Table Stakes - November 18th

Good morning

I'm Daniel, and welcome to Table Stakes. Today's topics:

Biden lifted a ban on Ukraine using US arms to strike inside Russia.

Saudi Arabia reportedly executed over 100 foreigners in 2024.

And finally,

India announced a successful hypersonic missile test.

Let's dive in.

Red Line Crossed

Evan Vucci / AP

By: Daniel Murrah

The White House has dramatically expanded Ukraine's military options by removing long-standing restrictions on U.S.-supplied weapons, now allowing Kyiv to strike targets on Russian soil. This sweeping change in policy, coming just two months before Biden leaves office, marks a stark departure from Washington's previous approach and signals deeper Western engagement in the conflict.

Immediate Impacts

At the heart of this policy shift lies the ATACMS missile system, capable of hitting targets nearly 200 miles away. The timing coincides with Moscow's controversial deployment of North Korean forces to the Kursk region, where an estimated 10,000 troops now bolster Russian positions.

The Kremlin's swift condemnation included warnings of severe retaliation, viewing the move as crossing a red line in Western military support. While Ukrainian forces gain newfound strategic flexibility, the decision carries significant risks. Military analysts warn of potential Russian escalation and increased chances of direct NATO involvement in the conflict.

Security Dynamics

The timing of this decision carries particular weight given the upcoming transition of power in Washington. With President-elect Donald Trump set to take office in January 2025, questions remain about the long-term implementation of this policy shift, especially given Trump's expressed skepticism about continued U.S. support for Ukraine.

The modification in weapons use policy has already prompted concerns among NATO allies about potential escalation, particularly regarding Russia's previous hints about nuclear deterrence if it perceives existential threats from Western involvement. Some NATO members worry this could draw them deeper into the conflict if Russia retaliates against Western countries for their support of Ukraine.

Broader Strategic Ramifications

This policy shift occurs against a backdrop of recent Russian military gains and could significantly impact Ukraine's strategic position. The ability to strike deeper into Russian territory may provide Ukraine with new leverage by enabling disruption of Russian supply lines and military infrastructure, potentially improving Kyiv's position in any future peace negotiations.

The decision also complicates diplomatic efforts to de-escalate the conflict, as it signals a hardening of the U.S. stance against Russia. The move sets a significant precedent for future conflicts involving proxy wars between major powers, potentially influencing how military support is provided to allies in future conflicts. As the international community watches the implications unfold, the decision marks a crucial moment in the evolution of Western military support for Ukraine and could have lasting effects on the global security framework.

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