Is Russia About To Invade Ukraine?

With thousands of troops amassed on the border and talk of a “humanitarian intervention”, NATO warns that it might be:

“We’re not going to guess what’s on Russia’s mind, but we can see what Russia is doing on the ground – and that is of great concern. Russia has amassed around 20,000 combat-ready troops on Ukraine’s eastern border,” NATO spokeswoman Oana Lungescu said in an emailed statement. NATO was concerned that Moscow could use “the pretext of a humanitarian or peace-keeping mission as an excuse to send troops into Eastern Ukraine“, she said.

Ian Bremmer doubts this is a bluff, although it’s not really what Putin wants:

Sustained intervention is Putin’s current and preferred approach, where he can foment enough instability through the separatists that a unified Ukraine cannot pull away from Russia. The “long game” is more Russian arms provisions and economic pressure until Kiev is forced to accept a deeply Russia-influenced federal system. Direct invasion would come with a much more staggering price tag. First and foremost, the Russian people are opposed. …

But even though Putin still prefers the intervention route, it makes sense for him to brace for invasion. The mere threat has strategic benefits: it’s primarily a deterrent against Ukrainian President Petro Poroshenko, demonstrating the consequences for a siege of Donetsk and Luhansk. In addition, it makes the West focus on the question of ‘Will Russia invade or not invade?,’ drawing attention away from the blurrier forms of intervention that Putin is already engaging in.

Emile Simpson urges Western governments to give Putin a way out of this mess:

If the West is serious about stopping naked Russian aggression against a sovereign state, but nonetheless recognizes Moscow’s own interests in this conflict, it should put its money where its mouth is by reconfiguring its sanctions to be a deterrent rather than a punishment, and look to the U.N. or OSCE to seek a real international peacekeeping or monitoring force that gives Putin a face-saving way out. Otherwise Western policymakers will be left with two unsavory options, should Russia intervene further in eastern Ukraine: either effectively to accept a fait accompli, as in Crimea, or react with half measures that only further provoke a Russian president who feels he can only fight his way out of the corner he’s been boxed into.

Meanwhile, Anna Nemtsova reports on the growing humanitarian crisis in eastern Ukraine, where government forces are still battling pro-Russian separatists:

At a United Nations emergency meeting in New York on Tuesday, John Ging of the Office for Coordination of Humanitarian Affairs warned the Security Council that the worsening situation in eastern Ukraine caused “an increase in numbers killed” and put millions of people at risk of becoming victims of violence. On Wednesday, Ukrainian officials urged Russia to stop Grad rocket fire from across the border, while Russia accused Ukraine of carrying out artillery and air strikes. Local medical personnel and volunteers struggling to help the increasing number of victims complained about two key issues:  the shortage of medicine and their own security. In the past two months of combat in and around the cities, seriously injured people often have been left lying on the ground for hours waiting for medical help to arrive. Donetsk had very few volunteers; and after gunmen stormed the office of Doctors Without Borders (Médecins sans Frontières MSF), not many foreign professionals are willing to work on the ground.

Putin’s Strategery

Michael McFaul views the Russian president as a failed statesman:

Putin’s failed proxy war in eastern Ukraine also has produced a lot of collateral damage to his other foreign policy objectives. If the debate about NATO expansion had drifted to a second-order concern before Putin’s move into Ukraine, it is front and center again now. Likewise, the strengthening of NATO’s capacity to defend its Eastern European members has returned as a priority for the first time in many years. Russian leaders always feared U.S. soldiers stationed in Poland or Estonia, yet that might just happen now. In addition, Putin’s actions in Ukraine have ensured that missile defense in Europe will not only proceed but could expand. And after a decade of discussion without action, Putin has now shocked Europe into developing a serious energy policy to reduce dependence on Russian gas and oil supplies. As a result of Putin’s actions in Ukraine, the United States is now likely to become an energy exporter, competing with Russia for market share. Some call Putin’s policies pragmatic and smart. I disagree.

Approaching the Ukraine conflict from a strategic studies perspective, Joshua Rovner outlines what scholars in that field can learn from it:

Ukraine raises at least two issues that may inspire new thinking on strategic theory. One is the problem of recognizing success when it involves something less than victory.

Ukraine has been on the offensive against the separatist fighters, rapidly driving them back into a handful of strongholds. But it’s unlikely the government can destroy them, given pro-Russian sentiment in the east and the possible existence of a large sanctuary for committed separatists across the border. Moreover, any durable settlement will require making concessions to groups that are extremely hostile to Kiev, as well as tacit promises to the Russian regime.

