12 March, 2022

How is this going to end?

I don't know how this is going to end. I am writing this to think through possible scenarios and the possible outcomes that might result from them.

Scenario 1: Ukraine collapses

While Putin's invasion of Ukraine has been an embarrassing shambles, Russia has vast reserves of men and stuff to throw into the war. They retain considerable advantages in air power and missiles. If they stick to the brutal tactics they used in Chechnya and Syria (bomb and shell enemy cities until nothing but rubble remains) then there is a good chance that the outnumbered Ukrainian forces will eventually crack. Then Kyiv will fall and Russian forces will overrun the country. In the chaos Zelensky and other Ukrainian leaders might find themselves captured or even killed by Russian death squads.

But I don't think this ends it. While Ukraine remains under occupation the West is not going to lift sanctions on Russia, so the atmosphere of tension will remain. And the level of resistance the Ukrainians have shown to the invaders suggests that they will not meekly accept the occupation of their country. Any quisling regime the Russians put in place will rule only so long as the occupiers' guns are pointing at the populace.

And the Russians may even find themselves faced with an ongoing partisan war. If the West supports a resistance movement then Putin may be tempted to strike across the border into Poland or Romania (or wherever material aid to the rebels is being routed from). They are both NATO countries, so that would mean a wider war, one which could easily escalate into a nuclear exchange.

Even if there is no significant armed resistance to the occupation, Putin's situation remains very problematic. Western sanctions strangle Russia's economy, degrading his ability to keep his armed forces functional and also driving unrest against his regime. Might he be tempted towards some kind of nuclear display in an attempt to cajole the West into a return to normal trading?

Scenario 2: Russia collapses

By any objective measure Russia's invasion of Ukraine has gone very badly. Many expected a swift victory but instead Russian forces have struggled to make gains and suffered heavy casualties. Meanwhile the Ukrainians have performed far better than many expected. And now arms from the West (anti-tank and anti-aircraft missiles in particular) are flowing into the country. What if the military balance were to decisively shift in the Ukrainians favour? Then they might counterattack against the invaders, pushing the Russians back towards their borders. Rather than throw their lives away for nothing, Russian troops then start to flee, with a general rout ensuing. The scale of the military disaster cannot be hidden from a Russian people already reeling from the sanctions-induced economic collapse. Putin faces an eruption of unrest and increasingly finds himself under siege from his own people.

This in many ways is the most appealing scenario, but it is not without its dangers. Russia is after all a nuclear power. Generally people assume that nuclear weapons will only be used when the countries possessing them face an existential threat (e.g. invasion or nuclear attack). Defeat in Ukraine would not threaten the future existence of Russia, but it would I think be an existential threat to Putin himself, who could realistically fear that failure in Ukraine would lead to his overthrow and possibly his delivery to an international tribunal by a new Russian regime anxious to see an end to the West's sanctions. So might he be tempted to order a nuclear strike to either stave off defeat in Ukraine or trigger a Götterdämmerung that brings everyone else down with him.

If Putin were to order a nuclear attack, would his orders be obeyed? Maybe that would be the moment the spell snaps and he finds himself hustled into early retirement. Or perhaps a mushroom cloud rises over Kyiv while the West struggles with a response even as Sergei Lavrov denies that the nuclear explosion had anything to do with Russia.

Scenario 3: On and on and on

But what if no one wins the war and it just keeps going on? Russia maybe captures some more cities after flattening them but the Ukrainians keep fighting back against them. Death and destruction continue to rage across the country as Russian conscripts, Ukrainian soldiers and innocent civilians see no end to their suffering. But while all this is happening the economic war continues, with the Russian economy collapsing in the face of the West's sanctions. The West suffers too as energy prices rocket but with more diverse economies they have more capacity to endure.

This could go on for a while (years even). It might turn into scenario 2 eventually, as economic crisis makes it harder for Putin to keep his army going in Ukraine while continuing casualties and sanctions make the Russian home front increasingly restive. Or perhaps support from China allows Putin to keep his army in the field, effectively transforming Russia into a giant North Korea.

What do you think?

Which of these scenarios seems the most credible? And do you seem them developing in the same way I do?

images:

Russian tanks (U.S. Mission to the OSCE: "The Situation in and around Ukraine, including the Recent Non-Compliance with OSCE Commitments")

A burning vehicle and a sad Putin (Metro: "Putin 'sacks eight generals' in anger at slow progress in Ukraine invasion")

Civilians fleeing (BBC: "Images of people fleeing the town of Irpin, close to Kyiv")

Map (BBC: "Battle for Mykolaiv: 'We are winning this fight, but not this war' ")

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