Tag: sanctions

Doubling down will make things worse

Russia’s invasion of Ukraine has not gone according to plan. Kyiv is not yet captured. Russian losses are substantial. Russian air power and logistics have been ineffectual. A war that Moscow imagined would be an easy walk has turned into a hard slog.

Both the Russians and the internationals are doubling down

Still Putin has no reason to abandon the effort. Kharkiv is all but surrounded. A long military convoy is close to Kiev. The Russians have made progress in the south. Putin will double down, throwing more military resources into the fight. The Russian Army has started to launch artillery shells into civilian areas. That will enhance the flow of refugees and displaced people, complicating the Ukrainians’ responsibilities. Russia hasn’t yet exhausted his its cyber capacities. It could still turn out the lights and the cell phones. Moscow could also strike outside Ukraine. Georgia and Moldova are vulnerable to Russian forces. Or worse: the Russians could strike the Baltics or Poland, bringing NATO into the war.

Ukrainian capacity to double down is limited, but NATO and partner countries are a force multiplier even if not yet belligerents. The sanctions adopted go much further than anyone anticipated. Central banks have blocked Russian access to most of its own reserves in foreign currency. International financial transactions are getting to be impossible. Technology controls will take longer to bite, but bite they will. Weapons and ammunition are flowing rapidly into Ukraine from its supporters, now including Germany.

How can this end?

Sooner or later, this war will end. What are the possible scenarios?

  1. A Russian military victory in a week or two, without much further destruction. This now seems unlikely, if only because the Ukrainians are determined to fight on. Russia would still have its hands full pacifying the country. It will meet passive and active resistance at every turn. Sanctions will remain in place, wrecking the Russian economy. Russia will be forced to rely on China to evade them.
  2. Months of siege warfare, with a lot of destruction. If the Ukrainians can hold out, Moscow will also persist, causing massive damage in Kiev, Kharkiv, and other cities. Eventually a Russian puppet government will be installed. Sanctions will remain in place, not only wrecking the Russian economy but also making required reconstruction in Ukraine impossible. Russian reliance on China will be even greater. Again, the Russians will face passive and active resistance.
  3. A coup in Moscow. Putin’s oligarchs are already jumping ship. His Defense Minister and Chief of Staff looked noticeably unhappy meeting when he ordered them to put Russia’s nuclear weapons on alert (video above). Coups in the aftermath of military setbacks have happened before in Russia. It could happen again, though it would not necessarily bring to power someone who wants to change Moscow’s autocratic direction.
  4. A popular revolt in Russia. This is perhaps Putin’s greatest fear. The anti-war demonstrators in Russia have numbered in the thousands so far. If the war continues, they could start numbering in the tens and hundreds of thousands. Putin did little to prepare the Russians for killing Ukrainians, presumably because he thought the Ukrainians would fold easily. His disinformation machine is now working overtime, but it is late in the game.

Yes, I would favor this fourth outcome. Popular revolts have a clear record of producing faster and more democratic outcomes. But they require a degree of commitment and planning that hasn’t yet been evident in Russia.

A fifth scenario

It is also possible the Ukrainians, and democracy, will win. This is an even lower probability than a quick Russian victory. But it could happen. The Russians would withdraw and pay reparations, as Iraq has done to Kuwait. The West would provide massive assistance for reconstruction. The EU would begin a serious accession negotiation. Ukraine would crack down on corruption, attact foreign investment, and begin to catch up economically with Poland and Hungary. Russians would notice and insist on their own democratic regime.

Yes, doubling down is going to make things worse, but we can always dream.

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Stevenson’s army, February 28

– David Frum explains the economic problems Russia faces.

– NYT notes Germany’s pivot.

– NYT explains Israel’s balancing act.

– WaPo notes Russian military problems.

– WSJ says Putin manifesto was required reading in Moscow last summer.

Tears on K Street.for Russia’s lobbyists.

-Taliban seizes guns.

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, February 27

Germany approves sending weapons to Ukraine.

Neighbors welcome refugees.

Europe agrees to Swift sanction.

– Slate has as good list of additional possible sanctions.

– Russian infantry now attacking Kharkiv

But note these reports on Saturday from a friend whose client has business interests in Ukraine:

Attacks Around Ukraine – “Indiscriminate shelling by cruise missiles and various range rockets continues throughout northern and western Ukraine.  These attacks are not supported by ground forces.  The one exception is Kharkiv.  Kharkiv, once a Ukrainian capital, is under air and ground attack from numerous directions as is Kyiv.  The attacks on Kharkiv have been beaten off by a combination of military and volunteer forces and since mid-day yesterday the Russians have been shelling Kharkiv suburbs with no military significance.  Civilian deaths have now been reported from all parts of Ukraine and currently exceed 300.  Military deaths are now reported at around 400.”

