The Putin-Kim Summit is like that Godfather scene of the ‘Commission’ – They’re just Gangsters

North Korea's leader Kim Jong-un shaking hands with Russia's President Vladimir Putin during their meeting at the Vostochny Cosmodrome in Russia's Amur region. Vladimir Putin and Kim Jong Un are gangsters who rule over mafia states. No wonder they get along famously. Like recognizes like.

Most of the commentary on the meting of Kim and Putin has focused on what they will trade to each other: NK weapons for Russian aerospace tech seems to be the consensus.

But what interests me more is how these two are basically the same type of El Jefe, Big Boss gangster leader. They both run their countries like their personal fiefdoms, and they tolerate massive corruption to tie elites to themselves – or they push them out windows if they speak up to loud. It’s like a Scorsese movie.

And their ‘summit’ is like the Commission meeting scene in The Godfather. Everyone notes this about authoritarian states – how they slide into gangsterism. But I can’t think of any academic IR work on how that impacts foreign policy or alignment choices. The mafia experience does suggest, though, that any alignments are entirely transactional and will be betrayed as soon something more valuable comes along. I could certainly see rank, cynical opportunism being the dominant ethos of a Russia-North Korean pact.

I wrote this all up at 1945.com. Here is my takeaway:

This is a fitting meeting for both leaders. Both govern effectively as gangsters. They rule in the mafia-style, relying heavily on family, friends, and other long-time associates. Both treat political opponents as competitors to be eliminated, frequently with great brutality to warn others against intrigue or deception. Both corrupt the institutions of their own country and the international institutions in which they operate. Both engage in rampant criminality — smuggling, trafficking, and fraud — to raise external funds. Both treat state resources as a personal slush fund.

Read the rest here.

My Comments to the South Korean Navy’s International Seapower Symposium: A Big SK Inter-Service Budget Fight Looms

20230608_061928000_iOS 4Without a headline defense budget hike, ROKA, ROKAF, and ROKN are going to collide over the costs of army manpower replacement, missile defense, and an aircraft carrier in the next decade. (I am second from the left in the picture.)

This was the gist of my comments at the South Korean Navy’s 16th Annual International Seapower Symposium here in Busan this month. Here is my Twitter thread on that event with some nice pictures. I also wrote up these ideas in an essay for 1945.com.

To my mind, a big new issue for the SK navy in the next 10-20 years is the Chinese naval threat to SK SLOCs through the South China Sea. Particularly, SK oil shipments from Persian Gulf through the SCS are vulnerable to a PLAN blockade if China gets upset at something South Korea does, like cooperation on missile defense with the US and Japan. China has already bullied SK on missile defense in the past.

China’s creeping control of the SCS will eventually allow it to ‘quarantine’ shipping there to punish SK, Japan, and Taiwan. The odds of this strike me as pretty high once China has de facto control down there. Any embargo will be done informally, first with fishing fleet and coast guard harassment, escalating if necessary. I am surprised more thinking is not given over to this possibility. It seems really obvious to me.

This is one reason why South Korea is thinking about building an aircraft carrier, which I support. Expecting the US to do all the heavy lifting in the SCS is cheap-riding, so SK. Japan, and others should consider maritime bulking up to help.

For SK, the problem is the expense of the carrier at the same time that its army and air force have new, expensive needs too:

    • ROKA is facing a large manpower shortage in the next twenty years bc of SK’s birthrate is super low. ROKA will likely try to fill that gap with tech like drones and armor, which is pricier than conscript infantry.
    • ROKAF faces NK’s spiraling missile program. It will need lots of missile defense and strike fighters (to hit NK missile launch sites). That too will be expensive too given just how costly THAAD and F-35s are.

These army and air force pressures will probably squeeze out the aircraft carrier – an argument I made for the Korean Institute of Maritime Strategy a few years ago (and which has turned out to be correct).

So I figure that MND will see a pretty sharp inter-service budget fight in the next decade or so unless the overall defense budget goes up. All three service branches are looking for pricey, big-ticket platforms.

