Nikolay Lebedev @swanqmuch - Twitter Profile

4 days ago

I spent 15+ years investigating Russian secret services and organized crime. I know people who served with Putin in the KGB and sat in on his deals with St. Petersburg crime bosses. So let me explain the "diesel deal" the way they would — in gangster slang. Because that's the language Putin actually thinks in. First, the facts. Putin just raised Russia's 2027 military budget by 27% to a record 17.1 trillion rubles — about $203 billion. Who budgets that kind of money for a war they're about to end? The FT reported yesterday that Western intelligence has warned the heads of European defense companies that Russia is plotting to assassinate them. Since September, Tusk, Macron and the intelligence services of Poland, Czechia, Latvia, Belgium, France and Denmark have all warned that Russian hybrid attacks — including drone and missile strikes — will intensify in the coming months. None of this looks like a country preparing for peace. Who actually benefits? 🇺🇸 What the US gets: Every serious analysis I've read says the announced volumes won't move American diesel prices. This is a PR move for Trump before the midterms — a story about prices that will "very, very soon" come down once his friend Vladimir's tankers reach US shores, plus the chance to claim he ended another war (I've lost count). The only US "benefit" is Trump's rating. 🇷🇺 What Russia gets: billions of dollars to keep funding its genocidal war against Ukrainians. Sanctions relief. A demonstration of power to the rest of the world. A deeper rift between the US and its European allies. And a real chance to disrupt US weapons and intelligence flowing to Ukraine. So what is Putin's actual goal? Trump's disapproval is at record highs and polls show his party will most likely loose midterm elections. In less than a month his power will be badly weakened. Why would Putin sign a long-term peace deal with a lame duck whose signature will soon be scrutinized at best and annulled at worst? He wouldn't. And here's where the slang comes in. In the eyes of Putin and his siloviki, Trump is a baryga — a greedy, unscrupulous businessman who puts profit above law and principle. Gangsters despise barygas, but they love using them. The goal is always to turn a baryga into a lokh — a mark, an outsider who doesn't understand the rules of the underworld and gets played to serve the gang's interests. By signing the diesel deal, Putin plays two scenarios at once: A) The deal miraculously helps his lokh keep power — great. B) The deal changes nothing, the baryga loses the midterms — but by then it has already done its job: inflamed US political tensions and acted as arson inside the American system. Putin knows that the majority of Americans support Ukraine. He knows that by signing, Trump draws unprecedented criticism, including from his own party. And he knows a baryga won't give up power easily, because he will have to answer for everything he did in office — this deal included. That's classic gangster/secret-service method: tie a man to your organization, make him a partner in your crimes, so he can't walk away. Pouring more oil — diesel, in this case — onto the most explosive fault lines of American politics, raising the stakes for Trump and pushing him past the point of no return serves Putin far better than a peace deal that could be voided within months. Remember: Putin's goal in the West is chaos, not peace.