In today’s New York Times column Thomas Friedman outlines three scenarios he envisions for how the Russia-Ukraine war might end: the “full-blown disaster”, the “dirty compromise”, and “salvation”.
The “full-blown disaster” is that Putin succeeds in destroying Ukraine as a “free independent state” and installs a government more to his liking in the country. Not only is it “well underway” as Mr. Friedman puts it, it is by far the most likely scenario.
The “dirt compromise” is that Ukrainian resistance is sufficiently stiff to delay Russia sufficiently for the various economic sanctions to bite sufficiently that both sides are willing to compromise:
Its rough contours would be that in return for a cease-fire and the withdrawal of Russian troops, Ukraine’s eastern enclaves now under de facto Russian control would be formally ceded to Russia, while Ukraine would explicitly vow never to join NATO. At the same time, the U.S. and its allies would agree to lift all recently imposed economic sanctions on Russia.
Here’s Mr. Friedman’s dream scenario:
Finally, the least likely scenario but the one that could have the best outcome is that the Russian people demonstrate as much bravery and commitment to their own freedom as the Ukrainian people have shown to theirs, and deliver salvation by ousting Putin from office.
I agree with Mr. Friedman that would be the best case scenario if not for some pesky issues. It may indiscreet of me to mention this but are the western Ukrainians actually the freedom-loving liberal democrats they are being portrayed as in our media? I think the evidence suggests they are ethnic Ukrainian nationalists. If not why was one of the first actions of the new Ukrainian government following the “Revolution of Dignity” to end the regional of not just Russian but also the Hungarian and Romanian languages? Protecting the rights of minorities would seem to me to be a key indicator of a liberal democratic order.
It seems to me that there are several more scenarios that should be considered for how this tragic invasion might unfold. The first is that having taken Ukraine’s major cities, President Putin might settle for a demilitarized and non-NATO joining ethnic Ukrainian western Ukraine and an ethnic Russian eastern Ukraine which might or might not federate with Russia. I don’t think it’s likely but it should be considered possible.
The second is that Ukrainian resistance continues over a protracted period and, despite the economic sanctions imposed by the West, Putin remains adamant and continues the conflict. Sadly, I think this may be the most likely scenario.
Third is that Putin becomes desperate enough to use nuclear weapons in his assaults on Ukrainian cities. Then what?
Update
Today seems to be the day for scenarios. At the blog of the Atlantic Council Barry Pavel, Peter Engelke, and Jeffrey Cimino count up four scenarios for how they see the war in Ukraine unfolding. They are:
- Ukraine’s military and civilian resistance overcome the odds and grind Moscow’s advance to a halt, preventing Russian President Vladimir Putin from toppling Kyiv’s democratic government and establishing a puppet regime.
- Russia manages to topple Ukraine’s government and install a puppet regime but neither Ukraine’s armed forces nor its population are ready to surrender.
- Russian forces manage to take control of the country through the use of increasingly heavy-handed weapons and tactics. Resistance against a Putin-installed puppet government is simmering and omnipresent, but it is put down with brutal force and does not prove strong enough to pose a significant challenge to the substantial Russian forces that remain in Ukraine.
- A NATO-Russia war
Three seems the most likely, especially if the NATO countries are unwilling to do without Russian oil.
The need for compromise between the West and Russia will increase as time goes on. At some point it won’t be between Ukraine and Russia talking but all of NATO and Russia.
While Russia has been embargoed from the international financial system; its effect on Russian physical exports is slowly cratering the global economy.
i.e. while Russia can’t get the hard currency to import things it needs; the global economy can’t get the energy and food it needs from Russia.
While developed countries can deal with paying more to get sufficient energy/food for their citizens to survive; non-developed countries can’t and will have unprecedented unrest.
i.e. if 200K / per month people across the southern border is high, a food crisis in Central America could drive that to 1M / per month.
What happens to supply chains if oil is at $150, $200, $250?
Just as a reminder of where prices can go.
From 1970 – 1973; oil went from $20 to $60 (in 2015 dollars) during oil embargo. In 1990, oil went from $21 to $48 during Iraq invasion.
Given oil was $80 in Dec, its not unrealistic oil goes to $250 in a few months if no compromise is found.
By the way; given those political pressures to support Ukraine and get oil prices down — I suspect the cries to intervene militarily is going to get much louder soon (a fantasy way of using 1 stone to kill 2 birds).
The Russians have consistently said that they want a neutral, demilitarized, and denazified Ukraine. They used to insist on implementation of the Minsk accords, too, but now that they have recognized the Donetsk and Luhansk, the accords might be off the table.
The Russians also claimed up to the invasion that they did not want any Ukrainian territory, but that might be off the table, too. Certainly, annexation of the entire Ukrainian coast line, which has plenty of ethic Russians, would make some sense, at least to Putin. It would also connect Russia with its forces in separatist Transdniestria, which are there by treaty.
Russia has also made threats to both Sweden and Finland warning them not to join NATO. Of course, the threat are being ignored, but they indicate a significant expansion of the current war is possible.
And then there are the Baltic states, with NATO forces only a few hundred miles from St. Petersburg, closer than Columbus to Chicago.
The activation of Russia’s nuclear forces is aimed at NATO. There will not be any nukes detonated by Russia on Ukrainian soil.
Anyone living in a big city ought to consider taking an early vacation to some secluded rural area, like the Upper Peninsula or Banff.
Interesting piece in the Atlantic today
https://www.theatlantic.com/science/archive/2022/03/ukraine-russia-chernobyl-warning/623878/
What Russia Is Stirring Up at Chernobyl
The 1986 explosion at the plant was a turning point for independence in Ukraine. Now Russia is threatening to make the country relive that trauma.
By Adriana Petryna
No need to drop a bomb, the nuclear threat is possible without them,
I was in Germany in 86 when the Chernobyl melt down happened, it took a bit of time for the radioactive dust to clear. There are 15 old reactors in Ukraine right now!! There are Russian troops there now digging around, what’s up with that? Is this Putins ace up his sleeve??
Or maybe they don’t want a “dirty bomb” to be used against them. Or both.