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普京的“另一个剧本”_我的网站

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一 |     

由于之前乌克兰将加入欧盟和北约写入宪法,以及马上要召开北约布鲁塞尔峰会,因此俄罗斯采取边境屯兵的方式予以抗议。
不过在2021年6月份的北约布鲁塞尔峰会上,乌克兰加入北约的问题并没有得到突破。
会后发表的公报上只是重申了2008年布加勒斯特峰会上的立场,即乌克兰未来某天会成为北约的一员,至于时间表等具体问题则一字未提。    Russian Minister of Agriculture Dmitry Patrushev weighed in on the issue of global food security on Friday, warning that a crisis of planetary proportions is taking shape.,“The situation in global markets is difficult, especially for wheat. This season, due to a number of factors, including drought in the US and Europe, floods in Australia and bad weather in India, the global supply of milling wheat will drop. Also, due to climate anomalies, a decrease in the quality of wheat in North America is expected, first and foremost in the United States. All of this, together with logistical restrictions, could lead to serious risks in terms of global food security in the current agricultural year,” Patrushev said, speaking to ministry officials in Bashkiria.,Patrushev updated officials on the state of Russia’s harvesting campaign, saying about 27 percent of the fields have been cultivated, with 55 million tons of grain collected – a good indicator, but far below yields shown a year ago, thanks to a cold spring, poor weather and problems with obtaining parts for foreign-made agricultural equipment.,“Altogether, this creates risks in terms of achieving [the planned] grain harvest of 130 million tons. Of course, we will fully provide for the domestic market, there will not be any problems with this. However, if the planned volumes are not reached, we will have to revise our export target of 50 million tons, and this may have a negative impact on the world grain market,” the minister warned.,Russian Agriculture Ministry Warns of Risks to Global Food Security in Current Crop Year 5 August, 09:08 GMT,Sanctions Food for Thought,The United States and Europe got a rude awakening in the spring when the nations of the Global South refused to join them in slapping sanctions on Russia after it kicked off its special military operation in Ukraine. While the US, Canada, the UK, the European Union, Japan, Australia, and New Zealand drafted thousands upon thousands of new restrictions against Moscow, not a single country in Latin America, Africa, the Middle East, or non-US allied East Asia has joined them so far.,The developing world’s quest for food security, and Russia’s status as a major global exporter of both grains and fertilizers, is undoubtedly an important factor in calculations made by regional leaders when it comes to sanctions.,At the same time, the Global South has not been spared the consequences of the West’s secondary restrictions. African Union chief and Senegalese President Macky Sall outlined the scope of the problem in June, telling Russian President Vladimir Putin that sanctions had “aggravated the situation with the supply of grains and fertilizers to African countries,” and sparked “a serious threat to food security” for the continent.,AfricaAnti-Russia Sanctions Left Africa Without Access to Grain and Fertilisers, African Union Chief Says3 June, 11:13 GMT,Notwithstanding concerns about global food security going back to the COVID crisis of 2020 and 2021, which wreaked havoc on supply chains and aggravated economic pain across much of the developing world, the US and its allies unflinchingly and nearly instantaneously slapped agriculture- and fertilizer-related sanctions on Russia and its ally, Belarus, in February and March of 2022.,Oleg Kobiakov, director of the UN Food and Agriculture Organization’s Russian liaison office, recently revealed that his agency estimates that some 828 million people were suffering from hunger at the end of 2021, with their numbers increasing by some 150 million people compared to the pre-COVID year 2019. Amid the escalation of the Ukrainian crisis and Western sanctions, Kobiakov stressed the importance of the FAO-proposed international fund to support the export of food, fertilizers, and energy to assist developing countries, particularly in Africa.,Western Sanctions, Global Consequences,The sanctions slapped on Russia in the spring of 2022, which included direct restrictions on food and fertilizer exports, plus efforts to limit Russia’s trade in agricultural commodities with third countries via so-called secondary sanctions on cargo ships or insurance providers, have already had a noticeable impact on food security, not only in the Global South, but the very heart of the so-called "First World" as well.,Earlier this year, German media sounded the alarm after calculating that the country’s farmers stand to lose some three million tons of agricultural output thanks to sanctions. In June, Bild reported that nearly one in six Germans is forced to skip meals thanks to out-of-control hikes in food prices.,In neighboring Poland, local media reported this week that Ukrainian wheat supplies flooding into the country were causing a “catastrophic” dampening of prices for domestic producers. “If the situation doesn’t improve, there will be riots in the countryside!” a farmer in Plonsk told a Wyborcza correspondent.,In Italy, the National Institute of Statistics has reported a double-digit jump in prices for flour and pasta, with prices for the staple components of Italian cooking growing between 18 and 21.5 percent year-on-year in July, and the cost of cooking oil spiking by a whopping 66 percent.,RussiaLIVE UPDATES: First Bulker With Ukrainian Grain Reaches Istanbul2 August, 05:00 GMT,Food insecure regions of the planet have fared even worse. According to a recent estimate by international aid agency Mercy Corps, flour prices in Lebanon, which depends on Russia and Ukraine for over 80 percent of its wheat flower needs, have jumped over 200 percent since the escalation of the Ukraine crisis.,For many countries, the Ukrainian emergency has only served to exacerbate an array of already existing problems. In Morocco, for example, Agriculture Minister Mohammed Sadiki reported in the spring that the country expects to lose up to 53 percent of its grain harvest this year due to the worst drought of the decade. The Horn of Africa faces similar worries amid the worst regional drought in 40 years. In Ethiopia, Somalia and Kenya, over 18 million people face hunger, and British charitable group Oxfam International fears that as many as 350,000 children could die from malnutrition this year in Somalia alone.,Earlier this year, the UN’s Refugee Agency calculated that the numbers of people forced to flee their homes in search of a better life had reached its highest-ever recorded number, with food scarcity, inflation, and the climate crisis adding to existing hardships and stretching humanitarian resources to the breaking point. According to the World Food Program, the number of people suffering from hunger could increase by 30-50 million people, with the poorest countries of Africa including Somalia, Sudan, the Central African Republic, Chad, and Congo expected to be hit hardest.,RussiaFighting Africa's Food Crisis: Russia Strengthening Ties and Stretching Helping Hand to Kenya3 August, 10:08 GMT,In June, the WFP warned that in Latin America too, food inflation is threatening to cause a migration wave of Biblical proportions