As I said, day one, Russia was going to win this war if it wanted it enough. Russia’s advance is slow, but it is certain and it is NOT going to be reversed unless the US declares war, which is NOT going to happen. The Ukrainian army is finally nearing collapse, which I’d expect some time next year. The war will last another two years at most, I’d guess.
Peace will be made under the terms Russia wants, or the war will continue. Ukraine is still fighting, but everyone with the least lick of sense knows it is going to lose. Ukraine will have to accept the terms imposed on it, because if it doesn’t Russia will just keep going.
Trump’s peace plan (ostensibly) as floated in the WSJ was essentially a frozen conflict with a twenty year guarantee of not joining NATO. That’s not going to fly. Ukraine will be a demilitarized neutral state at best, if it won’t surrender it’ll be defeated and have a government imposed on it. The Russians will not cut any sort of deal with the West which requires the West to “keep” the deal. They believe that the West is “agreement incapable”, that is, that it will not obey any deals it signs if it doesn’t want to (as it didn’t obey the Minsk agreement) so no peace treaty which requires western enforcement or has Western troops in any part of Ukraine will be acceptable.
Russia has done just fine out of all this. Its people are happy and optimistic, its economy is booming and it’s now the 4th largest economy on PPP GDP terms and probably third in realistic terms: it has tons of resources, food, tech and a decent amount of industry, and it will handle climate change better than most nations. It is locked into the Chinese orbit as a junior partner, but China doesn’t spew contempt at Russia 24/7 the way the West does and has for my entire lifetime, nor slam it with repeated sanctions. (The sanctions started way before the war, and were mostly justified on the basis of “Russia shouldn’t run its own internal affairs the way it chooses. And the poor, poor oligarchs.”)
Again, this was always the most likely outcome and everyone who thought otherwise refused to look at the very simple differences in size, population, resources and industry between the two nations.
As for Ukraine, the best deal they could have gotten was offered by the Russians near the start of the war, but they believed NATO and the US and Boris Johnson and thought they could win. The result is going to be a much weaker and poorer Ukraine, probably with half the pre-war population.
Meanwhile sanctions, instead of harming Russia, boomeranged and hurt Europe far more than Russia, and have contributed to Europe’s ongoing de-industrialization.
Nobody in power the West or Ukraine has anything to be proud of in how they handled this. Even the depraved argument of “let’s fight to the last Ukrainian and weaken Russia” hasn’t worked, instead Russia is stronger than it has been since the fall of the USSR.
*Golf clap*
Close to the end of the annual fundraiser, which has been weaker than normal despite increased traffic. Given how much I write about the economy, I understand, but if you can afford it and value my writing, I’d appreciate it if you subscribe or donate.
Tallifer
Where are Churchill and FDR when we need them? Canada should remember Borden and King.
Feral Finster
I am not sure sure about the US and declaring war, although first, they’ll Send In The Poles (and Czechs, Romanians, etc.) before the Germans, Brits and other Real Europeans are ordered to line up, and if necessary, Americans.
This will not be greeted with hosannas by any of the victims, but nobody will ask their opinion. You think a farmer cares what the chickens he sends to the slaughterhouse think?
And since the various neonazi paramilitaries supporting the Kiev regime gladly accept foreign volunteers, and since the Kiev regime is desperately short of warm live bodies, I advise Tallifer to volunteer his services.
Cirze
Clap. Clap. Clap.
Gaianne
Nice summary, Ian.
The Russians seem to think, which is plausible, that they are fighting NATO. NATO may not stop fighting when the Ukraine is destroyed in two years. In that case the war may continue much longer.
Possibly NATO will be destroyed.
Nate Wilcox
well said, Ian!
Soredemos
@Tallifer
Where are you when Ukraine needs you? If you’re so worried about ‘Russian imperialism’, back up your rhetoric and offer up your own meat to man the trenches and slow the Russian army down by a whole day as they have to take the time to glide bomb your squad.
I won’t be holding my breath.