The Pro-Russian Bloc in the West is Looking for Any Excuse to End Ukraine Aid. Ukraine should Not Strike Russia

UKRAINE-CRISIS/MISSILES-ATTACKSUkrainian strikes on Russia proper jeopardize the rickety pro-Ukraine aid coalition in the West. Ukraine shouldn’t do this. It is too risky.

I just wrote on this topic for 1945.com.

There are many reasons to strike Russia directly, which Eliot Cohen helpfully develops here:

– Morally, it is fair because Russia has been terror bombing Ukrainian cities for more than a year. This mild Ukrainian response is far below law-of-war proportionality norms.

– Psychologically, bringing the war home to Russians confronts them with the costs of the war and may encourage them to re-consider it.

– Militarily, forcing Russia to spread its defenses helps thin out its forces on the front lines in Ukraine.

Despite all the reasons to hit Russia at home, the political risks in the West to Ukraine are too high. Yes, that is unfair. It is ridiculous that Russia gets to bomb Ukrainian cities, but if Ukraine does the same, it is suddenly a massive escalation. But it is important to remember that the Western hard right and hard left are looking for any excuse to halt aid to Ukraine. These people have variously claimed that we should support Ukraine because it would lead to a nuclear wear, Ukraine could not win anyway, it just prolongs the war, Europeans will freeze without Russian winter gas, the cost is huge, and so on.

There is no consistent or principled argumentation about the war from the pro-Putin Western bloc. What they really want is a Russian victory for ideological reasons. They can’t say that outright, so they keep jumpingn from one rationale to another which would justify an aid cut-off aid. The right admires Putin’s reactionary, anti-woke authoritarianism; the left is hung up on US imperialism. They crave a Russian victory, so they will say anything to claim Ukraine aid is a mistake. Ukrainian strikes inside Russia are precisely the sort of card they will play – it is ‘escalation.’

Ukraine can’t win without Western assistance. The political-strategic risks – to invaluable Western military assistance – outweigh an operational gains of these strike. That sucks, but Trump, Marjorie Taylor Green, the NatCons, the anti-imperial lefties are all looking for any excuse to end aid. Ukraine should do its best to fight in way which gives them no ammunition to press their claims

My full essay on this at 1945.com is here.

The US Leak about Ukraine’s Military Troubles Does Not Change Russia’s Inability to Exit the Ukrainian Quagmire with Anything like a ‘Victory’

skynews-ukraine-pentagon_6118871Russia is bogged down in a war it can’t win. A weaker-than-expected Ukrainian spring offensive does not change that. Russia’s still lacks a path to victory which remotely justifies the costs and isolation of the war, even if it manages to hang onto some Ukrainian territory.

The leaks strongly suggest that Ukraine’s offensives this year will be last successful than last year’s. Ukraine lacks the heavy and precise weaponry its needs (shame on us for dragging our feet on that stuff), and it has suffered tremendous casualties. This is unfortunate. I always thought hopes that Ukraine would win by the end of this calendar year were too optimistic. The war will likely last into next year at least.

But this doesn’t get Russia off the hook. It is still tied down in a costly, unwinnable quagmire. Even if the lines do not change much this year, Ukraine will not give up. It will fight a protracted, defense-in-depth, semi-insurgency conflict if necessary, biting at the Russians for years, looking for opportunities to strike; not allowing the Russians to withdraw; not allowing its conquered areas to be developed, exploited, or populate; not allowing Russia to escape from sanctions and isolation. A model here is the failed Japanese invasion of China in 1937. The Imperial Japanese Army could win battles but not the war, and conflict degenerated into a long, unwinnable slog which drained Japanese resources for no clear gain compared to the growing costs, including diplomatic isolation and sanction.

