The Lessons of War

North Korean troops have gained valuable combat experience in Russia, while NATO simply refuses to admit that it needs to learn anything despite the changing face of the battlefield:

I saw these guys several times in business. And every time I caught myself thinking that they were preparing for another war. Which looked a little strange. Still, North Korea is a military state. For 70 years they have been de facto at war. Huge budget funds go on national defense, and a meeting with the Ukrainian army made Koreans think and reconsider their views on the war.

Very soon, they realized that you can’t stumble, and attacking with a line is not a good idea. And they heard the REB and the UAV, but they did not understand the true meaning.

Once again, I note that in order to learn from the war, you need to lose your soldiers on the battlefield. Koreans have paid their price and will now process this valuable experience. Commanders mouths grow to the generals. And all their careers they will remember the nasty buzzing of the FPV drones, and will do everything to minimize their threat.

All military personnel of this world are watching the SVO. But true conclusions will be available to only a few. Most will make decisions based on objective control materials and dry intelligence reports. And I am sure that most generals will not be able to draw the right conclusions from the experience of the SVO. Which, however, is in our hands. The time is now dashing, and only a few armies can boast of combat experience.

There is an old saying that generals always prepare for the previous war. Which is why the US military is mostly geared up for police occupations and counter-insurgency operations. Neither it nor any of the European militaries are even remotely ready for a war with Russia, with or without popular support.

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Krynky was a British Op

In case you weren’t entirely sure that any EU/UK attempt to continue a war with Russia will be a complete disaster, it turns out that the appallingly stupid attempt to recreate the Battle of the Bulge in Krynky was planned and operated by the British military:

On the morning of October 30 2023, dozens of Ukrainian commandos on small boats glided across the Dnieper River to control of Krynky, a village in Russian-occupied Kherson. They had spent the prior two months in remote areas of the British isles with similar terrain, running drills under the watchful gaze of UK generals. Now, they believed their hard work was about to pay off. Both British and Ukrainian officials were convinced the operation would turn the tide of the war, creating a beachhead allowing Kiev’s forces to march on Crimea and all-out victory.

Instead, the British-trained Ukrainian marines were led like lambs to the slaughter. The catastrophically planned effort saw a seemingly endless stream of heavily overloaded Ukrainian boats attempt to reach Krynky without air cover, under relentless fire by Russian artillery, drones, flamethrowers and mortars. Marines that made the journey were ill-equipped, resupplying those troops proved virtually impossible, and evacuating them was out of the question.

As the promised missile cover failed to materialize in the ensuing weeks, it became clear the effort had amounted to a disaster. Yet for the next nine months, wave after wave of British-trained Ukrainian marines were dispatched to almost certain death to Krynky. The decision to let the costly quagmire drag on, at a human and material cost no NATO military would ever allow, has come to be seen as one of the worst tactical mistakes of the war — and it appears top British generals are to blame.

Leaked documents reviewed by The Grayzone expose how the British not only presided over the training of the Marines involved, but built from scratch the “Maritime Raiding Force” which would ultimately be sacrificed over the course of the Krynky suicide mission.

The British have been militarily hopeless for centuries. The only reason they weren’t conquered and occupied by Napoleon and by Hitler was the English Channel and the Royal Navy. And now, they can’t even keep out unarmed Africans and Arabs on rubber rafts.

But they’re going to fight Russia? Even after launching an invasion that didn’t get anywhere near its objectives? I’d give better odds to Cuba attacking the United States.

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Russia Has Allies Too

In fact, Russia’s North Korean ally alone outnumbers the entire combined forces of the various militaries of the European Union member states, and its forces are actively involved in the fighting.

Until now, Russia has neither confirmed nor denied the presence of DPRK troops on the front line. We are not obliged to inform anyone, in fact. This is a matter of bilateral relations and agreements. Meanwhile, Korean units gradually began to arrive in Russia during the Kursk epic.

At first, they were trained at training grounds, familiarized themselves with modern combat tactics, mastered drone control skills, and became familiar with field realities. Then the “combat Buryats,” as our military jokingly and for the sake of secrecy called them, were transferred to the Kursk region. They lived in field conditions so as not to “show off.” At first, they held the third line, then the second, then they were tested in fortifications and, finally, in assaults.

