Category Archives: Energy

Desch Nuts: Foreign Affairs Publishes Koch-Funded Anti-Ukraine Propaganda

Foreign Affairs published a Koch brothers propaganda puff piece today, attributed to Michael C. Desch of Notre Dame.

Why?

It plays dumb while trying to be serious and claim that Ukraine should surrender to Russia. Of course Koch nuts would say that. They dropped it hot during live negotiations, as if academics are just hired guns to provide cover for whatever the Trump administration is about to impose on Kyiv. The author and all that big money behind him however give away the game.

The article is titled plainly “Ukraine Is Losing the War” without a timeline. Today? Last year? Always and forever no matter what? See the dumb trick?

Then it is subtitled “With Moscow Pressing Its Advantage, Kyiv Should Trade Land for Peace.” In just 5,000 words it manages to stumble and crash into at least nine major logical contradictions.

Given how much disinformation was being stuffed down the throat of Foreign Affairs editors, it should surprise nobody Russian-language media was celebrating within hours of publication. Yet the historical reasoning alone would fail any LSE seminar I ever took. Foreign Affairs owes its readers an explanation, if not a retraction. In the meantime, I’ll take a poke at what’s really going on.

Desch Keeps Punching Himself in the Nuts

# Desch Claims Then Also Claims Nut Punch
1 Mass and resources make Ukrainian resistance futile Post-surrender Ukraine should build drone defenses and pursue battlefield innovation Prescribes the same technology-over-mass strategy he spent 3,000 words saying doesn’t work
2 Russian war aims expanded at every stage (Minsk to recognition to annexation of four oblasts) Conceding the Donbas would satisfy Moscow His own evidence documents serial escalation after each accommodation
3 The Donbas is not the Sudetenland because Russian tactics are not blitzkrieg Munich was about appeasement dynamics, not Wehrmacht tactics. Refutes a comparison nobody made
4 At current rates it would take Russia 30 years to conquer east-bank Ukraine Ukraine should stop fighting and lose Western support The 30-year timeline depends on the Western assistance he wants to end
5 Ukraine’s 36 million population cannot match Russia’s 140 million Russia has 700,000 troops in theater vs. Ukraine’s 300,000 Operational ratio is 2.3:1, not the 4:1 demographic ratio he leads with
6 Russia’s GDP at PPP is $7 trillion vs. Ukraine’s $657 billion PPP inflates domestic purchasing power, not capacity to buy weapons on international markets. Nominal GDP puts Russia near Italy
7 Ukrainian corruption undermines fortifications and recruitment Russia’s corruption is absorbed by its size Russian corruption collapsed logistics at Kyiv, lost 1,000+ tanks, and sank the Moskva. Scale multiplies procurement corruption
8 Western technology has not given Ukraine a decisive edge Russian technological innovation (fiber-optic drones, ISR-enabled artillery) is providing decisive advantages Technology is irrelevant when the West provides it, decisive when Russia deploys it
9 The Surovikin Line proves Ukraine cannot breach fortified positions Ukraine should not build similar fortifications because Russian infiltration defeats them Russian fortifications work. Ukrainian fortifications would not. Logic runs whichever way the conclusion needs

The table speaks for itself, hopefully. Foreign Affairs should be ashamed. Now let’s look deeper at the disinformation methods.

Rigged Numbers

Desch compares Ukraine’s population of 36 million to Russia’s 140 million as though Russia can send its entire male population to just one meat grinder.

Russia has a 4,000-mile border with China, commitments in Syria, internal security requirements across eleven time zones, and a domestic economy that requires workers. His own operational numbers of 300,000 Ukrainian troops versus 700,000 Russian show a much narrower gap than raw population figures, but he buries this operational reality under a demographic spectacle.

Why?

Then he uses purchasing power parity to inflate Russia’s GDP to $7 trillion, making it look like a near-peer competitor. Their nominal GDP, measuring the actual capacity to purchase weapons systems on international markets, deflates Russia’s economy to roughly the size of Italy’s. Everyone knows this and says it repeatedly. Russia is like Italy, yet he tries to make it seem so much bigger.

Again, why?

PPP measures how many bad haircuts you can buy in Novosibirsk, not how many precision-guided munitions could be imported.

