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Just Me's avatar

My Scenario U:

"Russian victory and slow new settlement"

In recent weeks there have been more and more murmurs that the United States, which is the centre of gravity at this point for the Kiev regime, is increasingly worried about the course of the war despite articles about how Ukraine has turned the tide with its September offensives.

On 9 October the Pentagon Spokesman Admiral John Kirby said on the American television network ABC news that the United States thinks the war has gone on too long and is 'of course' in favour of peace and diplomacy. This is despite ostensibly war changing victories by the Armed Forces of Ukraine (VSU) in September.

Then on 15 October came a Fox News report that it is not just European nations which have run down their reserves for war and have to dip into active duty stocks if the West keeps hoping to supply Ukraine with weapons, but the United States itself. Indeed, the United States is so short of HIMARS ammunition that it did not have enough for live fire exercises this month with the Japanese Self Defence Forces. The Washington Post also reported Biden is increasingly irritated with Zelensky's continued insistence on more and more weapons, more dangerous weapons - while insisting that Ukraine is winning. In brief, key American decision makers know that Ukraine is not winning and it is burning through NATO war stocks while losing. Diplomatically, most of the world is - while still wary - treating Russia like the winner.

In this scenario some time from late October to early December - the Russians attack. The goal would be to drive the Ukrainians out of Donbass and expand the foothold on the right bank of the Dnepr around Kherson while concurrently opening up a front in northern Ukraine - presumably around Chernigov with the aim of capturing the entire Oblast and Chernigov city if possible. This new front will draw VSU troops from the south allow the Russians to make further gains in Kherson, Donbass, Zaporyzhia and retake territory around Kharkov and possibly even put Kharkov under siege. The aim of this Russian offensive would be to have by the end of March 2023 cleared Donbass, captured Kharkov city, and put Zaporyzhia and Dnepropetrovsk under the beginnings of a siege, as well as possibly having captured the towns north of Energodar to remove any immediate threat to the Zaporyzhia Nuclear Power Plant near Energodar. This is accompanied with accelerated strikes on Ukraine's power grid which further collapses much of its economy though does not outright destroy the grid but does further undercut Kiev by making the hardships of war come into every Ukrainian home and encourage people to flee the country.

At this point Ukraine would be in a death spiral having lost anywhere from 1/3 to 40% of its pre-2014 territory and much of its population - meaning the VSU itself would no longer be able to sustain manpower replacement and would have had much of its equipment destroyed. Concurrently a hard winter would have severely hurt European economies and their ability to support Ukraine, and where Europe's economy is hurt the US' is inevitably hurt too. Seeking a way out and with not much choice the Europeans and Americans scale back but do not halt military support for Ukraine while seeking to initially freeze the conflict. Putin insists that in addition to the four new Oblasty which joined the Russian Federation in October 2022 that Kharkov and possibly even Dnepropetrovsk Oblasty are now also required.

The Ukrainians vow to fight on and concede nothing - Zelensky and his inner circle are dead men if they stop fighting - for the rest of 2023 the Ukrainians are - with a devastated economy and with reduced military aid pushed back and back until, possibly into 2024 Ukraine is finally captured in its entirety. At that point Ukraine will cease to exist. Depending on the economic and territorial situation collapse may occur as early as 2023. Millions will flee west and those that stay will, with the Russians, try to pick up the pieces and rebuild. NATO and the United States will claim victory of a kind and refuse to recognize the territorial changes de jure but will de facto. Subversion against the reunified Russia and Ukraine will be attempted but unsuccessful. Slowly but surely relations will be normalized, albeit at a much more tense level.

A multipolar world though will emerge from the war as other countries around the world will see they do not need to be afraid of the West. The West will become more authoritarian as it attempts to construct a 'world apart' from the rest and withdraw from engagement outside of itself. It will attempt to become 'the garden' and view the rest of the world as 'the jungle' as described this past week by EU foreign policy chief Joseph Borrell.

Whether the West will stay together will be an open question. The war has papered over deep fissures beneath the surface. It is entirely possible that countries like Hungary and even Germany will look to exit the EU. US political unity is also a factor - and one unrelated to the war. If the USA fractures further politically, perhaps even territorially, NATO will defacto cease to exist and European nations will have to look to a modus vivendi with a Moscow that will - by this time - not be led by Vladimir Putin.

In brief this Scenario U is a managed collapse that averts armageddon - at maximum cost the West can extract from Russia short of nuclear war - but also one that keeps the possibility alive of the West remaining one of the poles, and perhaps even the single most powerful pole, in a newly multipolar world.

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Christoph's avatar

Great article.

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