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A broken ethernet cable is seen in front of a US flag and TikTok logo.
The clock is ticking for … TikTok
President Joe Biden on Wednesday signed a law that could see TikTok banned nationwide unless its Chinese parent company, ByteDance, sells the popular app within a year. The law was motivated by national security concerns.
TikTok promptly vowed to challenge the “unconstitutional” law in court, saying it would “silence” millions of Americans – setting the stage for a battle over whether the law violates First Amendment rights.
Expect delays. Eurasia Group’s US Director Clayton Allen is skeptical that such legal challenges will be successful, but they will still likely delay “any action well into 2025, putting the onus – potentially – on a second Trump administration.”
Though Donald Trump moved to ban TiikTok while he was in office, the former president is now attacking Biden over the law and calling for “young people” to remember the move on Election Day.
Notably, Biden’s campaign says it plans to continue using TikTok to reach younger voters.
What will China do? China expects delays in the process but is likely to prohibit a sale if it comes to it, according to Eurasia Group, our parent company. Beijing is unlikely to respond with a tit-for-tat approach targeting American companies and will instead focus on building a fortress economy that’s insulated from US containment efforts.
Will US aid help turn the tide of the Russia-Ukraine war?
Paraphrasing a quote often misattributed to Winston Churchill, the United States Congress finally decided to do the right thing … but not a moment too soon, and only after trying everything else first.
Last Saturday, the House of Representatives overcame months-long opposition from the far-right wing of the Republican Party and okayed a fresh military assistance package for Ukraine. Totaling nearly $61 billion, this is the largest single aid package the besieged nation will have received since the war’s onset. The bill passed the Senate on Tuesday night and was signed into law by President Joe Biden a few hours ago. Some of the newly appropriated American weapons systems and ammunition will begin flowing into Ukraine and reaching the frontline within days.
Congress had last authorized Ukraine funding in December 2022, when Democrats still controlled both chambers. Since then, further aid had been blocked by MAGA Republicans aligned with former president and presumptive GOP nominee Donald Trump. The legislative breakthrough came over the weekend when House Speaker Mike Johnson, alarmed by the intelligence briefings he’d received on the war’s outlook and the scope of Vladimir Putin’s aims (and spurred by Iran’s attack on Israel), ultimately decided to take up the bill on a bipartisan basis despite the threat of removal from within his own party. Once it was brought to the House floor, the bill sailed through 311 to 112.
The decision couldn’t have come at a more critical time for Ukraine’s defense. Congressional inaction had rendered the outgunned and outmanned Ukrainian military desperately short of the artillery and air defense ammunition it needed to fend off both Russian advances on the frontline as well as drone and missile strikes against its cities and power infrastructure. This allowed Moscow to seize more than 135 square miles of Ukrainian territory since the start of 2024, especially in the eastern Donetsk region, including most notably the strategic city of Avdiivka in February.
Indeed, up until last weekend, Ukraine was in danger of suffering a major setback later this spring or summer, when Russia is expected to conduct a major offensive in Donetsk. A territorial breakthrough there could have put Ukraine on course to lose the war as soon as 2025.
The influx of fresh American aid will have an immediate impact on the battlefield, helping the Ukrainians to close the artillery gap with Russia (10-to-1 earlier this month, according to President Volodymyr Zelensky), increasing the odds that they can hold their ground in Donetsk against Russia’s upcoming offensive, and making a return to 2023’s stalemate more likely through at least the end of the year. In that sense, US funding is a meaningful near-term stabilizer.
That said, closing the ammunition gap alone won’t be enough for Ukraine to stabilize the frontline. To do that, Kyiv also needs to address its military’s other big challenge: a manpower shortage. The hard-fought and politically unpopular but much-needed law lowering the mobilization age from 27 to 25, reducing service exemptions, and extending conscripts’ terms of service signed by Zelensky earlier this month should help – provided that new troops are properly trained and deployed. Ukraine also has to build up fortifications along the frontline and secure enough air defense systems to protect its cities and infrastructure amid strained supplies due to the Middle East war. If they manage to do all these things, the Ukrainians will be on a stronger military footing going into 2025 than they are now.
Alas, none of this will be enough for Ukraine to turn the tide of the war. The aid package will not give Kyiv any offensive capability this year, and it is likely to be the last major one the US approves in 2024 – and possibly ever if Trump wins the US election in November or Republicans take the Senate. Even if Biden wins a second term, there’s little domestic political support for America to continue to provide $60 billion a year every year until Russia runs out of men to throw at the “meat grinder” and accepts defeat.
