In The Line, Matt Gurney walks through some until recently unimaginable outcomes of the Russian invasion of Ukraine:
It’s probably time for us to start thinking through some weird possible scenarios for what’s happening in Russia. Because the spectrum of what could happen is a lot broader than it seemed only six months ago.
But let’s start with an important exercise in accountability. In previous commentary, I predicted a lot of things well: that Ukrainian resistance would be very effective, that Russia would have major logistics problems, that the Russians would use mass artillery fire against civilians in place of military advances. I was quick to grasp that Ukraine was overperforming and that Russia was struggling early in the conflict.
But getting some details right didn’t help me avoid blowing the conclusion: I thought Russia would win. Not a total victory, but I thought Russia would seize a lot more of the country before its logistical problems and Ukrainian resistance brought their offensives to a halt, leaving Ukraine with some kind of rump state in the west. I certainly didn’t believe in February that Russia could lose, and I never would have believed that Ukraine could actually win on the battlefield, as it now seems more than capable of doing.
I don’t know if I underestimated Ukrainian capabilities, per se. I always expected them to fight bravely and well, and understood the lethality of modern man-portable weapons against tanks and armoured vehicles. It’s probably closer to the mark to say that I overestimated Russia’s capabilities — I was a cynic on their military and expected it to perform badly, but it’s somehow fallen well short of my already low expectations. It is absolutely delightful to be wrong on this one, but readers deserve the truth: I expected Russia’s military to perform better and grab a much bigger chunk of Ukraine before having to stop in the face of logistical dysfunction and Ukrainian resistance. Part of me wonders if the Russians themselves are surprised by how hollowed out their military had become.
With that on the record, let’s flash forward to the present. As noted above, Ukraine now seems fully able to win the war. As I write this, Ukrainian forces are on the move again in the northeast, and seem to be encircling Russian positions in occupied Lyman. If able to complete this latest manoeuvre, Ukrainian forces will cut off a large force of Russian troops and will also seize control of an important local rail junction, threatening Russian logistics (such as they are) in the surrounding area. Perhaps more importantly to the overall conduct of the war, Russia’s effort to mobilize 300,000 men for the war is running into obvious challenges. Men of military age are fleeing the country. Reports from Russia reveal that the army has little in the way of equipment and weapons for the new draftees, and no system in place to train them. There have been comically bizarre stories of infirm old men getting call-up notices, and of draftees being sent to the front after only a day or two of training … at best.
This isn’t a solution to Putin’s problems. It’s a new problem being created in real time. Even if Putin can find 300,000 men, it seems unlikely he can equip them, and even less likely that he can train them. Whether or not he can transport what men he does round up into the battle area is an open question, as is whether or not he can supply them once they get there.
This is the long way of saying something I’ll now just state bluntly: Russia is losing. Putin’s latest actions reveal that he knows he’s losing. If the mobilization flops, as seems likely, he’ll be losing even worse than he was losing before, and he’ll have damn few options to turn that around.
And this is why we need to start thinking through some weird scenarios.