Oakchair
Nobody in power the West or Ukraine has anything to be proud of in how they handled this.
—–
The ruling class is proud of how the Western population was distracted away from the skyrocketing rates of disability, heart damage, cancer, brain diseases and elevated mortality.
Constant 2 minutes of hate and distractions are necessary for controlling a population. Bonus if there are explosions to draw the eye and mute the mind.
—-
The Russians seem to think, which is plausible, that they are fighting NATO
In that case the war may continue much longer.
—-
NATO has sent around 3 times more money to Ukraine than Russia has spent on the war. Perhaps a reason Russia is proceeding so slowly is the faction in charge prefers to maintain the black hole pulling in NATO’s resources. Though it appears this factiouns sway is on the decline.
shagggz
I’m with Feral Finster and Soredemos. Put your meat where your mouth is, Tallifer.
mago
It should be obvious to anyone looking outside the propaganda machines that the war was lost before it began, like all the wars, which could have been forestalled were psychopaths cribbed and contained.
Sanity is a scarce commodity among the ruling class and their media lackeys, to state the obvious.
Everybody knows Putin’s an evil stooge and everyone’s awash in cheap vodka and incapable of running a pop stand.
Orcs who launched a war sans provocation. Bad guys against the good guys. Whose side are you on pinko?
Ukie Ukie Ukie! Rah. Rah. Rah.
It feels like this madness has been happening forever.
Killing fields en perpetuam.
Someone sing a lullaby
Bye bye
And I’m all for Tallifer going full mercenary if he wants to.
Carborundum
I’m not sure I would trust the Levada Center numbers completely. I recall them having a decent reputation, but: a) there’s a significant discontinuity in their data that looks like it corresponds with the start of the war and b) their method of collection is in-person interview in the home. Not sure that’s the best mode given the context.
I would like to know what the thinking is for the assessment that Russia is going to weather global warming better than most nations. As I understand it – superficially, to be sure – it’s a pretty heavily petro-economy with a significant sideline in war toys.
rkka
The UK began despising Russia not too long after the Napoleonic Wars. The US started doing it in the early 1880s, around the time that they began replacing their Cuvil War navy with a new steel navy, with the explicit intention of becoming a globally dominant maritime power. In 1900, Alfred Thayer Mahan, the US seapower guru, proposed alliance between the US, the British Empire, the German Empire, & the Japanese Empire, to contain & pressure Russia until collapse.
There’s something about Russia’s size, especially with the Mercator projection, that stirs the undying enmity of dominant maritime powers, and the. desire to dismember it.
That’s been working out so well…
/s
Having smelt this war coming since the April ‘08 NATO conference in Bucharest, I wasn’t surprised by its start, nor its coming outcome.
bruce wilder
The notion that Putin’s Russia was a hollow, fragile state, which could be shattered or destabilized by sustained warfare against “NATO trained and equipped” Ukrainian forces while deprived of Western financial and technology flows, was the central self-deception and miscalculation. Anyone could do the comparative arithmetic on Russian and Ukrainian population and military resources, but such a calculation would have been an oversimplification and irrelevant in 2022. Russia’s vast natural resources were not an obstacle if Putin’s regime could be broken; they were a valuable prize if the Russian Federation could be shattered.
That cynical geopolitics of smash and grab did indeed backfire, because the assessments of Russia’s economic and financial position as well as its military capability were on balance ill-conceived. In part, I suspect that rabid Russophobia among key political figures both motivated the aggressive behavior and distorted the assessments.
For American and Western publics, the issue is not — ought not be that political elites cannot count. The count was not the mistake. The problem, I think, is the aggression. And, the manipulative propaganda that shrouds the aggression and the incompetence. The aggression, incompetence and the propaganda-induced ignorance about what is going on, what has been going on for decades, is of a piece.
