalization has shifted economic power towards countries like China and India, which have continued trading with Russia.
Why is it difficult to impose UN sanctions on Russia?
Russia has veto power as one of the five permanent members of the UN Security Council, preventing the imposition of sanctions.
What impact has the war had on Ukraine and Russia’s economies?
Ukraine's economy is strained, while Russia has adapted by focusing its economy on military production and redirecting trade to friendly countries.
Why does Vladimir Putin continue the war despite heavy costs?
Putin is determined to reassert Russian national pride and power, even at great economic and human cost.
What role have countries like China and India played in Russia's economic strategy?
Both countries have increased imports of Russian energy, aiding Russia's financial situation amid Western sanctions.
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- 00:00:00in the
- 00:00:001990s the Soviet Union's GDP was growing
- 00:00:05the economy was ranked second depending
- 00:00:07on who you
- 00:00:09ask but then in
- 00:00:111991 there was no Soviet Union the
- 00:00:14Soviet president Mel gorbachov has been
- 00:00:16removed from power now Vladimir Putin
- 00:00:19thinks the Russian economy is doing
- 00:00:21great this is an amazing result it seems
- 00:00:23that we are being strangled and crushed
- 00:00:25from all sides but we have become the
- 00:00:27first country in Europe in terms of
- 00:00:28economic volume so so does the
- 00:00:30international monetary fund now Russia
- 00:00:32is the most sanctioned country in the
- 00:00:34world yet this year its economy is set
- 00:00:36to grow faster than all advanced
- 00:00:38economies according to the international
- 00:00:40monetary fund but 22% of Russians don't
- 00:00:43have indoor plumbing 67% of rural
- 00:00:46Russians don't have indoor plumbing and
- 00:00:48Russian casualties are expected to hit 1
- 00:00:50million by the end of the year but who
- 00:00:53cares right the Russian economy grew
- 00:00:563.6% in 2023 so now every pro-russian
- 00:01:00expert and their mom is loudly and
- 00:01:02proudly saying that sanctions are not
- 00:01:05working they claim that Putin is winning
- 00:01:07this war while the other side is arguing
- 00:01:10that numbers are fake but in this
- 00:01:11argument everyone seems to be forgetting
- 00:01:13an important truth Russia's invasion of
- 00:01:16Ukraine has accelerated a geopolitical
- 00:01:19realignment that will Define the first
- 00:01:21half of the 21st century this
- 00:01:23realignment will affect everyone from
- 00:01:26world leaders to average people for more
- 00:01:29than 2 years Western policy makers have
- 00:01:31been trying to answer two very important
- 00:01:34questions why aren't Western sanctions
- 00:01:36having the impact they expected and if
- 00:01:39sanctions aren't the effective
- 00:01:41geopolitical tool we thought they were
- 00:01:44well then what I was interested in
- 00:01:46exploring the same questions so I made
- 00:01:48this video in part one I'll explain what
- 00:01:50sanctions are and how they've been used
- 00:01:52throughout history in part two I'll give
- 00:01:54a quick overview of the main sanctions
- 00:01:56applied since Russia invaded Ukraine and
- 00:01:59finally in part three I'll talk about
- 00:02:01the reasons Russia has been able to keep
- 00:02:03fighting the war despite the sanctions
- 00:02:06some of those reasons are because of
- 00:02:07inherent problems with sanctions While
- 00:02:10others are unique to Russia this is the
- 00:02:13most detailed video you'll watch about
- 00:02:14the impact of Western sanctions on the
- 00:02:16Russian economy and it's about to start
- 00:02:19right now now any criticizing Russia is
- 00:02:23bombarded with dislikes from Bots from
- 00:02:25Russia but this video is directly
- 00:02:27calling out Putin and his lies I'm sure
- 00:02:30Russian Bots are not going to be happy
- 00:02:32with this so if you can please do me a
- 00:02:34favor and hit the like button below it
- 00:02:36helps us out a
- 00:02:41lot there are three unique reasons why
- 00:02:44Russia has seemingly Shrugged off
- 00:02:46Western sanctions the first one is what
- 00:02:49I'll call the dependence Gap the second
- 00:02:51is the globalization Gap and the third
- 00:02:53is the determination gap before I talk
- 00:02:56about each of them in depth I'll explain
- 00:02:58what sanctions are and what what they're
- 00:03:00supposed to do sanctions are penalties
- 00:03:03applied to sovereign states or
- 00:03:05multilateral organizations like the
- 00:03:06United Nations against other states
- 00:03:09groups or individuals generally speaking
- 00:03:11sanctions work in two ways either
- 00:03:14they're supposed to apply enough
- 00:03:15pressure on a targeted regime to change
- 00:03:17its Behavior or they're supposed to put
- 00:03:20enough pressure on the society
- 00:03:21underneath to rise up and topple the
- 00:03:24regime sanctions started out as very
- 00:03:27broad measures that usually affected
- 00:03:29entire groups today however they're
- 00:03:31usually more targeted as a result
- 00:03:34sanctions today come in a wide range of
- 00:03:36forms including trade barriers asset
- 00:03:39freezes travel banss arms embargos and
- 00:03:42restrictions on financial transactions
- 00:03:45they're like a geopolitical all you can
- 00:03:47eat okay so those are the absolute
- 00:03:49Basics the next questions how have
- 00:03:51sanctions actually been used and which
- 00:03:54countries have actually used them the
- 00:03:55most these questions are important
- 00:03:57because they'll help us understand how
- 00:03:59governments and organizations have used
- 00:04:01sanctions as a diplomatic and economic
- 00:04:03weapon the concept of using sanctions as
- 00:04:05a tool for punishing or detering
- 00:04:08adversaries has been around since
- 00:04:09ancient Greece however it wasn't until
- 00:04:12the early 19th century during the
- 00:04:14Napoleonic Wars that they were used at
- 00:04:16scale Emperor Napoleon desperately
- 00:04:19wanted to defeat the British who were
- 00:04:21the main funders and supporters of
- 00:04:22anti-french alliances but he simply
- 00:04:25couldn't defeat the mighty Royal Navy so
- 00:04:28he hatched another plan at the time the
- 00:04:30British depended on trade with the rest
- 00:04:32of Europe for its Prosperity Napoleon
- 00:04:35knew that because the Royal Navy
- 00:04:37controlled the Seas he couldn't enforce
- 00:04:39a blockade but he also knew that if he
- 00:04:41succeeded in preventing trade from ports
- 00:04:43under his control that France would
- 00:04:46prevent British products from Landing in
- 00:04:47the first place this form of economic
- 00:04:50coercion was a specific type of sanction
- 00:04:52known as a blockade and although in the
- 00:04:55end the Continental blockade didn't have
- 00:04:57the impact that Napoleon was hoping for
- 00:05:00it still ushered in a new era of
- 00:05:02economic Warfare sanctions became a
- 00:05:04recognized feature of international law
- 00:05:07when they were enshrined in the founding
- 00:05:08documents of the League of Nations when
- 00:05:11US president WRA Wilson one of the
- 00:05:13League's Architects and Main Advocates
- 00:05:15was urging Americans to support the
- 00:05:17creation of the league he explicitly
- 00:05:19made the argument that he saw sanctions
- 00:05:21as a substitute for war a nation
- 00:05:24boycotted is a nation that is in sight
- 00:05:27of surrender he said in 1919
- 00:05:30apply this economic peaceful silent
- 00:05:33deadly remedy and there will be no need
- 00:05:35for force it is a terrible remedy for
- 00:05:38four years the world watched on in