Russian contract soldiers, known for their low morale, somehow get inflated as more motivated than Ukrainian conscripts. The piece inverts everything documented about defensive warfare psychology. Ukrainians are fighting for their homes. Russian “volunteers” are bored, annoyed, reluctant, disproportionately recruited from impoverished regions by financial incentives they distrust. The claim that cheap mercenaries outperform homeland defenders contradicts everything everyone knows about combat motivation.

Corruption as Hypocrisy

Desch flags corruption as undermining the war effort, but not Russian corruption. No, he acts like only corruption in Ukraine matters. Fortifications not built, recruitment compromised? He waves away Russian corruption by arguing it simply “absorbs the damage.” But Russian military corruption is the very reason they lost over a thousand tanks in the first year, the reason logistics collapsed north of Kyiv, the reason the Moskva sank. Scale does not neutralize corruption in military procurement. It actually multiplies it, meaning Ukraine has less of a problem.

Then he prescribes “comprehensive political and economic reforms” and “a serious anticorruption effort” for post-surrender Ukraine. Part of the reason for the war was Ukraine was cracking down on Russian corruption. Calling that a solution after the war is like totally ignoring the causes. If corruption undermines Ukrainian fortification-building during a war for survival, why would it suddenly resolve after a demoralizing territorial surrender? He identifies corruption as the disease and surrender to corruption as the cure.

Technology Only Works for the Hero

Desch argues that Western technology has not given Ukraine a decisive edge. He then spends several paragraphs detailing Russian technological innovation (e.g. fiber-optic drones, infiltration tactics, ISR-enabled artillery) as if these are decisive advantages. Well, which is it? Technology matters enormously when Russia deploys it. When the West provides it to Ukraine, suddenly it is irrelevant.

He cites the Surovikin Line as proof that Ukraine cannot advance through fortified positions. He then argues Ukraine should not bother building similar fortifications because Russian infiltration tactics can defeat them. Russian fortifications prove offense is impossible. Ukrainian fortifications would be useless against offense.

Follow the Money

Desch is not a random academic voice.

He sits on the advisory board of the John Quincy Adams Society, which is funded by the Charles Koch Foundation and operates within a “let bad guys win because profit” ecosystem that includes the Quincy Institute, Defense Priorities, and the Cato Institute’s foreign policy shop. His Notre Dame colleague Eugene Gholz sits on the same board. His daughter was a JQAS Marcellus Policy Fellow. Their ideological pipeline has consistent output toxic to analysts: NATO caused the problems, whatever they are, Ukraine is not vital to anyone, and the answer is accommodation of Russia because authoritarian rule is good for profit.

Desch has been saying exactly this since before the invasion. In January 2022, he told Newswise that “the way out of this crisis is the neutralization of Ukraine.” Weeks later, in February 2022, he told Notre Dame’s student paper that Russia was unlikely to invade because Putin was just posturing for diplomatic concessions. The full-scale invasion followed shortly after.

This Koch lineage now makes a funding trail into the case study of laundered influence.

Fred Koch built his fortune constructing oil refineries for Stalin’s Soviet Union in the 1930s, then built the third-largest refinery serving the Third Reich. Soviet money and Nazi money became Koch Industries money. He came home, co-founded the John Birch Society in 1958, called Eisenhower a communist dupe, fought the civil rights movement as a Soviet plot, and bankrolled McCarthyism. Charles Koch held a lifetime JBS membership and funded its bookstores distributing attacks on Martin Luther King.

The sons inherited the fortune of refined Soviet and Nazi crude. They laundered it through decades of right-wing institution-building, setting a precedent for Peter Thiel, and now fund academics arguing we should accommodate Russian territorial expansion. The empire that literally built Stalin’s oil infrastructure finances the intellectual apparatus telling us to let Moscow keep what it has taken.

This is how old big dirty money works.

No need to wire funds from the Kremlin direct to Notre Dame with a magazine piece purchase order. Instead, build infrastructure for dictators, convert profits into a political network, fund the network for generations, and eventually the network produces a Foreign Affairs article arguing that dictators should get to keep conquests so they can order more infrastructure. Ka-ching!

The money has been cleaned by the time it reaches the endowed chair. The conclusions are a starting point within the institution, to which evidence is curated.

Editorial Decision Time

Foreign Affairs historically publishes pieces aligned with administration policy preferences. This piece reads like pre-positioning and intellectual cover for whatever territorial concessions the Trump team plans to impose. Within hours, Pravda USA was summarizing it approvingly. The article’s framing maps perfectly onto Russian information warfare messaging.

