0:00 So, you may have seen earlier this week
0:01 that Ukraine managed to conduct an
0:03 extraordinary strike to do something
0:05 that Vladimir Putin would have really
0:07 preferred no one to have seen. For only
0:10 the second time, Ukraine has struck a
0:12 Russian warship at sea in the Baltics,
0:14 not in the Black Sea and not of Crimeir
0:16 in the Gulf of Finland, almost a
0:18 thousand kilometers from Ukraine, but
0:21 right on the doorstep of Putin's own
0:22 birth city, St. Petersburg. And the
0:25 timing couldn't be worse for Putin
0:27 because in the very same week where the
0:29 closed door discussions in Abu Dhabi
0:31 wrapped up and the subsequent meetings
0:33 in Moscow and Ireland took place, it's
0:35 become apparent how more extreme Putin's
0:37 demands are becoming about the future of
0:39 Europe that are frankly obscene and the
0:42 demands that would have looked
0:43 aggressive even before this war began.
0:46 Yet so at the negotiating table, Putin
0:49 is demanding more control over Europe
0:51 security, yet is also acknowledging that
0:53 they will have to be an active
0:55 participant now. And all the while at
0:57 sea, Ukraine is showing he can't even
0:59 protect his own ships anymore. So, with
1:01 all that in mind over this past week,
1:03 let's in this video uncover what Ukraine
1:05 is building in the Baltics, why it
1:07 should terrify the Kremlin given what
1:09 happened in the Black Sea, and what
1:11 Putin's latest demands tell us about how
1:13 he sees this war ending, and because
1:16 there's a lot more to understand than
1:17 simply a ship being hit. Is it the
1:20 beginning of a broader strategy about
1:22 bringing the war to a certain area that
1:24 Putin thought you'd never have to worry
1:28 This is the Global Gambit. How's it
1:31 going everyone? Welcome back to the
1:32 channel where I wanted to look at a
1:33 particular angle of the Russo Ukrainian
1:35 war, the remarkable strike in the
1:37 Baltics. But given the other news around
1:39 the peace talks and absurd demands by
1:41 Putin, which frankly, if you look at
1:43 them in the context of previous years,
1:45 seem to be getting even more extreme.
1:47 The guy has found a way to make
1:49 maximalist even more max out. But still,
1:52 let me know in the comments what you
1:53 guys think. And of course, like the
1:55 video and subscribe if you find the
1:57 content of value. Now bit of context is
1:59 that the ship that was struck was known
2:01 as the Naro Ferinsk. It's a small
2:04 missile ship of Russia's Baltic fleet,
2:07 but don't let the size fool you. It
2:09 carries specifically calibra cruise
2:11 missiles, the same missiles that Russia
2:13 fires at Ukraine on a daily basis. And
2:16 so a bit of a disproportionately
2:18 valuable target potentially. Now
2:20 Ukraine's security services hit it near
2:22 the island of Gorgiand on the night of
2:25 the 10th to the 11th of November.
2:27 Finland's military detected the strike
2:30 and Moscow well and surprising in these
2:32 moments where it's rather an
2:34 embarrassment there was silence complete
2:36 silence the ship limped back to Kronstad
2:39 but the damage isn't really the story
2:41 here it was significant but not
2:43 groundbreaking the location is because
2:46 this is what I think is most important
2:49 yes it is a strike on a ship but most
2:52 focus has been on the Black Sea and
2:53 we're beginning to see a growing
2:54 emergence of disruption by Putin on the
2:57 first hand, but a growing response by
3:00 not NATO, but Ukraine in the Baltics.
3:03 And therefore, another lesson that NATO
3:05 should be taking seriously how Ukraine
3:07 conducts military warfare into its own
3:10 playbook. But of course, this wasn't a
3:12 one-off. If you cast your minds back to
3:14 March, Ukrainian drones hit Primotsk and
3:16 Utsk Luga, Russia's two biggest Baltic
3:20 oil terminals, about 10 times in over 2
3:22 weeks. Utluga is actually 25 kilometers
3:25 from the Estonian border and loadings
3:27 completely stopped. Dozens of tankers
3:29 simply sat idle in the Gulf of Finland.
