Tag: Energy
Ukraine can be proud but not happy
Tomorrow will mark six months since Russia invaded Ukraine as well as Ukrainian independence day. The Ukrainians have a lot to be proud of. They have so far foiled Russian President Putin’s effort to deny the former Soviet republic its sovereignty. Realism should temper that pride. Russia has succeeded in taking control of Ukraine’s east and part of its south.
Territorial integrity compromised
The Russians have expanded, marginally but significantly, their control in Donbas. They have essentially taken all of Luhansk and threaten the part of Donetsk that remains in Ukrainian control. The Russians have also established their much-desired land bridge to Crimea through Mariupol and pressed northwest to take Kherson as well as threaten Mikolaiv and Odesa. Ukraine without the territory Russia now occupies would be a rump of its former self and face constant threats from its north (via Belarus), east, and south.
It isn’t over
So the war is far from over, despite the successful defense of Kiev and Kharkiv as well as the enormous losses inflicted on the demoralized and disorganized Russian army, air force, and navy. The Ukrainians lack the manpower to conduct a conventional offense but are using their supplies of NATO-origin artillery, drones, anti-tank missiles, and other weapons to batter the Russians and their supply lines.
Winter is coming. The Ukrainians will try to win before winter if the opportunity for a successful offensive presents itself. But by now the Russians are dug in and presumably understand their own weaknesses as well as the Ukrainians’ strengths. Only a sudden collapse of the Russian army would likely give the Ukrainians the opportunity they want.
The Russians also know Ukraine’s weaknesses
The Ukrainian will to fight may still be strong, but NATO solidarity has been waning. The US has been pumping in weapons and ammunition, but Europe is lagging:
Winter, when the Russians will no doubt cut off European antagonists’ gas supplies, will be hard for Germany in particular. The Germans have cut their dependency on Russia dramatically. They are also building gas stocks and may keep operating three nuclear plants beyond their scheduled closure at the end of this year. But that may not be enough to meet the country’s needs. Putin is banking on making life hard for Chancellor Scholz.
Prospects for negotiations are dim
The current situation looks like a mutually hurting stalemate, which is a condition for successful negotiations. But there is a second condition: a way out. Neither President Zelensky nor President Putin sees a way of ending the war with anything like the current territorial control. For Zelensky, it would be a plain defeat. Putin might be able to sell it at home, not least because he has little opposition and full control of the media. But his real aim is to end Ukraine as a separate state and incorporate it into the Russian Federation, as it was once a republic within the Soviet Union. Zelensky is captive of his country’s aspirations. Putin is captive of his own ambition.
Kiev and Moscow did manage to come to agreement on safe passage for Ukrainian grain exports. That agreement seems to be working so far, but it won’t have a big impact on world grain supplies. For Putin the main purpose is to keep the Africa and the Middle East from abandoning their relative neutrality and going over to the West. The revenue is useful to Ukraine, mainly to keep its farmers from throwing in their lot with the Russian occupiers.
Expanding the scope of negotiations beyond grain exports will be difficult. Even normal humanitarian exchanges of civilians and prisoners of war don’t appear to be happening. The Russians are shipping unwilling Ukrainians to Russia, de-populating the territory Moscow plans to keep. How they will repopulate it is anyone’s guess. There is no excess of people in Russia. Ukraine may be more attractive than Siberia, but the low population density in the latter is already a big problem for Russia.
The best that can be said
The Ukraine war has displaced at least 14 million people, half of whom have fled abroad, while another 13 million are estimated to be trapped in unsafe areas. That makes well over half of Ukraine’s pre-war population of over 44 million. The humanitarian response has been strong, but how long it will last is another question. The number of casualties is unclear, but is certainly in multiple tens of thousands on both sides.
The best that can be said is that Europe has awakened to the threat from Russia. The Baltic states and Poland are especially keen on a Russian defeat in Ukraine, because otherwise they might be next. Germany has also seen the threat. Sweden and Finland have abandoned neutrality and are joining NATO, if Turkey allows. The softer parts of Europe include Hungary, which already has a filo-Russian government, and Italy, which may get one after its election September 25. France and Turkey have at times seemed to waiver, but more in the interest of serving as mediators than actually supporting Russia.
The Ukrainians are going to need more of the courage they have already demonstrated. The U.S. and Europe need to keep them well-supplied. Proud Ukraine is not a happy Ukraine. This war is from over.
Slava Ukraini!
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Stevenson’s army, August 12
– IEA says sanctions have reduced Russian oil production only 3%.
– Brookings has its analysis of a war over Taiwan.
– FP analyzes Liz Truss’ foreign policy.
– BU prof wants US to use wheat as a weapon.
My SAIS colleague Charlie Stevenson distributes this almost daily news digest of foreign/defense/national security policy to “Stevenson’s army” via Googlegroups. I republish here. To get Stevenson’s army by email, send a blank email (no subject or text in the body) to stevensons-army+subscribe@googlegroups.com. You’ll get an email confirming your join request. Click “Join This Group” and follow the instructions to join. Once you have joined, you can adjust your email delivery preferences (if you want every email or a digest of the emails).
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Stevenson’s army, July 26
– Russia has significantly cut natural gas supplies to Europe. Carnegie has good background.
– CNN says Huawei equipment could endanger US nuclear forces.
-Techie explains why Russia hasn’t jammed GPS more.
– Politico tells how Saudis manipulate the US press
– NYT details Chinese strategy in Africa.
– NYT carries clear signal administration doesn’t want Pelosi to go to Taiwan now.
– Lawyers answer complaints about Electoral Count Act.
– The Hill sees a “GOP civil war” over Ukraine.