Minimal commitment of Russian infantry. Russia has not been able to control air, due to a combination of skilled Ukrainian pilots, SA-2 anti-aircraft missiles that date back to Soviet times, and the apparent deployment of AWACS planes under NATO command, with the capability of jamming Russian tactical communications, both air and ground, and aircraft targeting and navigation equipment. They are flying over Polish and Romanian territory. Their jamming equipment has a radius of over 450 miles (725KM), allowing the AWACS to cover the entire Ukrainian airspace from a stand-off position. With no commitment of infantry and limited ability to control the air, it appears that Russia is relying on missile strikes launched from Russia and Belarus against civilian targets inside Ukraine, like this example, trying to intimidate Ukrainians into pressuring the Government into peace negotiations

Market Vendors – The street market vendors in our neighborhood of Kyiv are emptying bottles of beer on the street, and then they give the empties to others to fill the empties with gasoline for Molotov Cocktails.

Drone Strike – Earlier today, one of Ukraine’s Turkish-made drones took out an entire Russian re-supply column, including supplies of gasoline, ammunition, and food.

Logistics – Logistics seems to be a major Russian weakness. They have little or no experience in re-supply. The 2008 invasion of Georgia lasted 4 days, and Russia had complete control of Georgian airspace. In Georgia, re-supply was not a problem. It is likely that Russia assumed that the invasion of Ukraine would take only a few days, and therefore re-supply wouldn’t be a problem. It appears that Russian forces are in danger of running out of fuel and ammunition. As for food, there were reports that when they were in Belarus, before the Ukraine invasion started, Russian troops were not being fed, and they had to buy food on their own, or forage.

Ground Attacks – “For example, the fighting near my home consisted of a breakthrough of one tank and two armored personnel carriers coming in from the north at 2 am. Prior to their arrival a cruise missile hit a military academy about two kilometers away. The column was coming in after the missile. They were stopped and destroyed with anti-tank weaponry. Two soldiers got away and they were killed by small arms fire.  From start to finish about two hours.”

Little or no infantry support. It seems as if Russia doesn’t want to commit infantry into an urban setting, leaving armor open to attacks from Ukrainians firing anti-tank missiles from hidden positions.

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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The Russians are hell-bent on war crimes

The Russian invasion of Ukraine has slowed and perhaps even stalled. Ukrainian forces have proven tougher than expected. President Putin Friday appealed for negotiations, encouraged a coup, and yesterday mobilized Russia’s nuclear forces. These are signs he wants the fighting to stop. Moscow has agreed to talks today at the Belarusan border without preconditions. President Zelensky has concurred too, but he is still sounding feisty:

I need ammunition, not a ride.

Outcome uncertain

Russia is favored in resources, manpower, technology, and geography. Putin appears willing to pay whatever price for victory. The question is whether his own administration will permit it. The Russian home front is restive. The anti-war demonstrators won’t be the only ones who oppose him. Inside the Russian security forces there will be general officers unhappy with sacrifice of the army’s resources and capabilities. Putin has presumably coup-proofed himself, just as he has sanctions-proofed the Russian economy. But the protection that affords will not be 100%.

The plywood curtain

No one can predict, however, when Russia will give up on the occupation of Ukraine. It took years in Afghanistan for the mujahadeen to convince Moscow to withdraw. The talks today are unlikely to produce what Kyiv will require: complete withdrawal of Russian troops from Ukraine’s territory, including Donbas and Crimea.

In the meanwhile, a new curtain will descend in Europe. The newly drawn line will divide democracies from Russian-controlled autocracies. It won’t be an Iron Curtain. More like a plywood one. Strong, but not unbreakable. Europe “whole and free” will remain a Western mantra. It will not however be a serious proposition so long as Putin or someone of his ilk governs in Moscow.

Belarus and occupied Ukraine as well as Kazakhstan, the other ‘stans, Armenia, South Ossetia and Abkhazia in Georgia, and at least part of Moldova will be behind the plywood curtain. The question mark will be in the Balkans. Will Serbia choose to remain on the Russian side? Or will it find ways and means to become a serious pro-EU state? So long as Milorad Dodik rules de facto in the Serb 49% (by area) of Bosnia and Herzegovina, Sarajevo will not be able to do what most of its population wants: side with the West.

The rest of the world has decisions to make too

China, India, and the United Arab Emirates abstained in the UN Security Council vote on a resolution denouncing Russian aggression. China will try to walk the fine line: against NATO membership for Ukraine but favorable to an (still imaginary) negotiated settlement. India is trying to stay neutral, which amounts to tacit support for Russia.

The UAE made a big mistake. No small country without the means to defend itself militarily against its big neighbors should be siding with Russia. That applies also to Kuwait, Bahrain, Qatar, and Oman. Saudi Arabia’s autocracy is laying low for now, enjoying $100/barrel oil. Turkey and Israel have spoken out, but the latter worries about its relations with Russia in Syria as well as the relatives of its Russian-origin citizens still inside Russia. Zelensky has called for Israeli mediation.