I have some other recent thoughts on the Ukraine war at 1945.com:

1. Russia Probably Can’t Win without Substantial Chinese Assistance. Excerpt:

The Russian spring offensive in Ukraine already appears to be running out of steam. No less than the President of Ukraine himself recently visited the frontlines’ most contested sector – the city of Bakhmut. Volodymyr Zelensky is known for his courage – he stayed in Kiev last February as the Russians marched on it. But visiting Bakhmut, against which the Russians have thrown the weight of their forces this spring, would be remarkably risky if the chances of Russian breakthrough were genuine.

Zelensky also felt secure enough this month to receive the Japanese prime minister in Kiev, at the same time Chinese President Xi Jinping visited Russian President Putin in Moscow. And certainly the frontlines have not moved much. Russia was supposed to come off the winter refreshed and restocked, capable once again of major offensive action. This has not been the case. There have been no armored punches threatening a breakthrough, no wide-front advances threatening to overstretch Ukrainian reserves.

Instead, Russia is doing again what it has done since last summer – targeting a few small cities in the east with massive, human-wave infantry assaults, while randomly terror-shelling Ukrainian cities. The former has resulted in high casualties and small advances, while the latter continues to alienate world opinion for pointlessly killing noncombatants. This is not a winning strategy, and if this is the best Putin has after just a year of war, it is unclear how expects to win if the war drags on as it appears it will.

2. Russian Nukes in Belarus are just another Saber-Rattling Gimmick by Putin. There is No Remotely Cost-Beneficial Scenario for Putin to Use Nukes in Ukraine or Against NATO. Excerpt:

Russian President Vladimir Putin plans to station tactical nuclear weapons in Belarus, Russia’s eastern neighbor. Belarus also borders Ukraine’s north, and Putin wants Minsk to participate more openly in his war against their shared neighbor. Belarusian dictator Alexander Lukashenko has acted warily with respect to Russia’s invasion, but he depends on Russian assistance to stay in power, especially after Putin helped him fight off mass protests in 2020. Lukashenko probably has little choice but to assent to the deployment of Russian nukes on his country’s territory.

Belarus also borders NATO countries. Putin’s emplacement of these weapons is likely meant as an oblique threat to the West. It fits Putin’s regular habit of talking up Russian nuclear weapons to unnerve Ukraine’s Western supporters. The tactic makes sense. Russian conventional power has embarrassed itself in Ukraine. Its army has struggled, and most of the world had expected a quick victory for Russian forces. Putin invokes Russia’s nukes to compensate. He has a long history of such bravado.

Putin’s Western sympathizers, who have talked up the possibility of World War III for over a year, will argue again that this deployment means we are sliding toward a global conflagration. But they are probably wrong. It remains unclear how invoking nukes will help Putin win a limited conventional war.

3. Russia’s Apathetic Response to Finland’s NATO Accession should End the ‘NATO-Expansion-Caused-War’ Argument.

It is widely understood now that Russian President Vladimir Putin blundered badly in his invasion of Ukraine. He planned the war as a fait accompli blitzkrieg. The whole thing would end in a week or two. Putin would re-organize post-Soviet space in one swift stroke. NATO would be caught off guard and scared about further Russian moves. China would be impressed at Putin’s audacity, helping to off-set the unbalanced economic relationship between the two countries. The world would once again be impressed by Putin the master strategist.

Instead, the war has turned into an expensive, embarrassing, debilitating calamity. Russia may still win in the minimal sense of holding onto some conquered territory. But in every other important aspect, the war has been a disaster, and it is getting worse, not better.

Economically, the sanctions placed on Russia because of the war are pummeling its GDP. Politically, Russia is mostly alone. China and India have not supported the sanctions but otherwise kept their distance. Militarily, the war has turned into a stalemate, tilting slowly toward the Ukrainians. Russia has taken no new territory in a year. Ukraine has launched two successful offensives since then, and another is expected later this spring. And now, strategically, Russia has just suffered another set-back. Finland has joined NATO.

How will NATO Respond in the Unlikely Event Russia Uses a Nuke in Ukraine? We will Not Counter-Nuke; We have Many Other Options

Ukraine-3Russian nuclear use in Ukraine is extremely unlikely, and NATO would not hit back with a nuke even if they did.

