As someone who spent the vast majority of my military life in the Cold War Army, and attended senior officer training on Cold War strategy etc, I have largely avoided commenting on almost any Ukraine related thread on this forum. Largely because I think the general understanding and discourse about both Russia and Ukraine is so low in America, and the journalism around it has been so poor, that I think most people who have never had to look into these issues significantly simply aren’t able to properly analyze the situation.
But I will weigh in now.
- Most pundits got this war incredibly wrong on Day 1 when they predicted a quick and easy Russian victory
- Most pundits got this war incredibly wrong when they understood Russia’s complete, and abject, lack of capacity to sustain long range logistics and deep force projection, to mean Russia was “whipped.” [What this did reveal is the Russian military is manifestly worse than even most well-informed experts thought, this isn’t a paper tiger military it’s more like a paper tiger cub.]
- Most pundits got it wrong when they expected that Ukraine would be able to as effectively resist a more limited war in the East, where Russia can maintain very short supply lines and concentrate artillery, the same way they could resist the war in the other theaters where Russia was operating at severe disadvantages.
- The idea that Russia has not been harmed by sanctions is simply not true. Do not confuse the ability of the Russian Central Bank to literally wall the ruble off from the global currency market with immunity from consequence. Russian job losses have been significant, more importantly Russia has had many markets closed to it, it is having long-term channels for moving its oil and gas closed to it likely forever. This means it will have to sell its product at lower prices because it no longer has access to an open market, countries like China and India when they know they are the only major buyers, simply won’t give Russia premium price out of the goodness of their heart. Russia is suffering right now a serious brain drain, a huge flight of capital. Western industry and expertise that has been very important in Russian economic growth is now gone. Advanced goods that Russia needs for both its military and its petroleum economy are now massively curtailed and will likely be for the rest of our lives. This is a resumption of almost a Cold War situation, where Russia will not have a significant capacity to import lots of things it needs. Much of the real pain of these sanctions isn’t coming today or tomorrow, but down the road.
- On the flipside, the idea that a country like Russia is just going to “go away” or “collapse” is hilariously stupid. All of the things I mentioned in 4 are going to mean a huge loss of Russian GDP potential, the country is continuing to get older and older, its population growth rate is poor, it is now going to face serious disadvantages for growth basically for the rest of Putin’s life and maybe beyond. But Russia is a huge country with vast natural resources and a big population. Russia isn’t “going anywhere”, and it is not going to “collapse.” Russia has survived far worse than these sanctions. It’s a misunderstanding of reality to have ever thought otherwise. But it is also a serious misunderstanding of reality to think that Russia, with its Imperial Nationalist goals of greatness, is not going to suffer from all these disadvantages. Just like Crimea, this war whatever its outcome, even Russian victory, is going to be a net loss for Russia and an albatross around its neck.
- The idea that Russian losses so far have been meaningless is silly and wrong. Russia has suffered significant casualties of men, importantly officers, and material that cannot be easily replaced. That’s simple reality. If someone doesn’t want to believe that they are just refusing to believe reality.
Now where does that leave it? Largely the same place I knew it was by about day 21 of this war. The war will end most likely whenever Ukraine is willing to let it end. Russia has failed at its stretch goal of regime change in Ukraine, and has additionally failed at its goal of keeping Ukraine in Russia’s orbit. By about day 21 of the war I had said the most likely outcome is a peace settlement in which Russia gets some of Eastern Ukraine (some of which had already been occupied by Russia since the Crimea Annexation and subsequent insurgent wars.)
Russia will not be able to push significantly far into Ukraine because the problems limiting its logistics and long range maneuver simply cannot be fixed in a year or even 5 years. They likely cannot be fixed at all with a military that is mostly run by Putin loyalist politicians who structure it for political purposes instead of for purposes of appropriate military doctrine.
It is also not possible that the war does not end for many years, but enters a low intensity period in which Ukrainian and Russian forces are engaged in low level fighting in the east basically for many years.
This war was a tragedy for the Ukrainian people from day one. Nothing was ever going to change that. A country of 200m rolling hundreds of thousands of soldiers into a country of 40m, one willing to indiscriminately bomb civilian targets to advance its war aims, guarantees a tragedy for the smaller country. Nothing could have ever stopped that, that was locked in from day one of this conflict.
If you were at any point optimistic about this war you were wrong–but not because Russia is clearly going to win, there isn’t likely to be any obvious winner in this war. Optimism was wrong because Russia isn’t going anywhere, and however this develops the vast amount of suffering will be born by the Ukrainian people.
Something worth reiterating is how massively stupid and wrong Putin is about how the world works, by the way. Putin stupidly invaded and annexed Crimea, and now he has stupidly invaded Ukraine and is seeking to annex at least parts of Eastern Ukraine. In Crimea, he annexed a peninsula that since that day has been a net economic loss for Russia, and that he largely enjoyed all the benefits of controlling prior to invading. There is an important Russian naval base in Crimea that had always been there, and had a permanent lease (akin to our control of Guantanamo Bay.) Russia already had “Crimea” as much as it mattered strategically and economically. The invasion just added massive costs.
Likewise a decent portion of Donetsk and Luhansk were already under quasi-Russian control. Even more importantly, before Putin’s childish and stupid invasion of Crimea, the reality is Russia was able to invest in, and derive almost all the meaningful benefits from, Ukraine, that it could ever do by controlling Ukraine directly. Actually controlling Ukraine directly, given where Russia was positioned in the country, largely just adds serious economic, strategic, and political costs onto Russia, with no actual real gain.
These Russian wars are ego projects by a man who spends too much time reading 19th century history, and who has confused pride with strength.