Greetings from Kyiv. I have spent the last several days in Ukraine, here in the capital, and in the southerly regions of Odesa, Mykolaïv, and Kherson, trying to get a sense of the state of the war. I will write more about the experience, but I thought that it might be a good time to share my most general sense.
It is a crucial moment, partly because of what is happening, and partly because of our own sense of time. One and a half years is an awkward period for us. We might like to think that it can be brought to a rapid conclusion, with this or that offensive or weapon. When the war does not quickly end, we jump to the idea that it is a “stalemate,” which is a situation that lasts forever. This is false, and serves as a kind of excuse not to figure out what is going on. This is a war that can be won, but only if we are patient enough to see the outlines and the opportunities.
Russia’s gains in this invasion were made almost entirely during its first few weeks, in February and March 2022. Those gains were largely possible thanks to the fact that Russia had seized the Crimean Peninsula in its earlier invasion of Ukraine in 2014. Over the course of 2022, Ukraine won the battles of Kyiv, Kharkiv, and Kherson, and took back about half of the territory Russia gained.
In the first half of 2023, Russia undertook an offensive that gained almost nothing but the city of Bakhmut. In the second half of this year Ukraine has undertaken a counter-offensive which has taken far more territory than did the Russian offensive, but which has not (yet) changed the overall strategic position (but could). In Russia, a military coup was attempted by Yevgeny Prigozhin, the leader of the mercenary group that took Bakhmut. He and Putin made a deal, after which Putin killed him. In a related development, Sergei Surovikin, probably the most capable Russian general, has been relieved of his command. Russia now has no meaningful offensive potential. Its strategy is to continue terror against civilians until Ukrainians can endure no longer. This, judging from my experience anyway, is not a tenable approach. On the other hand, Russia has had time to extensively fortify a long long of defense in the east and south, and to prepare for Ukrainian offensives. This makes Ukrainian offensives very difficult.
Ukraine did want to press forward last year, before the fortifications were built. It lacked the necessary weapons, and Elon Musk chose to cut Ukraine off from communications. That move likely extended the war. Because Musk’s decision was based on his internalization of Russian propaganda about nuclear war, and was accompanied by his repetition of that propaganda, he made a nuclear war more likely. If powerful men convey the message that just talking about nuclear war is enough to win conventional wars, then we will have more countries with nuclear weapons and more conventional wars that can escalate into nuclear ones. Ukraine has been resistant to this line of Russian fearmongering, fortunately for us all.
Categories: Geopolitics


