I’m not saying Desch needs to coordinate with Moscow. It means the Koch school’s output gets laundered through Russian media with zero friction because the conclusions are structurally identical to what Putin needs.

Foreign Affairs editors know how to count logical contradictions, right?

They know what PPP does and does not measure, right?

They know the Munich analogy is about appeasement dynamics, not blitzkrieg tactics, right?

They know that prescribing post-surrender reform to a country whose wartime morale is already collapsing is not serious analysis, right?

They published this weak-sauce article anyway, on the day it would do the most work for Putin and Trump, by an author embedded in a network funded by a fortune that traces back to Stalin and Hitler.

Any trained historian can see what this is. Desch perhaps believes what he wrote, and maybe even enjoys the public self-flagellation. The question is why Foreign Affairs enabled him.

Trump Guts Security of Nuclear Plants to Feed Lust for AI

Grab’em by the fuel rods.

What Pennsylvania officials told residents about Three Mile Island. In the 1970s they at least pretended to inform the public. Now they don’t even do that.
TMI safety for kids. Source: Nuke’em Postcards

Three Mile Island is a lesson apparently lost on the billionaire tech kids riding Trump’s descent into madness.

NPR obtained copies of over a dozen of the new orders, none of which is publicly available. The orders slash hundreds of pages of requirements for security at the reactors. They also loosen protections for groundwater and the environment and eliminate at least one key safety role. The new orders cut back on requirements for keeping records, and they raise the amount of radiation a worker can be exposed to before an official accident investigation is triggered. […] Backers of the reactors, including tech giants Amazon, Google and Meta, have said they want the reactors to one day supply cheap, reliable power for artificial intelligence.

The integrity controls aren’t being circumvented, they’re being rewritten by the entity charged with enforcing them, then shared with the regulated parties while being withheld from the public.

That’s not deregulation, that’s capture.

That’s privatization of the regulatory framework by the regulated to deny safety. The paperwork now follows action, not the other way around, which is how dictatorship works. It’s all fake accountability that tracks to pure corruption.

The nuclear regulator literally has been reorganized as a service provider for the entities it regulates. Like how ICE are just stormtroopers loyal to Trump, refusing to follow law or respect the Constitution. The criminals now are the ones wearing the badges, occupying political spaces to prevent anyone from invoking actual law that would stop crimes.

Got ICE?

Over 500 pages of necessary security directives were slashed and burned down to 23 pages, for reactors that use higher levels of enriched uranium in their cores, which make them targets of theft.

More attractive targets, less security. This batshit threat model logic is by a small group of elites who plan to profit rapidly and hide, regardless of increased and widespread suffering.

Materials security for weapons-grade fuel, gutted so billionaires can shave construction costs?

No wonder the Big Tech boys keep buying their own islands, to isolate themselves from nuclear catastrophe they are rushing everyone else into.

Google Founder Larry Page Would Rather Die Self-Imprisoned on Desert Island Than Pay a Cent for Freedom

“You Need a Dictator”: Pentagon Told to Drop China Focus, Threaten Canada

Trump appears identical to Panamanian authoritarian Manuel Noriega in many ways, including physical appearance.

Trump lashed out at Canada, sounding like a syphilitic lunatic, ranting about healthy trade deals with China.

…China, who will “eat them up” within the first year!

Two days earlier at Davos, Trump explained: “Sometimes you need a dictator!”

His warning about China is especially notable, because Trump just ordered the Pentagon to lower preparedness for China.

The Defense Department said in an influential strategy document published Friday that the U.S. military’s top focus is no longer on China but instead the homeland and Western Hemisphere. […] “…concrete interests first. Previous administrations squandered our military advantages and the lives, goodwill, and resources of our people in grandiose nation-building projects and self-congratulatory pledges to uphold cloud-castle abstractions like the rules-based international order,” the report says.

Trump warning Canada that China will “eat them up”, while simultaneously downgrading China as a military priority, creates an incoherent threat narrative unless the actual target is invasion of Canada itself.

It’s explicitly a rejection of rules and order, replacing it with permanent improvisation.

The German dictatorship did not mean ‘law and order.’ The Third Reich lived in a state of permanent improvisation: the ‘movement’ once in power was robbed of its targets and instead extended its dynamic into the chaos of rival governmental authorities.

