What could a peace deal in the Ukraine war look like? Would it lead to stability or a transition to insurgency?
In my FLOCARK map below I determined there are 3 major East/West defensive lines within Ukraine, anchored on the:
1: Carpathians
2: Dniper River
3: Donets River
I will assume that Russia invaded Ukraine because:
1. It thought Ukraine was on the path to joining NATO and they wanted a more defensible border 2. They wanted to directly or indirectly control the ethnically Russian parts of Ukraine.
There are many other explanations (mostly
economic or ideological) but I don't have a background to address those the way I can look at the terrain of the region from the operational level.
Looking at the 3 defensive lines, we can ignore the Carpathians (line 1). It would require a total collapse of the Ukrainian state.
In which case you don't need a contentiously negotiated peace deal. A similar comment applies to the Russians withdrawing to the pre-war border.
The best defensive feature by far is the Dniper river (line 2). Russia could hold the Dniper river with a sustainable sized force.
Line 3 on the Donets not nearly as good of a defensive feature, but it's a lot closer to the current "front line" and has much less risk of triggering a long insurgency.
To understand this dynamic let's take the oblast (province or state level) map of Ukraine and simplify it.
To take the optimal defensive line on the Dniper river Russia needs to seize the Chernihiv, Sumy, Dnipro and Kharkiv oblasts. Even in Feb-Mar 2022 they seized less than half of this area, so it would require a major breakthrough by the Russian army.
The small portion of the Kyiv oblast east of the Dniper river is also a major problem. The part of Kyiv on the east bank is about 875 sq km, which is more than 20x the size of Bakhmut. More on this later.
For the Donets line the Russians 'only' need to seize parts of Kharkov. At the cost of maintaining a larger force they could tie the Donets river line into the Dniper line through Kherson and Zhaporizhia. This would maintain the land bridge to Crimea.
But for either scenario what are the risks of an insurgency developing in the Russian controlled area? This was, after all, the original US plan for dealing with the Russian invasion of Ukraine.
I scored each oblast on the % of primarily Russian speakers and election results.
I assume this is a good metric for the insurgency vs collaboration risk, though there's been a lot of movement of people since the invasion that undermines the validity of these numbers.
The map below has red for Russian aligned, yellow for Ukraine aligned and white for mixed.
The Russians therefore have three contradictory goals in which oblasts to attempt to seize: 1. A defensible border; 2. Controlling the more Russian speaking areas; and 3. Minimizing the risk of a protracted insurgency.
#1 requires not taking Odesa or Mykolaiv, which violates #2.
#1 also requires taking Chernihiv, parts of Kyiv, Sumy and Poltava. The first two are a high risk for a long insurgency, the second two are a moderate risk.
Combining the defensive value of an oblast with the risk of a long insurgency give the following map:
So Russia is most of the way to a good balance of defensibly and avoiding an insurgency. But there's isn't an optimal solution for Russia in Ukraine.
If they maximize controlling areas with significant ethnic Russians they will have a border that isn't easy to defend.
Maximizing a defensible border will expose them to a long insurgency in the North and involve abandoning the ethnic Russians in the south-west.
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A number of people attacked my claim you can only be certain a tank is destroyed if the turret has popped off.
In giving a detailed answer to this question I discovered another issue with OSINT tracking of vehicle losses. They report 2x the expected ratio of destroyed tanks.
To begin with, armies only use terms like destroyed & damaged at the tactical level. A vehicle is considered destroyed if it cannot be used without being rebuilt (see FM 3-0 below).
In practice this means an AFV with battle damage requiring 3rd line maintenance (higher than
brigade level) is destroyed on the tactical level. However, for questions like "will Russia run out of tanks" you need to know what happened at the 3rd & 4th line.
This is where reclamation, cannibalization & salvage process will rebuild some of those tactically destroyed AFVs.
As promised, here's my audit of Oryx's equipment loss tracking.
Oryx is well touted by institutional and mainstream media sources for an independent and open source verifiable low end accounting of equipment losses in the Ukraine War.
The Russian losses page links to images for over 13,000 lost pieces of equipment, so auditing the site as a whole isn't viable.
Instead I chose the first 10 entries, which took me about 1/4 through the T-62M losses.
The results indicate Oryx is a very poor source indeed.
To be a good & independently verifiable source it should show:
- The image's metadata
- The geolocation & how it was confirmed
- The original source of the image
- The description of the vehicle & status is accurate
- You can confirm the nationality