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Cake day: October 4th, 2023

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  • Just to moderate expectations, at this point, the US government has not said anything public as to immediately initiating NATO accession.

    According to an anonymous European diplomat, if Democratic candidate Kamala Harris wins the US presidential election, it can be assumed that Joe Biden will start working on an invitation to Ukraine during the transition period.

    The chain here is an anonymous European diplomat with God knows what kind of access to the US decision-making process.

    The quote here is “can be assumed”, so I assume that this involved at least some analysis on their end, that they aren’t simply relaying information from the US executive.

    That isn’t to say that they are necessarily wrong. They may have a solid analysis, or may indeed be someone with inside information and leaking it. But I feel like there’s a big difference between a title like “US Ready to Invite Ukraine to NATO” and “some European diplomat somewhere in Europe told a French newspaper that it can be assumed that if Harris wins election, that the US will start that process”.

    I have not, myself, seen anything indicating that NATO membership will be added during the war, though I haven’t been closely following news on it. In a scenario where Ukraine and Russia are at war and Ukraine is in NATO, one would expect Ukraine to promptly invoke Article 5. That means:

    • Either NATO has a unanimous agreement that all member states are prepared to initiate war against Russia.

    • Or there is going to be some kind of legal exception or fancy footwork involved.

    My guess, especially looking at the Finland and Sweden process, is that the US is most likely not going to be the long pole on unanimity for NATO membership, which means that in terms of near-term impact, from the US executive, I’d personally be more interested in what bilateral security guarantees the US would provide. There have been some level of agreements signed between Ukraine and the US, but I have no idea as to their contents, and as far as I know, Ukraine and the US have not made their specific terms public. Here’s a press release on one such bilateral:

    https://www.whitehouse.gov/briefing-room/statements-releases/2024/06/13/fact-sheet-u-s-ukraine-bilateral-security-agreement/

    I’d also note that this press release also says something along the lines of what I am above:

    We are not waiting for the NATO process to be completed to make long-term commitments to Ukraine’s security to address the immediate threats they face and deter any aggression that may occur.

    My guess is that it won’t be NATO membership that changes the situation on the ground in the immediate term. That will probably only formalize a post-war situation.



  • That definitely isn’t a complete list. It might be the most-recent package, but two items that I know that Germany has provided that aren’t on there:

    Reading the page, it doesn’t appear to qualify the list at all. Like, it doesn’t say “for 2024” or anything like that.

    The date is current, and the site claims to be a German government site (though I don’t know the German DNS layout; the UK and the US and the EU have a specialized sub-domain for government sites and this doesn’t appear to be under one, but I assume that this is indeed an official site).





  • Keep in mind two factors.

    1. This is counting MLRS systems at Russian arms depots. That means that it won’t count deployed units in the field. That’ll make this number low.

    2. This is counting MLRS systems at Russian arms depots. That means that it will include non-functional MLRS systems that are being scavenged for parts and the like. That’ll make this number high.

    EDIT: Also, one other important factor. While I have not been following the situation, my guess is that the limiting factor is not the launcher, but rather supply of munitions. That is, Russia could probably maintain a higher rate of munitions use if it had them available.

    I don’t think that those will “run out”, but at some point – and I assume that that was probably earlier in the war, as it was with artillery shells – Russia will have consumed available rocket stockpiles, and will be limited to using any rockets at the rate at which new ones can be produced.

    EDIT2: Well, I guess there are any MLRS rockets that Russia has obtained from North Korea this year. Ukraine destroyed some munitions from North Korea in those ammo dump drone attacks, as I understand it. No idea how many, if any, of those remain.