Note that it’s not America First, because it’s “concrete interests first”, which is another layer of disinformation. This elevates racism, greed, corruption, and graft as “concrete” for coin-operated use of Trump’s military force against rivals regardless of any laws. The Pentagon is being told to prepare to go to war with America… first.

All the breathless Monroe Doctrine references also fit into the disinformation. The Doctrine is a “cloud-castle” abstraction, a discredited imperial sphere-of-influence theory from 1823, and therefore can’t be used as his precedent.

Canada’s UN Ambassador Bob Rae called Trump policy what it really is, a “protection racket.”

In other words, Trump is threatened not by China, but by Canada escaping his protection racket through China. He’s angry at Canada because China proves he is weak, while telling everyone China doesn’t matter. It’s a “grab’em by the pussy” doctrine of punching down to feel tall, where might makes wrong and tries to get away with it.

Monroe wouldn’t allow it.

Trump fraudulently appropriates Monroe language to justify invasion of neighbors while explicitly doing the opposite of Monroe, by avoiding confrontation with the outside power. He’s laying the groundwork for invasion of Canada on the pretense of avoiding war with China, while claiming China is the reason for invading Canada.

That’s not Monroe, because that’s… Hitler’s method of disinformation and improvisation.

Canada now logically calls China “more predictable” than the US, a better leader and partner. That is because Trump’s anti-Monroe “concrete interests” formulation is a doctrine of no doctrines. It means decisions are case-by-case based on dictator whimsy, with no predictable rules, by Trump design. Everything is always defined only by one man, who takes everything only for himself and his closest sycophants.

Carl Schmitt’s “decisionism” (being promoted now by Peter Thiel) provides the Nazi theoretical framework that Trump is actually using: the sovereign is whoever decides the exception, and all law flows from that decision rather than constraining it. The basis of Nazism was racial ideology, like Trump’s MAGA as described by Fuentes, and Thiel’s decisionism is the operational method.

Trump’s territorial expansion therefore predictably follows Hitler, exactly: manufacture threat narratives about one actor (Bolshevism, encirclement) while the actual targets were neighbors (Austria, Czechoslovakia, Poland). The threat is faked to prevent the target from defending itself. “Protecting ethnic Germans” became the universal pretext for invasion and resource extraction that could be applied anywhere regardless of facts.

Rapid deflation of American power is as obvious as the fall of Nazism, since nobody likes Hitler doctrine but Nazis. Trump obsesses about invading countries to corrupt and pillage them, such as Canada along with Greenland, Panama and Venezuela, and offers absolutely nothing in return if you disagree. His new Pentagon document will soon classify those who disobey him as his primary threat.

The Pentagon is already operationalizing the improvisation. The Joint Chiefs just convened an unprecedented meeting of all 34 Western Hemisphere military leaders for February 11. Meanwhile, U.S. forces continue war crimes, murdering more than 120 civilians in 35 attacks since September, framed as a “drug war”. The false pretense is just for expansion of a military dictatorship over the entire hemisphere.

This “technocracy technate” map from the 1930s illustrates the organizational ambition behind the Pentagon meeting—hemispheric consolidation under authoritarian control. Elon Musk’s Canadian grandfather promoted this vision until he was arrested as an enemy of the state for basically being a Nazi.

Elon Musk’s antisemitic “Technocrat” politician grandfather was arrested in Canada. He fled after WWII to help create Apartheid South Africa, where Elon’s father called them Nazis.

This inevitably will bring global alignment with the EU and China for protection from the lunatic dictator Trump. Already, people around the world describe America as operating on the level of Iran or North Korea. Reporters Without Borders just released a report warning Trump’s “increasingly authoritarian tactics could eventually descend to” the levels of “ruthless dictators” like Daniel Ortega and Vladimir Putin.

Eventually?

As I wrote two weeks ago in “Trump is America’s Pineapple Face“, he’s already there—and RSF is catching up.

Noriega was recruited by the CIA in the 1950s, killed American political opponents 1970-1980s and became de facto ruler of Panama from 1983 to 1989. Then the former head of the CIA ordered him assassinated. After Delta Force failed over a dozen times to kill him, he was convinced to surrender for a show trial, and died in jail.

Trump literally said at Davos on January 21:

Usually they say, ‘He’s a horrible dictator-type person,’ I’m a dictator. But sometimes you need a dictator!