Rather than a silver bullet or a turning point, the US aid package is a lifeline that will keep the Ukrainians in the fight for another year, buy the Europeans precious time to step up their defense-industrial production game, and strengthen Kyiv’s negotiating position so that when the time comes to accept the unacceptable yet inevitable outcome of a partitioned Ukraine, it is able to extract the best terms it possible can.
You don’t have to like it. I sure don’t. That doesn’t mean it ain’t happening.
Pro-Palestine protesters hold placards expressing their opinion as they participate in a sit-in demonstration at New York University.
Campuses in crisis vs. Capitol Hill calm
Across the US, college students have been protesting, sleeping outside, and even getting arrested for trying to force their schools to divest from companies with ties to Israel. Meanwhile, it's been business as usual on Capitol Hill, where the Senate approved a $95.3 billion aid package for Ukraine, Israel, and Taiwan late Tuesday. The bill, which includes $17 billion in wartime assistance to Israel plus $9 billion for humanitarian aid in Gaza, is now heading for President Joe Biden's desk, where it is expected to be signed.
Student protesters have been targeting companies like Hewlett Packard, Lockheed Martin, and Airbnb, identified by the Boycott, Divestment, and Sanctions movement as benefitting the Israeli government, which they blame for the 34,183 Palestinians who have died from Israeli attacks on Gaza since Oct. 7. At Columbia College, the oldest undergraduate college at Columbia, 76.5% of students voted this week for the university’s $13.6 billion endowment to divest from Israel. Divestment is being pushed on campuses across the country, from Columbia and Yale to the University of Michigan and Berkeley, to name a few.
Universities appear unlikely to cave to protesters' demands and are instead bracing for chaotic ends to the semester. Columbia has moved to hybrid learning in acknowledgment that many students, particularly Jewish students, report feeling unsafe on campus. Meanwhile, colleges are weighing whether it is possible to hold graduation ceremonies without them becoming high-profile stages for protest.
Yet, despite intense student activism on campuses, there was no sign of public protest against the aid package on Capitol Hill this week.
Biden knows he is facing a possible backlash from Gen Z voters over Gaza and US funding for Israel. The president had hoped tougher talk on Israel would boost his reelection bid, but with less than seven months before Nov. 5, the protests and aid package could make it more difficult for him to get young voters to the polls.
Europe welcomes US Ukraine package, but pushes to add even more aid
Carl Bildt, former prime minister of Sweden, shares his perspective on European politics from Stockholm.
What's the European reaction to, finally, the decision by the US House of Representatives to give green light to military aid to Ukraine?
Well, obviously enormous satisfaction. We've been waiting for quite some long time. But it has to be said, however important this is, that it will take some time for it to reach the battle lines in the east of Europe. It's not enough. And, in the days before the US decision, that was a decision by the European head of state, the government, to increase European aid. There's already very substantial European aid packages there, of course, but more is needed primarily in the terms of our defense. Germany immediately decided to commit to further battery of Patriots. And, discussions are underway among European capitals to further Patriots and other deliveries that are necessary in order to, make certain to Mr. Putin that they will never win at some point in time, they simply have to cave back. And the last week was an important one.
What about the European aspirations of Georgia in view of the measures taken by its government?
Yeah, that's a big question. I mean, the Georgian government, a rather doubtful one, in my opinion, with this new foreign agents, Russian-inspired law against opposition is creating substantial doubts in European capitals, whether it was that wise to give the country candidate status. That has been done. But, let's see what happens now. It is certainly not going to be an issue of quick march for Georgia with the European Union in light of what we see happening in Tbilisi these days.
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House of Representatives Speaker Mike Johnson (R-LA) speaks to reporters during a weekly press conference at Capitol Hill in Washington, DC, on April 16, 2024.
The toughest job in America?
It’s a bit surprising that anyone wants to be Speaker of the US House of Representatives. Six months ago, Speaker Kevin McCarthy was ousted by fellow Republicans after he dared to cooperate with House Democrats on funding the government. His replacement, Mike Johnson, now faces a battle to retain the gavel as he attempts to navigate between Democrats and an increasingly fractured GOP with rabble-rousers like Rep. Marjorie Taylor Greene raising objections to foreign aid and threatening the Speaker’s job.
Facing threats from Republicans opposed to an aid package for Ukraine supported by the Biden administration, Johnson has cooked up a plan to “damn-the-torpedoes,” as Politico puts it, and go forward with the bill and two separate votes on additional aid packages: one for Israel in the wake of Iran’s attack and one for Taiwan. He also intends to pass two other bills (five in total), including one to increase border security and another that takes aim at Russia, Iran, and TikTok.
