Ukraine War Update NEWS: Military Aid News
Table of Contents 📖
"We have more cash than we know what to do with."
Hello Team
🎦 00:00-00:11⏩
- Jonathan welcomes viewers to another ATP Geopolitics video
- This is the second part of the Ukraine War News Update for 12th November 2024.
- This video will focus on Military Aid.
UK PM Starmer to press Biden to allocate $20bn to Ukraine from frozen Russian assets before Trump takes office
🎦 00:11-01:35⏩
- Source: Daily Telegraph
- British Prime Minister Zakir Starmer will press President Biden to allocate $20 billion to Ukraine from frozen Russian assets before Trump takes office
- Jonathan questions whether Biden's rationale for not providing certain aid (fear of nuclear escalation) still holds, given Trump's impending return
- Jonathan expresses hope that the US will change restrictions on aid and provide Ukraine with much-needed equipment.
- There's still a risk that Biden may hold the same view and fear escalation/nuclear war even with Trump taking office.
- There's a chance that Starmer will be able to convince Biden that he's wrong about this.
EU to redirect €392bn to defence and security
🎦 01:35-07:22⏩
- Source: Financial Times
- Brussels is changing its spending policies to redirect tens of billions of euros to defence and security due to Russia's war in Ukraine and Trump's return to the White House.
- This could involve redirecting up to €392 billion from the EU's cohesion funds, which are intended to reduce economic inequality between member states.
- Under existing rules, these funds cannot be used to directly purchase defence equipment or fund the military, but investment in dual-use products like drones is allowed.
- The policy shift would give member states more flexibility to use cohesion funds for defence industry support and military mobility projects (e.g., reinforcing roads and bridges for tank movement).
- It would also permit funding for boosting weapons and ammunition production, although the ban on purchasing weapons with EU funds would remain.
- This move is not about sending tanks to Ukraine immediately but rather about preparing European countries for potential conflict and indirectly supporting Ukraine.
- The funds would need to be used for regional development, including military mobility.
- Lithuania's Finance Minister, Gintare Skaistė, highlighted the importance of investing in military mobility projects for the whole region.
- Jonathan recalls discussions earlier in the war about NATO wargaming scenarios for a Russian invasion of Europe, emphasizing the logistical challenges of moving equipment across the continent.
- Trump previously threatened NATO allies that he would encourage Russia to act freely if they failed to meet defence spending targets.
- Poland, which has significantly increased its defence spending, has been pressuring the Commission to increase defence expenditure.
- EU countries have prioritised using recovery funds made available after the COVID-19 pandemic, which expire in 2026.
- Poland faced delays in accessing cohesion funds due to rule of law concerns under the previous PiS government.
- The shift in policy towards defence spending is also welcomed by net payers into the EU budget (e.g., Germany, the Netherlands, and Sweden), who prefer using existing funds over issuing joint debt or increasing EU funding.
- Redirecting funds from other priorities like green and digital infrastructure would require the Commission's approval.
- Jonathan suggests this could be a way to find funding to prepare Europe for potential conflict and indirectly support Ukraine.
50% of Germans support increased defence spending
🎦 07:23-07:45⏩
- 50% of Germans believe that increasing defence spending to 3% or 3.5% of GDP is appropriate, and 15% think even that is not enough.
- This indicates a majority in Germany favour higher defence spending, which could be interpreted as implicit support for Ukraine.
EU delivered 980,000 shells to Ukraine
🎦 07:45-08:26⏩
- The EU has delivered over 980,000 artillery shells to Ukraine, falling short of their promise to deliver 1 million shells within a year (deadline was May 2024).
- Jonathan believes the EU should have set a less specific target to avoid this situation.
- The EU has confirmed they will reach 1.5 million shells.
- Jonathan thinks the EU made a mistake by setting a deadline.
France to supply 6 Mirage fighter jets and 600 guided glide bombs to Ukraine
🎦 08:27-09:32⏩
- France will provide Ukraine with 6 Mirage 2000-5S multi-role fighter jets (3 more than initially pledged), along with comprehensive support, including weaponry, maintenance, etc.
- The jets will be equipped with Mika air-to-air missiles, Storm Shadow or SCALP-EG cruise missiles, and AASM guided glide bombs.
- France is also supplying an additional 600 AASM guided glide bombs.
- Jonathan considers this excellent news and hopes the Mirage jets can be deployed before the end of 2024.
US F16 pilot training for Ukraine may be delayed
🎦 09:32-10:32⏩
- Source: Wall Street Journal, Pravda
- The US is reportedly shifting its F-16 pilot training focus to younger, less experienced Ukrainian cadets due to a lack of English proficiency among experienced pilots.
- This could delay the arrival of more F-16s on the battlefield by months.
- Ukraine has received only 10 F-16s so far and has already lost at least one.
- France has offered to train Ukrainian pilots for the Mirage 2000-5S, which is positive news as training is a bottleneck for the F-16 program.
- France has an independent training pipeline for Mirage pilots.
- Jonathan speculates that the UK may still provide initial training for Ukrainian pilots on propeller planes before they move on to the Mirage.
Taiwan sends Hawk air defence system batteries to Ukraine
🎦 10:33-12:23⏩
- Source: Forbes
- Taiwan has likely sent Ukraine a large batch of Hawk air defence systems, which may explain the recent improvement in Ukraine's interception rates.
- Jonathan suggests electronic warfare is also playing a significant role in Ukraine's air defence success, citing a recent example where 39 targets were shot down and 60 taken out by electronic warfare.