- 00:05:40horror as millions of young men were cut
- 00:05:43down by new weapons of war just as the
- 00:05:46march of technological progress made
- 00:05:47those weapons artillery poison gas
- 00:05:50bombing aircraft the march of political
- 00:05:52and diplomatic progress created new
- 00:05:54tools of diplomacy tragically however
- 00:05:57the League of Nations failed in its
- 00:05:59mission
- 00:06:00less than 20 years after it was created
- 00:06:02Nazi Germany invaded Poland and
- 00:06:04Czechoslovakia the world fell into war
- 00:06:06once again Beyond its unimaginable human
- 00:06:09cost World War II also created a new
- 00:06:12Global Order into the power vacuum left
- 00:06:14by Europe's Retreat stepped two
- 00:06:17superpowers on one side representing
- 00:06:19capitalism and democracy the United
- 00:06:22States on the other side flying the iron
- 00:06:24Banner of socialism the Soviet Union the
- 00:06:27US which already had experienced us
- 00:06:29trade sanctions as a means of regulating
- 00:06:31World politics wasted no time in
- 00:06:34imposing tough sanctions against its new
- 00:06:36rival the export Control Act of 1949
- 00:06:39restricted the export of strategic
- 00:06:41materials and equipment to Soviet block
- 00:06:44Nations originally it was intended as
- 00:06:46just a temporary measure but the
- 00:06:48outbreak of the Korean War in 1950 Drew
- 00:06:50sharp battle lines capitalism and
- 00:06:54socialism locked horns in the massive
- 00:06:56ideological confrontation known as the
- 00:06:59the Cold War and the US turned toward
- 00:07:02sanctions there were two reasons why the
- 00:07:04first was its rapidly growing economic
- 00:07:06power World War II didn't have any
- 00:07:09winners but the US fared better than
- 00:07:11every other major power it lost a
- 00:07:13relatively small share of its population
- 00:07:15its cities and infrastructure remained
- 00:07:17intact it massively scaled up its
- 00:07:20industrial manufacturing capability and
- 00:07:22after the war it welcomed millions of
- 00:07:24new migrants while also gaining The
- 00:07:26Leverage that came with the funding of
- 00:07:28the reconstruction of Western Europe the
- 00:07:31US's Newfound power meant that for the
- 00:07:33first time the country supplied a
- 00:07:35significant share of the world's foreign
- 00:07:38aid it didn't take long to learn that
- 00:07:40stopping the flow of that Aid or at
- 00:07:42least threatening to was a good way to
- 00:07:44apply economic pressure the second
- 00:07:46factor which made the sanctions an
- 00:07:48appealing substitute for military force
- 00:07:50was the proliferation of nuclear weapons
- 00:07:53before talking about that did you guys
- 00:07:54see that Ronaldo just got 50 million
- 00:07:57subscribers in a week on a brand new
- 00:08:00channel Tom Brady just launched a
- 00:08:02channel and got millions every celebrity
- 00:08:05is looking to start a channel and that's
- 00:08:07because YouTube Just overtook Netflix in
- 00:08:10terms of time spent on tv YouTube is the
- 00:08:14new TV the new Hollywood and the new
- 00:08:17Netflix in fact YouTube is growing so
- 00:08:19fast that Youtube CEO publicly said they
- 00:08:22don't have enough creators to fill the
- 00:08:24demands of viewers that means it's the
- 00:08:27easiest it has ever been for a new
- 00:08:29Creator to blow up just look at these
- 00:08:32channels that were started last
- 00:08:34year they have gotten millions of views
- 00:08:36and made thousands of dollars from them
- 00:08:39best of all there's no face attached to
- 00:08:42the channel meaning the owner was able
- 00:08:44to build an audience without giving up
- 00:08:46his privacy much like this channel so if
- 00:08:49you're someone who's interested in doing
- 00:08:51the same we've launched a completely
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- 00:09:01free by clicking the link in the
- 00:09:02description or scanning the QR code
- 00:09:04that's on the screen all right now let's
- 00:09:06get back to the topic at hand suddenly
- 00:09:08Nations commanded arsenals that could
- 00:09:10destroy the entire world in a matter of
- 00:09:13minutes that kind of destructive
- 00:09:15potential made the risks of an actual
- 00:09:17shooting War incredibly dangerous blunt
- 00:09:20force was off the table so instead the
- 00:09:22US Tri a mix of carrots and sticks to
- 00:09:24achieve its ultimate geopolitical
- 00:09:26objective weakening the Soviet Union the
- 00:09:29US's use of sanctions in the Cold War
- 00:09:31reflected three popular use cases for
- 00:09:33sanctions in general legislation like
- 00:09:36the export Control Act was designed to
- 00:09:38directly undermine the Soviet economy
- 00:09:41sometimes like in the case of Cuba where
- 00:09:42the Communist Guerilla Fidel Castro
- 00:09:44overthrew the US backed regime sanctions
- 00:09:47were used to destabilize Soviet allies
- 00:09:49that were seen as threatening American
- 00:09:51interests and other times like in the
- 00:09:53case of the Eastern block countries like
- 00:09:55Poland and Romania the United States
- 00:09:57government imposed less stringent Aros
- 00:09:59in the hopes of driving a wedge between
- 00:10:01the Soviet Union and its allies at this
- 00:10:04point you might be wondering why I'm
- 00:10:05talking about the US here firstly when
- 00:10:08it comes to sanctions the US is King no
- 00:10:12other country has applied more sanctions
- 00:10:14or applied them more often secondly
- 00:10:16during the Cold War European nations
- 00:10:18were much more reluctant to actually
- 00:10:20apply sanctions on the Soviet Union
- 00:10:22partially that's because Europe wasn't
- 00:10:24as strongly anti-communist in terms of
- 00:10:26its ideology but mostly it's because
- 00:10:28Europe was was more dependent on the
- 00:10:30Soviet Union economically which meant
- 00:10:33that they were more vulnerable to
- 00:10:34potential retribution this is an
- 00:10:36important dichotomy that we will talk
- 00:10:38about more later American aggression
- 00:10:40European reluctance but for now let's
- 00:10:43continue with the story the US imposed
- 00:10:45sanctions on China North Korea and North
- 00:10:47Vietnam to try and contain the spread of
- 00:10:50Communism in Asia and a wide range of
- 00:10:52sanctions against Latin American
- 00:10:54countries to keep communism away from
- 00:10:56its backyard the collapse of the Soviet
- 00:10:58Union kicked off a huge debate about the
- 00:11:00role played by sanctions unsurprisingly
- 00:11:03former rean Administration officials
- 00:11:05argued that sanctions drove the Soviet
- 00:11:07Union to collapse academics on the other
- 00:11:10hand they weren't so convinced today the
- 00:11:13consensus is that while Western
- 00:11:14sanctions did succeed in denying the
- 00:11:16Soviets access to some arms and key
- 00:11:19strategic Technologies the USSR
- 00:11:22collapsed because its system rotted away
- 00:11:24from the inside just like World War II
- 00:11:2745 years earlier the end of the Cold War
- 00:11:29ushered in a new era and A New Hope
- 00:11:32about what sanctions could achieve with
- 00:11:35the Soviet Union now a historical
- 00:11:36footnote and the newly independent
- 00:11:38Russian State enduring a series of
- 00:11:40political and humanitarian crises no
- 00:11:43country or ideology could match up to
- 00:11:46the United States the US converted its
- 00:11:48status as the Undisputed hegemon into a
- 00:11:51massive peace dividend increased
- 00:11:53economic growth and cuts to defense
- 00:11:55spending allowed the US government to
- 00:11:57actually pay off its debt
- 00:11:59times were good it felt as though in the