The propaganda is central to how Western political institutions produce these horrific and destructive wars. It is important to understand that the production of the propaganda is a core task for political elites. They don’t sit around thinking realistically about what they want to accomplish and how to do it, and then as an after thought come up with a cover story. They plot and plan control of the narrative. The persuasive lie is job 1. Leading figures in this political ecosystem, underpinned as it is by career opportunities and finance provided from the operations of the military-industrial complex and the vast “intelligence and defense community”, come to prominence by demonstrating an ability to persuasively narrate the narrative and believe it. Anne Applebaum, Timothy Snyder, the Kagans including Victoria Nuland, James Clapper, Masha Gessen, John Brennan, Tom Friedman as well as any number of more nearly anonymous functionaries in the Media, the “think tanks”, the State Department, the CIA, the Atlantic Council, firms like Crowd Strike, et cetera are engaged as “knowledge workers” in the production of a coordinating consensus composed in large part of persuasive memes. They propagate this consensus (hence “propaganda”) and policy flows from it. Countless thousands know their missions because of the meaningful narrative fog that clothes and disguises and insulates policy from critical assessment.
It is definitely not one thing only, a monolith, this narrative consensus. It has layers, versions, facets — some highly simplified and dramatized for general consumption audiences and most electeds. I assume most of us recognize the tale of plucky, wronged Ukraine with whom all good, right-thinkers must “stand” putting an appropriate flag on their Instagram. Several commenters here subscribe to some variation, not just Tallifer. My point is not to ridicule the sentiments that attract people to such narratives. For the most part, I think those sentiments are admirable and positive. The narratives mobilize those good sentiments as well as help people make sense of the news and of political controversy. I am trying to focus attention on the common origin of both policy and narrative in the career-making of professional propagandists dependent economically on an enveloping institutional ecosystem of military contractors and state institutions of secrecy and surveillance. My point is that producing the propaganda necessary to mobilize support for policy distorts the thinking and assessments necessary to support policy formation itself. Propaganda as a core competence of important political actors and functionaries makes them incompetent as policy makers.
Why is the U.S. regarded by the Russians as agreement-incapable? The dedication to the concept of a rules-based international order, of course. The only acceptable “agreement” is to follow the rules and negotiations are superfluous to compliance. The “rules-based international order” is a narrative construction. The propaganda has taken over.
The Ukraine War has been fought in a global mind space, with competing narratives, recklessly careless about assessing both facts and moral claims. Action based on accurate calculation is precluded when the priority is manipulative propaganda to dominate public opinion and divert public opinion’s best impulses and instincts. I am aware that honest realism can get bogged down with complexity and the paralysis of analysis. But, this is “moral clarity” offered as fish bait.
I am not convinced that realistically Russia has before it opportunities to impose a military settlement on Ukraine even after Ukraine’s army ceases to function well enough to defend against Russian territorial advances, because it is not clear to me that Russia has sufficient resources to occupy or reconstruct the whole of Ukraine. The propaganda war probably would not permit a full occupation even if Russia had sufficient troops and economic power. Ukraine as a failed, rump state might not be able to produce leaders able to negotiate a settlement. Some kind of revolution in European attitudes is what Russia appears to me to need to truly win and I do not see how they could bring that about.
Jan Wiklund
Russia was the eighth ountry by real GDP terms in 2022, according to UN, about half of Japan. It looks rather impossible that they should double it in two years.
I wouldn’t believe what is said in war times, by any of the warring parties.
PPP terms is of course different, it always promotes poor countries against rich. So in PPP terms India is the third country in the world, not that far behind US. Russia is the fourth, less than half of India.
bruce wilder
Russia was the eighth country by real GDP terms in 2022, according to UN, about half of Japan. It looks rather impossible that they should double it in two years.
It is a measure of how disadvantaged Russia was in the so-called middle income trap. And a reminder of why counting might have made Russia look weak, then. Sanctions backfired because they removed handicaps.
Feral Finster
Keep in mind that nobody knows how large the gray markets are in Russia, or for that matter, Ukraine.
