Mystics & Statistics

A blog on quantitative historical analysis hosted by The Dupuy Institute

Kursk Book Availability

Kursk

Amazon.com is now charging $275 for my Kursk book. For some reason, they had always discounted it to below list price. Last week, the discounted ended and it now cost well above list price. We have no say in what Amazon.com does or does not do. We have watched the odd price fluctuations on the book prices there with considerable bemusement.

It is available from Aberdeen Bookstore at the list price of $195. If you click on the image of the book to the right of this post then it will lead you there.

The link is: Aberdeen Bookstore

 

 

Greater Economic Backwardness and Revolution

An article in the History News Network got my attention

Greater economic backwardness

A few lines caught my attention:

  1. “For the first time the researchers found that the greater the development gap….the more likely a country has experienced non-violent and violent mass demonstrations for regime change…”
  2. “Events in the Arab Spring and in the Euro-Maidan demonstrations in the Ukraine, show that the frustrated desire to catch up with the frontier era can extend to the political sphere, particularly with repressive regimes.”

Well, this is probably very interesting work and I probably need to scare up a copy. The “for the first time” claim caught my attention in light of the work by Ted Gurr and Feierabend & Feierabend in the 1960s, which I am familiar with. I have posted on their work before. Of course, what Gurr and the Feierabends’ work showed was that (and this is paraphrasing from my memory):

  1. Poorer countries had more political violence that richer countries.
  2. Really poor countries had less political violence than developing countries (poor countries that are getting richer).
  3. Political violence went up when the economy went down.

The sense I have from the Gurr and Feierabend’s work is that the least stable countries are those that were developing economically and then stalled or went into recession. This, of course, is the scenario with Russia (and others like Venezuela) and possibly may become the scenario in China.

 

The Islamic State is in Retreat

[Photo deleted at the request of AFP]

An interesting article today in the Washington Post (photo from Huffington Post):

The Islamic State is in Retreat

A few lines caught my attention:

  1. “The U.S. military estimated earlier this year that the Islamic State had lost 40 percent of the territory it controlled at its peak in 2014.”
  2. “Shadadi was going to be a major six-week operation….Instead, they completely collapsed.”
  3. “We could probably liberate Mosul tomorrow…”
  4. “…troops encountered little resistance, overrunning five mostly empty villages ahead of retreating militant fighters.”
  5. “…it is starting to become possible to foresee the group’s ultimate defeat, said Knights, who thinks that could come by the end of next year.”

Of course, by establishing an “Islamic State,” a guerilla movement has now developed a conventional mission to hold territory. This allows us to develop a more conventional war against them. There may still be a guerilla movement to deal with after the Islamic State has been reduced.

 

 

Mosul

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Well, they are finally going to re-take Mosul. I think we heard that before, but this time it is probably true.

Link: Mosul

They are saying they may take it by the end of 2016 or early 2017. That is a very long time, considering how close the Iraq Army is to it. They are 70 km (45 miles) away from Mosul! Mosul was taken by ISIL in early June 2014. So they are looking at 2 1/2 years before the second city of Iraq is reclaimed.

Just for comparison on 30 March 1972, the North Vietnamese Army and the Viet Cong started their large spring offensive (the Easter Offensive). On 1 May 1972, the South Vietnamese Army gave up Quang Tri in the most northern province in Vietnam. This was the provincial capital of Quang Tri province. They withdrew from the capital and the province at that time. In mid-September 1972, the South Vietnamese Army had retaken Quang Tri. This was 4 1/2 months later. They held it until the 1975 offensive, which ended South Vietnam.

 

Influencing the Price of Oil and the War in Syria

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Caption: Kurdish Cavalry, 1915

 

The real problem the Russian economy is suffering from is that oil has dropped from $100 a barrel to $30 a barrel. The Russian government budget was once based upon oil remaining at least $80 a barrel. The current Russian government budget is based upon oil remaining at least $50 a barrel. This is not happening. The end result has been two successive years of 10% budget cuts.

Right now the Russian ruble is moving back up into the range of 60 rubles for a dollar. It was in the 70s, it used to be in the 30s. This recent rise is mostly caused by an increase in the price of oil. Russia and Saudi Arabia have agreed to hold production stable, which is having some impact on the prices. But, this is still not recovery. The Russian economy is going to be declining or stagnant for the foreseeable future (for at least the next two years…which gets us close to their March 2018 presidential election).

So, the question is, what can Russia do to bring the price of oil back up? Obviously, reduce supply or increase demand. In fact, demand seems to be decreasing as the Chinese and some other economies slow. This is probably not something they can control. They could reduce their own supply, which would cause the price to go up. But, this does not solve Russia’s problem as it would be at the expense of less barrels sold, and oil is a major part of their economy and the government budget.

Therefore, their only real option is to reduce supply world-wide. This is really only possible if Saudi Arabia and OPEC decide to. But they have a problem in that Iran, which is also supporting Assad and is an OPEC member, is putting oil back into the marketplace. Iran is now joining the world order and able to sell oil. This was one of by-products of the agreement on nuclear development limitations. Whether or not you agree with the Iran nuclear deal, it is helping us at the gas pump. It is also probably making it impossible for Saudi Arabia to really significantly boost the price of oil.

Of course, they may not want to. Saudi Arabia and Russia are on different sides of the war in Syria. A Russia directly involved in a war in the Middle East is kind of a unique event. They have had multiple wars with Turkey, but their last war ended with World War I (1918). They did occupy the northern half of Iran during World War II, but withdrew after the end of the war. They provided considerable support to the Egyptians and Syrians during the 1973 Arab-Israeli Wars, but stay away from active intervention. But this Russian intervention in Syria provides an additional incentive for Saudi Arabia not to let oil prices rise much, as this only feeds the Russian military. We have seen Russian recently limit and curtail their invention in Syria.