- 00:12:02words of the American political
- 00:12:03scientist Francis fukayama the US was
- 00:12:06experiencing the end of History us
- 00:12:09leaders had no intention of getting
- 00:12:10involved in an actual War but they could
- 00:12:13also see that there were still many
- 00:12:15security and humanitarian challenges
- 00:12:17which required their attention leaders
- 00:12:19were still committing atrocities against
- 00:12:21other groups even against their own
- 00:12:23people American leaders sensed an
- 00:12:26opportunity to respond to those
- 00:12:27situations and in the process make the
- 00:12:30rest of the world look more like the US
- 00:12:32Democratic developed and just as
- 00:12:35importantly capitalist so despite being
- 00:12:38in peacetime the United States started
- 00:12:40leaning more heavily on the use of
- 00:12:42sanctions as a foreign policy instrument
- 00:12:45often in conjunction with multilateral
- 00:12:47organizations like the United Nations
- 00:12:48and the World Trade Organization us
- 00:12:50leaders imposed sanctions on countries
- 00:12:52that deemed Rogue states such as Iraq
- 00:12:55Yugoslavia and Zimbabwe here we see
- 00:12:58other players at work so I want to
- 00:13:00quickly back up and talk about the role
- 00:13:01of the United Nations because while the
- 00:13:04US is the Undisputed leader when it
- 00:13:06comes to sanctions the UN has also
- 00:13:08played an important role in the story
- 00:13:10and they're a key part of understanding
- 00:13:12why it's been hard to nail down Russia
- 00:13:14with effective sanctions since its
- 00:13:16invasion of Ukraine since 1966 the UN
- 00:13:20Security Council the body of the UN
- 00:13:22tasked with maintaining International
- 00:13:24Peace and security has established 31
- 00:13:27sanction regimes against a number of
- 00:13:29States and non-state actors countries
- 00:13:32dictators and terrorists have all been
- 00:13:34targeted but if you look through the
- 00:13:36list of sanctioned targets there's one
- 00:13:38country that's conspicuously absent the
- 00:13:41UN Security Council never imposed
- 00:13:43sanctions on the Soviet Union and it's
- 00:13:45never imposed sanctions on Russia it's
- 00:13:48because Russia just like the Soviet
- 00:13:50Union before it is one of five permanent
- 00:13:53members of the UN Security Council the
- 00:13:56five permanent members of the security
- 00:13:57Council were all allies in the second
- 00:13:59war and they were the first five states
- 00:14:02to acquire nuclear weapons each member
- 00:14:05of the P5 as it's known has a veto which
- 00:14:07can prevent the adoption of any
- 00:14:08substantive draft Security Council
- 00:14:11resolution regardless of how much
- 00:14:12support it has from the other members so
- 00:14:15it doesn't matter what Russia does its
- 00:14:17veto power means that it will never face
- 00:14:19the threat of un sanctions instead the
- 00:14:22burden of responsibility has fallen to
- 00:14:24individual states and other multilateral
- 00:14:26entities like the European Union even
- 00:14:29even though the 1990s were the Apex of
- 00:14:31us power they also demonstrated some of
- 00:14:33the inherent problems with sanctions
- 00:14:36Iraq is a great example after Iraqi
- 00:14:39dictator Saddam Hussein invaded the
- 00:14:41neighboring country of Kuwait the UN
- 00:14:43Security Council quickly imposed a
- 00:14:45comprehensive trade embargo on Iraq the
- 00:14:47sanctions totally devastated Iraq's
- 00:14:50economy they cut the GDP in half but
- 00:14:54they still failed to achieve their goal
- 00:14:55compelling Hussein to withdraw from
- 00:14:57Kuwait only the Gulf War could do that
- 00:15:01after the war sanctions against Iraq
- 00:15:03were eased but the humanitarian damage
- 00:15:06had already been done infant mortality
- 00:15:08rates skyrocketed and the country's per
- 00:15:10capita income flatlined it was because
- 00:15:13of sanctions like that as the 1990s
- 00:15:15progressed the International Community
- 00:15:17started asking questions about who
- 00:15:19sanctions really affected they didn't
- 00:15:23stop Saddam Hussein instead they hurt
- 00:15:25the Iraqi people who didn't bear any
- 00:15:27responsibility for The Invasion
- 00:15:29in response policy makers began devising
- 00:15:32more precisely targeted sanctions that
- 00:15:35actually hit the leaders of sanctioned
- 00:15:36countries where it hurt a few factors
- 00:15:39made this concept feasible the main one
- 00:15:41was the homogeny of the US dollar
- 00:15:43because of its economic power and its
- 00:15:45leading role in the construction of the
- 00:15:47post World War II Financial system lots
- 00:15:50of countries particularly unstable ones
- 00:15:53were dependent on US dollars so
- 00:15:56beginning in the late 1990s and
- 00:15:58accelerating after 9/11 the US
- 00:16:00government made it harder for banks and
- 00:16:02other Financial transactions to supply
- 00:16:04sanctioned governments organizations and
- 00:16:07individuals with US Dollars those Banks
- 00:16:10need US dollars to function so the mere
- 00:16:13threat of being denied access to them
- 00:16:15makes them highly reluctant to work with
- 00:16:17sanctioned entities which effectively
- 00:16:19locked those entities out of the Global
- 00:16:21Financial system you might have thought
- 00:16:24that the increased efficacy and potency
- 00:16:26of smart sanctions would make the Us and
- 00:16:28other Western Powers more reluctant to
- 00:16:30use them quite the opposite in fact
- 00:16:33sanctions quickly became the go-to
- 00:16:35solution for almost every foreign policy
- 00:16:38problem during Barack Obama's first term
- 00:16:40as president the United States
- 00:16:42designated an average of 500 entities
- 00:16:44for sanctions per year for all sorts of
- 00:16:47reasons ranging from Human Rights abuses
- 00:16:50to nuclear proliferation to violations
- 00:16:53of territorial sovereignty that number
- 00:16:55already pretty high almost doubled over
- 00:16:58the course of Donald Trump's presidency
- 00:17:01in his first few months in office Joe
- 00:17:02Biden imposed new sanctions on Myanmar
- 00:17:05Nicaragua and Russia the later for
- 00:17:07malicious cyber activities he also
- 00:17:10directly sanctioned some Saudi Arabian
- 00:17:12officials involved in the assassination
- 00:17:14of dissident journalist Jamal cogi there
- 00:17:17were some high profile wins in response
- 00:17:20to a tightening of sanctions by the
- 00:17:22Obama Administration Iran agreed to
- 00:17:24restrict the development of its nuclear
- 00:17:26program When Donald Trump threatened to
- 00:17:28raise tariffs unless Mexico reduced the
- 00:17:30flow of Central American migrants the
- 00:17:33Mexican Government deployed the National
- 00:17:34Guard to stop them but in general us
- 00:17:37sanctions haven't been all that
- 00:17:39successful for every success if you can
- 00:17:42even call it that it felt like there
- 00:17:44were at least two failures the US
- 00:17:46imposed harsh sanctions for years on
- 00:17:49countries like Cuba Syria Zimbabwe and
- 00:17:51Belarus for very little return Donald
- 00:17:54Trump's maximum pressure campaigns
- 00:17:56against Iran North Korea and Venezuela
- 00:17:58Vela may have paralyzed their economies
- 00:18:02but they didn't yield any meaningful
- 00:18:04concessions sustained sanctions against
- 00:18:06other major Powers didn't change their
- 00:18:08behavior and in some cases simply led to
- 00:18:11escalation targets of us sanctions have
- 00:18:14resisted they've adapted they've
- 00:18:17retaliated but they haven't given in
- 00:18:20despite that America's leaders and the
- 00:18:22leaders of international organizations
