Ukraine War Update BUMPER NEWS: Military Aid News -Decoupling US/Eur MICs
Table of Contents 📖
"And that sense of creeping control and influence over the world will spread from a Chinese point of view and Russian and British point of view. And the US recedes from that space."
🤖💭 AI Plan (pre task) - the AI's step by step thought process
Hello Team
🎦 00:00-00:09⏩
- Jonathan welcomes the team to another ATP Geopolitics Ukraine War News Update, part two, for 10th March 2025.
- Today's focus is on military aid to Ukraine and the move in Europe away from dependency on the US for military equipment.
Portugal quietly supplied eight Puma helicopters in 2024
🎦 00:09-01:34⏩
- Jeff2146 updated his list of military aid to Ukraine, noting Portugal's quiet supply of eight Aerospatiale SA-330L Puma medium transport and utility helicopters to Ukraine in 2024.
- Deliveries were completed in Q4 2024, as part of Portugal's €221 million military aid package to Ukraine in 2024.
- The Portuguese Ministry of Defence confirmed the deliveries in January at the 25th Ukraine Defence Contact Meeting in Ramstein.
- Portugal's commitment to Ukraine will continue in 2025.
- Jonathan considers this "really good news from Portugal" and "super useful" aid.
Diehl Defense and Ukraine sign memorandum for increased Iris-T missile supplies
🎦 01:34-02:25⏩
- A memorandum has been signed between Diehl Defense, the manufacturer of Iris-T air defence systems, and Ukraine, according to Ukrainian Defence Minister Rustem Umerov.
- The agreement paves the way for large industrial projects to strengthen Ukrainian air defence.
- It also provides for a threefold increase in the supply of Iris-T missiles and air defence systems.
- Ukraine appears to be heavily reliant on Iris-T systems, receiving both the SLM (medium-range) and SLS (short-range) versions.
- These systems and interceptors are presumed to be used against Shahed drones and cruise missiles but are ineffective against ballistic missiles.
Ukraine to purchase 4.5 million FPV drones in 2025
🎦 02:25-02:48⏩
- The Ukrainian Ministry of Defence has allocated a budget to purchase 4.5 million FPV drones in 2025.
- This is a significant increase from the 1.5 million purchased last year.
- 96% of last year's drone purchases were from Ukrainian manufacturers, accelerating the growth of the domestic drone industry.
Rishi Sunak advocates seizing $300 billion of Russian assets for Ukraine
🎦 02:48-03:47⏩
- Rishi Sunak has advocated for the seizure of $300 billion of frozen Russian assets to aid Ukraine, referencing his article on the moral duty to do so.
- However, Labour MP Chris Bryant pointed out that Sunak, when Prime Minister, rejected calls to seize these assets.
- Jonathan notes the political opportunism, observing Sunak is now advocating for something he previously blocked.
- The assets are not truly "frozen" but are in "legal limbo" facing legal challenges.
UK Foreign Minister vows to unfreeze £2.3 billion from Abramovich Chelsea sale for Ukraine
🎦 03:47-05:34⏩
- Jonathan discusses Roman Abramovich, a Russian oligarch sanctioned after the war began, who was involved in brokering a prisoner exchange.
- Abramovich was forced to sell Chelsea Football Club, with the proceeds intended for Ukraine.
- UK Foreign Minister David Lammy has vowed to unfreeze the £2.3 billion revenue from the Chelsea sale and send it to Ukraine.
- The funds are currently stuck in legal challenges. Jonathan expresses hope that the process can be expedited.
USAID program cuts in Ukraine and potential Chinese influence
🎦 05:34-08:02⏩
- Significant cuts to USAID funding are impacting projects worldwide, particularly in Ukraine.
- 83% of USAID programs in Ukraine have officially shut down.
- Brendan Kelly listed 50 USAID projects affected in the Kherson city and area alone, impacting humanitarian aid, veteran support, healthcare, education, energy, and independent media.
- Jonathan highlights that these cuts create an opportunity for China to increase its influence by offering aid and potentially exerting control and influence over Ukraine and other nations as the US recedes.
- He also notes Meta's agreement to Chinese censorship to gain access in China, suggesting a prioritisation of profit over freedom of speech.