3:31 And it was the first real illustration
3:33 of how much potential disruption can be
3:36 made to Putin's own shadow fleet. Russia
3:38 lost about $2 billion of a oil exports
3:41 in a fortnight. And at the peak around
3:43 45% of its export capacity was actually
3:47 offline. And then in June, Ukrainian
3:49 drones set the corvette or the boyia
3:52 ablaze in dry docks at Crostat, the
3:54 island fortress that has guarded St.
3:57 Petersburg since Peter the Great
3:58 established the city. And now we see a
4:01 missile ship that is out to sea. So you
4:04 have first the oil ports, then a ship in
4:06 dock, and now a ship at sea likely
4:09 conducting its own efforts of
4:11 interference. And so I don't really
4:12 think that people fully appreciate how
4:14 quite significant this is. the learning
4:16 curve, the rate at which Ukraine has
4:18 developed its capabilities. In only 8
4:21 months, Ukraine has gone from Russian
4:22 oil terminals to warships sitting in
4:25 dock to missile ships in open water and
4:27 those with some of the most dangerous
4:30 missiles you can imagine. It also
4:32 demonstrates that Ukraine has the
4:34 capacity to diversify its strikes to hit
4:36 udluga oil ports and the missile ship
4:39 together in the same night. Now, it's
4:42 certainly not a coincidence. Those two
4:44 ports handle around two-fifths of
4:46 Russia's seaborn oil exports. The oil
4:49 that pays for the war and those ships
4:50 that launch the missiles. So, Ukraine is
4:53 trying to hit both the money and the
4:55 missiles in the same waters to
4:57 demonstrate the diversification it has,
4:59 but also make Putin forced to pick
5:02 between an ever dwindling and more
5:04 exposed set of assets. So, it's not
5:07 really a regional Putin problem for
5:08 Putin at this point. It's a threat to
5:10 how Russia gets its entire set of oils
5:13 to market, let alone if we see a
5:16 continued effort by the Europeans to try
5:18 to clamp down on the dark fleet. In
5:20 2022, the Black Sea fleet was supposed
5:22 to dominate Ukraine's coast Odessa
5:26 support landings rule the sea. As we
5:28 know, Ukraine doesn't have a navy, but
5:31 it managed to sink the fleet flagship
5:34 Mosva with two Neptune missiles. And
5:36 then it just kept going with landing
5:38 ships, patrol ships, a submarine hit in
5:40 a dry dock at Sevasipol. Around a third
5:43 of the Black Sea fleet destroyed or
5:44 simply put out of action. And this is
5:46 what particularly matters, I think, that
5:48 Russia didn't lose the Black Sea because
5:50 every ship was sunk. It lost it because
5:52 it ship stopped being safe. The fleet
5:54 abandoned Sevastapole, the very base
5:55 Putin seized Crimeir to keep and fled to
5:58 Novarusk. Ukraine followed it there,
6:01 too. And in March of this year, it hit
6:03 the frigots Admiral Essen and Admiral
6:05 Marov inside that port. So today, the
6:08 Black Sea FET fires at Ukraine once or
6:10 twice a month, but otherwise hides in
6:13 the harbor. And while it didn't lose any
6:15 ships in 25, that's because it stopped
6:17 going to sea. Ukraine has managed to
6:19 dominate the Black Sea through use of
6:22 aerial non-manned projectiles, i.e.