- 00:18:24have persisted and they've persisted
- 00:18:27despite the presence of an uncomfort
- 00:18:29truth one that's right at the heart of
- 00:18:30the story The Reason sanctions have gone
- 00:18:33from being just one of the tools at the
- 00:18:35disposal of Western governments to
- 00:18:37sometimes looking like they are the only
- 00:18:39one is because of the relative decline
- 00:18:41of Western power the International
- 00:18:44System was bipolar during the Cold War
- 00:18:47and unipolar in the immediate aftermath
- 00:18:49of the Cold War today it's
- 00:18:52multi-polar Russia China India and the
- 00:18:56EU have all emerged as formidable geop
- 00:18:58political actors economically
- 00:19:01politically militarily the West is no
- 00:19:04longer the only game in town Vladimir
- 00:19:07Putin could see the tectonic plates of
- 00:19:09the International System shifting he
- 00:19:12knew Western leaders had no appetite for
- 00:19:15actual war and that sanctions simply
- 00:19:17weren't strong enough to dissuade highly
- 00:19:19motivated great Powers even though the
- 00:19:22International System looked relatively
- 00:19:24calm a storm was coming Putin bited his
- 00:19:28time prepared his economy and his
- 00:19:31military and then when the time was
- 00:19:34right he made his
- 00:19:38[Music]
- 00:19:40move Russia's invasion of Ukraine on
- 00:19:43February 24th
- 00:19:4420122 was a shocking moment but it
- 00:19:47wasn't an unexpected one Russian and
- 00:19:50Belarusian troops had been gathering at
- 00:19:52Ukraine's Eastern and Northern borders
- 00:19:54for weeks and the reality is that by
- 00:19:57that point a war between Russia and
- 00:19:59Ukraine had already been simmering for 8
- 00:20:02years it all dated back to February 2014
- 00:20:06and a revolution whose spark was lit
- 00:20:09ironically by the threat of economic
- 00:20:11pressure a miracle didn't happen and the
- 00:20:14European union leaders and Ukraine have
- 00:20:16as expected failed to sign an historic
- 00:20:19free trade deal after a last minute
- 00:20:20U-turn from keev Ukraine's president
- 00:20:23Victor yanukovich still attended the
- 00:20:25Eastern partnership Summit in vilnus but
- 00:20:28under economic pressure from Moscow he
- 00:20:30revived trade talks with Russia and
- 00:20:33nothing the EU said could make him
- 00:20:35change his mind Ukraine has always been
- 00:20:38vital to Russian and Soviet interests it
- 00:20:41contributed massive amounts of grain
- 00:20:43coal and steel to the Soviet Union
- 00:20:45Russian SARS spent their Summers on the
- 00:20:47beaches of the Crimean Peninsula which
- 00:20:50was also the location of a major Naval
- 00:20:52Port even after the collapse of the
- 00:20:54Soviet Union Ukraine's strategic value
- 00:20:56as a country on the Black Sea would
- 00:20:58which shared borders with numerous
- 00:21:00future NATO members was immense one of
- 00:21:03the core beliefs of Russian nationalism
- 00:21:06is that Ukraine is actually a part of
- 00:21:09Russia one of those Russian nationalists
- 00:21:11is Vladimir Putin he believed Ukraine's
- 00:21:15Independence was a massive blow to
- 00:21:17Russian Prestige and power and an
- 00:21:20historical error that needed to be
- 00:21:21rectified before it came under Western
- 00:21:24influence his opportunity came in 2010
- 00:21:27with the election of Victor ovic as
- 00:21:29Ukraine's president although he
- 00:21:31initially tried to assure ukrainians
- 00:21:34that he wanted the country to remain
- 00:21:35neutral between Russia and the West
- 00:21:38yanukovich quickly vowed to improve
- 00:21:40relations with Russia even passing a
- 00:21:43bill forbidding Ukraine's membership of
- 00:21:45any military block but in 2013 Ukraine's
- 00:21:48Parliament overwhelmingly approved a
- 00:21:51free trade agreement with the European
- 00:21:53Union it looked like closer ties with
- 00:21:55the West were Within Reach but the then
- 00:21:58just a week before the summit where the
- 00:22:00agreement was supposed to be signed
- 00:22:02Putin began dialing up the pressure by
- 00:22:04restricting Ukrainian Imports the
- 00:22:07pressure paid off yonov made a u-turn
- 00:22:10instead of signing the agreement with
- 00:22:12the EU he instead strengthened ties with
- 00:22:15Russia most ukrainians were outraged
- 00:22:18they realized that as long as their
- 00:22:20government was taking orders from Russia
- 00:22:22they could never be truly free and in
- 00:22:24order to be free they needed a
- 00:22:27revolution hundreds of thousands of
- 00:22:29people took to the streets across
- 00:22:31Ukraine keeves independence Square
- 00:22:33became a massive protest site and when
- 00:22:36Security Forces started firing killing
- 00:22:38almost a hundred of them they didn't
- 00:22:40stop and they won yanukovich fled the
- 00:22:44country and soon resurfaced in Russia
- 00:22:47the Ukrainian Parliament restored the
- 00:22:49Constitution to its 2004 version and an
- 00:22:52interim government signed the EU deal
- 00:22:55the events of early 2014 became known in
- 00:22:58Ukraine as the revolution of dignity but
- 00:23:01even as Ukraine's future looked bright
- 00:23:03storm clouds were gathering on the
- 00:23:05horizon soldiers began appearing in the
- 00:23:07southern Ukrainian province of Crimea
- 00:23:10the soldiers had no identifying Insignia
- 00:23:13they wore plain green uniforms and they
- 00:23:15came to be known as The Little Green Men
- 00:23:17some of them stormed crimea's Regional
- 00:23:19Parliament they barricaded themselves
- 00:23:21inside and they raiseed the Russian flag
- 00:23:23over the building the next day more of
- 00:23:25these green uniformed men seized Airport
- 00:23:28in Crimea within a couple of weeks the
- 00:23:31whole of Crimea was under the control of
- 00:23:33these little green men for weeks Putin
- 00:23:36denied the little green men were Russian
- 00:23:39soldiers he claimed they were just local
- 00:23:42militia but eventually even he had to
- 00:23:44admit what everyone suspected that
- 00:23:47operation eventually became a full
- 00:23:49occupation and annexation of Crimea it
- 00:23:52was the first time a European country
- 00:23:54annexed territory belonging to another
- 00:23:57European country in the 21st century and
- 00:24:00it was just the beginning armed
- 00:24:02pro-russian separatists in the province
- 00:24:04of Donetsk and luhansk an area known as
- 00:24:07the danbos soon declared independence
- 00:24:09from Ukraine Russia was secretly
- 00:24:12providing them with weapons and supplies
- 00:24:14within a few months Ukraine had lost
- 00:24:16control of the donos in February 2015
- 00:24:20Russia and Ukraine signed a series of
- 00:24:21agreements to end the conflict but they
- 00:24:24were never fully implemented and instead
- 00:24:27of stopping the fighting instead
- 00:24:29congealed into a bloody trench war with
- 00:24:32about 75,000 troops facing off along a
- 00:24:35350m long Frontline it didn't take long
- 00:24:38before Russia started building a major
- 00:24:40military presence near its border with
- 00:24:42Ukraine including within the state of
- 00:24:45Belarus despite that Russian officials
- 00:24:48most notably Putin himself repeatedly
- 00:24:50denied any plans to attack Ukraine they
- 00:24:54were lying on February 21st 2022 Russia
- 00:24:58officially recognized the
- 00:24:59self-proclaimed luhansk and donitz
- 00:25:02people's republics one day later Putin
- 00:25:05said that the mink agreements no longer
- 00:25:08existed and that Ukraine was to blame
- 00:25:11two days after that on the 24th he
- 00:25:13announced the beginning of a special
- 00:25:15military
- 00:25:16operation I decided to conduct a special