Lindsey Graham proposes bill to strengthen sanctions on Russia despite Trump's stance
🎦 08:02-09:20⏩
- Despite previous criticism of Zelenskyy, Lindsey Graham now advocates against cutting aid and sanctions to Ukraine and Russia respectively.
- Graham stated that cutting off Ukraine would be "worse than Afghanistan" and believes Trump does not want this outcome.
- He is proposing a bill to strengthen sanctions on Russia and its banking sector.
- This contrasts with the Trump administration's desire to relieve sanctions on Russia.
- There are reports of Republican pressure on Trump to restore weapons and intelligence supplies to Ukraine.
- Jonathan expresses scepticism, stating that intelligence sharing isn't acceptable until it actually happens.
Trump's inflated $350 billion Ukraine aid claim and potential motivations
🎦 09:20-11:42⏩
- Rasmus Jalov questions why Americans tolerate President Trump's repeated lies about the amount of aid given to Ukraine, specifically the figure of $350 billion, when the reality is much lower.
- Jonathan references Peter Zeihan's view that US decisions are so illogical regarding Ukraine aid that it suggests government compromise and potential agents within the US government.
- Jonathan shares that he is reaching a similar conclusion to Zeihan, finding it difficult to explain US policy otherwise.
Peter Zeihan analogy: US aid to Ukraine is like donating old clothes to Goodwill🎦 11:42-13:22⏩
- Jonathan shares an analogy from Peter Zeihan to explain the inflated figure of US aid to Ukraine.
- Zeihan compares US military aid to cleaning out a closet and donating old items to Goodwill.
- The US military is donating old, unused equipment, valuing it at its original cost adjusted for inflation, which inflates the total value.
- 70% of the aid is old equipment, 10-15% is ammunition and current equipment, and the rest is cash.
- The actual value of aid given is likely well under $40 billion, a much smaller figure than the claimed $350 billion.
- Zeihan argues that supporting Ukraine by having them fight Russia with "hand-me-downs" is a national security and economic win for the US.
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Trump's $500 billion minerals deal demand from Ukraine and "Trump's Razor"
🎦 13:22-16:05⏩
- Jonathan discusses Trump's demand for $500 billion in rare earth minerals from Ukraine in return for US aid, a figure that is puzzling given the actual aid amounts.
- Chris Iwiki questions the basis of this $500 billion demand and how it relates to "Trump's Razor".
- "Trump's Razor" is introduced as: "The stupidest explanation is most likely to be correct."
- The likeliest explanation for the $500 billion figure is that Trump is obsessed with arbitrarily large numbers.
Trump's obsession with $500 billion and dementia analogy
🎦 16:05-18:29⏩
- The $500 billion figure may stem from Trump's announcement in January 2025 of a $500 billion AI infrastructure project called Stargate.
- Trump seems to be impressed and obsessed with big numbers, as evidenced by other large investment announcements around the same time.
- Jonathan quotes the Financial Times, stating "winning the approval of the US administration is as simple as showing Trump a big number."
- He compares Trump's fixation on the $500 billion figure to dementia, where a false belief becomes lodged in the mind and is difficult to dislodge even with facts, reverting back to the "default setting".
Trump qualifies $350 billion claim but continues to push for minerals deal and concessions from Ukraine
🎦 18:29-21:14⏩
- Jonathan notes that Trump has begun to qualify his $350 billion aid claim, saying "in my opinion" they have given that much, indicating some awareness that the figure is challenged but still sticking to it.
- The $500 billion minerals deal demand is connected to restarting USAID and intelligence sharing, but Anton Gerashenko reports that signing the minerals deal alone will not be enough.
- Trump's aides indicate he wants Ukraine to change its stance on peace negotiations, including making concessions to Russia, and wants movement towards elections in Ukraine.
- Reports from a German tabloid suggest Trump wants Zelenskyy removed before aid is forthcoming.
- Jonathan highlights the irony that Zelenskyy has high approval ratings compared to other democratic leaders.
Ukraine refuses deals that degrade military or interfere in elections
🎦 21:14-22:01⏩
- Ukraine has clearly announced it will not sign any deals that require them to degrade their own military or allow interference in their elections.
- Jonathan emphasizes Ukraine's stance that external powers cannot dictate their election processes, asserting "That is not freedom and democracy."
Fox News interview and Trump's incoherent defence spending statements
🎦 22:01-24:58⏩
- Jonathan plays a clip of Maria Bartiromo's interview with Trump, noting her initial critical questioning but then giving Trump "a let out" regarding contradictory statements about defence spending.