amid calculations that some 14 million people across 13 countries are threatened with “extreme” food insecurity – up from 8.3 million in late 2021, if the current crisis continues.,“All of you are watching caravans, caravans of migrants moving, and before we used to talk about migration from the north of Central America, but now, unfortunately, we talk about migration being hemispheric. We have the whole continent on the move,” WEF Latin America and the Caribbean region coordinator Lola Castro told reporters.,Good for the Goose, But Not the Gander?,Last month, on the heels of the signing of the Russia-Ukraine-UN grain deal, the US Treasury reversed course on a number of food and fertilizer sanctions directives, “clarifying” in a fact sheet that it would no longer threaten secondary restrictions for the purchase or transport of Russian agricultural commodities. For the domestic market, Washington quietly eased restrictions on Russian agricultural products, including fertilizers, back in March, after the domestic farming lobby warned of out-of-control price hikes and possible food shortages.,Brussels, which joined Washington in slapping tough restrictions on Moscow in the spring, did not follow suit in easing them until late last month, after the damage to domestic and international markets had already been done.,WorldEU Reportedly Set to Unfreeze Some Russian Bank Funds for Food, Fertilizer Trade19 July, 10:26 GMT,Biden administration National Economic Council director Brian Deese raised eyebrows late last month when he boasted that compared to the rest of the world, the United States is in a better position to weather the global food security crisis.,“With respect to food, we’re a net exporter of agricultural commodities. Obviously the high prices are hitting Americans very hard, but in a way that is different from some places that are facing famine for example,” Deese said.,Biden economic advisor Brian Deese says the U.S. is doing better economically than other countries because we’re not in a “famine” pic.twitter.com/2JwO7YneOI— RNC Research (@RNCResearch) July 27, 2022,Biden’s detractors blasted the White House over Deese’s comments, suggesting it was absurd to lower the bar on the administration’s economic performance to the point where it was bragging that "at least the US isn’t facing famine." However, in the broader scheme of things, and amid the global food security crisis artificially exacerbated by Washington and its allies using sanctions, Deese isn’t wrong, with other countries, including many of the US’ allies, suffering much more.,Quo Vadis?,Serbia, home to the so-called “Balkan route” for migration during the 2015 European migrant crisis, has recently reported a major uptick in immigration amid the global food crisis.,On July 20, Serbian Commissioner for Refugees and Migration Vladimir Cucic indicated that the number of migrants traveling through Serbia had jumped 55 percent in 2022, with the number of people from Africa, Asia and the Middle East using the country as a transit state reaching 68,000, and expected to hit 100,000 before the end of the year. Cucic is confident that the global food crisis is directly responsible for the migration uptick, which he said has hit Africa, Pakistan, Bangladesh, parts of India and other Asian nations hardest.,“Hunger is forcing more and more people to move on out. You’re not going to wait and see how your children die from hunger, you will give them everything you have and tell them "get out of here!’” the official stressed.,UK Home Office Fails to Handle Increased Flow of Migrants Via English Channel21 July, 18:30 GMT,Food scarcity has been a factor driving revolutions, coups, wars, and civil unrest throughout human history, and has been used expertly by foreign manipulators to spark crises and institute regime change throughout the 20th and early 21st centuries. Food insecurity was a critical factor in the so-called "Arab Spring" unrest which swept across the Middle East and North Africa in early 2010. That crisis, together with the US and NATO military interventions in Iraq and Afghanistan, helped spark the 2015 European migrant wave, which saw more than 1.3 million people making their way to the continent, sparking mass unrest and a host of other social ills and problems in the countries that were made to accept the newcomers.,Observers fear that the second time around, the situation could prove far more explosive.,“Europe is not prepared morally, technically, or politically to accept additional refugees. They already overstrained themselves with the Syrian crisis,” Elena Suponina, an advisor to the director of the Russian Institute for Strategic Studies and expert at the Russian International Affairs Council think tank, told Sputnik in an interview.,The West, Suponina believes, is not ready to “save” people from Africa and Asia in the event of a global food crisis which she says has been manufactured by the United States.,“The United States has always been interested in limiting the strength of the European economies. Besides being partners, they are also competitors. The US has always kept in mind that Europe is first and foremost a competitor,” the expert stressed.,Tiberio Graziani, chairman of Vision & Global Trends - an Italy-based international affairs think tank, echoed Suponina's concerns, suggesting that Europe is "by no means ready to handle new potential waves of migrants," and still reeling from the consequences of the 2015 crisis. At the same time, he said, hunger has been a "recurring theme" in a world dominated by the West and its political and economic systems of governance.,"The food crisis is mainly due to the predatory policies carried out - in recent decades - by the so-called Western system in the different corners of the world. The hyper-liberal-democratic policies of the West have favoured the large globalist interest groups which, similarly to the colonial past of the nineteenth century, have deconstructed the various economic-productive fabrics of many areas of the planet, producing misery and dependence. The sophisticated technology that could help the fate of millions of people, since in the hands of large producers, often tied to financial interests, has instead, paradoxically, exacerbated the problem. Non-state organizations such as the UN, beyond good speeches, have failed to find adequate solutions to the problem. The world as a whole could find solutions - to this challenge, as well as to others - only if world power were more evenly distributed. Only a new multipolar system that adopts - in both economic and political international issues - a solidarity and cooperative practice, antithetical to current hyperliberism, could save us. It can be noted that some initiatives taken by the BRICS countries are moving in this direction," Graziani stressed.,The academic also agreed with Suponina's analysis of Washington's interest in the current crisis.,"The interest of the United States is to maintain global hegemony. This can also involve the sacrifice of nations such as Ukraine or the Old Continent: in the context of the North American strategy, these would be 'side effects'. The internal situation of the EU would worsen further: Europe as a whole would become even weaker and more dependent on the US than it currently is," Graziani concluded.。