That oilgarch being driven around in a chauffeured Maybach may well officially be on minimum monthly salary, at least according to official records. And you believe that, right?
marku52
Turnip brain Biden, or whomever teleoperates his mannequin, approved US/UK missile strike in side Russia. A Russia declared Red Line. “Ah they are bluffing”
Nope. A new hyper sonic MIRV missile (with no warheads) descends on a missile factory in Dnipro. 6 reentry vehicles each spawn 6 more vehicles which descend at more than mach 5. the vids are terrifying.
There is no defense to this, and this missile has range to hit all of Europe. Will a sense of reality penetrate the dense skulls of the US government (whoever that might be, it aint Biden)?
Lisa Mullin
Ah wonderful Russia, where it’s illegal to be trans, LGBTIQ people are classified as national security threats, and men can bash women legally.
The state media can call Simone Biles and Serena Williams ‘men’ and call for the Olympics to be ‘Only for white men’.
And if you say you disagree with it, you get a free trip off a balcony.
What a paradise for women (and LGBT) hating racist white men. A true MAGA paradise.
No wonder you love it Ian.
Ian Welsh
Hilarious, I lost donors, including one who used to give me thousands of dollars a year because I wrote two posts: one defending trans people, and another saying rape is always bad, then some moron comes along and claims I’m anti-trans.
I permit discussion, but my own views are that people should be allowed to do what they want with their own bodies and that children around the age of puberty are not idiots and can make some important decisions themselves, if they need to be made at that age.
A search of “Putin is evil” will find that I have said so many times. I am pro LGBTQ and have been since the late 90s. I have said about Iran that I am an enemy of their ideology, too. I don’t approve of theocratic governments. However it happens that I’m even more anti-genocide than I am anti-theocracy, and that they’re the good guys right now, because they’re trying to stop a genocide. Likewise, while I don’t like all Russian policies, they aren’t always the “bad” guys and Putin is a hell of a lot less evil than many US Presidents. (Also way more competent.)
shagggz
@Ian,
What is your basis for calling Putin evil? I think it’s quite telling that you’re emphasizing your having said this in order to appeal to someone you apparently correctly deem a moron. I will bite my tongue from spelling this out further.
Ian Welsh
The second Chechen war was not a particularly restrained war. I will grant that Putin has become much better since then and I have repeatedly noted that Russia is a far more moral actor than America.
Anyway, I’m not interested in a debate on this or trans rights. I simply find it hilarious that people insist I hold positions I don’t hold and which my holding has cost me amounts of money that are significant to me.
shagggz
Russia is indeed the far more moral actor, largely due to Putin’s preternaturally patient and restrained forbearance in the face of relentless aggression. Being not particularly restrained in the Chechen war seems pretty weak grounds for calling him evil, considering that it too was defensive and that Chechnya now enjoys the fruits of rehabilitated relations.
Throwing around terms like “evil” in such a decontextualized fashion does a disservice to your analysis, and ultimately boosts those you correctly denounce.
Ian Welsh
The bombing in Chechnya was clearly intended to kill civilians and there was a lot of torture. I followed the war fairly closely at the time, and I am not going to forget just because it’s now buried in the past. The war was not prosecuted like the Ukraine war, where the Russians have gone out of their way to avoid civilian casualties.
People twist with the wind. Because they support Russia in the current war they think Putin must be good. OTOH, if they support Ukraine they act as if Putin is HItler, which he clearly isn’t. Putin TODAY as opposed to Putin during the Chechen war is much more restrained and avoids war crimes. (Too restrained in certain ways that are orthogonal to morality.)
I am not going to re-litigate this. I wrote the articles at the time, they are sufficient to the day thereof. (And were written on sites that no longer exist, alas.)
shagggz
I’m not as familiar with the Chechen war, and I’m sure all the things you say are true, as far as they go. However, given the broader context of who has been the implacable aggressor pushing for war regardless of whatever else happens, I cannot twist my mind into the shape required to call him evil. There are trees, but we must not lose sight of the forest.
Forecasting Intelligence
Agree with everything you have said there Ian.
On Ukraine you have been far superior in your analysis versus literally everything I have read in the legacy media and those so-called military experts.