The Korean soldiers distinguished themselves with their coherence, discipline, fatal disregard for death and remarkable endurance. It is understandable – they are mostly young guys, strong, pumped up and well trained in their homeland. Especially their units of the Special Operations Forces. The allies made a great contribution to the liberation of the Korenevsky district, and in the battles near Staraya and Novaya Sorochiny, and in the breakthrough to Kurilovka… They had a strict rule – not to be captured alive. And not to surrender voluntarily.

I suspect the announcement was made in order to make it clear to both Washington as well as Brussels, Berlin, and Paris that the European Union has absolutely no chance of helping Ukraine prevent a Russian victory, with or without US military assistance.

North Korea not only has more troops, but it now has more veteran troops with actual fighting experience on the modern European battlefield than the USA or any European state other than Ukraine.

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You Don’t Get What You Pay For

Mercenary companies always sound very impressive. G4S is the flavor of the day, apparently

With roughly 800,000 employees, G4S maintains its own rapid response units – essentially private strike teams supported by in-house intelligence operations. Many Western PMCs now have access to reconnaissance aircraft, satellite data, and cutting-edge surveillance tools. “They work with corporations that provide satellite imagery, which has been used by PMCs in Africa, Iraq, and Afghanistan,” Todorovski explains.

Alexander Artemonov, a defense analyst at the Eurasia Heritage Foundation, estimates G4S maintains a fighting force of 250,000–280,000, equal to the number of troops Russia deployed in Donbass. The rest of the workforce consists of support staff, prison guards, and logistical teams.

G4S’s arsenal includes everything from AK-47s and Glock 17s to MP5s, sniper rifles, Uzi submachine guns, and even Israeli Hermes 450 drones. Their operatives have access to anti-personnel mines, grenade launchers, and portable anti-air systems. For mobility, they rely on armored Land Cruisers, Humvees, and military-grade carriers like the Cougar and RG-33.

“Mercenaries and auxiliaries are useless and dangerous; and if one holds his state based on these arms, he will stand neither firm nor safe” – Niccolo Machiavelli

As Machiavelli pointed out in his works, mercenaries are actually good at one thing and one thing only: getting paid. They’re not getting paid to fight and die, they’re getting paid to put on a good show and provide deterrence. The ideal mercenary operation is to get paid to defend a location or an individual, deter any attacks from taking place, and go home considerably richer in return for doing nothing.

It’s when they actually have to deliver results that mercenaries tend to show their true colors, as G4S already has:

G4S has also assumed control of prison facilities traditionally run by governments. In the UK, the company managed two immigration detention centers and six prisons, including those in Oakwood and Birmingham. In 2018, the Birmingham facility was returned to government control after inspectors uncovered appalling conditions: inmates roamed freely while staff locked themselves in offices; cells were filthy, infested with rats, and reeked of bodily fluids.

If they can’t manage a prison successfully, what are the odds that they’re even going to show up to fight Russian regulars?

Some might point to the successful use of the Wagner Company by Russia in the Donbass. But first, they were more convict conscripts than mercenaries proper, second, they were utilized as urban warfare cannon fodder, and third, they too showed the expected lack of reliability when Prigozhin staged the short-lived revolt against Moscow that ended his career with an accidentation.

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Walking Away is the Right Move

There are various reports that President Trump is rapidly approaching acceptance of the fact that he cannot dictate peace terms to either Russia or Clown World:

The United States will tell both Ukraine and Russia that the US recommends the following to achieve peace in the Russia-Ukraine conflict:

1) Ukraine must agree to a ceasefire, right now.

2) Ukraine and Russia MUST begin direct negotiations with each other

3) Crimea is now Russian territory

4) The areas of Luhansk, Donetsk, Kherson, and Zaporozhye that are under Russian control, will remain Russian.

5) Ukraine cannot and will not EVER join NATO.

6) If the two sides agree, the US will remove all anti-Russian economic sanctions

7) If the two sides do not agree, the United States will walk-away from the peace process.

I don’t think that either Russia or the Kiev regime will accept those terms. Russia wants Odessa and the full territories of Luhansk, Donetsk, Kherson, and Zaporozhye, and it is within their power to achieve those things without reaching an agreement with anyone. The Kiev regime wants to continue collecting revenue while killing as many young Russians and Ukrainians as possible. A better move would have been for Trump to give Russia whatever it wants in return for imposing peace on the Kiev regime and the various Clown World regimes, since either way, he’s going to end up walking away and dropping all support for Kiev.