- Trump denies saying he would cut defence spending, then claims he meant "denuclearisation", and then clarifies he doesn't want to cut defence spending now due to global threats.
- Jonathan highlights the incoherence and contradictions in Trump's statements, pointing out that Pete Hegseth has ordered Pentagon spending cuts.
- He questions if there is any joined-up thinking within the US administration.
- Jonathan criticises the US cutting funding to USAID, counterterrorism, counterintelligence, DOD, FBI, CIA, and departments overseeing election interference and Russian oligarch assets, arguing this empowers Russia and China at a volatile time.
- He highlights joint naval exercises by China, Russia, and Iran, while the US is pulling funding from NATO.
- Jonathan expresses a sense of "complete chaos" and uncertainty about US policy.
Russia resumes A-50U AWACS operations after year-long pause
🎦 24:58-26:28⏩
- Russia has resumed operations of its A-50U AWACS aircraft after a year-long pause, conducting reconnaissance in northeastern and northern directions.
- The flight originated from Olyanovsk airbase and is being conducted under the cover of two Su-30SM fighters.
- GeoInsider suggests this resumption could be linked to the recent scaling back of US intelligence support for Ukraine.
- With decreased US reconnaissance, Russia may feel more confident deploying these valuable but vulnerable assets closer to Ukraine.
- Previously, Russia had operated A-50 AWACS at a greater distance from Ukraine to avoid strikes.
French Mirage 2000 jets as potential key aerial radar jammers for Ukraine
🎦 26:28-27:05⏩
- Given US constraints on F-16 capabilities, Mirage 2000 jets from France could become Ukraine's key aerial radar jammers.
- Noel Sports suggests that with frozen US aid and limited F-16 support under a potential Trump administration, Ukraine may shift electronic warfare to French jets.
- This is according to a Forbes article by David Axe.
F-16 delivery issues and US support limitations
🎦 27:05-29:00⏩
- A consortium of European countries pledged 85 flyable F-16s to Ukraine. Around 18 have arrived, and one crashed possibly due to friendly fire.
- Under Biden, the US strongly supported the F-16 program, providing pilot training, spare parts, munitions, and a US Air Force team to program AN-ALQ-131 electronic countermeasures pods for the F-16s.
- The AN-ALQ-131 is a critical capability for the Ukrainian Air Force, intended to provide temporary air superiority for strategic objectives.
- However, it appears the US is now limiting support for programming and utilising these capabilities on the F-16s, potentially "hamstringing" Ukraine.
Mirage 2000s come with French jammers and potential for AASM guided bombs
🎦 29:00-31:10⏩
- Fortunately, the Mirage 2000s France is donating come with their own powerful jammers and do not involve US programming.
- France may transfer dozens of Mirage 2000s, with some already flying missions in Ukraine.
- They are equipped with a Serval radar warning receiver, Sabre jammer, and Neclerch chaff and flare dispenser.
- The French Defence Ministry promised to install new electronic countermeasures before transferring them to Ukraine, potentially the Mk2 or Mk3 integrated countermeasures suites.
- These French systems are seen as an improvement and potential replacement for American pods, which are falling behind Russian adaptations.
Mirage 2000s to be outfitted with AASM extended range guided bombs
🎦 31:10-32:00⏩
- France confirmed that Ukrainian Air Force Mirage 2000s will be outfitted with AASM extended-range guided bombs, providing Ukraine with another capable strike platform.
- While Ukrainian Soviet-era planes have already been adapted for AASM bombs, this extends the capability to the Mirage fleet.
- French Mirage 2000s have been tested with a loadout of six AASM bombs.
France ramping up defence production, including Rafales and guided bombs
🎦 32:00-33:01⏩
- France is accelerating defence production, more than doubling its output of Rafales, AASM guided bombs, anti-tank missiles, and drones.
- French Defence Minister Sébastien Lecornu confirmed civil-military production partnerships to achieve this.
- Emmanuel Macron previously ordered parts of French industry to work on a "war footing," enabling government direction of production.
- These civil-military partnerships indicate France's serious commitment to ramping up production.
