Throughout this crisis, one key analytical divide (of several) has been between those analysts who focus on Russian domestic politics on the one hand, and military analysts on the other. I'm obviously in the former camp.
By and large, with notable exceptions, analysts of Russian domestic politics thought war was possible, but unlikely. We generally came to that conclusion based on the risks that a war entails for Putin domestically, and a general assumption about the primacy of domestic politics.
We can debate those conclusions and assumptions later, but we were obviously wrong.
Military analysts generally looked at the scale of forces arrayed against Ukraine and said this was too big to signal anything but war. It certainly looks like they were right.
At this point, we probably need to pay a bit less attention to people like me, and a bit more to the military analysts -- and especially to the journalists on the front lines, who will tell us what's going on.
War follows its own logic, which it will impose on the other logics of politics.
But that doesn't mean that domestic politics will go away, and that we will be able to ignore it forever.
Depending on how long it lasts, how "well" it goes (from a Russian military perspective), how hard the Ukrainian military hits back, and how the West retaliates, this war will impose greater or lesser costs on the Russian public and elite -- and thus on Putin.
For reasons I am unable to fathom at the moment, Putin is mortgaging Russia's future to pay for this war.
Not all Russians -- regardless of their place in the socio-economic food chain -- may be happy with that transaction.
As an academic, most of my research is on protests and revolutions, and one of the things we know is that people are most likely to rise up when they lose the ability to imagine a future better than today. This war has the power to do that.
So, while I'm done making predictions for a while, now is when the real analysis begins.
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One more thread today, and then I'm going to take a break and decompress for a while. This one's about protests and Russian public opinion.
Per @OvdInfo, there have been ~1700 arrests at anti-war protests across Russia today. Given the propensity of these numbers to lag, the actual number is probably higher.
We don't know how many people came out to protest. It may not have been very many, but it will likely have been 10-20 times the number who were arrested, at least.
Reading between the lines on sanctions, it's a decidedly mixed picture.
What has been announced thus far is very clearly not the full package of sanctions that had been on the table. Exactly why that's the case is a question worth discussing.
To be clear, these sanctions will hurt. Quite a bit. Together with the falling ruble, the financial and banking sanctions will sap Russia's reserves and raise its capital costs.
The sanctions on the offspring of oligarchs are more interesting. These are designed to sharpen the focus of the entirety of the Russian elite on the future, and to force them to reconsider whether they're willing to let Putin mortgage their kids' futures.
A bit of analysis, with the caveat that I am struggling to hold it together right now. People in my line of work aren't supposed to be affected by this stuff, but we are. Sorry.
The strategic ambiguity, as always, remains, but it is looking increasingly like cover for a war.
I am trying very hard to find a way to read "de-militarization and de-nazification of Ukraine" as anything but full-scale invasion. I'm failing, but hoping someone better than me succeeds.
Putin declared a war by another name -- a "special military operation". He also said there would be no occupation, but if you can have a war you don't call a war, I suppose you can also have an occupation that you don't call an occupation.
As best I can tell, Putin is declaring war on live TV at 05:45am Moscow time.
Drawing a series of parallels -- Chechnya, Crimea, Syria, Donbas. "We simply haven't been given another option to defend our people other than the one we are forced to use today."
"The People's Republics of Donbas have asked for our help. ... I have decided to launch a special military operation. ... We will seek to demilitarize and de-nazify Ukraine."
I'm seeing a good deal of ire and snark about UK sanctions, and while I'm usually up for a good deal of ire and snark, I'm not sure it's entirely deserved in this case.
If you missed it, here it is, targeting the assets and operations of key banks and billionaires.
Yes, it feels like small beans, compared to what the EU and the US are doing. But then the UK _is_ small beans compared to the EU and the US, which can, if they want, entirely upend the Russian economy. London can't.
If you believe he’s after Ukraine in whole or in part, then expect Putin to wait and see how Kyiv reacts viz military posture, and how US and EU react viz sanctions, and then re-calibrate his risk-reward model before deciding how far and how hard to press on.
If you believe he’s just after DNR/LNR and has written off the rest of Ukraine, then expect gradual creep to secure key infrastructure (see Georgia’s ever-shrinking borders), but probably avoiding major war (and major sanctions).