6:25 drones, not conventional big military
6:27 assets like frigots, destroyers, and so
6:30 on. If it's the same as the video I made
6:32 a couple of months a bit ago about
6:34 Ukraine strikes on military assets, how
6:36 it is destroying Russia's irreplaceable
6:38 bomber fleet. You don't need to sink a
6:40 whole fleet to defeat it. You just need
6:42 to make it too dangerous to use. And
6:44 it's the same with the air force. That's
6:47 exactly, I think, why this week matters
6:48 when you put it in conjunction with some
6:51 other developments. McCraine doesn't
6:52 need to destroy the Black Sea fleet to
6:54 break it. That's what Russia learned in
6:56 the Black Sea. The moment commanders
6:57 have to ask whether their ships will
6:59 survive outside the port, the whole
7:01 calculation of course changes. And Putin
7:03 now faces this question in the very
7:04 waters he's demanding control over in
7:07 these negotiations, but also has been
7:10 using time and again to probe, to
7:12 provoke, and intimidate even NATO. The
7:15 differences therefore make it more
7:17 dangerous though. In the Black Sea,
7:19 Ukraine fought from its own coastline
7:20 with sea drones launched close to their
7:22 targets. In the Baltics, Ukraine doesn't
7:25 have access to it. Every strike means
7:26 flying drones a thousand kilometers
7:28 through sometimes Russian air defenses
7:30 and jamming. But as we've seen, NATO has
7:33 enabled Ukraine to utilize airspace when
7:35 necessary. Not all of them make it
7:37 though. In this spring, as we've seen,
7:39 Ukrainian drones strayed into Finland,
7:41 Estonia, Latvia, and Lithuania. And in
7:43 May, a NATO fighter actually shot one
7:45 down over Estonia, though the confusion
7:48 was more driven by the incursions by
7:50 Putin's own military. And of course,
7:53 Moscow pounced on that. Sergey Shuyigu,
7:55 Putin's Security Council Secretary,
7:57 warned all four countries that Russia
7:59 reserves the right to self-defense.
8:01 Russian officials claimed the Baltic
8:03 states had open their skies to Ukraine.
8:05 Every one of them denies it. Estonia's
8:07 foreign minister went further and
8:08 accused Russia of deliberately steering
8:10 stray drones into NATO territory. And
8:13 that's the uncomfortable reality though,
8:14 that every Ukrainian strike in the
8:16 Baltic weakens Russia there. That every
8:18 stray drone hands Moscow theoretically a
8:21 story in which Finland and the Baltic
8:22 states are the aggressors. and why he's
8:24 putting so much emphasis now on the
8:27 removal of these as members and back to
8:29 the 97 borders. NATO wants Russia
8:32 weakened in the Baltics. But what it
8:33 doesn't want is a war on its borders
8:35 fought with drones that it doesn't
8:36 control and a lack of clear command and
8:39 control structure. And that brings us
8:41 therefore to what Putin has now been
8:43 asking for because this is where things
8:45 become just farical. While Ukraine has
8:47 been hitting Russian ships and oil
8:49 terminals in the Baltics, Russian
8:51 negotiators have been sitting across in
8:53 Abu Dhabi and now dictating essentially
8:56 to Zillinsky that if he's willing to
8:58 forego Dombas, he may well be able to
9:01 see the idea of NATO membership. Now, I
9:04 don't think that's in any way true. Who
9:05 would in a reasonable mind? It's more
9:07 like a carrot that's being dangled as a
9:10 treat that if Zalinsky agrees to forego
9:13 the territories of the Dombas then the
9:15 idea of NATO can be put there. But of
9:17 course that requires agreement and more
9:20 about the framing that they can then use
9:21 against Zillinsky in the future against
9:23 Ukraine saying that they were more open
9:25 to the idea of giving up the territories
9:27 but then they reneed on their
9:29 commitments. they'll find some way to
9:31 twist the story essentially. And this is
9:34 more of what I think is extraordinary.
9:36 Part of the documents that have
9:37 discussed the 97 borders, well, they
9:40 repeat word for more the demands that
9:42 Putin actually issued in December of 21,
9:45 2 months before he invaded Ukraine. So,
9:47 think about that. Almost 5 years of war,
9:49 losses on a scale Russia hasn't seen
9:51 since the Second World War. Finland and
9:53 Sweden now inside NATO because of his
9:55 actions and Ukraine hitting Russian
9:57 warships in the Baltics itself. Putin is
10:00 still demanding that Europe can't get
10:03 what he wants. The list keeps growing.