- 00:25:19military
- 00:25:21operation its goal is the protection of
- 00:25:23people who during eight years suffer
- 00:25:25from abuse and genocide from the Kiev
- 00:25:27regime
- 00:25:29Russian soldiers spilled over the
- 00:25:31Ukrainian border from three positions
- 00:25:33from the north through Russia's client
- 00:25:35State Belarus from the south through
- 00:25:37Crimea and from the southeast through
- 00:25:40the dunas that's the background to
- 00:25:42Russia's invasion of Ukraine now that we
- 00:25:45know that let's talk about the Western
- 00:25:47response so today I'm announcing the
- 00:25:49first trch of sanctions to impose cost
- 00:25:52on Russia in response to their actions
- 00:25:55yesterday we will present a package of
- 00:25:57massive and targeted sanctions to
- 00:25:59European leaders for approval with this
- 00:26:02package we will Target strategic sectors
- 00:26:05of the Russian economy by blocking their
- 00:26:08access to Technologies and markets that
- 00:26:11are key for Russia as I'm writing this
- 00:26:14Russia is under more than 16,000 Western
- 00:26:17sanctions targeting everything from Key
- 00:26:20Industries and institutions to
- 00:26:22high-profile individuals there are way
- 00:26:25too many to list so here's their
- 00:26:27greatest hits February 26 2022 the
- 00:26:30United States banned selected Russian
- 00:26:32Banks from the Swift Financial messaging
- 00:26:34system and imposed restrictive measures
- 00:26:36on Russia's Central Bank March 3rd 2022
- 00:26:40the EU banned seven Russian Banks from
- 00:26:42Swift March 28th 2022 the US banned the
- 00:26:46import of Russian oil gas and other
- 00:26:48Energy April 8th 2022 the EU banned the
- 00:26:51import of Russian coal and other solid
- 00:26:53fossil fuels as well as Banning Russian
- 00:26:55vessels from EU ports March 31st 2022
- 00:26:59the US imposed new sanctions targeting
- 00:27:01Russia's technology sector and related
- 00:27:04efforts to evade existing
- 00:27:06sanctions December 3rd 2022 the EU and
- 00:27:09the G7 agreed to cap the price of
- 00:27:11Russian Seaborn crude oil at 60 us per
- 00:27:15barrel May 19th 2023 the G7 agreed to
- 00:27:19step up measures to counter the evasion
- 00:27:21of price caps on Russian oil exports and
- 00:27:23to prevent Russian Banks from evading
- 00:27:25sanctions by using foreign subsidiaries
- 00:27:28December 22nd 2023 a US executive order
- 00:27:31authorized us sanctions on foreign
- 00:27:33financial institutions found providing
- 00:27:35services or facilitating major
- 00:27:37transactions for Russia's
- 00:27:39military-industrial Network there's a
- 00:27:41pattern here the earlier sanctions took
- 00:27:44big swings at Russia's Industries and
- 00:27:46its financial sector but recently
- 00:27:48they've aimed to cut down on Russia
- 00:27:50sanctions evasion and punish entities
- 00:27:53helping Russia evade sanctions broadly
- 00:27:56speaking Western sanctions were designed
- 00:27:57to isolate Russia from the Global
- 00:27:59Financial system reduce the
- 00:28:01profitability of its energy sector and
- 00:28:03undermine its military capacity the
- 00:28:06sanctions were expansive and
- 00:28:08comprehensive they have had some effects
- 00:28:11Russia's economy is smaller than it
- 00:28:12would have been without them but
- 00:28:14ultimately they have not made waging the
- 00:28:16war sufficiently costly for Russia to
- 00:28:19stop waging it in that sense the most
- 00:28:22important sense they have failed but how
- 00:28:25come
- 00:28:26[Music]
- 00:28:29before I explain why Russia specifically
- 00:28:32has Shrugged off sanctions I want to
- 00:28:33quickly discuss some of the inherent
- 00:28:35flaws with sanctions Western sanctions
- 00:28:38in particular you might have noticed
- 00:28:40some of them when I was discussing how
- 00:28:41they've been used in history but it's
- 00:28:44worth listing them all the first big
- 00:28:46issue with Western sanctions is that
- 00:28:47they often come with unrealistic demands
- 00:28:51even before Russia invaded Ukraine
- 00:28:53sanctions imposed by the us or European
- 00:28:56Union have often come with demands that
- 00:28:58are tantamount to wholesale regime
- 00:29:00change it's no surprise that
- 00:29:02authoritarian leaders prefer to endure
- 00:29:05the pain rather than giving up power the
- 00:29:08second issue with Western sanctions is
- 00:29:10that if the leaders of targeted
- 00:29:12countries don't think they can ever be
- 00:29:14lifted there's no incentive to change
- 00:29:17Behavior what's the point of complying
- 00:29:19with Western demands if there's no
- 00:29:20chance of getting a reward the third
- 00:29:23issue is that sanctions need to be
- 00:29:24imposed by broad coalitions if they
- 00:29:27aren't then the target country
- 00:29:29especially if they're a great power can
- 00:29:31find enough countries that are still
- 00:29:32willing to do business with them the
- 00:29:35final major issue with Western sanctions
- 00:29:37is that they're weak against Great
- 00:29:39Powers countries like China Russia and
- 00:29:42India are big enough to adapt and their
- 00:29:44leaders don't want to suffer the
- 00:29:46prestige loss that comes with making
- 00:29:47concessions to the West all right now
- 00:29:50we're finally ready to look at the three
- 00:29:52reasons why Russia specifically has been
- 00:29:54so good at neutralizing the impact of
- 00:29:57Western sanctions
- 00:29:58the first reason is the dependence gap
- 00:30:01for years dating back to well before the
- 00:30:03special military operation Russia's
- 00:30:06leaders have embarked on a two-fold
- 00:30:08strategy Independence for Russia and
- 00:30:10dependence for the West they've achieved
- 00:30:13this by doubling down on Russia's
- 00:30:15natural economic advantages while also
- 00:30:17using diplomacy to sanction proof their
- 00:30:20economy there's no better example of the
- 00:30:22dependence Gap than energy Russia is a
- 00:30:26big player in the world's energy Market
- 00:30:28it's a top three crude oil producer and
- 00:30:31the world's largest exporter of natural
- 00:30:33gas before the invasion of Ukraine a
- 00:30:36huge amount of those fuels flowed
- 00:30:38through pipelines straight to the
- 00:30:39European Union in 2021 the year before
- 00:30:42the invasion 45% of the natural gas
- 00:30:45imported by the EU the equivalent of 60
- 00:30:48million olympic size swimming pools came
- 00:30:51from Russia so it's no surprise that oil
- 00:30:54and gas revenues made up almost half of
- 00:30:56Russia's federal budget windfall energy
- 00:30:59export earnings allow Russian leaders to
- 00:31:01bank hundreds of billions of dollars in
- 00:31:03foreign currency Reserves at the time of
- 00:31:06the invasion Russia had managed to hoard
- 00:31:09$643 billion about a quarter of its GDP
- 00:31:13in Central Bank Reserves as far as we
- 00:31:16know it about 32% of those reserves were
- 00:31:18held in Euros half of that about 16% was
- 00:31:21denominated in US Dollars another 13%
- 00:31:24was Yuan the rest was either mostly gold
- 00:31:27or government government bonds after
- 00:31:29Russia invaded Ukraine European leaders
- 00:31:32aimed to deprive the Kremlin of the
- 00:31:33money it needed to finance the war
- 00:31:35effort by severing their energy
- 00:31:37relationship with Russia but at least in
- 00:31:40the short term the uncertainty created
- 00:31:42by Russia's Invasion and the West
- 00:31:44response worked in Russia's favor by
- 00:31:47pushing up the price of the exact same
- 00:31:49oil and gas that they depended on
- 00:31:52therefore Western leaders had to strike
- 00:31:54a really delicate balance deprive Russia
