This is a bleak assessment of the war and how is may end. Putin has can't back down and remain in power, but he is running out of bodies. What will he do?
I don't agree with some of the things the article predicts. Russia is not going to attack the Baltics or the Fulga Gap. He isn't going to use first strike strategic nukes. The article didn't mention using a tac-nuke inside Ukraine to gain advantage- I emailed them about that.
I do agree that Putin can't appear to have capitulated. He will be deposed. If he consolidates military force on the East and Mauripol he may be about to eke out a "win."
How the Ukraine War Will Likely End
As we consider how the war in Ukraine will end, we must first understand how it began. Russia invaded for geostrategic reasons – having Ukraine as a buffer state safeguards Moscow from invasion from the west – and for economic reasons, which have often gone overlooked. The transition from the Soviet Union to the Russian Federation wasn’t exactly lucrative. It may have increased total wealth, but Russia remains a poor country. Its gross domestic product ranks just behind South Korea’s, a respectable placement but hardly where a superpower should be. And in terms of per capita GDP, Russia ranks 85th, nestled between Bulgaria and Malaysia.
Economic statistics rarely tell the whole story, of course, but in Russia’s case they fairly accurately present a country that is poorer than it appears, masked superficially by a top layer of the superrich elite. Life in major cities like St. Petersburg and Moscow is luxurious for the wealthy and bearable for the rest. Life in the countryside is something else entirely.
Individual regimes can’t be solely blamed for Russian poverty. The size of the nation, and the difficulties in areas such as transport associated with its size, makes Russia difficult to govern. From the time of the czars, it has been the state rather than shared economic prosperity that has kept Russia together. Often this has been achieved through the security services, which are tasked with maintaining state power, not with building an economy. It’s little wonder that the country that boasted the Okhrana also produced a president who cut his teeth in the KGB. Rightly or wrongly, Russia’s size and inefficiency tend to demand a strong hand.
This has created an expectation that the state will be strong even if the people are poor. There was pride in the czars and in Stalin – the so-called “man of steel.” But for a ruler to govern Russia, they must demonstrate strength. The intellectuals in Russia speak of democracy and human rights. The people want protection against invaders from without and against impoverishing chaos from within.This means that Putin’s war plan is shattered. The resistance has been effective and his troops need a relief he cannot provide. Putin will feint in other directions – perhaps in the Baltics or Moldova – but he lacks the force to fight on another front. He can’t sustain this war easily, especially in the face of NATO soldiers who have so far stayed out of the fray.
Even so, I cannot predict what a leader will do in the end. But for now, it’s clear to me that Putin will cling to power and blame everyone around him. But every day the war goes on, Putin gets weaker. Ukraine should not be able to resist, NATO should not be united, American economic warfare should not be so powerful. Putin is growing more desperate. He has mumbled about nuclear weapons, the sign of utmost desperation. But he knows he and anyone he may love will die in a nuclear exchange. Even if he is prepared to commit suicide rather than capitulate, he knows that the order to launch must go through several hands, and each of those hands knows that the counterstrike will kill their loved ones. Therein lies the weakness of nuclear war: Retaliating is one thing, initiating another. Putin trusts few people, and he doesn’t know how reliable anyone would be in this situation – nor what the Americans might do if they saw preparation for a Russian launch.
If Putin gives up his position, he is compromised, and perhaps lost. The buzzards are circling. So he must continue to fight until he is forced out and someone else not responsible for the disaster takes over and blames it all on Putin. I think that this can’t end until Putin is pulled from the game.
Obviously, I am moving here away from geopolitical analysis into the political. The former tries to minimize individual influence while the latter emphasizes it. That gives my forecast an inevitable imprecision. But given the situation on the ground, and given Russian internal dynamics, it does seem that all the forces coming to bear on Putin dictate a certain direction. The war will end, but the war is evolving in a way that creates unique pressures on the Russian political system, and, because of the nature of the system, that pressure pivots on Putin.
This is not the only outcome. Ukraine might collapse. Russia might collapse. The Russian army may devise a strategy to win the war. A settlement that is respected might be reached. All of these are possible, but I don’t see much movement in any of these directions. A political end is what I would bet on, with the Russians taking the short end of the stick. I wouldn’t have thought this on the first day of the war, but I think this is likely the shape of the last day.