10:05 No Western military aid to Ukraine at
10:07 all. Ukraine can only be in the O EU if
10:09 it's kept out of the EU's common defense
10:11 policy. The Russian delegations even
10:13 held up the Cold War division of Europe
10:15 as a model to aspire to. and others that
10:18 were part of the talk supposedly said
10:20 that the representatives pitched
10:22 European diplomats on Finland leaving
10:24 NATO. No NATO bases in the Baltic States
10:26 despite what we're seeing in terms of
10:29 Russian naval incursions and overseas
10:32 and overhead flying drones or the stuff
10:34 that's been going on for the best part
10:36 of a year if not longer and becoming a
10:38 lot more overt. The Kremlin denies any
10:41 sense of this. But of course, where else
10:43 would it come from? But perhaps the most
10:45 revealing demand in the document that
10:46 was since shared and how it weaves into
10:48 Ukraine's operations in the Baltics is
10:51 actually related to nuclear. If you cast
10:53 your minds back to 21, Putin demanded an
10:55 end to NATO's nuclear sharing, the
10:57 arrangement that lets European allies
10:59 shelter under America's nuclear
11:01 umbrella. That demand is now back. But
11:04 there's something new, something he
11:05 didn't even ask for before February
11:08 2022. Moscow now wants Britain and
11:10 France to rule out extending their own
11:12 nuclear protection to the rest of
11:13 Europe. And why would that suddenly
11:15 appear? Because of what Putin's war has
11:17 done this year, with Europe no longer
11:20 acting in accordance with America and so
11:23 having to be seen as more of an
11:25 independent nuisance. The unthinkable
11:27 has now become policy. Europe started
11:29 seriously discussing a British and
11:30 French nuclear umbrella, which I also
11:32 covered on the channel. Poland said it
11:34 was ready to join one. And Finland, a
11:36 country that was neutral for 70 years, a
11:38 country with a 1,300 kilometer border
11:40 with Russia, moved to lift its ban on
11:43 hosting nuclear weapons. I think that's
11:46 one of the most significant developments
11:47 which is under reportported that Putin
11:49 launches war claiming he needed to push
11:51 Western weapons away from Russia's
11:53 borders. But because of the extent to
11:54 which he's gone, including his own
11:56 provocations, which are working so much
11:58 in reverse, it's actually pushing
12:00 Finland towards even more of a
12:02 consideration. It's the scale of Putin's
12:05 failure. And that's why the nuclear
12:07 clause is in the document now. He isn't
12:10 demanding it from strength, as we know.
12:11 He's demanding it because he can exactly
12:14 see where Europe is heading and he can't
12:15 stop it on his own. So this isn't about
12:18 even Ukraine anymore. Putin is trying to
12:20 disarm the security of the entire
12:22 continent. But of course, it's not going
12:25 to work. Moreover, the more he pushes,
12:28 the more resistance you get. And the
12:30 fact that he has given Europe a growing
12:32 acceptance has to be at the negotiating
12:34 table is somehow he's trying to give
12:37 with one hand, but take away with both.
12:40 And it's not going to work. In essence,
12:42 what does it all mean for Putin? Because
12:44 there's a contradiction at the heart of
12:45 this story, too. Putin is now demanding
12:47 a new security order in the Baltics at
12:49 the exact moment Ukraine is imposing how
12:51 vulnerable Russian power in those waters
12:53 really is. And so that leaves him with
12:55 choices he doesn't want to make. He can
12:57 pull his ships back like he did from
12:59 Sevastaster, but the Baltic fleet exists
13:01 to project Russian power exactly over
13:04 the waters he's demanding control of. A
13:06 fleet hiding in a port intimidates no
13:08 one, and it certainly doesn't strengthen
13:09 your hand at the negotiating table. He
13:12 can pour more air defenses into St.