This might be a reasonable outcome, especially if Russia is badly bruised and if Ukraine comes away with increased Western economic and political support. But some Ukrainian leaders will bridle at any settlement that leaves their perceived enemies in place, especially after having lost Crimea. Not everyone will learn to live with Russian President Vladimir Putin and his proxies, and their unease may cause them to underrate important strategic gains. Such a scenario should resonate with American observers.

Fact-Check Those Insults, Mr. President

In an interview with The Economist published over the weekend, Obama got in this little dig at Russia:

Russia doesn’t make anything. Immigrants aren’t rushing to Moscow in search of opportunity. The life expectancy of the Russian male is around 60 years old. The population is shrinking.

But as Mark Adomanis points out, none of these statements is factually accurate. So why, then, did the president make them? Zenon Evans wonders:

It’s bizarre that Obama criticized Russia on these fronts when there’s plenty of legitimate issues – like Moscow’s crackdown on civil rights, the pro-Western political opposition, and independent media – that he could have addressed instead. These, of course, don’t have much bearing on the war Russia is waging against Ukrainian sovereignty or the mass killing of civilians on a Malaysian plane, but whether it’s due to a lazy team of fact-checkers or deliberate rah-rah nationalism to boost the U.S. by comparison, dubious talking points don’t help the Obama administration resolve the current crises.

Hearing the president say “Russia doesn’t make anything” will only inflame anti-American sentiment among Russian civilians, thereby reinforcing Putin’s own ballooning cushion of popular support. And, there’s need for healthy debate about the U.S.’s actions against the Kremlin throughout this war, but by spouting some easily-debunked information, Obama effectively invites skepticism of the accuracy of other White House claims about Russia.

But Dylan Matthews figures he was playing up the overall idea that Putinist Russia has no future:

[T]he fact that Obama felt compelled to say this — inaccuracies and all — is interesting. The implicit argument being countered here is the idea that, as TIME magazine recently put it, a “Cold War II” is afoot and Russia might present a real rival to the US. But one crucial thing that made the Soviet Union a plausible rival was that, for much of the world, Communism was an extremely attractive ideology, one embraced by guerrilla and resistance movements across the globe and thus capable of pulling numerous countries into the Soviet orbit. As Obama points out, there’s nothing so attractive about 2014′s Russia, which profoundly limits how successful it can be as a world power.

Are Russian Troops In Ukraine?

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Last week, Buzzfeed reported that Russian soldier Alexander Sotkin (seen above) posted Instagram photos taken within Ukraine:

Instagram’s geolocating tool … is highly accurate. The only plausible way it could have misplaced Sotkin’s photos on the map is if he had used a trick called GPS ghosting to make his iPad think he was elsewhere.

throws cold water on the story:

Sotkin uploaded the first photograph ostensibly showing his location in Ukraine on June 30, after he posted two others complaining about boredom and lack of power for his tablet. The last photo was the one positioned in Ukraine. He tagged all three with #учения2014 which shows that he was on exercises when he snapped those selfies.

Most likely, the varying accuracy of cell tower triangulation meant that his device geotagged his photos with wildly different location coordinates based on whatever tower it could communicate with. At the least, the evidence is nowhere close to being reliable enough to say Sotkin was fighting in Ukraine.

Meanwhile, James Miller fears Russia is preparing to invade Ukraine:

Strong evidence suggests that a Russian-supplied and crewed Buk antiaircraft missile shot down MH17. The missile was deployed to this area in order to defend the road that links the separatists’ positions to each other and to Russia. These towns are so vital to the Russian-backed insurgents that the separatists decided to place their most advanced SAMs in the area to defend against Ukraine’s air force. This also means that the town has become one of the primary goals for both the separatists and the Ukrainian military.

How important is this area to the separatists? Earlier this week a large convoy was spotted moving toward the town. The video of the convoy, labeled “troops from Russia,” shows a large group of heavy armor—mostly BMPs, towed artillery and antiaircraft guns, troops transports… and two Strela-10 advanced antiaircraft systems. All of the vehicles have uniform paint configurations, but those paint configurations don’t match the Ukrainian military’s. These weapons very likely came from Russia.

Mark Adomanis takes a look at Ukraine’s big-picture problems:

There will likely be more deaths before everything is said and done. Just the other day 19 people died and 31 people were injured, and hundreds more have been killed since the violence began. The momentum of the conflict, which at one point seemed to lie with the Russian-backed rebels, has decisively shifted in Kyiv’s favor. The rebels’ most recent comments, accusing the Ukrainians of using chlorine gas, suggest a growing desperation, as do their ever more heated and extreme calls for Russian assistance. It looks as if Ukraine will escape one of the worst possible fates—a “frozen conflict” over a disputed territory, like those between Georgie and Russia or Armenia and Azerbaijan. Minus Crimea, it will be free of any enclaves directly controlled by Moscow.

