Thursday, March 3, 2022

How this ends for Ukraine

Proverb: "God is on the side of the big battalions."


There are several ways this could end. In all of them, Ukraine loses.


Russia's seven-day-plan didn't work out. Ukraine did not fold its poker hand in the face of overwhelming power. It would have been the smart move in poker. When the opponent shows two aces and you have nothing, fold with most of your chips intact and await another deal. Ukraine didn't fold.

Russia is escalating its tactics. Amid the fog of self-interested reports, some things are undeniable. Russian artillery is either firing indiscriminately into cities or targeting residential and civilian structures. In total war, Russia has the winning hand.

40-mile convoy of Russian troops and equipment

Ukraine is making Russia pay a price. Ukraine has the sympathy of the West. Ukraine is adjacent to the West and arguably part of it. It is European, White, and Christian. Ukrainians are witnesses to their victimhood and can upload videos. Their president is popular. They have turned Putin and Russia into pariahs.

It won't be enough. Russia surrounds Ukraine on three sides. it has a much larger army and it is willing to do whatever it takes to win. It is not a question of whether Russia wins this, but when, and how Ukraine loses.

Losing Option 1. Ukraine folds this week. There is reason and morality for this. Ukraine is overmatched. It issued rifles to civilians who stand to get slaughtered--and for what? To extend a hopeless war for an extra day or two? And in the prolonged fighting as troops close in on Kiev, Ukraine's bridges, hospitals, schools, and apartment buildings get destroyed and the people in them are killed. President Zelensky's patriotic nationalism is inspiring, but prolongs a losing war. It is selfish. He knows that. Zelensky, as a matter of conscience, might present himself for arrest to save the lives of his countrymen.

Losing Option 2. Ukraine fights on for another few weeks. The end might be slow. We might witness building-to-building street fighting in Kiev. Zelensky could broadcast brave announcements from a basement bunker. He would be Churchillian: Never give up. Never. Never. Eventually Zelensky will be killed or captured. Either way, he is silenced and removed from the scene. A new government will be installed by the Russians. Ukraine begins adjustment to the new reality. Russia starts a propaganda campaign inside Ukraine with stories about Zelensky's corrupt dealings, his disgusting war crimes, how he was despised by his staff, and how his self-serving heroics cost tens of thousands of Ukrainian lives. They will make him pay for trying to be a hero.

De Gaulle in London

Losing Option 3. Resistance, then Zelensky escapes. Zelensky announces he represents the legitimate government in exile somewhere. Like Charles De Gaulle after the fall of France, Zelensky keeps hope alive with regular broadcasts, cheering the resistance. This means the dream of an independent Ukraine persists, with sabotage, arson, suicide bombings, and snipers harassing the Russian occupying force. It keeps Ukraine in perpetual turmoil. It is an operational and public relations nightmare for Putin, but also a dangerous place to live. Russia establishes a puppet government in Ukraine but it maintains little legitimacy or popular support because Zelensky is a pebble in the Russian shoe. Putin maintains a brutal police state in his new quagmire. 

In all three outcomes Putin promptly establishes a new government that takes direction from Moscow. Ukrainians settle into a life with internal spying and monitoring of suspicious behavior. It will be as heavy or light a yoke as Russia finds necessary. If dissent settles down, it will be a return to a Soviet-era life remembered by people over the age of 40. It is life as experienced in Russia and China today, with strong authoritarian government, and no way for citizens to change it. People survive this. Authoritarian governments are orderly. They can address problems swiftly and decisively. Many people prefer it to the disputatiousness of democracy.

The long view. Option 4. However Ukraine loses, the defeat won't last. Everyone dies. Everything changes. Oligarchs might depose Putin, or an assassin or Putin's prostate cancer might kill him. Technology will change the world economy--Russia's too. The oil trade will change. There might be new wars, perhaps disastrous ones for the world. Time will continue to shuffle the deck. Whatever the political status quo will be for Ukraine at the end of 2022, it will be very different in a generation.

20 comments:

Dave said...

Sounds about right prediction wise. Part of me is in the fight reveling with the upstart Ukrainian’s, being the underdog, but your scenario’s puts a damper for me. Do I really want another Afghanistan for Russia? Is that a good outcome for the Ukrainian people?
I want Russia to suffer, but…

Anonymous said...

This should be renamed the Eeyore blog (from Winnie the Pooh). How of your doom and gloom predictions have actually come true? Biden won the nomination and the general election. You wrote him off both times.

John F said...

While Mr Sage's blog has a predictive quality today the events around the financial world intended to inflect loss and capture assets of the Russian oligarchs is having a profound effect. Almost unmeasurable loss of safety they have never felt before as Western governments confiscate their funds, yachts and property as the West attacks the kleptocracy that is Russia today. What value do these riches contain if they are by equivalent at the bottom of the sea. As a financial advisor to wealthy clients he must know the lengths wealthy people will go to to protect and recover their wealth and the visceral turmoil it causes them going forward. In this case we hope they will focus of the current leader of Russia, perhaps installing one of their own to end it.

As a side note: Has anyone figured out what the letters "Z" and "V" mean painted on military vehicles attacking from the north and south? Is it just coincidence that VZ is the initials of Ukraine's President? Or, are they simply the designation of opposing forces in Russia's canard about the forces gathered at the border were simply engaging in war game exercises?

Mike said...

It’s ironic, in a way, that we’re so committed to preserving Ukraine’s democracy but can’t even agree on how to preserve our own. Some insist we should just move on after Trump’s attempted coup, never mind that the perpetrator remains the leader of the GOP and can’t stop talking about how smart Putin is. And while their leader praises Putin, Republicans pretend they’re all for the most severe sanctions possible against Russia. Wait until they realize it’s increasing the price of gas. Then we’ll see how much they value freedom. Spoiler alert: They don't value it much or they wouldn't support Trump.

