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Putin can’t control his Ukraine cataclysm — and the US must get ready
As the Russo-Ukrainian war grinds into its sixth full month, we must reckon with strategic reality. Russia is losing ground, and its strategic position will only deteriorate in coming months; further military reversals will intensify its strategic quandary. Three possibilities exist — revolution, a palace coup, or horizontal escalation — and the United States should prepare for each.
Russia faces a structural strategic impediment that goes beyond war-planning errors and the inefficiencies of an authoritarian kleptocracy. It simply lacks the manpower and capabilities to conquer Ukraine, or even to hold its current strategic position.
Russia’s military planned its invasion poorly because of a series of flawed assumptions. Its high command believed Ukraine was brittle and feckless with a divided, poorly coordinated army; it assumed the West had no stomach for even a brief confrontation. Hence, only a push would be needed to topple resistance: A multi-axis invasion would overwhelm Ukraine and the West, President Volodymyr Zelensky would flee Kyiv, and — by May 9 — Putin could announce the reconstitution of the Soviet-Russian Empire, Belarus and Ukraine included.
In the event, Ukraine fought with skill and tenacity. Russia’s greatest success came in the south, where it appears Russia compromised Ukrainian intelligence chiefs to facilitate its rapid capture of Kherson, Melitopol and Berdyansk. Russia’s invasion force, however, was too small to sustain a broad-front offensive for more than a few days. Although it captured much of Kherson and southern Zaporizhzhia oblasts, and took Mariupol following a vicious two-month siege, its momentum was spent. It withdrew from the north, abandoning its thrust towards Kyiv.
Since then, Russia has been stuck in an increasingly insoluble bind.
Despite prognostications on the failure of sanctions pressure, Russia’s economy is nearing implosion. Russia cannot sustain its economic interventions, and its industry is entirely starved of foreign-produced high-end equipment. Oil revenues alone are insufficient to prop up Russia and cannot procure necessary Western technology. A precipitous decline is probable between October and December — just as the purported Russian “commodity strategy” will bite the hardest, with the West placed under the greatest energy pressure.
Putin’s options are, therefore, limited.
Mobilization remains far too dangerous; arming tens of thousands of young Caucasian, Central Asian and Siberian Russians and shipping them through Moscow to Ukraine is a recipe for revolution. But seeking a limited peace, in which Russia retains the Donbas and Crimea regions, does not solve Crimea’s vulnerability nor save Putin’s domestic credibility. Most likely, the Kremlin will take this peace and Putin’s security services will batten down the hatches, hoping to outlast the economic downturn and maintain power.
Continued
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