13:13 Petersburg and the oil ports. But the
13:15 Russians are already overstretched
13:17 providing protected refineries,
13:19 airfields, and cities. As I mentioned
13:20 before, every system moved to the Gulf
13:22 of Finland area leaves a hole somewhere
13:24 deep inside Russia that Ukraine can
13:26 exploit. He has to protect the ships
13:28 that carry his missiles in the ports to
13:29 earn his money, but he has to also keep
13:31 the pressure on NATO. He thinks that
13:33 will give him leverage. He can't do all
13:35 three. Or he can try to escalate against
13:38 his neighbors. Use the stray drones as a
13:40 pretext, squeeze Finland and the
13:42 Baltics. the most dangerous option and
13:44 the groundwork is already laid as we've
13:46 heard from statements over Keningrad and
13:49 certain potential ground operations
13:50 although I think that's still a little
13:52 bit long way off so why float the demand
13:55 so big right now because they're not
13:57 really in a negotiating position there
13:59 statement of what Putin still believes
14:00 he's owed and every Ukrainian strike in
14:02 the Baltics makes that belief look more
14:04 detached from reality as the Trump
14:07 administration flounders around trying
14:09 to find a way to coers or incentivize
14:11 Ukraine to come to very unfavorable
14:14 maximalist demands in Putin's favor.
14:16 Keep in mind that Putin invaded Ukraine
14:18 to keep NATO back and instead NATO
14:21 surrounded the Baltics, Finland and
14:22 Sweden joined and Finland is clearing
14:24 the way for this new potential hosting
14:26 of nuclear weapons. And Putin is
14:27 demanding the alliance retreat where it
14:29 stood almost 30 years ago. For years, it
14:31 was NATO lying awake worrying about what
14:33 Russia might do in the Baltics. But now
14:35 increasingly, it's Putin's turn. It
14:38 looks like Ukraine is developing a
14:40 significant border strategy here to take
14:42 the war closer and closer to some of
14:44 Putin's biggest maritime ports, assets,
14:47 and exit points. If they've managed to
14:49 close them off in the Black Sea, well,
14:51 then Putin will really have no options
14:54 in which to intimidate influence be
14:56 present in Europe if that includes the
14:58 Baltics Black Sea anywhere.
15:01 And of course, that's not strength for
15:02 Putin. It's a regime demanding the map
15:04 of 97, for example, because it can no
15:07 longer defend the current map of today.
15:10 Putin wanted a war that would push NATO
15:13 away from Russia's borders, but instead
15:15 NATO is on his doorstep continually. And
15:17 while people can claim about the
15:19 discussions of encroachment and the lack
15:21 of consideration for Russia's security
15:24 concerns, this is largely the decision
15:27 and doing of Vladimir Putin. I think
15:29 there are considerations and
15:31 conversations that should have been had.
15:32 it could have been better handled. But
15:34 that doesn't really answer the point
15:35 that all of this has come because Putin
15:38 decided to move the goalposts and now
15:40 Ukraine specifically, Europe more
15:42 broadly are responding to that. I do not
15:45 like to think that Europe is
15:46 wararmongering. It is not
15:48 wararmongering. It is simply having to
15:50 deal with a very heightened sense of
15:52 threat. And if Putin is now continuing
15:54 to make the maximalist demands of even
15:57 NATO and the eastern flank, let alone
16:00 what Ukraine should be doing, it shows
16:02 that he is out of his mind, but also
16:04 increasingly desperate. A desperate man
16:07 becomes more obscene and extreme in the
16:12 The Black Sea taught us something that
16:14 the greatest danger to a fleet, for
16:15 example, isn't that an enemy can sink
16:17 it. It's the enemy that can make it too
16:19 dangerous to sail. And Putin's fleet is
16:22 learning that lesson once. Ukraine is
16:24 about to continue to teach it more and
16:26 more. And certainly that will be a
16:28 massive headache as Putin attempts to
16:31 claim he wants peace. But that's it from
16:32 me everyone. Thanks so much for
16:34 watching. If you enjoyed this video then
16:35 do drop it a like. It's free but really
16:37 helps. And consider subscribing to hear
16:38 more videos like this from someone who
16:40 comes from both sides of the divide and
16:42 tries to identify the patterns in ways
16:45 that the mainstream media doesn't.
16:46 Cheers. Have a good one.