I am fairly exhausted with the lurid alarmism that we are tumbling toward world war 3 or some kind of nuclear exchange with Russia. I have argue against this here, here, and here.

This claim mostly gets brought up my pro-Putin voices in the West whose real interest is a Russian victory in the war. They therefore stoke exaggerated fears of nuclear war to push NATO to stop aiding Ukraine. The bad faith – the manipulation of nuclear anxieties to pursue unrelated ideological goals – is transparent.

Mostly this comes from MAGA rightists, for whom Russia and Hungary are models of ‘post-liberal’ governance, plus some ‘anti-imperial’ leftists for whom US action is ipso facto bad. Both are trying to scare NATO into cutting off aid to Ukraine by threat-inflating a nuclear exchange. In fact, that event is VERY unlikely.

Further, even if Russia did use a nuke in Ukraine, there is no obvious reason for NATO to hit back in-kind. There is only a ‘slide’ toward escalation if both sides do it, and the US won’t counter-nuke, because 1) it does not want to slide toward a wider nuclear exchange, and 2) it has lots of other economic and conventional options to respond.

I cover those options in this essay for 1945.com:

Throughout his war in Ukraine, Russian President Vladimir Putin has obliquely hinted that he might use nuclear weapons. I have argued in these pages that this is unlikely. There is no obvious Ukrainian military or infrastructural target of a size commensurate with a nuclear weapon’s power. Russia would be badly isolated by the rest of the world if it took this step, so any target would need to be worth the huge geopolitical blowback. Ukraine does not appear to have one. Its army is spread out across a thousand-mile front. None of its important infrastructure is so massive that it needs a nuke to disable. Much of the nuke-talk in the West is overwrought.

Nevertheless, it is wise to consider how NATO and the wider world of democracies will and should respond if Putin nonetheless takes this step. If Putin is losing badly in Ukraine and his rule at home is threatened by widespread unrest over the course of the war– a somewhat credible scenario for next year – perhaps he will take this gamble to turn things around. So what will the West do?

We Won’t Counter-Nuke Russia

So long as a Russia nuclear strike was limited to Ukraine, NATO would almost certainly not respond in kind. To do so would risk a further Russian nuclear response and a spiral of nuclear exchanges. The Ukrainians might be so shocked and horrified by the extraordinary damage, that they would demand this. But the West will almost reject that request, just as it rejected Ukrainian demands for a no-fly zone back in March.

But the West also need not escalate like that. NATO is conventionally superior to Russia, and that lead has widened considerably because of Russian losses in Ukraine. If Russia cannot defeat Ukraine, then it is very vulnerable to NATO conventional retaliation. The West will almost certainly start there, if only to prevent nuclear escalation.

Read the rest here.

Russia Won’t Use Nuclear Weapons in Ukraine – Enough with Your Creepy Dr. Strangelove Fantasies

Russia-Nuclear-WarThere is no obvious Ukrainian target worth the massive geopolitical blowback of a nuclear strike, so I think it is extremely unlikely.

This is a re-post of an op-ed I wrote for 1945.com.

So much of the debate around nukes is lurid apocalypticism, what Cheryl Rofer rightly calls ‘nukeporn.’ Nukes fascinate people, in a creepy strangelovian way. We get carried away with dark fantasies of mass death and Mad Max. It’s all very Freudian Thanatos weirdness. So the good news is that Putin probably won’t use them, because they won’t help him win, because:

1. There’s no military or infrastructural target in Ukraine remotely commensurate with that much force.

2. The global backlash would vastly outweigh whatever middling target was chosen.

3. The Russian army in Ukraine would likely be hit by it too.

4. Ukraine wouldn’t give up anyway.

I suppose Putin might drop a strategic nuke on a city and kill 200,000 people. But the global blowback from that nuclear genocide would be even more extreme. NATO would likely enter the war directly; even China might.