I have known a lot of Russians. Not one has ever told me in private conversation how much they love Bashar Assad and how much Syria contributes to Russia’s economy and defense. In fact, from an economic and military point of view, Russia’s defense of the Assad regime makes little sense. If he was gone from power tomorrow, not sure many in Russia would miss him.

So, what does Russia gain from supporting Assad?

 

 

Sortie Counts

-1x-1 (2)

OK…..so U.S. has flown more than 55,000 sorties since August 2014 (actually we started our first air missions on 8 August…so almost 19 months).

http://www.bloomberg.com/news/articles/2016-03-16/u-s-bombing-of-islamic-state-fell-to-8-month-low-in-february?cmpid=yhoo.headline

Russian flew 9,000 sorties in 5 1/2 months (see two posts below).

55,000/19 = 2,895 sorties a month

9,000/5.5 = 1,636 sorties a month

 

 

Left Behind

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Nice article in the Economist:

http://www.economist.com/news/middle-east-and-africa/21694996-putin-appears-turn-hard-power-diplomacy-russians-show-their-hand

The interesting point is that they give stats as to what they are leaving behind (have no idea how they know this):

The first is that Russia is not pulling out its forces completely. It will retain its naval presence in Tartus; at least a dozen fast jets will continue to fly from its air base near Latakia; about 1,000 military advisers and special forces will stay; and the recently-installed S-400 air defence system covering the north-west of the country will also be kept in place. Should the fragile “cessation of hostilities” that Russia and America brokered last month fall apart, it can re-escalate very quickly. But for now, Russia can cut the $3m a day cost of its military operation, while preserving much of the leverage it has bought.

Not sure how they got the price tag either. Very cheap compared to U.S. deployments (which usually are in the billions). Maybe we can contract them.

Short and Sweet

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 It would be nice to have short, quick, sharp interventions. Basically, go into a troubled country, kick tail, and then leave shortly thereafter with everything resolved. Sort of like we did in Libya in 2011; or that peacekeeping mission in Lebanon in 1982-1984 that was effectively ended by the barracks bombing that killed 241 Marines; or the brief humanitarian mission to Somalia 1992-1994 that generated the book and movie Black Hawk Down; or the 1991 Gulf War; or one-year deployment to Bosnia in 1995; or any number of short and sweet interventions that were not always so sweet and short.

Obviously the real “short and sweet” list is pretty short. Panama 1989, Grenada 1984 and….and….and…… Most commitments either take much longer that that (like Bosnia), or the conflict continues rattling on long after we left (pretty much the rest of the cases mentioned in the first paragraph), and sometimes they require us to re-engage or they mutate in ways we did not expect (for example: Libya and Somalia). Getting in, kicking tail, taking names, and getting out sounds like a great idea. Just doesn’t work out that way very often.

Russia is now wrapping up its 5 ½ month commitment in Syria. It was not that big, maybe 3,000 to 6,000 uniformed personnel, plus aircraft. Still, this mission was unique in many ways. It was really the first case of Russia doing an intervention away from its immediate borders (and pretty much one of the few cases of the Soviet Union doing one also). Neither Russia nor the Soviet Union had ever played far from home, if you ignore the communist international, world wide revolutionary movements and a few dozen missiles sent to Cuba. Still, Russia/Soviet Union had rarely actually committed conventional forces into combat in a country that is not connected to it by border. Even their failed war in Afghanistan (1979-1989) was connected by a border. They were part of the Kosovo peacekeeping forces. But besides that, Syria is the only case I can think of in the last 100 years of a Russian or Soviet ground invention in a country not connected by a border.

They are now withdrawing (so they claim). Syria is the location of the only Russian military bases outside their country, so obviously some forces are remaining.

But, Syria remains Syria. It is a country of 18 million people that is only around 13% Shia (primarily Alawite). Up until the civil war started five years ago, the Alawite minority ruled the country under Bashar Assad. It is around 10% Christian (which were sometimes allied with their fellow minority, the Alawites), 3% Druze, 9% Kurds (Sunni) and 60% Sunni Arab (and no…these numbers don’t add up to 100%). Of course, having an Alawite minority over the top of the Sunni majority pretty much guaranteed that there would eventually be a conflict. Now the Russia intervention has bolstered the Alawites. Hard to imagine if Russia actually pulls out, how the bolstered Alawites maintain their current position.

Still, perhaps Russia has given Assad and the Alawites enough breathing space for them to now stand on their own. This has not been the case in a number of past interventions (U.S. in Vietnam, USSR in Afghanistan, U.S. in Iraq).

A Brazilian Protestors

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If you watch the international news (probably best done by not watching American news channels) you may have noticed a few protestors in the streets of Rio and Sao Paolo, more than a million actually. This is a very big set of protests against a government that recently won reelection with 51% of the vote in October 2014. What happened?

Well, without going into depth into all the issues, the Brazilian economy is now declining. The Brazilian economy, which grew at annual average of 3.3% to 3.4% a year over the course of 14 years (from 2000-2013), only grew 0.1% in 2014 and then declined 3.8% in 2015. Now it is forecasted to decline 3.5% in 2016 (IMF forecast). This is a big deal and we are seeing the natural backlash.

There are a couple of countries in Eastern Europe with similar large economic declines. The Russian economy declined by at least 3.7% last year (official figures) and will be continuing to decline this year. The Ukrainian economy did even worse, declining by something like 12.5% in 2015.