It’s important, though, not to get too carried away. Even if, as now seems to be the case, Ukraine “wins” the war in the east, it’s in for a long, rough, and dangerous road. Regardless of what foreign policy Kyiv pursues or which agreements it signs with the European Union, there’s nothing that it can do to change Ukraine’s geographic position. And this position exposes it to all manner of direct and indirect Russian pressure, particularly in the economic realm.

The Ukrainian Military’s Losses

They’ve been heavy:

As Simon Saradzhyan, a Russia expert at Harvard’s Belfer Center, notes, if Ukraine continues to suffer troop casualties at its current rate, it would “surpass 1,560 per year. That would be more than what the Russian army acknowledged losing in the deadliest year of the second Chechen war.” In view of the increasing casualties on the horizon, Ukraine’s parliament has just approved a call-up of a further 50,000 reservists and men under the age of 50, just 45 days after its last mobilization. But just how long Ukraine’s cobbled-together military will be able to sustain increasing casualties is questionable at best — especially if they suddenly find themselves up against more qualified Russian soldiers.

Throughout the conflict in eastern Ukraine, Russian troops have watched from just over the border, implicitly threatening intervention. Since the beginning of the rebellionRussian troops have been conducting maneuvers and setting up the logistics network that would be needed for an incursion. Things have ramped up in recent days, with Russia conducting large-scale exercises with some of its most advanced helicopters. The threat hasn’t been lost on Kiev.

Janine Davidson worries Putin is preparing t0 invade. She wants to send arms to the Ukrainian government:

The U.S. and NATO have rightly expressed their support for Ukraine and have taken small steps to support their military.  Non-lethal aid, like body armor, medical supplies, food, and other equipment are critical.  But for Ukraine to present a viable deterrent to Putin’s ambitions, it needs funding to pay troops, advisers to help plan, intelligence support for targeting, training for new recruits, and yes, ammunition and defensive weapons.

All this can be provided without putting U.S. or NATO boots in the fight. Military aid is not the same as military intervention. Far from escalating the conflict or provoking Putin, bolstering Ukraine’s forces can actually deter further incursions by demonstrating to an ambitious aggressor the very real possibility that escalation will result in a messy and ultimately embarrassing demonstration of his military might.

But, in Jay Ulfelder’s judgement, the US and Europe are making the right calls on Ukraine:

I think that the Obama administration and its European allies have chosen the best line of action and, so far, made the most of it. To expect Russia quickly to reverse course by withdrawing from Crimea and stopping its rabble-rousing in eastern Ukraine without being compelled by force to do so is unrealistic. The steady, measured approach the U.S. and E.U. have adopted appears to be having the intended effects. Russia could still react to the rising structural pressures on it by lashing out, but NATO is taking careful steps to discourage that response and to prepare for it if it comes. Under such lousy circumstances, I think this is about as well as we could expect the Obama administration and its E.U. counterparts to do.

Will Europe Pass Serious Sanctions? Ctd

The answer – finally –  appears to be yes:

Although the European Union agreed last week to consider sanctions against Russia’s energy, defense, and financial industries, it was unclear how far they would go. It’s still uncertain how broad the sanctions will be, but the call on Monday indicated a change of tone from last week, when EU politicians were trading barbs over whether Britain or France was more reliant on Moscow’s money.

The EU will likely restrict each industry slightly, rather than imposing a full ban — such as an arms embargo. That approach would help address the fundamental problem of different EU countries relying more on Russian business in different industries.

Yglesias is excited:

After a five-way conference call between the leaders of Germany, France, the United Kingdom, and Italy the European Union seems ready to outline tough new sanctions on Russia. Not just the shooting down of MH 17, but Russia’s total lack of remorse or post-shootdown restrain appears to have been a game-changer in terms of German politics and that’s been enough to swing the situation around. The sanctions package is looking very similar to ideas outlined last week in a memo obtained by the Financial Times. The new package belies the notion of a “weak” Europe that is refusing to counter Russian aggression.

But Cassidy doesn’t expect the sanctions to amount to much:

We already know that Russia’s energy sector—which supplies power to many European countries, not just Germany—is likely to escape most of the new restrictions. The exact terms of the arms embargo have yet to be decided, but it isn’t expected to have any effect on existing contracts, such as France’s delivery, later this year, of a Mistral warship. That leaves the new financial sanctions, and I’d be willing to wager that they won’t be as draconian as they might appear, either.

