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Last week there was a conversation on here about a potential peace deal in Ukraine. I claimed that the peace deal seemed fake since if you knew the background on peace efforts, you'd know that both Putin and Zelenskyy were playing a goofy game trying to pin the other one as the one who "doesn't want peace" in the eyes of Trump to try to direct Trump's ire in the other direction.
We now have pretty good confirmation that no peace deal will be forthcoming in the near term. JD Vance has said that the war won't end anytime soon. This backs up further reporting following the mineral deal that Trump's team was looking for ways to compel Russia to come to the table, and didn't really find any options that they liked.
The bull case for a Trump-brokered peace deal was the idea that the US could use its power to demand that both sides come to the table, and if either side tried to walk away then the US could force them back. This worked halfway, as the US has a lot of leverage over Ukraine for things like intelligence gathering, air defense, and to some extent other military deliveries. Much of MAGA hates Zelenskyy personally, and Trump was more than willing to exercise that leverage when Zelenskyy snubbed him at the WH meeting. The problem was that the other half of the puzzle was missing. Some claimed that the US could threaten Russia by promising to "drown Ukraine in weapons" if Russia didn't come to terms. However, Trump has been unable or unwilling to do this, so we had the situation where Trump could compel one side quite effectively, but when the other side did something Trump didn't like all he could do was tweet "Vladimir, STOP".
Peace is good as a general rule, and it would have been good if Trump could have gotten a peace deal along the lines of "ceasefire at current lines of control, Ukrainian defense guaranteed by Europe" so it was worth a shot. But alas, it seems like the war will continue.
I suspect part of the issue here is that Trump actually has a pretty good carrot for Putin to end the war – sanctions, and frozen assets. But the problem is that it's hard to make that offer expire – even if Trump threatens to take it off the table, if Russia keeps winning, at some point Ukraine will be in such a bad place that they will beg him (or whoever is president at the time) to put it back on again. So Russia does have an incentive to make peace, but it's really at their leisure, once they get everything they want out of the war.
This would probably completely bork US relations with India, right? Doesn't India buy oil from Russia? Probably won't happen, right?
It seems like this was also a missing part of the puzzle: Europe is unwilling or unable to put boots on the ground in any significant number.
I keep being told that Europe is going to actually get real, for real this time, they're going to militarize, it's going to be gnarly, the US will regret ever awakening the European dragon, they're going to pivot to China...and then I see stuff like this.
It's really a shame, since I actually think (even under pivot-to-Asia conditions) the US can make a very good deal with Europe/NATO that is mutually beneficial while still drawing down the US commitment to Europe.
I would tell Europe that the US is trimming its army and pulling out most of its units (I'd leave tripline forces there so that if Russia shoots at Estonia or something it's uncomfortably likely to kill Americans; their job in a real war would be to coordinate joint efforts). But the goal of pulling those forces will be to reinvest that funding into the US Navy and into mass munitions stockpiles. Ultimately the deal with European NATO, I think, should be as follows:
The main thing the United States is not aiming to provide in this scenario is ground forces or day-one aviation. In the event of a war with Russia, the United States is still prepared to come save Europe's butt, but this will be by air and by sea.
European NATO is responsible for:
This arrangement provides Europe with a lot of confidence in its ability to deter Russia on its own, even if the United States derps off in a fit of isolationist rage (we're building a Russian-equivalent ground force here) while also providing the United States with assurance that Europe isn't going to develop as a rival superpower (the US navy will remain without peer). It saves Europe billions in developing and maintaining a massive nuclear arsenal while also saving the US billions in maintaining a peacetime army that is expected to fight the Russians at the drop of a hat. And it funnels US production into capabilities that are flexible – forget about the 600 ship navy (well, no, don't, let's do that too) but have you considered the 6 million missile military? A robust navy and in particular tens of thousands of cruise missiles can be aimed just as easily at China as they can at Russia. Thus, instead of endangering global peace by being not-quite-strong-enough to fight Russia or China (while still trying to maintain security commitments – or ambiguities – that contain both) the US is able to continue to provide its traditional role of ruling the waves and backstopping local allies.
And, ultimately, I think it's reasonable. In many ways, this sort of split already exists, or at least did during the Cold War, where nations like West Germany focused on their army and coastal fleets while the US focused on its air force and navy, so doubling down on it should be easy and natural (it's not like asking Europe to develop ICBMs and field them in 5 years, or something). European NATO is getting the good end of the financial bargain, too, since fielding troops and tanks is cheap compared to aircraft carriers and intercontinental bombers. The European Union's economy is only slightly behind the US, in purchasing power parity. Since the end of the Cold War, we've "flipped" some of Warsaw Pact's most feared enemies, like Poland and East Germany, into allies. So, ultimately, it should be very doable, on paper, right?
Unfortunately my confidence in the ability of Europe to achieve even this limited goal is falling by the day. The US maintains about 100,000 troops overseas in Europe. If Europe can't deploy a quarter of that number to Ukraine as peacekeepers, how much help are they actually going to be if they actually have to defend Estonia or Latvia?
Sorry for the digression! This turned into a bit of a monster of a comment. I have my dissatisfactions with the United States and the way it has handled itself. But at least it's pretty clearly still a live player.
Weren't the vast majority of the frozen assets held by the Europeans, who didn't seem to be keen on playing along with any Trump-brokered deal?
I can't see a world in which Trump and Zelensky and Putin all agree but the Europeans queer the deal.
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