Wall Street Journal article claims French-Italian SAMP/T missile defence system fails in Ukraine - Counterclaims
🎦 33:01-34:37⏩
- A Wall Street Journal article claims the French-Italian SAMP/T (Santee) missile defence system, analogous to Patriot and designed to intercept ballistic missiles, is failing in Ukraine.
- The article cites:
- Software malfunctions preventing effective ballistic missile interception.
- Aster missile shortages limiting effectiveness.
- Underperformance compared to Patriot, raising reliability concerns.
- Eurosam, the joint venture behind SAMP/T, has not commented.
- Jonathan notes that the article is potentially misleading.
Counter-argument and missile expert John Ridge refutes WSJ claims about SAMP/T
🎦 34:37-36:22⏩
- Franz Stefan Gaudi highlights the WSJ article's claims about SAMP/T software struggles and Aster missile shortages.
- However, missile expert John Ridge, working closely on Ukraine, refutes these claims on social media.
- Ridge states that claims are false as written.
- He asserts that SAMP/T and Aster 30 Block 1 have performed well against tactical ballistic missile threats in Ukraine, despite limitations due to the Arabel 3D radar.
- Success rates of both Patriot and SAMP/T are variable due to Russia's evolving tactics.
- Ridge's account directly contradicts the WSJ article, leaving it unclear which source to believe.
France, UK, and Italy order more Aster missiles and Eurosam to boost production
🎦 36:22-37:30⏩
- Despite the debate about SAMP/T performance, Jonathan notes that interceptor missile supplies are likely running low for both SAMP/T and Patriot.
- France, the UK, and Italy have ordered another 200 Aster surface-to-air missiles from Eurosam for their own stocks.
- Eurosam, including MBDA France, MBDA Italy, and Thales, plans to boost missile production by 50% by 2026 and reduce manufacturing time significantly.
- Aster missiles are the only European-made interceptors capable of countering ballistic missiles.
- Jonathan expresses hope that SAMP/T can become a viable replacement for Patriot, given uncertainties around future Patriot interceptor supplies.
Decoupling European and US Military Industrial Complexes - F-16 and F-35 debates
🎦 37:30-39:47⏩
- Jonathan transitions to discussing the decoupling of European and US military industrial complexes (MICs).
- He notes the earlier discussion about US limitations on F-16 capabilities.
- Media reports suggest the US is ending support for Ukraine's F-16s, but Mirage jets could offer an alternative.
- Tendar points out concerns for US defence manufacturers as European ones are thriving, possibly reflecting decoupling trends.
- Thomas Tyner argues against cancelling existing US weapons deals, despite advocating against new ones.
- Cancelling existing deals would hurt Ukraine and Europe, as Europe needs to buy weapons to replace equipment donated to Ukraine.
Europe's limited defence production capacity and reliance on US systems
🎦 39:47-42:32⏩
- Tyner highlights Europe's depleted military equipment reserves and the need to continue supporting Ukraine.
- Europe needs to buy weapons, including from the US, to replenish stocks and free up European equipment for Ukraine.
- European production of fighter jets (Gripen E, Rafale, Eurofighter) is significantly lower than F-35 production, and scaling up takes years, time Ukraine does not have.
- Europe currently lacks domestic alternatives for certain critical weapon systems, such as ballistic missile interceptors (Patriot), although SAMP/T is developing.
- European politicians are blamed for underfunding defence and delaying the development of European alternatives.
Political considerations: Avoiding giving Trump pretext to weaken NATO while decoupling from US MIC
🎦 42:32-44:40⏩
- Tyner argues that Europe should not give Trump a pretext to leave NATO.
- Cancelling US weapons deals could be used by Trump to blame Europe for NATO's potential demise, creating division within Europe.
- It's better for Trump and figures like Musk to be seen as the ones destroying NATO without valid reason.
- Therefore, existing US weapons deals should not be cancelled.
- For new systems, Europe should prioritise European-made options where available.
- If European systems are unavailable, US systems should be purchased as a stopgap while investing in European R&D and production.
- Europe must start the process of weaning itself off US defence industry dependence, but this must be a gradual process.
Urgency of decoupling from US military components and potential paths forward
🎦 44:40-47:38⏩
- Building on Tyner's points, Jonathan emphasizes the urgency of decoupling from US military components, stating it "has to be done now".
- This urgency is heightened by the F-16 issues and other US decisions perceived as harming Ukraine.