“My philosophy is you do the right thing and you let the chips fall where they may,” Johnson said about his plan to bring the bills to a vote this week. And fall they may as the MAGA crowd prepares reprisals, including meddlesome amendments or even a motion to vacate and boot Johnson from his position.
So now begins the battle between Johnson and hardliner Republicans, which in the next few days will shape not just the three bills in question and global geopolitics, but how Congress operates – or doesn’t.
The speaker struggle stands in contrast to a recent kerfuffle in Canada, where Speaker Anthony Rota resigned after his office welcomed a Ukrainian veteran who fought for the Nazis during World War II into the House of Commons. Rota was quickly replaced by Liberal member of Parliament Greg Fergus, and business in the Commons soon returned to its boisterous but mostly functional baseline.Hungary's Prime Minister Viktor Orban and Luxembourg Prime Minister Luc Frieden attend a European Union summit in Brussels, Belgium February 1, 2024.
The EU stares down Orban
Serial political blackmailer Viktor Orban, Hungary’s prime minister, upset other EU leaders in December by vetoing a plan meant to provide Ukraine with a multi-year €50 billion EU aid package. The EU must, Orban insisted, pledge to revisit the plan each year the money was scheduled for disbursement – with any member retaining the right to veto the plan midstream.
This is money Kyiv needs to keep the lights on, and to pay pensions and salaries, as its war with Russia grinds on. Growing uncertainty over the future of US aid for Ukraine tied to America’s November elections added urgency to the request.
Leaders of the other 26 EU member states had decided that Orban wanted to use future veto threats to give himself more long-term negotiating leverage to win new EU concessions, and at a summit meeting on Thursday, they drew a line. Possibly in exchange for quicker disbursement of the remainder of €20 billion in EU funds already earmarked for Hungary – money currently locked up over corruption and human rights concerns – Orban accepted a plan that allows for future reviews of the Ukraine plan, but without a future veto.
In short, the EU played hardball, and Orban caved.
US President Joe Biden delivers a prime-time address to the nation about his approaches to the conflict between Israel and Hamas, humanitarian assistance in Gaza, and continued support for Ukraine in their war with Russia, on Oct. 19, 2023.
Biden seeks urgent aid package for Israel, Ukraine
President Joe Biden, having just returned from Israel, addressed the United States on Thursday night, making a plea for steadfast American support of both the Jewish State and Ukraine.
At this “inflection point in history,” Biden said, Hamas terrorists and Russia’s Vladimir Putin are trying to annihilate a neighboring democracy.
“I know these conflicts can seem far away,” he said, warning that unchecked aggression from terrorists and dictators continues to spread.
“What would happen if we walked away?” Biden asked. “We are the essential nation.”
Biden said he intends to send an urgent budget request to Congress on Friday, seeking tens of billions to support Israel and Ukraine.
Aid for Gazans. He also noted that he had finalized a deal with Egypt to allow 20 aid trucks to enter the Gaza Strip at the Rafah Crossing, linking Gaza to Egypt.
The US has come under pressure from Arab capitals to broker a way to get aid into Gaza. The Strip’s 2.3 million residents are facing a humanitarian crisis following two weeks of siege and airstrikes by Israel in retaliation for Hamas’ Oct. 7 rampage.
There are currently more than 100 trucks laden with aid on the Egyptian side of Rafah, but only 20 have been cleared to enter. Israel has reportedly sought assurances that any aid sent into the enclave is not diverted by Hamas fighters.
If Hamas does not interfere, Biden said, a more regular flow of humanitarian aid may become possible.
Ground invasion looms. Biden reiterated that Hamas unleashed unadulterated evil with its Oct. 7 attacks, and he has repeatedly supported Israel’s right to defend itself in the face of terror. But he also cautioned Israeli leaders “not to be blinded by rage.”
The president’s remarks came just hours after Israeli Defense Minister Yoav Gallant met with military leaders along the Gazan border, where he told hundreds of thousands of Israeli troops to prepare to invade Gaza.
Meanwhile, tensions in the occupied West Bank continue to rise. Israel carried out airstrikes on a Palestinian refugee camp Thursday, killing 12 people it said were a “threat to nearby soldiers.” Since Hamas’ Oct. 7 raid, Israeli forces in the West Bank have killed 70 Palestinians and arrested more than 800, according to Palestinian officials.
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