二 |

6月16日,美俄首脑甚至还安排了一次双边高峰会,地点取在颇具中立意义的瑞士日内瓦。
下图是当时二人会谈的照片,就表情层面看还是比较融洽的,远未到剑拔弩张的地步。
6月18日,法国外长勒德里昂也出面表示:乌克兰加入北约的条件尚未成熟。
经过一番外交斡旋,俄罗斯方面撤回了部分边境地区驻兵,局势有所缓解。

三 |

然而谁都没想到,2021年10月至11月间危机再度升级。
根据11月初美国方面的估计,俄罗斯在乌克兰边境已集结约9万人的兵力和大批重型武器,不久这一数字即超过了10万。
关于莫斯科决策过程的信息披露很少,我们能够猜测到的原因大致有以下几个:
2、2021年8月美国从阿富汗仓促撤军,塔利班风卷残云般进入喀布尔,拜登政府国际形象一落千丈,展现出衰弱和犹豫的迹象。
3、乌克兰泽连斯基政府加入北约的立场没有丝毫软化,约半数的乌军主力部队被部署到顿巴斯地区与亲俄民兵做小规模交战。
不管怎样,至2021年12月,美国情报官员就已经开始公开警告俄罗斯有可能在2022年年初向乌克兰发动大规模军事行动。
前文我们介绍过“领导人在大国博弈中的作用”——虽然无法改变结构性的矛盾,但他们可以选择冲突的形式和烈度。
以普京的视角为例,在2021年底2022年初,我们曾撰文详细分析过他的困境与策略。
俄罗斯凭借着“地利”占据着优势态势,十几万大军往边境线附件一摆,乌克兰与东欧国家五部瑟瑟发抖,而美国根本没法救。