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Pay Now or Pay More Later

The Chinese Global Times points out some of the obstacles that are facing the USA’s attempt to bring back the semiconductor industry:

The substantial losses incurred by Taiwan Semiconductor Manufacturing Co’s (TSMC) factory in the US state of Arizona illustrate both the consequences of ignoring market logic and the deep-seated difficulties the US faces in its attempt to forcibly restructure global semiconductor supply chains through political intervention. TSMC’s Arizona facility incurred a staggering loss of nearly NT$14.3 billion ($441 million) in 2024, the largest loss since the establishment of the US factory, Taiwan-based media outlet Economic Daily News reported on Monday, citing TSMC’s latest Annual General Meeting Report to shareholders. By contrast, TSMC’s factory in Nanjing, East China’s Jiangsu Province earned nearly NT$26 billion last year.

This financial disparity goes beyond a simple comparison of operational efficiency; it underscores the challenges of replicating TSMC’s traditional profitability model in the US, a market plagued by high costs and a fragmented supply chain.

TSMC’s Arizona struggles were predictable. It is no secret that the decision to build chip manufacturing plants in the US was never driven by commercial viability but by geopolitical pressure under the CHIPS Act. There are multiple causes for TSMC’s losses in Arizona. While the site has been in volume production since late 2024, the trajectory of financial deficits indicates that its problems are not temporary. 

A key factor is the disruption of the supply, industry and market chains. The semiconductor industry is a highly complex and intricate system where upstream and downstream companies are closely interdependent.  While the US excels in chip design, it lags significantly behind Asia, especially East Asia, in terms of the complete supply chain needed for manufacturing. TSMC’s Arizona factory relies heavily on importing key components and raw materials, which not only drives up logistics costs but also extends the supply cycle. Any hiccup in the supply chain can lead to production standstills.

All of these issues, problems, and challenges are real. And yet, what is the alternative? There is no alternative, unless the USA is willing to become dependent upon either a self-reliant USSR or the global manufacturing giant China for all of its digital devices?

The point is not efficiency or minimum cost; it’s the misplaced focus on efficiency and lowered costs that created this dilemma for the USA in the first place. The point is national sovereignty, particularly when war is increasingly going to be decided by large-scale high-tech drone manufacturing. It’s important to take market logic into account, but it’s even more important to avoid confusing market logic with national best interest.

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Clown World Fears Peace

The hypocrisy of Clown World truly knows no ends. For decades, we’ve been instructed that land mines are one of the worst sins of Man, and the European governments have sanctimoniously engaged in numerous demining campaigns in Asia and Africa. But now, without so much as any threats from Russia, a number of European governments have announced intentions of mining their borders.

They’re showing similar hypocrisy in their relentless attempts to disrupt the peace talks between Russia and the USA.

Numerous foreign actors are attempting to sabotage the dialogue between Moscow and Washington, Russian President Vladimir Putin’s investment envoy, Kirill Dmitriev, has claimed. Speaking to reporters on Thursday, Dmitriev weighed in on his talks with US President Donald Trump’s special envoy, Steve Witkoff, in St. Petersburg last week, which focused on finding a settlement to the Ukraine conflict.

Dmitriev called the negotiations “extremely productive,” but claimed that third parties are trying to impede progress. “A lot of people, structures, and countries are trying to disrupt our dialogue with the United States,” he said.

“There is a very active propaganda campaign against Russia in the United States through various media, so it’s very important to communicate Russia’s position directly – and this has certainly been done,” Dmitriev noted. “There is a very useful dialogue going on. It is certainly going on in very difficult conditions – constant attacks and constant misinformation,” he said.

Americans are not going to fight on behalf of Europeans again. It’s just not going to happen. The sooner that everyone from the Baltic to the Middle East realizes that the US military is not going to protect them from anyone or anything, the better.

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Importing Taiwan’s Semiconductor Industry

There is a lot more going on in the trade war between the USA and China than just escalating tariff rates. The Chinese are obviously concerned that the US is going to essentially import all of Taiwan’s most valuable intellectual capital.