Here is the full essay at 1945:

In the last few weeks, there has been widespread speculation that Russian President Vladimir Putin might use a nuclear weapon in his war against Ukraine. This has generated speculation on how the West might react, including the use of nuclear weapons in response. As Cheryl Rofer notes, much of this commentary has been irresponsible, trading on the lurid, apocalyptic possibilities of nuclear weapons to throw out alarmist scenarios. Her trenchant term for this is ‘nukeporn.’ She is almost certainly right.

Putin’s Nuclear War? Not Likely to Happen

Putin is highly unlikely to use nuclear weapons. He even had to say he is not bluffing, because he has been, with nukes, since the start of the war. And given that Putin supporters in the West have been the ones talking up this contingency, one strongly suspects bad faith. That is, Putin’s Western flunkies are hyping nuclear war to scare the West into ceasing aid to Ukraine, in order to help Russia win the war, which is their real goal.

There are at least four major reasons why Russian nuclear escalation is a huge gamble, with such a low upside probability, that use is unlikely:

Read the rest here.

And if you really want to know what NATO would do if Putin did drop a nuke, here are my thoughts on that. But it’s not gonna happen, so relax.

US Foreign Policy Restraint Does Not Mean Abandoning Ukraine, per Kissinger (nor Taiwan); Proxy Wars are Not Direct Wars

M1A2 Live-FirePursuing a restrained US foreign policy is compatible with helping Ukraine, because restraint still takes threats seriously and Putin is pretty obviously one.

This is a re-post of an essay I just wrote for 1945.com.

I am pretty shocked at how quickly Western opinion gravitated toward abandoning Ukraine just because gas prices and inflation went up.Good grief, people. Ukraine is getting taken apart piece by piece by a quasi-fascist aggressor deploying something like death squads behind the lines, and we can’t tolerate some minor lifestyle pain? Are we seriously that decadent?

More broadly, everybody knows the US needs to follow a more restrained foreign policy. I supported the Afghan withdrawal, even as people we losing their mind that is meant the end of the Western alliance. Helping Ukraine as a proxy does not violate that.

And Kissinger’s schtick that we should arm-twist the victim of the war into giving up tells you more about how Kissinger’s creepy fascination with power and might than it does about US or Western interests. (It’s the same reason he’s been sucking up to China under Xi.)

The war is breaking Russia’s claim to be a great power; we don’t need to treat Putin like he has some realist ‘right’ to stomp on his neighbors. And its pretty clear that Putin is a threat. He’s built a quasi-fascist regime at home and his meddled in his neighbors’ sovereignty for decades. Aren’t we supposed to balance power and threat, not fetishize it?

So yes, the US itself should not march into more quagmires. And yes, the US should not be directly militarily involved in Ukraine. But it is a proxy war pretty obviously in Western national interest, because Putin is pretty obviously a threat. And don’t wave Putin’s nukes around in bad faith. He’s not going to go nuclear against the West, nor does he anticipate a war with the West. If he did, he wouldn’t be allowing his army to be ground up just to take the Donbas. This nuclear scare-mongering is just deflection by pro-Russian MAGA pundits like Rod Dreher, Michael Tracey, or Tucker Carlson to undercut Ukraine, whom they want to lose.

Here is that 1945.com essay:

As the war on terror went off the rails in the last two decades, calls for the US to show greater restraint in its foreign policy grew. One hears such language regularly now from both US political parties. Crucially however, greater caution in US foreign policy need not translate into abandoning Ukraine to be slowly taken apart by Russia. Greater ‘realism’ in US – and Western – foreign policy is not the same thing as cynicism. There is a clear prudential case for helping Ukraine.

Greater Restraint

By now the case for greater restraint in US foreign policy is well understood. After the collapse of the Soviet Union, the United States emerged as the sole superpower, far ahead of any potential rivals. While the administration of President Bill Clinton did not fully grasp just how distinct the US had become, the next administration of President George W. Bush did. And in the wake of the 9/11 terror strike, it launched a massive effort to re-make the Middle East, something only a state with the extraordinary leverage the US had would even contemplate. This led to exorbitant claims fifteen years ago that the US was an ‘empire.’

Read the rest here.