四 | 不过在如何把“优势”转化成“成果”问题上,普京却遇到了难题。

2021年12月,俄罗斯外交部发表了一份官方版谈判草案,提出了三个主要诉求:
1、确保乌克兰不加入北约(2022年1月份的谈判中俄方又包含进了格鲁吉亚);
2、确保不在乌克兰境内驻军,不在俄边境部署打击性武器;
俄方要求美国以“书面方式”回复,最终还得签署一个具有法律效力的保障文件,满足此三条的情况下,俄罗斯将从乌克兰边境撤军。
客观来讲,普京的三要求中除了禁止乌克兰加入北约,其他两个并不过分,也不难处理。
俄罗斯要求西方国家不在乌克兰境内驻军——现在本来就没有驻军。
俄罗斯要求西方国家承诺不向乌克兰出售进攻性武器,这更是一个非常“模糊”的议题。当年美苏《中导条约》签订后,双方年年都指责对方违反协议;武器装备的事情嘛,牵扯到技术问题,原本是个口水战。
虽然三点要求看起来不难,可普京遇到的对手偏偏是老奸巨猾的拜登。

五 |

拜登先后派出国务卿、常务副国务卿与俄方谈判,甚至自己亲自上阵了两回(一次线下,一次线上),可就是没什么成果。
美国以“欧洲没有形成统一意见”为由不停地拖延普京——当时德国刚刚大选完,新总理朔尔茨地位尚不稳固;法国2022年4月要大选,马克龙无暇分身。
于是拜登朝普京两手一摊:实在是没办法,您再等等吧……
大家去搜一下2022年1月的新闻,拜登甚至说出“轻微侵略”的言论,暗示“小侵略会有小制裁”。
别说,拜登的“无招胜有招”还真是起了作用,俄罗斯方面渐渐坐不住了。
而且气氛都烘托到这份上了,一旦什么都没拿到就撤军,克里姆林宫怎么向里里外外交代呢?
如果我们抛开2022年2月24日之后发生的一切,仅从2021年底~2022年1月的视角去看,这既是俄美关系的“历史节点”,也是俄罗斯国运的“历史节点”。

六 |

当时拜登政府其实已经部分呈现出“先俄后中”的外交大思路。
按照很多战略学者的猜测,拜登其实是急于举行美俄首脑会晤、急于与俄罗斯在乌克兰等问题上达成协议。
因为一旦摆平俄罗斯,接下来就可以集中资源投入到与中国的竞争中;而普京则可以待价而沽,正如七十年代的中国一样。

七 |

“俄罗斯总统普京与美国总统拜登已同意法国总统马克龙有关俄美双方举行峰会的提议,俄罗斯外交部长拉夫罗夫与美国国务卿布林肯将在定于周四举行会议。”
讲话中,普京宣布承认乌东民间武装自称的“顿涅茨克人民共和国”和“卢甘斯克人民共和国”为独立国家,签署相关协议与总统令,并派兵赴两地执行“维和行动”。

八 |

当时笔者写过一篇文章,认为普京此举是要结束此轮危机并开启谈判,而不是扩大危机。
1、普京想要的纸面协议美国不肯给他,拜登和布林肯装疯卖傻搞拖延战术。
2、真动手打乌克兰又不可以,一来毫无正当性,二来启动容易收场难。
3、俄罗斯不得已取了一个折中方案,承认原本即由亲俄武装掌控的两个东乌小“共和国”,给自己找台阶下。
这是一个各方都勉强能够接受的妥协结局,俄罗斯要了面子,没有动里子。
白宫方面发布拜登签署的行政令,宣布将对乌东顿涅茨克和卢甘斯克两地采取制裁措施,并将俄罗斯主权债券纳入制裁对象。
注意,制裁的主体只是乌东那俩小“国家”,拜登还真是说话算数——“小侵略会有小制裁”。
英国冻结了俄罗斯5家银行的资产以及3位俄罗斯亿万富豪的资产。
德国方面则宣布暂停 “北溪-2号”项目的认证流程。
联合国秘书长古特雷斯也用了非常谨慎的“深感关切”一词,敦促相关各方优先开展外交活动,和平解决所有问题。

九 |

可以这样讲,直到此时普京都还有拿起“另一个剧本”的机会。
然而接下来的两天里,局势发展之迅速超过绝大多数人的预料。
2月23日,俄罗斯撤离最后一批驻乌外交人员,乌克兰政府宣布进入紧急状态。
2月24日清晨,普京再度发表全国电视讲话,轰动世界的大战正式爆发。

十 |

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Published on:01:11:03


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