- 00:31:56of its energy revenues without spooking
- 00:31:58Global markets the easiest way to do the
- 00:32:01first thing was to Simply ban the import
- 00:32:03of oil and gas from Russia but not only
- 00:32:06did that risk upsetting the markets but
- 00:32:07it also meant suffering political costs
- 00:32:10European leaders knew that if they cut
- 00:32:12off supplies of Russian energy lots of
- 00:32:14their own citizens would be cold and
- 00:32:17angry Europe's most powerful country
- 00:32:19Germany was a big part of the problem
- 00:32:22for years Germany's relations with
- 00:32:24Russia were based on the principle of
- 00:32:25change through trade the idea that
- 00:32:28increasing economic trade with
- 00:32:29authoritarian countries could improve
- 00:32:32diplomatic relations and eventually
- 00:32:34create domestic political change before
- 00:32:37The Invasion Germany was importing 55%
- 00:32:40of its natural gas from Russia mostly
- 00:32:42through the nordstream pipelines that
- 00:32:45strategy was eagerly encouraged by
- 00:32:47Vladimir Putin who wanted European
- 00:32:49countries to deepen their dependence on
- 00:32:51Russia change through trade failed the
- 00:32:55moment Russian soldiers invaded Ukraine
- 00:32:57in truth it probably failed the moment
- 00:32:59that the little green men started
- 00:33:00stirring up trouble in Donas but Germany
- 00:33:02wasn't the only problem one of the
- 00:33:04biggest thorns in the side of European
- 00:33:06leaders was hungary's long- serving
- 00:33:08prime minister Victor Orban Orban is
- 00:33:12Vladimir Putin's best friend in Europe
- 00:33:15the two men have a lot in common
- 00:33:16politically and as a result Orban has
- 00:33:18always pursued close relations with
- 00:33:20Moscow Hungary is massively dependent on
- 00:33:24Russia it gets about 80% of its natural
- 00:33:26gas from there but why does one small
- 00:33:29country's close ties with Russia matter
- 00:33:32they matter because in order to adopt
- 00:33:34new laws or regulations the EU needs the
- 00:33:37unanimous supportive members of the
- 00:33:39European Council its main executive body
- 00:33:42Hungary is a European council member and
- 00:33:45just like every other member it has veto
- 00:33:47power Vladimir Putin knew this from the
- 00:33:49very beginning and that's why he took
- 00:33:51every opportunity to build a friendly
- 00:33:53relationship with orbon Hungary got
- 00:33:57energy and Russia got a friend that it
- 00:33:59could count on in difficult moments a
- 00:34:02few months after the War Began the
- 00:34:04European Council unveiled a plan to ban
- 00:34:06all Russian oil from European markets by
- 00:34:08the end of 2022 but several countries
- 00:34:11including Hungary objected eventually a
- 00:34:14last minute compromise meant to the EU
- 00:34:16embargo excluded Russian oil which came
- 00:34:18from pipelines the compromises made the
- 00:34:21Embargo weaker but Western leaders
- 00:34:24weren't deterred in their efforts to
- 00:34:25remove Russia's major Revenue source in
- 00:34:28September of 2022 the G7 group of
- 00:34:30Nations along with Australia agreed to
- 00:34:32introduce a price cap on Russian oil
- 00:34:34exports under the price cap the sale of
- 00:34:36any Russian oil which involved companies
- 00:34:38based in the Coalition countries had to
- 00:34:40be sold for under
- 00:34:42$60 the logic was that Russian oil
- 00:34:44refineries were dependent there's that
- 00:34:47word again on those EU based companies
- 00:34:49for things like shipping insurance
- 00:34:51brokering and other Support Services as
- 00:34:53a result Russia would need to accept
- 00:34:55lower prices for their crude oil and
- 00:34:56other petroleum product products for a
- 00:34:59while the combined effect of the Embargo
- 00:35:00and price cap worked Russia's economy
- 00:35:03shrank by more than 2% in 2022 but it
- 00:35:06didn't take long for the Kremlin to find
- 00:35:08ways around the price cap such as the
- 00:35:11shadow Fleet using a network of shell
- 00:35:13companies in middlemen Russian energy
- 00:35:16firms have bought or leased hundreds of
- 00:35:18rusty old tankers bought insurance from
- 00:35:21Russian companies and then set them
- 00:35:22loose on the Seas at one point the
- 00:35:25shadow fleet was moving as much as 20%
- 00:35:27of the global oil trade and propping up
- 00:35:30Russia's finances but how the answer is
- 00:35:34the second major reason why Western
- 00:35:36sanctions haven't stopped Russia China
- 00:35:38and Russia announced a new partnership
- 00:35:40with China saying it'll back Russia's
- 00:35:42foreign policy aim and saying it
- 00:35:45supports Russian demands that NATO halt
- 00:35:47its expansion that is seen as an
- 00:35:49implicit reference to the situation in
- 00:35:51Ukraine we begin with two presidents who
- 00:35:55want the world to know that they are on
- 00:35:57the same page today the leaders of China
- 00:36:00and Russia promised each other deeper
- 00:36:02ties with quote No Limits globalization
- 00:36:05has been an economic and humanitarian
- 00:36:07miracle that enabled people to attain
- 00:36:10higher standards of living but it's also
- 00:36:12the same mechanism that enabled Russia
- 00:36:14to sidestep Western sanctions let's
- 00:36:16start with the most important fact
- 00:36:18globalization has shifted the balance of
- 00:36:20economic power away from the west and
- 00:36:23towards the east in the year 2000 the G7
- 00:36:26group of countries the US UK Japan
- 00:36:29Germany Italy France and Canada made up
- 00:36:3243.5% of global GDP by 2023 that share
- 00:36:37had fallen to
- 00:36:3929.9% over the same stretch of time
- 00:36:42China's share of global GDP has gone
- 00:36:44from less than 5% in 2000 to almost 20%
- 00:36:49today while India's has grown to
- 00:36:52comprise almost
- 00:36:5310% that incredible growth has been
- 00:36:56underpinned by the liberalist ation in
- 00:36:58trade in goods and services and it was
- 00:37:01also underpinned or so Western leaders
- 00:37:03believed by a fundamental assumption
- 00:37:06their assumption was that as people in
- 00:37:08non-western countries experienced more
- 00:37:10economic freedom they would demand and
- 00:37:12obtain greater political freedoms
- 00:37:15unfortunately that turned out to be
- 00:37:16almost completely wrong in some respects
- 00:37:19the rest of the world has become more
- 00:37:21Western people wear Nikes and eat
- 00:37:23McDonald's pretty much everywhere but
- 00:37:25soft power hasn't translated to
- 00:37:28democratic reforms China is the best
- 00:37:31example instead of becoming more liberal
- 00:37:33it's actually become more authoritarian
- 00:37:36leaders like dong shaing use the wealth
- 00:37:39generated by China's entry into the
- 00:37:41global economy to reassert the country's
- 00:37:44power and Prestige following the ruin of
- 00:37:46the Mao years president Xi Jinping has
- 00:37:49Consolidated his power and strengthened
- 00:37:51the Communist party's grip on all areas
- 00:37:54of society and the economy and far from
- 00:37:57peacefully coexisting in the
- 00:37:58International System alongside the West
- 00:38:01he's been determined to displace the
- 00:38:03west and the United States in particular
- 00:38:05as the world's major power China and the
- 00:38:08US compete across almost every sphere
- 00:38:11economically militarily technologically
- 00:38:14and diplomatically China uses diplomacy
- 00:38:17as a way of cultivating allies punishing
- 00:38:20enemies and supporting Nations that
- 00:38:22fight proxy conflicts with the West so
- 00:38:25when xiin ping looks at Vladimir Putin
- 00:38:27he doesn't see the same person as most
- 00:38:29of us do he sees a vital strategic Ally