Support for Ukraine is Not ‘Pro-War’, because Some Things, like Sovereignty and Freedom, are More Important than Peace

Sniper RifleCalling Western support for Ukraine ‘pro-war’ is grossly manipulative and deceptive with its implication that Western elites ‘like’ war. That is obviously not the case. Does Ursula von der Leyen strike anyone as ‘pro-war’? Gimme a break.

The following is a re-post of an essay I wrote for 1945.com.

The most nauseating part of the Ukraine war in the West has been the pro-Kremlin ‘anti-war’ set – Tucker Carlson, Tulsi Gabbard, Glenn Greenwald, Michael Brendan Daugherty, and so on. To be ‘anti-anti-Putin’, at this point, is to be effectively pro-Putin and pro-fascist, just as being anti-anti-Trump at this point basically means your MAGA. You’d think the left would not go to the lengths of supporting Russian fascism in order to oppose US imperialism, but that’s where Michael Tracey, who denies the Bucha massacre, has landed.

The usual anti-imperial leftist tropes are meaningless here: Ukraine is not Iraq; this is not a US foreign policy issue; the military-industrial complex is not profiteering off the war; Hillary Clinton, the CIA, Goldman Sachs, the IMF, Davos, and all your favorite neoliberal shills are just irrelevant. Putin has built a semi-fascist regime at home, launched an aggressive war against a weak, democratic neighbor, and tolerated, if not endorsed, war crimes. That’s what matters, not relitigating the American empire debate of 20 years ago.

It is ironic that the anti-imperialist left, which wants to bemoan American empire, makes the same Amero-centric error as the neocons they hate so much: both read US choices as the only thing that matters in world politics. Foreigners have no agency; the Ukraine war is apparently about the US, not Ukraine and Russia. So the war in Ukraine becomes about NATO expansion rather than Putin’s own bluntly stated explanation that it’s because Ukraine is a fake country and really part of Russia. Good grief.

Here is that essay for 1945.com:

“Western Support for Ukraine is Not ‘Pro-War’” – Since the start of the Russian invasion of Ukraine, a small but vocal clutch of Twitter and television personalities have argued that Western support for Ukrainian resistance is ‘pro-war,’ a worsening of the conflict via the provision of aid which prolongs the fighting. This posture might be best described as ‘anti-anti-Putin.’ That is, these voices read Western dislike for Russian President Vladimir Putin since February as overwrought and exaggerated, thereby deepening the war.

To critics, this position is nearly indistinguishable from a pro-Kremlin posture that refuses to admit Putin’s apparent agency in launching the war.

The most prominent voices in the group are Tucker Carlson, the highly-rated Fox News host, and his frequent guest Glenn Greenwald. Others include former Congresswoman Tulsi Gabbard, and Substack gadflies Michael Tracey, Michael Brendon Dougherty, and Matt Taibbi. All seem to suggest that the West should cut off aid to Ukraine, on the premise that the war would end sooner.

Please read the rest here.

Putin is Turning Russia into North Korea– Isolated, Fascist, Loathed, Recklessly Waving Nukes Around, Domestically Repressive, Dependent on China, Led by a Corrupt Paranoiac

RussiaYeah, it’s a click-bait-y title, but it’s kinda true! Putin’s foolish war is turning Russia into a hated, isolated country with a lot of the same problems as North Korea, just on a larger scale.

This is a repost of an essay I wrote for 1945.com.

Here is my punch-line comparing the two:

There is another country much like Russia emerging from the Ukraine war: led by a paranoid, brutal, nationalistic leader toadied to by servile cronies; with a corrupt, dysfunctional economy; loathed, feared, and isolated by much of the world; served by a corrupted, bloated military; leaning into nuclear weapons for international prestige; making outlandish threats and waving its nukes around recklessly; repressive of its own people, where anyone who can leave does; with an extreme nationalist ideology; dependent on China.