- Taiwan had previously denied plans to decommission its Hawk systems, but it now appears they have transferred at least 15 batteries to Ukraine.
- Each battery includes at least six launchers, with three missiles per launcher, and radars.
- Jonathan notes the Hawks have been modernised and are proving effective.
- He believes this is a significant boost to Ukraine's air defence capabilities, potentially helping to counter drones and older cruise missiles.
Germany contributes €10m to drone capability coalition
🎦 22:20-22:41⏩
- Germany will contribute €10 million to the Latvian and UK-led International Fund for Ukraine (IFU) drone capability coalition, which has issued a tender for FPV and intercepted drones.
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Rymertal and ICI to supply satellite imagery to Ukraine
🎦 12:24-13:30⏩
- Rheinmetall and ICEYE are teaming up to provide Ukraine with satellite imagery funded by the German Ministry of Defence.
- Jonathan highlights the importance of satellite imagery for battlefield intelligence, expressing concern that a potential US withdrawal from providing such data could create a significant intelligence gap for Ukraine.
- Without satellite imagery, Ukraine would struggle to identify targets and conduct effective military operations.
- Since October 2024, Ukraine has been receiving high-resolution SAR (synthetic aperture radar) data from ICEYE's satellite fleet to improve battlefield intelligence.
- The partnership, established in September 2024, provides Ukraine with access to one of the world's largest SAR satellite constellations, supporting operational planning and decision-making.
- Jonathan views this development as excellent news.
Estonia sends military aid package to Ukraine
🎦 13:30-13:43⏩
- During a visit to Kyiv, Estonia's Defence Minister Hanno Pevkur announced a new aid package for Ukraine.
- The package includes clothing and small arms, and although it may not be substantial, it still contributes to the overall support effort.
Norway's opposition party wants tripling of aid budget for Ukraine
🎦 13:43-19:29⏩
- Comment from user Darsidious clarifies that Høyre is Norway's second-largest party (not the largest as previously reported), with FRP (Progress Party) currently leading in the polls.
- Høyre, along with the rest of the parliament (including some radical leftists), maintains bipartisan support for Ukraine.
- 45 billion Norwegian kroner in aid for Ukraine is still pending a vote.
- There is growing criticism of the Labour and centre-left government in Norway for not providing sufficient aid to Ukraine, considering the country's significant profits from oil and gas sales during the energy crisis.
- Jonathan draws parallels with the UK, where energy producers like BP made record profits while consumers struggled to afford heating, questioning the lack of a windfall tax on these companies to support those in need.
- He cites a leaked comment from a BP financial executive stating, "We have more cash than we know what to do with."
- Jonathan argues that Norway, as a relatively small country with vast natural resources, could afford to contribute more to Ukraine's aid efforts.
- He compares Norway's approach to managing oil revenues (through sovereign wealth funds) with the UK's, suggesting Norway's model is more beneficial for the country.
- Jonathan points out that Norway has significantly profited from the energy crisis, unlike the UK, where the benefits primarily went to energy producers.
- He notes that Sweden has criticised Norway for not providing more aid, given its financial gains from the crisis.
- Stephen Bendel, a Norwegian interviewed by Jonathan, believes Norway should be contributing more to Ukraine.
Ukraine's 2025 state budget allocates over $1.5bn for weapons production
🎦 19:29-20:36⏩
- Ukraine's 2025 state budget allocates over $1.5 billion for weapons and military equipment production, including $13.5 million for low-interest loans to defence enterprises.
- This represents an increase compared to 2024 funding and aims to enhance production capacities and develop new technologies, according to the Minister of Strategic Industries, Herman Smetanin.
- While Ukraine has its own income from tax revenue, it's not enough to sustain its defence needs, so it relies on support from international institutions like the IMF, World Bank, EU, and US.
- Jonathan considers it sensible for Ukraine to invest more in its defence industry to reduce reliance on foreign aid and attract investment by offering low-interest loans to defence enterprises.
Zelensky: Promising technologies against Russian guided bombs
🎦 20:36-21:21⏩
- President Zelensky has indicated promising technological developments against Russian guided bombs.
- He mentioned discussions about the Ukrainian missile program and guided bomb development, with decisions made to strengthen defence in challenging areas.
- He also highlighted the Ukrainian forces holding back 50,000 enemy troops in the Kursk region.
- Jonathan expresses optimism that these technologies could counter the threat posed by Russian guided glide bombs, which have been used effectively in the conflict (e.g., in Avdiivka).
Ukraine develops Mavic-type drones
🎦 21:21-22:19⏩
- Source: Misdragetprom
- Ukrainian manufacturers have developed drones with characteristics similar to Mavic-type drones.
- Sixteen have already completed flight missions, with eight analogues produced and two past codification.
- This development could reduce Ukraine's reliance on China for Mavic drones, although there's a risk that China might then sell more of its drones to Russia.
- Jonathan suggests Ukraine should ideally both produce its own drones and procure them from China to saturate the battlefield.
First volunteers join Ukrainian Legion in Poland
🎦 22:41-23:11⏩
- The first volunteers joining the Ukrainian Legion in Poland have signed contracts with the armed forces, with over 600 applications received.
- This allows for the creation and training of units outside of Ukraine, potentially improving morale and providing a more focused training environment.
- It's unclear if these units will also be equipped in Poland.
Wrap up
🎦 23:12-23:20⏩
- Jonathan concludes the video, hoping it was useful to viewers.
- He encourages viewers to like, subscribe, and share the video, expressing appreciation for their support.