Saturday, March 19, 2022

A Maritime Strategy for Ukraine

 Russian President Vladimir Putin did the unthinkable: There’s a shooting war in Europe. Fear of isolation from the “international community”, whatever that means to liberal democracies, the Geneva Convention, lessons from the Nuremburg Trials, and economic sanctions, failed to stop total war in Ukraine. NATO and the US was afraid of “poking the bear”, but Putin escalated his war nevertheless.

The news has covered the stories of Ukrainian-American expatriates and mercenaries fighting in the ground war; and I have had peers ask “how do I join the fight?”. To those with maritime experience, I advise staying at sea, with a focus on delivering food and supplies. Odessa, accessed through Istanbul’s Bosporus Strait and through the Black Sea, offers the most daring route. Russian harassment and occasional attacks on vessels today harken back to World War Two’s Murmansk Run. A successful convoy of merchant ships can deliver more goods than airplanes and trucks, the current vehicles of logistics. The merchant marine is a business, however, and in wartime conditions, governments must provide assurance to vessels flying their flag. In the United States, various tools can be activated by the Maritime Administration, under the DOT. These include activation of Second Seaman’s War Risk Insurance, to guarantee life insurance benefits for mariners, and vessel insurance for shipowners. Declaring a Sealift Emergency would allow retired and former mariners to crew ships, with the ability to return to their shore-based jobs after completing a voyage (similar to the USERRA benefit provided to military reservists and draftees).          

Dependency on Oil and Gas is the Achille’s heel of the West. During the first week of Putin’s war in Ukraine, which began on February 22nd, countries such as Germany and the United Kingdom had no plans to curtail fuel purchases from Russia’s war machine. Given that fuel prices at the gas pump had already increased, I was afraid that the politicians in Washington, DC would be afraid of acting decisively. Initially, I felt that some form of rationing or subsidy (such as government-issued fuel cards to consumers) would be required to ease off Russian fuel imports. This would go hand-in-hand with fuel conservation posters asking motorists “if this trip is necessary”. Citizens would be asked to turn down the thermostat in cold-weather environments, and raise it in warm-weather environments, to save fuel.

The transition was easier than expected. Existing domestic production, the price/demand curve for fuel consumption, and cooperation from other OPEC nations allowed the US to adapt to the cut in Russian fuel imports. Idle offshore oil rigs were already being restored to service, as the price of oil had increased over the key threshold of $80 per barrel. In oil rig layup, the drilling rig roughnecks and brown-water mariners bear the brunt of fluctuations: working on a drillship or supply vessel is high-paying work when it is available.  

In World War Two, construction of the Big Inch Pipeline from Texas to New Jersey was prioritized in order to free oil tankers from the dangerous duty of navigating the Atlantic Coast, infested with Nazi U-Boats. Energy security today demands construction of the Keystone XL Pipeline, while respecting the rights of the Lakota People. This pipeline alone is reported to have the carrying capacity equivalent to fuel imports from Russia. While the conflict in Ukraine will hopefully be resolved before completion of the pipeline, its existence should change Russia’s geopolitical calculations in the longer term. On the greener side, conservatives and war hawks will find clean energy investments, such as solar and wind farms, to be part of a national security strategy.

President Eisenhower correctly assessed the importance of logistics in wartime. This is evident in reports of frontline Russian soldiers begging for MREs, or pre-packaged meals.  Food, Supplies, and Fuel- both how we use them at home, and how we deliver them to Ukraine, are essential parts for victory.

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