Rick Millward said...

"Many people prefer it..."

Only those imposing it...

Mc said...

Perhaps one casualty in this will be Trump's standing.

But I'm sure the Trump synchophants are busy spinning about how Trump stood up to Putin all along, etc.

Let's never forget the damage the orange menace and the republican party have done to this nation and this planet.

Michael Trigoboff said...

What Peter leaves out is fighting spirit. The Ukrainians have it. The Russian conscripts do not.

That 40 mile column of Russian war machinery is bogged down and has become a linear array of sitting ducks.

Let’s remember that the Soviets were defeated in Afghanistan by a primitive guerilla military armed with our Stinger missiles. There is no reason why a far more advanced Ukrainian army armed by us with Stinger and Javelin missiles can’t do the same to Russia.

I support the Ukrainians in their heroic fight against tyranny. I will be making a large cryptocurrency donation to the Ukrainian government today. If any of you would like to do that too, here’s how. This is a cause that should unite all of us, regardless of our domestic disagreements.

Razom nas bahato!

Mike said...

Michael:
"This is a cause that should unite all of us..."

That's the same way I feel about the Freedom to Vote Act. Anyway, we'll all be supporting the Ukrainian war effort with higher gas prices. I hope Republicans remain committed anyway, but I suspect they'll soon be denouncing Biden for it.

Rafe Tejada-Ingram said...

The Ukrainians efforts have been nothing short of heroic so far. It makes sense since they are literally fighting to defend their homeland and way of life from falling into the hands of a sadistic autocratic.

In terms of gas prices, I for one would be happy to pay $10 a gallon if that's what it took to apply the economic vice to Putin in a way that seriously makes him reconsider his actions and abort this insanity.

Here's hoping the Ukrainians can keep up the fight, daunting though it may be. We sure as hell better be sending them as many Javelins as they can use.

Michael Trigoboff said...

Injecting US partisan politics into the topic of Russia's atrocities in Ukraine is just wrong. Ukrainians are fighting and dying to defend their freedom.

People in the US paying higher gas prices does not "support" the Ukrainian war effort in any way. Claiming that it does is careless thinking. Sending the Ukrainian government cryptocurrency, as I am about to do, is how to support the Ukrainian war effort.

Speaking of Russia's atrocities, here's the latest from the Ukraine IT Army channel on the Telegram app:

Russia right now bombing the largest nuclear plant in Europe based in Energodar, Ukraine.

Razon nas bahato!

Michael Trigoboff said...

Injecting US partisan politics into the topic of Russia's atrocities in Ukraine is just wrong. Ukrainians are fighting and dying to defend their freedom.

People in the US paying higher gas prices does not "support" the Ukrainian war effort in any way. Claiming that it does is careless thinking. Sending the Ukrainian government cryptocurrency, as I am about to do, is how to support the Ukrainian war effort.

Speaking of Russia's atrocities, here's the latest from the Ukraine IT Army channel on the Telegram app:

Russia right now bombing the largest nuclear plant in Europe based in Energodar, Ukraine.

Razon nas bahato!

Mike said...

Pointing out that the leader of the Republican Party sings Putin's praises isn't partisan politics, it's a fact.

Michael Trigoboff said...

I am working at trying to build unified support for the Ukrainians’ fight against tyranny. You, Mike, could be part of that too, instead of throwing partisan rocks at the effort. The choices you make say a lot about your priorities.

Mike said...


Michael:
Thank you. I support the Ukrainians even though their fight is hopeless, but my priority is preserving our own democracy. I wish Americans cared about that as much as you obviously do about Ukraine. If we did, the White House ringleaders of the attack on our Capitol would be in jail along with the clueless whackos who did Trump's bidding.

Meanwhile the U.S. is doing what it can for Ukraine. It will cost us, but I don't object to that, so I'm not sure what your beef is.

Michael Trigoboff said...

My beef is you injecting irrelevant partisanship where it doesn’t need to be. Everything doesn’t have to be about US politics. The Ukrainians’ brave fight is not about Trump, or voting bills, or any other aspect of our partisan divide.

When I say, “Ukraine,” there’s no reason why you have to respond, “Oh, yeah? Voting rights bills!”

Ed Cooper said...

Mike ; by deflecting attention to Ukraine away from Republicans continued support of Trump, they think his treasonous acts might fade away.
I sent a $100 to a Ukrainian Citizen this morning by reserving a room in his Air B&B, for next week. I hope he lives to spend it on food or bullets.

Low Dudgeon said...

edc.pers--

For once we're on the same page. What really chaps my arse even more than the idle commentary about Putin is Trump green-lighting the Nord Stream II pipeline from Russia to Europe, giving Putin new leverage, practically the same day he put the kibosh on our own Keystone pipeline which would have helped continue our energy independence, instead of now being left begging OPEC to increase production, even as we continue to this very day, despite the Putin Invasion and those Tough Sanctions, to spend billions a day on oil and gas from Putin and Russia, funding the invasion. But yeah, that irresponsible verbal support....

Ed Cooper said...

Please explain how a Canadian pipeline, being built to transport Ca n.v Asian Oil to texas for refining and transshipment to Asian Markets contributes to U.S. energy independence.

Low Dudgeon said...

edc.pers—

Here’s where your own minimum due diligence takes over. The Keystone was to handle American gas. The Nord Stream certainly does not, if green priorities and smart geopolitics are to govern. Once you’ve acquainted yourself with the rudiments, your informed assessment can follow. Good luck!

Mike said...

Actually, the Keystone pipeline would be carrying Canadian tar sands oil – not gas – to refineries on the gulf coast, which currently export over 60% of their product.