- 00:38:34the two men have built a close strategic
- 00:38:36Alliance based on Mutual interests XI
- 00:38:39likes Putin because he aggressively
- 00:38:41tries to weaken the west by any means
- 00:38:43necessary such as by annexing foreign
- 00:38:46territory conducting disinformation
- 00:38:48campaigns and funding populist political
- 00:38:51parties Putin likes X because he openly
- 00:38:54challenges Western dominance and he's
- 00:38:56opened the Chinese market for Russian
- 00:38:58goods and commodities which gives Russia
- 00:39:00the money to maintain their
- 00:39:02destabilization activities so it's no
- 00:39:05surprise that when Western leaders
- 00:39:06tightened restrictions on the import of
- 00:39:08Russian oil and natural gas X welcomed
- 00:39:12them in 20123 China imported 24% more
- 00:39:16Russian crude oil than in
- 00:39:182022 enough to help Russia displace
- 00:39:20Saudi Arabia as China's largest crude
- 00:39:23oil supplier for the year the deepening
- 00:39:26relationship between the two countries
- 00:39:27goes well beyond energy Beijing has
- 00:39:30stepped in to supply Moscow with
- 00:39:32semiconductors and other critical
- 00:39:34Technologies with military
- 00:39:36applications overall trade between China
- 00:39:38and Russia went up by even more 26% from
- 00:39:422022 and 90% of that trade is now
- 00:39:45conducted in Russian rubles and Chinese
- 00:39:47Yuan compared to just 25% before The
- 00:39:50Invasion and another words xiin ping
- 00:39:52isn't just funding Russia's War Machine
- 00:39:55he's helping to transform Russia's
- 00:39:57economy so it'll never be dependent on
- 00:39:59the west ever again it's not just China
- 00:40:02either India has also massively
- 00:40:05increased its Imports of Russian energy
- 00:40:08during the 2023 24 fiscal year India
- 00:40:11imported an average of 1.64 million
- 00:40:14barrels of Russian oil per day a 57%
- 00:40:18increase from the previous year India
- 00:40:20and China aren't doing Russia a favor
- 00:40:23out of the kindness of their hearts
- 00:40:25being shut out of Western markets has
- 00:40:27forced Russia to sell its oil at a
- 00:40:29discount but finding new buyers has
- 00:40:32helped the Kremlin offset most of the
- 00:40:34damage of Western sanctions while at the
- 00:40:36same time strengthening ties with
- 00:40:38important Partners but there's one more
- 00:40:40component of the globalization Gap I
- 00:40:42want to talk about a year after the
- 00:40:44invasion began the UN General Assembly
- 00:40:47introduced a resolution condemning
- 00:40:49Russia and calling for a comprehensive
- 00:40:52just and Lasting peace in
- 00:40:55Ukraine 141 countries voted in favor
- 00:40:58seven countries including Russia itself
- 00:41:01voted against but 32 countries including
- 00:41:04China and India
- 00:41:06abstained in a world where the economic
- 00:41:08power of the West is in Decline
- 00:41:10sanctions need to be a collective
- 00:41:12Endeavor to be truly effective the fact
- 00:41:15that there are so many countries which
- 00:41:17haven't joined the effort weakens their
- 00:41:19power it goes well beyond China and
- 00:41:21India middle eastern states Latin
- 00:41:24American countries and African nations
- 00:41:26have all Contin to trade with Russia the
- 00:41:29brutal reality is that a lot of world
- 00:41:31leaders just don't care much about
- 00:41:33Ukraine at least not enough to endanger
- 00:41:35their trading relationship with Russia
- 00:41:38some want to be a thorn in the side of
- 00:41:40the West major enforcement gaps remain
- 00:41:44if a sanctions regime has holes
- 00:41:46sufficiently motivated countries will
- 00:41:48find them globalization and the economic
- 00:41:51interdependence it created gave rise to
- 00:41:53the world where Western sanctions were
- 00:41:55powerful but over time time it has
- 00:41:57critically weakened the foundation of
- 00:41:59sanctions at the beginning of the war
- 00:42:01the international monetary fund forecast
- 00:42:03that the Russian economy would shrink
- 00:42:06yet in 2023 it actually grew by
- 00:42:092.2% more than many Western Nations the
- 00:42:13globalization gap which allowed Russia
- 00:42:15to divert its trade to countries which
- 00:42:17didn't participate in the sanctions
- 00:42:18campaigns was a big reason why but there
- 00:42:21was still one other reason Western
- 00:42:23sanctions haven't had the desired effect
- 00:42:25on Russia because of the deter mination
- 00:42:27of one man Vladimir Putin earlier in the
- 00:42:31video I spoke about how one of the
- 00:42:33founding principles of Russian
- 00:42:34nationalism is the belief that Ukraine
- 00:42:37isn't a separate nation Vladimir Putin
- 00:42:39believes that so strongly that he
- 00:42:41published an entire essay about it in
- 00:42:442021 that essay served two purposes
- 00:42:47firstly it was propaganda for a domestic
- 00:42:49audience and secondly it was a warning
- 00:42:51to the West this wasn't just business
- 00:42:55this was personal and nothing was going
- 00:42:58to stop him the determination Gap refers
- 00:43:01to the fact that there's a gap between
- 00:43:03the lengths Putin will go to in order to
- 00:43:04achieve his goals and the lengths that
- 00:43:07the West will go to to achieve theirs he
- 00:43:09was incredibly committed to fighting
- 00:43:12this war as I'm writing this it's
- 00:43:14believed that around 150,000 Russian
- 00:43:16soldiers have been killed in the war
- 00:43:18with another 350,000 injured and yet
- 00:43:21there are no signs of the War ending
- 00:43:24let's look at the rest of the evidence
- 00:43:26for the determination Gap appap exhibit
- 00:43:28a is simple Russia invaded Ukraine right
- 00:43:31until Vladimir Putin did it people
- 00:43:33didn't think it was possible incredibly
- 00:43:35us intelligence were able to obtain
- 00:43:37highly detailed Invasion plans but us
- 00:43:40allies including Vladimir zalinski were
- 00:43:43reluctant to believe them they were
- 00:43:45laboring under the assumption that
- 00:43:46millions of other people were that
- 00:43:48outside of the Balkans war in Europe was
- 00:43:51a thing of the past exhibit B Putin
- 00:43:54sanction proofed Russia's economy and
- 00:43:56laid the groundwork by building
- 00:43:58relationships with the countries that
- 00:43:59would help offset the effects of
- 00:44:01sanctions I've already talked about this
- 00:44:03at length so I won't repeat myself
- 00:44:05Exhibit C the Russian economy is now
- 00:44:07entirely geared towards fighting the war
- 00:44:10this one's really important I've already
- 00:44:12spoken about Russia's response to the
- 00:44:14initial sanctions which targeted its
- 00:44:16financial and energy sectors and I've
- 00:44:18discussed the massive diversion of trade
- 00:44:20especially in vital Commodities like
- 00:44:22energy to countries that aren't
- 00:44:24participating in the sanctions and
- 00:44:25frankly don't care about Ukraine those
- 00:44:28are external but this is about what
- 00:44:31happened to Russia's domestic economy
- 00:44:34over the course of the war Russian
- 00:44:35leaders have systematically deprived
- 00:44:37civilian sectors of the economy and
- 00:44:39instead funnel them into military
- 00:44:41production ammunition artillery tanks
- 00:44:45planes drones military pay and
- 00:44:47compensation for the dead and wounded
- 00:44:49soldiers they the reason that the
- 00:44:51Russian economy defied expectations and
- 00:44:54recorded positive GDP growth in 2023
- 00:44:58spending on health and education has
- 00:45:00been cut there are massive shortages of
- 00:45:02factory workers private consumption has
- 00:45:05decreased by more than a third relative