Scale is the difference of course. Russia is a great power (although only sort of now), with a UNSC veto seat and a much bigger population and economy. And yes, it’s not nearly as misgoverned as NK. But if Putin doesn’t end the war soon, Russia will be isolated as a danger to the world, as NK is. US SecDef just admitted that we want to see Russia weakened. And Putin is more reckless and and expansionist than Kim Jong Un is, ironically.

So yeah, the comparison is a stretch, but the more the war drags on, the more it works.

Here’s that 1945 essay:

Russian President Vladimir Putin is destroying Russian power, and his misbegotten Ukraine war is accelerating Russian decline. Putin himself does not seem to realize this. Western officials increasingly suspect that Putin is being lied to about the war by his closest advisors. And Putin has never seemed much interested in economic affairs. He does not appear to grasp just how much the Russian economy will shrink if the sanctions on Russia are left in place for a lengthy war.

In a few years, we may look back on this war as the breaking of Russian power, as the reduction of Russia to a middle power for at least a generation.

Putin is now a Fascist War Criminal

The regime Putin has built over the last decade and a half is increasingly authoritarian, closed, hyper-nationalistic, and repressive. Putin began his presidency seeking to restore Russian stability after the chaotic 1990s. A strong hand was arguably necessary to rein in the gangsterism of post-Soviet ‘wild west’ capitalism. But Putin slid increasingly toward open authoritarianism, rigging the constitution to stay in power almost indefinitely.

Please read the rest here.

After the Donbas Offensive: the Oldie-but-Goodie Putin Playbook of Bogus, Russia-Dependent, Breakaway Statelets

Ukraine ChernihivPutin can’t conquer Ukraine, but taking Donbas, creating another ‘frozen conflict,’ and ending the war before it all gets so much worse for Russia is a pretty good option.

This is a re-post of an essay I wrote for 1945.com.

There was some chatter that Putin would try to end the war by V-E Day (May 9). That would be smart. The war is a disaster for Putin. His military has been revealed as much weaker than expected. China will never see Russia as a equal now. The sanctions are going to reduce Russia’s economy by 10% this year. Oligarchs are losing their assets, and the Russian people will sour on this if it turns into a long grind like Afghanistan in the 80s.

So why not go back Putin’s long-established playbook of ginning up frozen conflicts? Putin got quite good at stirring up local conflicts on Russia’s periphery, getting Russia invited in as peacekeepers, getting local stooges to depend autonomy, and then having the whole mess freeze in place so that Russia could project power into an area and inhibit consolidation of western-leaning states on his border.

It seemed like that was originally the plan with recognition of Donetsk and Luhansk, but then Putin – probably drinking his own kool-aid about Ukraine being a ‘fake country’ – decided to show what a tough guy he was with an invasion he clearly didn’t really prepare for. Now, if the Donbas offensive doesn’t generate a real breakthrough, Putin is stuck either with a war of attrition or establishing a ‘frozen conflict’ in Donbas in order to get out of the war before the costs in material, sanctions, and prestige get any worse. That’s the best way out for him now.

Here is that essay from 1945:

Putin’s Likely Ukraine Goal Now is Breakaway and Pseudo-Republics in Eastern Ukraine – The Battle of Kyiv is over, and Russia has suffered a surprising and significant defeat. A middle power has inflicted a stinging loss on an ostensible great power. Russia’s status as a world power is obviously in question now. Despite its size and weight, it cannot reduce a significantly smaller neighbor.

Russian President Vladimir Putin must now – if only to impress his Chinese backers and justify the war to his own people – win some kind of battlefield victory elsewhere in Ukraine.

It increasingly looks like the Russian effort will be a tank surge in the Donbas. Rumor suggests that Putin is looking to end the war quickly, ideally by May 9, which is VE (Victory in Europe) Day, the day the Nazis finally surrender to the Soviet Union.

This would be a wise choice. Putin pretty clearly cannot take over all of Ukraine at this point. And the sanctions will soon bite deeply into the Russian economy. This war is breaking Russian power and pushing its economy into a major contraction. Putin himself will become persona non grata, unable to travel or access his overseas assets.

Read the rest here.