This came two days before his rant against Canada and the Pentagon priority shifting to focus on Canada. He’s not being accused of something, he has announced it.

Historian protip: late-stage syphilis is associated with erratic behavior of dictators like Hitler, Mussolini and Latin American “strongmen”.

Trump’s Iran Threats Are About Venezuela

A new DW article makes the connection explicit: Iran covers 4% of global oil demand versus Venezuela’s 1%. Iran exports 2 million barrels per day; Venezuela manages 350,000. The article notes that if Iranian production stalls, eventually other producers would fill the gaps.

That means Venezuela.

The Calendar

  • Dec 10: U.S. forces seize Venezuelan oil tanker Skipper, escalating tensions.
  • Dec 19-27: U.S. military buildup in Caribbean reaches 15,000 troops. Energy stocks quietly move to sector-leading positions despite weak crude prices.
  • Dec 27: An anonymous Polymarket account is created. It will bet on exactly two things.
  • Jan 3: Maduro captured in U.S. military operation. Trump immediately declares U.S. oil companies will “spend billions of dollars, fix the badly broken infrastructure.”
  • Jan 3-5: Oil majors “largely silent” as Chevron, Exxon, and ConocoPhillips stock rises—but companies refuse to commit to new investment because “the situation on the ground remains uncertain.”
  • Jan 5: Analysts note Venezuela would require $53 billion just to maintain current output. Oil executives say they need “certainty about who is in charge” and “long-term stability” before committing—30-year projects need confidence about the operating environment “decades into the future.”
  • Jan 5-14: Iran protests explode. Trump escalates threats of military strikes, creating maximum uncertainty in Iranian supply.

Gaming the Market

Someone wagered $32,000 on Maduro’s ouster hours before the operation, when prediction markets gave it 6% probability. The account was created December 27 to bet on exactly two things: U.S. invasion and Maduro’s removal. It allegedly netted over $400,000, although some say a semantic loophole will prevent payment (e.g. they bet on an invasion, yet Trump rhetoric insists it was an “action”).

The CFTC, which nominally regulates these markets, has one-eighth the SEC’s staff. The Justice Department has dropped investigations into prediction markets. TruthSocial has announced plans to launch its own, while Trump Jr. advises both major prediction market platforms. In other words, no regulation.

A potential Iranian blockade of the Strait of Hormuz—through which 25% of global oil passes—could push prices to $120 per barrel. That price spike transforms Venezuela’s $50-180 billion investment requirement from economically marginal to lucrative.

Oil companies won’t commit capital to Venezuela until the deal is sweetened. This means Trump is seeking external pressure. Making Iranian supply genuinely unstable creates the strategic calculus where Western Hemisphere reserves become insurance rather than speculation.

It’s the same coercive arbitrage logic I’ve documented elsewhere: create the crisis that makes one preferred outcome the rational choice. The reluctant oil companies get pushed toward Venezuelan investment not by promises but by making the alternative unacceptably risky.

The Contradiction

Here’s what oil companies actually need. Harvard economist Ricardo Hausmann explained:

If you want to recover oil, you need to go back to rule of law. Let’s be very mechanical: You need to change the hydrocarbons law. And to change the hydrocarbons law, you need a congress that people think is legitimate.

ExxonMobil CEO Darren Woods, at Trump’s oil executive meeting, also explained:

If we look at the commercial constructs and frameworks in place today in Venezuela, today it’s un-investable. And so significant changes have to be made to those commercial frameworks, the legal system, there has to be durable investment protections and there has to be change to the hydrocarbon laws in the country.

Oil companies need democratic legitimacy—rule of law, enforceable contracts, a legislature that can change hydrocarbon laws. Military regime change provides none of that. It provides the appearance of stability while destroying the institutional foundations that make long-term investment rational.

Destabilizing Iran creates price pressure. while also it creates urgency that might override oil executives’ assessment that Venezuela remains “un-investable.” The coercion operates on two levels: make the alternative dangerous, and make the timeline for waiting seem unaffordable.

The bet is that $120 oil makes “un-investable” irrelevant. That when the Strait of Hormuz is on fire, Exxon’s lawyers will find a way to make Venezuelan hydrocarbon law work. That crisis overrides judgment.

And once they’ve committed billions to an unstable regime, they become dependent on continued U.S. military presence to protect those assets.

The Trump trap is set.