Last week, Anne Applebaum analyzed Putin’s grip on Europe:

Which is worse? France sending Russia a ship that could be used against NATO allies in the Baltic or the Black Sea? Or Britain’s insistence on its right to launder Russian money through London’s financial markets? It was an amusing spat, not least because it plays into the stereotypes: Britain versus France, crooked bankers versus cynical politicians. The dispute dominated headlines as Europeans debated the right response to Russian aggression in eastern Ukraine.

But in some sense, it also disguises the real nature of Russian influence in Europe. For Russia’s strongest political influence is not in relatively large countries such as Britain or France, where at least these things are openly discussed, but rather in weaker countries that barely have a foreign policy debate at all.

Yesterday, Ioffe took a closer look at the EU industries that would be impacted by Russian sanctions

For example, German car manufacturers. Russia is their second-biggest market. If sanctions get in the way of that, German autoworkers are out of some jobs. Or if E.U. sanctions affect defense contracts, French workers building Mistral warships (for which Russia has already paid $1.1 billion) will also find themselves out of a job, and possibly striking. If Russia cuts off titanium exportsit is the world’s largest producer and the best at machining the partsAirbus and Boeing have to stop building Dreamliners and double-deckers.

Countries like Bulgaria and Italy who are reluctant to hit Russia harder are involved in building the South Stream gas pipeline and also see a lot of revenues from Russian tourists. Bulgaria is especially vulnerable: 70 percent of its tourists are Russian. The U.K. financial industry launders a lot of Russian cash, so they are understandably reluctant to voluntarily plug up that flow. Cyprus is in a similar situation, both with Russian tourists and Russian offshores.

“A lot of jobs would be affected, but the macroeconomic effect is less than is often claimed,” says Cliff Kupchan, head of the Russia practice at the Eurasia Group.

Daniel Gross isn’t holding his breath for a bold EU response:

If the EU were suddenly to shut down all the gas pipelines and order Russian oil tankers to turn around, it would certainly inflict some short-term damage on Russia. But there are plenty of other customers out there for Russia’s oil, which is pretty fungible. As for natural gas, the huge new supply deal Putin inked with China means that a large customer will be emerging in Russia’s east. And while European countries could make a point of purchasing oil from non-Russian sources, they don’t have a ready replacement for Russia’s natural gas.

Taking serious steps to reduce purchases of Russian energy would require European leaders to show both moral courage and an overt willingness to inflict financial pain on large and well-connected companies. But both of these things are in short supply—just like natural gas and oil.

Earlier Dish on EU sanctions here.

The Next Phase Of The Ukrainian Conflict

Serhiy Kudelia expects that, if Ukrainian “insurgents are pushed out of big cities, the ongoing asymmetric warfare in Donbas that will be fought largely by conventional means is likely to take the form of an underground guerrilla movement”:

Similar to the PKK in Turkey, ETA in Spain or the IRA in the Northern Ireland, it will rely on sporadic attacks on government and military installations to exhaust the incumbent and damage its governing capacity rather than establish control over a territory. And like Hezbollah in Lebanon or FARC in Colombia, it will rely on outside powers for provision of arms, funds and training. In its new form, guerrilla attacks will likely spill over to other Ukrainian regions, particularly Western Ukraine. According to the latest poll, most Donbas residents (39%) blame radical nationalist organizations for the ongoing conflict, with Western intelligence services being close second (34%).

The path to solving the current conflict in Donbas goes not only through Brussels or Washington, but also through Moscow.

While Russia has become an active participant in the conflict, it is also the only actor with real leverage over the insurgents. By denying them sanctuaries on its territory and ending arms supplies, it will effectively cut their main lifeline. However, the Kremlin will not acquiesce to an outcome that ignores what it views as its legitimate interests in the region with a large ethnic Russian presence. While Russia’s immediate commitment to peace is doubtful, the prospect of a protracted conflict on its border, growing international isolation and risks of regional war is also hardly appealing for Putin. All the sides – Ukraine, Russia and the West – should in principle be interested in finding a sustainable resolution to the conflict. One thing that prevents them from negotiating in earnest now is the belief that their interests will be better served by continued fighting. However, as the recent study of war duration shows, irregular wars last much longer than conventional or symmetric non-conventional wars (113.32 months on average). So if guerrilla war begins there may not be an end to violence in sight.