- 00:45:07to pre-war levels infrastructure is
- 00:45:10crumbling but simply the war in Ukraine
- 00:45:12is now the main driver of Russia's
- 00:45:14economic growth according to the
- 00:45:16historian Nicholas Moulder the Russian
- 00:45:18government is spending at least 4.5% of
- 00:45:21its GDP on the military and if you
- 00:45:23include expenditures and other parts of
- 00:45:25the budget it might be as much as six or
- 00:45:28even 7% That's more than almost every
- 00:45:31other country in the world as a
- 00:45:33comparison members of the NAT military
- 00:45:35Alliance have pledged to spend at least
- 00:45:372% of their GDP on their
- 00:45:39militaries thanks to the money it had
- 00:45:41from oil and gas Russia had low levels
- 00:45:44of governmental debt before the war
- 00:45:46started but right now the government is
- 00:45:48running massive deficits to fund the war
- 00:45:50effort shells bullets and tanks Help win
- 00:45:53a war but they don't help regular people
- 00:45:57that brings me to exhibit D Russia has
- 00:45:59already incurred massive costs in terms
- 00:46:01of blood and treasure according to the
- 00:46:04BBC more than 50,000 Russian soldiers
- 00:46:07have been killed since the War Began and
- 00:46:10that's probably an underestimate
- 00:46:12Ukraine's Armed Forces estimate that the
- 00:46:14Russian military has suffered more than
- 00:46:16450,000 casualties in the war including
- 00:46:19death and injuries while us intelligence
- 00:46:22Services say that Russian casualties top
- 00:46:25300,000 according to to most estimates
- 00:46:28every day of the war in Ukraine costs
- 00:46:30Russia 500 million to $1
- 00:46:34billion and here's the thing Putin
- 00:46:37doesn't care to him it's all collateral
- 00:46:40damage in a democracy when you don't
- 00:46:43like what your leaders are doing you
- 00:46:44have two options you can leave or you
- 00:46:47can vote them out Russians are leaving
- 00:46:50but they can't vote out Vladimir Putin
- 00:46:53he's not subject to normal Democratic
- 00:46:55constraints like the media the court or
- 00:46:57the legislature and the more
- 00:46:59conscientious Russians that leave the
- 00:47:01country the stronger his grip on power
- 00:47:03becomes there's one more component to
- 00:47:06the determination Gap exhibit e the West
- 00:47:10is nervous specifically it's nervous
- 00:47:12about the domestic political cost of
- 00:47:14continuing to support Ukraine a clear
- 00:47:17majority of both Europeans and Americans
- 00:47:19still support Aid to Ukraine but those
- 00:47:22majorities aren't as clear as they used
- 00:47:24to be when war broke out almost 8 80% of
- 00:47:27Americans supported sending economic and
- 00:47:29Military Support to Ukraine 2 years
- 00:47:32later those numbers have gone down to
- 00:47:3458% meanwhile 55% of EU citizens still
- 00:47:38support sending weapons to Ukraine but
- 00:47:40that's down from where it was Western
- 00:47:43political leaders suddenly have to
- 00:47:45answer to voters who are asking why
- 00:47:47money is going to Ukraine instead of
- 00:47:49them especially during a cost of living
- 00:47:52crisis that tension itself motivates
- 00:47:54Putin to drag out the war because he
- 00:47:57knows that Ukraine's ability to continue
- 00:47:58fighting is predicated on the
- 00:48:00continuation of Western support so there
- 00:48:03you have it the dependence Gap the
- 00:48:05globalization Gap and the determination
- 00:48:08Gap the three major reasons why Russia
- 00:48:10has managed to avoid the worst impacts
- 00:48:13of Western
- 00:48:18sanctions okay so now we know why Russia
- 00:48:21has been so effective at negating the
- 00:48:23impact of Western sanctions and
- 00:48:25continuing the war against Ukraine
- 00:48:27but what does the future have in store
- 00:48:29like I said earlier Russia has slowly
- 00:48:31but surely gained the upper hand in the
- 00:48:33war it has diverted its trade and
- 00:48:36sacrificed its civilian economy to keep
- 00:48:38the war machine grinding on while at the
- 00:48:41same time Ukraine's capacity to defend
- 00:48:43itself and receive support from Western
- 00:48:45Nations appears to be waning so there
- 00:48:47are two key questions if Russia's
- 00:48:50military overwhelms the Ukrainian
- 00:48:52military what will Putin do and what
- 00:48:55will be the long-term cost of the war to
- 00:48:58Russia the answers are interrelated
- 00:49:01Vladimir Putin believes that Ukraine is
- 00:49:03rightfully part of Russia that would
- 00:49:05logically suggest that he might push for
- 00:49:07a full or at least a partial annexation
- 00:49:10but ask anyone involved with the US
- 00:49:12invasion of Iraq in 2003 and they'll
- 00:49:14tell you defeating an army is very very
- 00:49:17different to occupying a country the
- 00:49:21military Victory is the easy part
- 00:49:23actually pacifying a hostile local
- 00:49:26population ensuring security and taking
- 00:49:28over the institutions of the state
- 00:49:31that's the hard part takes a lot of men
- 00:49:33and a lot of money and Russia is running
- 00:49:36low on both this brings me to the second
- 00:49:39part of the equation right now the
- 00:49:42Russian economy is only growing because
- 00:49:44it's fully focused on Military
- 00:49:45production but go beyond the surface and
- 00:49:48there are really big problems according
- 00:49:51to estimates as many as 1 million
- 00:49:53Russians have left the country since the
- 00:49:55war started and they're not just average
- 00:49:57people either the people leaving tend to
- 00:49:59be young educated professionals they
- 00:50:02include more than 50,000 it Specialists
- 00:50:05and software Engineers no wonder some
- 00:50:07economists have called The Exodus the
- 00:50:09biggest brain drain since the end of the
- 00:50:11Soviet Union a decline in the labor
- 00:50:14force of that magnitude along with the
- 00:50:16fact that Russia's actions have made it
- 00:50:17an international Pariah that has lost a
- 00:50:20significant amount of economic leverage
- 00:50:22will decrease the country's long-term
- 00:50:24economic and therefore military
- 00:50:27potential don't be surprised if Russia
- 00:50:29becomes a junior partner in an unequal
- 00:50:31relationship with China that's the
- 00:50:34positive view from a western perspective
- 00:50:37the negative view is that Putin is
- 00:50:39showing other authoritarian leaders that
- 00:50:41if you have a strong enough grip on
- 00:50:43power you can adapt to life under
- 00:50:45sanctions Ukraine is overflowing with
- 00:50:48trillions of dollars worth of lithium
- 00:50:51titanium iron ore coal and wheat if
- 00:50:54Russia conquers it or at least annexes
- 00:50:56is a significant part of its territory
- 00:50:58it will be able to use those resources
- 00:51:00to rebuild its economy and Ukraine also
- 00:51:03offers Russian nationalist something
- 00:51:05which money just can't buy Prestige and
- 00:51:09pride Vladimir Putin has made it his
- 00:51:11life's work to reassert Russia as a
- 00:51:14great power on the world stage for
- 00:51:16Russia to be a great power it needs
- 00:51:19Ukraine he doesn't care what it costs
- 00:51:21and he won't stop I don't know what the
- 00:51:24future holds for Ukraine or for Russia
- 00:51:27but one thing is certain Russia has
- 00:51:29persevered for longer than almost anyone
- 00:51:31in the west expected from our
- 00:51:34perspective here in the west Russia
- 00:51:36cannot win the war but from Russia's
- 00:51:38perspective it simply
- 00:51:41cannot lose
- Russia
- Ukraine
- Sanctions
- Globalization
- Economy
- Vladimir Putin
- Geopolitical
- Western sanctions
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