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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Romania has barred Calin Georgescu from running for President
Some thoughts on Romania's decision and what it might lead to /THREAD
Romania has used legal pretexts to justify the detention, election cancellation and ban
One is undeclared funds of 1 million euros and second is a cyberattack by a state actor that compromised the election process /1
Georgescu has not been convicted for the funding question yet and other candidates with funding obfuscation (including from Russia) like France's Marine Le Pen have not seen their political involvement end
Donald Trump has called for tariffs and banking sanctions on Russia if they don't pursue peace
Here's what a maximum pressure strategy towards Russia could entail /THREAD
The first steps would be to close gaps in the sanctions regime that allow Russia to funnel revenue to its war machine
The most blatant gap is Rosatom, as civilian nuclear energy is unsanctioned, but there is scope in the energy sector especially LNG /1
Inflation is a key issue afflicting Russia's urban war economy despite sky-high interest rates
Anything that restricts Russia's import supply chains via tariffs would exacerbate that but given how comprehensive sanctions are already, multilateral compliance is key /2
Secretary of State Marco Rubio has described the Ukraine War as a proxy war
Some thoughts on this comment and its significance /THREAD
A proxy war assumes that Ukraine is effectively a staging ground for a conflict between two major power blocs
This could be Russia and the US/EU or more expansive Russia and its autocratic allies China, Iran and North Korea versus Western liberal democracies /1
It assumes that the primary goals of both sides are geostrategic
Russia is seeking territorial expansion to guard against NATO and secure rare earth minerals
The West is trying to expand its reach in Eastern Europe /2
It is the final chapter in a story of Western restraint which has prevented Ukraine from being able to triumph against Russian aggression
I tell the story in this thread/THREAD
In 2008, Russia invaded Georgia in order to assert its control over South Ossetia and thwart its NATO membership
Russia began issuing passports to nationals in Crimea as the Georgian War ended but the West looked the other way and did not sanction Russia over Georgia /1
In 2014, Russia annexed Crimea and instigated "separatist" movements in the Donbas
The Obama administration refused to authorize lethal aid to Ukraine and Germany pursued Nord Stream-2
Russia escaped with individual sanctions that caused a mild downturn in 2014-15 /2