Many of the skeptics of possible Russian invasion of Ukraine seem to largely base their confidence in the idea that a large-scale military operation against Ukraine would be devastating to Russia in economic and human costs and, thus, would be foolish for Putin to undertake 🧵
However, this analysis discounts 2 possibilities:
1. Skeptics may be right about the tremendous costs of invasion for Russia but discounting that Putin may be underestimating them. He may believe the military op would be cheap and quick, while economic sanctions not very severe
And second possibility:
2. That skeptics are wrong and Russian General Staff may have planned a devastating blitzkrieg that can quickly decimate Ukrainian forces and, with utmost brutality and good intelligence, quickly destroy all major resistance to the east of the Dnieper
And that Russia, with considerable help from China and significant reserves, can withstand economic sanctions & export controls as long as its oil/gas sector is untouched (as seems likely)
The invasion may or may not happen (I personally still think it’s highly likely but I am not fully certain) but it seems to me that skeptics should not discount these 2 possibilities out of hand
END
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A month ago on this site I predicted that Putin is likely to invade Ukraine this winter. Since then the White House, among others, have come out with a similar assessment.
Let’s talk now about how such invasion may unfold and what its primary goals might be 🧵
First, Russia is going to need a casus belli for attack. The most likely scenario is that Putin will create a pretext for war by manufacturing a Ukrainian attack on Russia.
His other option is to try to provoke the Ukrainians into reckless action but that is less likely given how cautious and watchful they are for this scenario and how restricted their rules of engagement are in Donbas
Ryabkov, the head of RU delegation, went out of his way to deescalate the rhetoric and say that the US delegation came to have a serious discussion. That’s clearly a positive given the quite radical statements coming out of Putin, Lavrov and even Ryabkov prior to the talks
Ryabkov insisted that there is no intention to attack Ukraine. However, I would not read too much into it. Even if he is telling the truth, it’s unlikely that he would be told of such plans (MID is rarely kept in the loop)
My original thread on the high likelihood of Russia’s invasion of Ukraine in the next 2 months has sparked a lot of great conversations and debate, so I now want to follow it up with another that discusses a potential solution to resolve this crisis peacefully🧵
First, let’s quickly recap why Russia’s invasion is very likely
TL;DR Putin believes that the time to achieve his strategic objectives of keeping Ukraine out of Western military orbit is NOW because it is
a) doable (militarily, politically and economically) and
b) if he doesn’t do it now, it might be too late in the future
In the last few weeks, I have become increasingly convinced that Kremlin has unfortunately made a decision to invade Ukraine later this winter. While it is still possible for Putin to deescalate, I believe the likelihood is now quite low. Allow me to explain why 🧵
There are numerous signals that Russia has sent recently that make me believe invasion is almost certain, as well as a substantial number of reasons for why this is the preferred route for Putin
Signal:
The obvious one. The military build-up on Ukraine’s borders (in the north, east and south in Crimea). This mobilization is qualitatively and quantitatively different from the past
Unfortunately, National Cyber Director is an unhelpful distraction. The idea that nominating a single person for an office that Congress hasn’t even bothered to fund yet will make a difference in confronting our nation’s numerous cyber challenges is ridiculous 1/4
We have a person in the White House who has been incredibly empowered to solve these problems. Her name is Anne Neuberger and she has a newly created and extraordinarily powerful role on the NSC as Deputy National Security Advisor for Cyber 2/4
I wish someone would tell me at least one thing that people think NCD would do that Anne can’t do in her (arguably much more powerful) role? 3/4