– Organizational culture differences are even causing problems at a major military hospital.
– Jake Sullivan gives long interview.
My SAIS colleague Charlie Stevenson distributes this almost daily news digest of foreign/defense/national security policy to “Stevenson’s army” via Googlegroups. I republish here. To get Stevenson’s army by email, send a blank email (no subject or text in the body) to stevensons-army+subscribe@googlegroups.com. You’ll get an email confirming your join request. Click “Join This Group” and follow the instructions to join. Once you have joined, you can adjust your email delivery preferences (if you want every email or a digest of the emails).
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No sword dancing on treacherous terrain
President Biden’s op/ed in the Washington Post previews his visit next week to the Middle East. He will stop in Jerusalem, the West Bank, Jeddah (for a regional Arab meeting), and Riyadh. The piece has two audiences: the domestic one and the international one, especially in the Middle East but also in Europe and the Far East.
What the Americans want
There are four salient issues for Biden’s domestic audience: the Iran nuclear deal, support for Israel, oil prices, and human rights. America is split on the Iran nuclear deal. Half support Biden’s desire to re-enter it. The other half want to continue the so far unsuccessful effort to sanction Iran into submission, with the possibility of military action if that fails. On support for Israel’s security, there is overwhelming support. But Americans increasingly want accountability for Israeli abuses against Palestinians. Biden avoids that subject in the op/ed.
Most Americans want lower oil prices. Saudi Arabia has been reluctant to increase production, partly in retaliation for Biden’s criticism of human rights practices in the Kingdom, particularly the murder of Jamal Khashoggi. That is not a dinnertime conversation topic in the US. But there are many informed voices calling for accountability beyond the minimum the Saudis have so far done.
What the world wants: nuclear deal and Iran’s regional power projection
The rest of the world has a somewhat different set of priorities: not only Iran’s nuclear program but also its regional power projection as well as oil prices. Beyond the US, there is little concern for Israel’s security or human rights, apart from the plight of the Palestinians.
Most of the world would like to see the Iran nuclear deal operating once again. Saudi Arabia and the United Arab Emirates have not, despite the risks to them of war if Israel or the US seeks to destroy the Iranian nuclear facilities. Biden should be aiming to understand their perspective better. My guess is they would be fine with re-entry into nuclear deal provided the US pushes back harder on Iran’s regional power projection.
That could mean doing more to weaken the Houthis in Yemen. It could also mean reducing Iran’s presence in Syria, Lebanon, and Iraq, where the Islamic Revolutionary Guard Corps and its proxies are major players. Strengthening the nascent regional air defense system (see video above) or even Saudi entry into the Ibrahimic accords are other possibilities.
What the world wants: oil prices and Palestinians
On oil prices, the Saudis may seek some assurances on the downside while the Americans push for increased production. Europe and the Far East will wish the Americans success. Russia, Iran, Iraq, and other major producers will want prices to remain above $100 per barrel. That is what they all need to balance their budgets. No American president can promise sustained high oil prices. But the US is now a net oil and gas exporter. A nod to stability in the oil market is not out of the question.
While Biden will visit the West Bank, he has so far done little more than restore aid to the Palestinians President Trump had zeroed out. The op/ed fails to mention the two-state solution or Israeli responsibility for human rights abuses against Palestinians. It doesn’t even mention the rumored intention to re-open the US consulate in Jerusalem. That had acted for decades before Trump as a de facto embassy to Palestine. We can only hope Biden will be more forthcoming on those issues during his trip.
Treacherous terrain
The Middle East is treacherous terrain for any American president. Trump blundered by sword dancing with the Saudis, both literally and figuratively. He also wrote the Israelis a blank check (including for their territorial ambitions) and ended support for the Palestinians. Biden won’t commit those mistakes. He will try to build on the Ibrahimic accords that Trump initiated, strengthen and unify Arab defenses against Iran, and reach some sort of accommodation on oil production and prices. Odds are the trip will not be a brilliant success, but the ambitions are at least more realistic than his predecessor’s.
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Stevenson’s army, May 20
– The President is in South Korea. FT says Biden softened IPEF language to gain support.
– WaPo notes continuing interagency fight over China tariffs.
– WSJ says China wants elites to cut foreign investments.
– WaPo says Biden has small inner circle of officials.
– NYT reports Russians relieved of duty in Ukraine.
– NYT has good analysis of US aid to Ukraine.
– NYT says Hungary is rich on cheap Russian oil.
My SAIS colleague Charlie Stevenson distributes this almost daily news digest of foreign/defense/national security policy to “Stevenson’s army” via Googlegroups. I republish here. To get Stevenson’s army by email, send a blank email (no subject or text in the body) to stevensons-army+subscribe@googlegroups.com. You’ll get an email confirming your join request. Click “Join This Group” and follow the instructions to join. Once you have joined, you can adjust your email delivery preferences (if you want every email or a digest of the emails).
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Stevenson’s army, April 27
– UK says Ukraine controls most of its airspace.
– Russia halts gas shipments to Bulgaria & Poland.
– WaPo has background on Moldova .
– US warns Solomon Islands about China pact.
– UN modified rules on Security Council vetoes.
My SAIS colleague Charlie Stevenson distributes this almost daily news digest of foreign/defense/national security policy to “Stevenson’s army” via Googlegroups. I republish here. To get Stevenson’s army by email, send a blank email (no subject or text in the body) to stevensons-army+subscribe@googlegroups.com. You’ll get an email confirming your join request. Click “Join This Group” and follow the instructions to join. Once you have joined, you can adjust your email delivery preferences (if you want every email or a digest of the emails).
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