I completed my doctoral thesis at Oxford last year on Russia's military interventions in Ukraine and Syria.
Based on that research, I am sharing some thoughts on why Russia invaded Ukraine and what Putin might do next /1
Russian military interventions are often explained by geopolitical opportunism or regime insecurity
It is intriguing that Russia would invade Ukraine when its great power status was rising and there was no immediate threat to Putin's regime /2
Geopolitical opportunism has been chronically overplayed. Russia's annexation of Crimea and Black Sea foothold was not rationally worth the cost of Western sanctions.
Even in Syria, Russia embarked on a potentially high-risk, uncertain reward mission that ended up succeeding /3
Regime insecurity has also been exaggerated as a driver of Russian aggression.
The 2011-12 protests might have influenced Russian alarmism about Euro-Maidan and the Arab Spring, but there was no serious threat of unrest diffusing from Kyiv and Cairo to Moscow /4
Putin has instead used military interventions as a tool of legacy-building and identity construction. He is focused on the long-term legitimacy of his regime and Russia's political system
Hence, he is willing to take excessive short-term risks and incur geopolitical costs /5
Putin's legacy hinges on satisfying domestic great power status aspirations
This means having a sphere of influence, effectively challenging the US-led legal order, and having a superpower-style global reach
The image of greatness matters even if Russia is actually isolated /6
Putin has also deftly framed his military interventions as a triumph against long-standing perceived internal threats
Fascism, uncontrolled unrest, Western expansionism, Islamic extremism- these narratives date back to Hungary 1956, and endured through the Soviet collapse /7
Putin has also effectively rationalized the costs of military interventions to the Russian people
Highlighting Russia's capacity for self-sacrifice as a contrast to perceived Western decadence is crucial. Hence the continuous World War II Great Patriotic War references /8
The war in Ukraine allows Putin to showcase Moscow's control over its sphere of influence, willingness to combat socially accepted threats and feeds into popular conceptions of "Russian strength"
It is an identity construction and authoritarian consolidation project /9
There are two differences between Russia's current and past actions:
The first is the extent of Russia's willingness to take risks in support of these goals
The second is Putin's reading of public opinion- he is appealing to a core base rather than the public writ large /10
Putin's conduct suggests that he will continue the war in Ukraine until he achieves a success that he frame as a legacy or identity construction win
Given his framing of the war, that likely means he will continue pursuing regime change, but not necessarily an occupation /11
Given this calculus, sanctions are unlikely to deter Putin, and diplomacy is unlikely to change his mind
Only an intra-elite schism, which poses an immediate threat to his regime, might cause him to recalibrate, and even then, most likely only temporarily /12
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The Strait of Hormuz is once again in the cross-hairs of US-Iran tensions
Here is what we should be paying attention to /THREAD
There are two scenarios for a Strait of Hormuz blockade
The first is an isolated blockade: this forces Saudi Arabia to reroute some oil through the Red Sea and the UAE via Fujairah while choking off Qatar's LNG, Iraq and Kuwait's oil /1
The second is a multi-pronged maritime chokepoint offensive
The Houthi-Al Shabaab alliance chokes of the Bab el-Mandeb and strikes on Fujairah follow (2019 UAE attack is a precedent). This drags the GCC countries into the US-Iran conflict /2
Saudi Arabia and the UAE's divergence is grabbing widespread attention
Here is how my company Pangea Geopolitical Risk assesses it /THREAD
Due to the vitriolic nature of commentary from Saudi and Emirati influencers, many people are drawing comparisons to the 2017 Qatar blockade
These comparisons are misleading for several reasons /1
First, the naked adventurism of 2017 has de-escalated into a climate of cold peaces and managed contestations
There isn't appetite for a GCC rift and even with the Iran protests heating up, Saudi/UAE/Bahrain aren't clamoring for regime change in a unified voice /2
The RSF's El Fasher massacre has killed thousands and famine threatens the lives of millions
Here is a layout of how we got to this point and why the West deserves much of the blame /THREAD
Western policy towards Sudan has been characterized by contradictions and incoherence
Intense engagement followed by disinterest, shifting attitudes towards perpetrators of violence/genocide and a tendency of abandoning the country when it needed support most /1
The story starts during the Cold War
The US was looking for additional bulwarks against communism to complement its robust foothold in Zaire and forays into the Horn of Africa (Somalia/Ethiopia in alternation) /2
Kazakhstan has officially joined the Abraham Accords
Here's the context behind that move and what it means /THREAD
Kazakhstan and Israel already have established ties, they date back to the immediate aftermath of the Soviet Union's collapse (1992 to be precise)
Israeli Prime Minister Benjamin Netanyahu already visited Kazakhstan in 2016 /1
Kazakhstan has also maintained an equi-distant policy in the Gaza War and the prevailing view from journalistic pieces/research on Kazakh society is that it wants to be insulated from Middle East developments
So engagement with Israel is par for the course /2
A ceasefire has taken hold in Gaza and Israeli hostages are about to be released
Here's an overview of what will likely come next /THREAD
The ceasefire was driven by two key factors
The first was that Hamas saw no chance of outlasting Israel's military resolve and surviving as a governing power in the pre-2023 form
The second was that Israel also realized the complete annhiliation of Hamas was unachievable /1
Pressure on Israel from the US was also mounting
During my recent trip to Washington, Democrats framed Israel's war as a Netanyahu regime survival mission and Republicans were quizzical about whether Israel was trading short-term wins for long-term insecurity /2