- Gustav Gressel notes that discussions about cancelling F-35 orders are gaining traction in Germany and elsewhere.
- The risk of US unreliability and potential blackmail is highlighted, as US data sharing with Ukraine has been cut, and a US administration could similarly compromise European systems.
- The F-35's combat effectiveness relies heavily on US data sharing, making it vulnerable to US political shifts.
- The F-35 is also hugely expensive in procurement and operation.
- Gressel questions the value of the F-35's nuclear delivery capability given the declining value of US deterrence.
Eroding stealth advantage of F-35 and potential for European alternatives
🎦 47:38-50:30⏩
- Gressel argues that the stealth advantage of the F-35 is eroding rapidly due to advances in radar technology and data processing.
- Modern radar systems and plot fusion can increasingly detect low RCS targets, diminishing the F-35's stealth advantage.
- Russia's progress in intercepting Storm Shadow missiles (with lower RCS than F-35) illustrates this trend.
- F-35's will likely rely on stand-off munitions, similar to modernised Eurofighters, reducing the performance gap.
- Complementing Eurofighters with unmanned drones for risky missions could be a more feasible European alternative to the F-35 than developing a direct competitor.
- Europe lacks stand-off munitions and relies on the US for suppression of enemy air defence, creating vulnerability to US leverage.
- Developing European alternatives for these areas is a top priority.
F-35's ISR capabilities and data sovereignty concerns - Italian solution?
🎦 50:30-53:39⏩
- Gressel argues the F-35's real advantage is its intelligence, surveillance, and reconnaissance (ISR) capabilities, packed with sensors that collect and transmit vast amounts of data to the US.
- This ISR capability, while powerful, also represents a key weakness if the US becomes unreliable, as data dependence creates vulnerability.
- Italy is highlighted as the only F-35 operator with a sovereign solution for data analysis and compilation.
- Gressel suggests Europe collectively pressure Lockheed Martin for data sovereignty or consider redesigning the Eurofighter for ISR roles as a European alternative, possibly with unmanned wingmen.
- However, he acknowledges broader European shortfalls in ammunition, deep strike capabilities, space comms, logistics, and AI data analysis.
Operational implications of European airpower gap and need for doctrinal shift
🎦 53:39-54:28⏩
- Gressel concludes that in a Russia-Europe war, Europe would not achieve air superiority quickly and likely only temporary, not dominant, air superiority.
- This necessitates a doctrinal and structural shift in European land forces, moving away from US-centric approaches.
- Europe needs to consider the costs and timelines of transitioning to European defence solutions and whether F-35 can serve as a limited interim capability despite its risks and limitations.
- Concerns are raised about Canada's F-35 purchase and lack of control over heavily computerised planes, with source code held by Lockheed Martin, creating potential vulnerability.
Elon Musk, Starlink, and European decoupling from US tech and finance
🎦 54:28-57:02⏩
- Guy Verhofstadt advocates for a sovereign European military and criticises European governments for aligning with Elon Musk, given his perceived unreliability and potential compromise.
- Elon Musk is reportedly seeking a meeting with the Italian president to salvage a Starlink deal, amid European concerns about his compromised position.
- Italian defence giant Leonardo is decoupling from the US financial sector, dropping Bank of America for Deutsche Bank, indicating a broader trend of European decoupling.
Starlink controversy and Elon Musk's spat with Polish Foreign Minister Sikorski
🎦 57:02-57:45⏩
- Jonathan discusses the Starlink controversy and Elon Musk's public spat with Polish Foreign Minister Radosław Sikorski.
- Musk's threat to switch off Starlink and Sikorski's response, highlighting Poland's $50 million annual Starlink payments and threat to seek alternatives, is discussed.
- Musk's dismissive "small man" comment towards Sikorski is criticised as ridiculous and ill-advised, especially given Poland's strong pro-US stance in Europe.
- Mick Ryan argues Musk's behaviour makes Starlink an untrustworthy service for military organisations.
- Oliver Alexander suggests Musk's threats will cost SpaceX millions in lost contracts, as his unreliability damages the brand.
- Jonathan defends Sikorski's impressive background as a journalist in Afghanistan and contrasts it with Musk's behaviour, questioning "who's got more kahunas?".
Wrap up
🎦 57:45-57:48⏩
- Jonathan concludes the video, thanking viewers and promising to speak to them soon.