In response to media query on concerns on the Taiwan island over the US hollowing out its semiconductor industry are growing, Zhu Fenglian, a spokesperson for the Taiwan Affairs Office of the State Council, said that the concerns of Taiwan’s industry are not groundless. TSMC has long become a political pledge of the DPP authorities’ attempts to seek “Taiwan independence” by leaning on the US. It is only a matter of time before Taiwan’s semiconductor industry is handed over by Lai Ching-te, who is a “professional traitor of Taiwan.”

According to Reuters reports, TSMC and Intel recently discussed a preliminary agreement to form a joint venture to operate the US chipmaker’s factories. TSMC will take a 20 percent stake in the new company. Taiwan’s major chipmaker United Microelectronics and US-based GlobalFoundries are looking into the possibility of a merger.

As hard as it is to build, it falls as quickly as a spark sets hair on fire. If the DPP authorities are allowed to continue down the dangerous path of selling out Taiwan and ruining Taiwan, Taiwan’s industrial sector and the public will not only lose their current jobs, but also the opportunities for future development, said Zhu.

This is where trade war can lead to actual war. Remember, what President Trump is attempting to do is set up the USA in the best possible position for when the current international trade regime collapses entirely. Getting Taiwanese semiconductor companies to move to the USA would be a major coup, and it’s obviously one that the Chinese authorities will seek to prevent.

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NATO’s Failed War on Russia

It’s obviously not a proxy war when literally thousands of soldiers from NATO countries have been killed inside undisputed Russian territory. The Russians released a report on bodies recovered from the Kursk incursion; these are fatalities, not casualties.

In just a few months, NATO lost nearly as many soldiers as the so-called “Coalition of the Willing” did in eight years of invading and occupying Iraq. The USA didn’t lose a proxy war in Ukraine, it lost an actual war; remember, these are just the fatalities from one single Ukrainian offensive.

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Ill-Suited for War

It turns out that the profit motive tends to undermine actual military performance, which is why Clown World has long preferred subversion and color revolution to direct conflict:

Spiegel published a quite eye-opening piece yesterday, which reveals the long-kept truth about the performance of German weapons systems in real wartime conditions:

A German military assessment exposes major issues with NATO weapons in Ukraine.

The PzH 2000 howitzer, while advanced, is so technically fragile that its combat usefulness is in doubt. The Leopard 1A5 tank is used mostly as makeshift artillery due to weak armor. The Leopard 2A6 is too expensive and complex to maintain at the front.

Air defense systems also face problems. The IRIS-T works well, but ammo is too costly and scarce. The Patriot system is called “unsuitable for combat” because its MAN carrier vehicles are outdated and lack spare parts.

This information was revealed in a transcript of a lecture given by the deputy military attaché of the German embassy in Kiev. The summary of the paper is very clear: “Hardly any large German piece of equipment is fully suitable for war.”

The report cites “an internal paper of the Bundeswehr” about the real practicality of Germany’s top weapons. We can assume that the very same results extend to the entire constellation of NATO weaponry in general, since they are virtually all constructed with the same design philosophies, often even with interoperable systems—like the 120mm Rheinmetall tank barrels shared between the Abrams and Leopard series.

Also, for the sake of thoroughness and to establish context, Spiegel explains that the ‘report’ was taken from a lecture given to junior officers of the Bundeswehr by a ‘deputy military attaché of the German embassy in Kiev.

None of this should come as a surprise. The so-called “military-industrial complex” is neither military nor industrial; it’s really just another way of feeding off federal funds through government grants, no different than Politico making a living by selling massively overpriced subscriptions to USAID.

And the more things change… overengineered, expensive, hard-to-maintain weapons systems have been a German tradition since at least WWII, one that the USA inherited when it imported all the German scientists in the post-WWII migration that launched the US space program.

Which, of course, is also a fraud. No wonder the Russians are entirely confident of victory even if they have to face the entire continent of Europe alone. Simply living in objective reality instead of a hazy fog of financialization and rhetorical fever dreams is a material advantage that cannot be overcome, no matter how many delusional sales pitches are pronounced by unelected politicians.

Here is a useful metric: if a leader has no genuine followers, he’s a puppet and everything he says will be intrinsically false and is intended to be misleading.

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