The Germans have made theirs

The Germans took a big step yesterday: they will transfer Stinger anti-aircraft weapons and anti-tank weapons to Ukraine and allowing other countries to transfer German weapons. They have also reversed their postion on shutting the interbank payments system (SWIFT) to some Russian entities. These are major steps that betoken how dramatically the Russian invasion has unified and emboldened NATO.

But Moscow is hell-bent on war crimes

The invasion itself is a war crime. In addition, Moscow is trying to encircle Ukraine’s main cities and getting ready to bombard them. Siege is also a war crime, as it targets not only military objectives but also civilian ones. But it is up to the UN Security Council to decide whether aggression has taken place or to refer Russia to the International Criminal Court. The Russians won’t miss their opportunities to veto.

The Russian invasion of Ukraine is an exercise in raw power. It aims to replace a democratically elected government with a puppet regime answerable to Moscow. Putin will stop only if compelled either by domestic pressures or military defeat. The Russians are hell-bent on committing war crimes.

PS: Zelensky does have panache, or at least he did in 2006 when he won the Ukrainian Dancing with the Stars:

https://twitter.com/i/status/1497768813860896770

PSS: Then there is this too, which I wouldn’t call panache, but it takes balls and I’m sure Putin couldn’t manage it:

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Stevenson’s army, February 25

You’ll have to follow the war news on your own. WaPo NYT & others have live updates.

Here are some pieces I found interesting:

Background on Daleep Singh, the NSC guy on sanctions. He forecast what is happening.

– SAIS Prof Hal Brands on the ChIna-Russia connection.

– NYT background on US dealings with China about Russia.

– Chinese foreign ministry press conference on Ukraine.

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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Only resistance can stop Putin

President Putin has committed Russia not only to a full-scale invasion of Ukraine but also to replacing its democratically elected government. He wants a vassal state with a puppet government in Kyiv, like Lukashenko’s in Minsk. Donald Trump is expressing his admiration. China’s President Xi is helping finance the enterprise, which has ended a long peace in central Europe.

Putin is winning

I was wrong in thinking Russian objectives would be limited to the south and east. I wasn’t alone. Ukrainian President Zelensky did not anticipate the assault on the capital, which aims to replace him. Russian forces are already in Kyiv, which is suffering bombardment with missiles as well as a ground assault. Appeals to citizens to take up arms at this point aren’t likely to change the situation. Unless something dramatic happens soon, Ukraine will soon be captured, except perhaps for a rump territory around Lviv in the west.

The Western response

The Western reaction has been vigorous. Pre-emptive release of intelligence on Russian plans ruined Putin’s effort to blame the invasion on its Ukrainian victims. Sanctions are making it difficult for Russian banks to survive while the stock market crashes and the ruble tanks. More sanctions are on the way. Banks and individuals will be cut out of world financial markets. Russia will soon find it difficult to obtain Western technology.

But sanctions won’t change Putin’s mind. You get what you want from them only when an opponent negotiates for relief, not when they are imposed.

NATO has beefed up its forces on Russia’s periphery, the opposite of what Putin wanted. Any move against a NATO country now will bring a far wider and more dangerous war.

The conflict will continue

The war may end soon, but the conflict will continue. the Russian government has earned the enmity of all Ukrainian patriots. Unfortunately, some of those are extreme nationalists, but so too are lots of Putin’s supporters in Russia.

It is arguable that Putin’s invasion of Ukraine is in the tradition of Hitler’s Anschluss into Austria. The invasion has certainly been justified on similar grounds. Even if the war ends in a Russian victory, the conflict will continue until Ukraine is again an independent state. I doubt however that it will accept the neutral status Austria lives with, and RAND colleagues have proposed. Ukrainians are going to want NATO membership more than ever before.

Impact in Russia

The impact of this war on Russia is difficult to predict. Pre-invasion views of Russians on Ukraine issues were more nuanced than might be assumed. Even views in Donbas were equivocal on remaining in Ukraine. Putin and his circle are diehard Russian nationalists, but he regards Ukrainians as “brothers.” That view is common in Russia. But unlike Putin, most Russians don’t think it appropriate for Cain to kill Abel.

War polarizes. Putin’s propaganda machine is working overtime. His repressive forces are too. Russian police have arrested thousands of anti-war protesters all over the country. The question is whether the economic pain from sanctions will strengthen Putin’s hold on power or loosen it.

Worse in Ukraine

The repression in Ukraine will be far worse than in Russia. Moscow’s forces will attempt to capture or kill the officials of its democratically elected government and parliament. They will install a puppet government that will need to impose its will. Ukraine’s army and police forces will be subjagated and purged. Its educational system will be vetted for hints of anti-Russian or Ukrainian nationalist sentiment. Moscow will take control of the media and install Russia Today and Sputnik, or clones of them, as major outlets.

One outstanding question

It is not clear yet whether Russia will try to take all of Ukraine, or leave a rump territory in the west near Lviv as an escape valve for opponents. That might make repression in Kyiv easier, but it would also given Ukrainians a territory from which to mount an insurgency. Best bet is that Moscow will try for all of Ukraine. Putin will only stop when resistance forces him to do so.

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