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The Big Serge has a good overview of the RU-UA war. The TL;DR is that Ukraine has burned through multiple iterations of armaments and is now reduced to begging for active NATO matériel, hence Germany's reticence to send Leopards. One should understand that Europe's and even America's production capacities have atrophied badly over the decades. Losing hundreds of tanks - the number that Ukraine is asking for - isn't something you replenish within a year.
Serge's prediction that Ukraine will lose the war "gradually, then suddenly" seems plausible given Russia's attrition strategy. If we assume that Russia will win this war, then the question needs to be asked.. how much will actually change? Ukraine as a country isn't particularly important and the population is likely to be hostile to Russia, meaning that to integrate it into Russia proper will be difficult if not impossible.
I keep hearing hysterical rhetoric that the West must win this war or... something something bad. It reminds me of the flawed 'domino theory' that was used to justify the Vietnam intervention. While I don't think NATO will ever proceed towards direct intervention á la Vietnam, I can't help but think that too many of the West's elites have trapped themselves rhetorically where Ukraine's importance is overblown for political reasons (so as to overcome domestic opposition towards sending arms) and it has now become established canon in a way that is difficult to dislodge.
Russia had continuously been getting involved into larger and larger wars and territorial conquests. If Ukraine wasn’t fought over then tomorrow it’s Estonia. The domino theory actually was occurring with Russia.
Poland’s probably too strong today for Russia to war but if Russia had the ability to take Poland I would have little doubt that Putin would choose that after taking Ukraine.
I don't necessarily think Estonia would have been next considering its explicitly under the American nuclear umbrella, but a place like Finland could have been plausible, especially if Ukraine went smoothly to free up the Russian army to deal with Finland before it could join the alliance.
My guess would have been Ukraine -> Moldova -> Finland.
There's a classic imperial overstretch dynamic that Russia has had since 2008. Beating up Georgia seemed fun at the time, but it soured relations with Ukraine and indicated to pro-Western Ukrainians that they needed NATO membership if they wanted to be securely in power without the threat of a Russian invasion/insurgency.
A quick win over Ukraine would have created a massive crisis for Moldova. If the Moldovan policy response had been to move closer to NATO, that could have resulted in another Russian invasion.
Then, with Finland planning to join NATO, why not reunite the Karelian people?
It's the same dynamic that has been the bane of many empires. It can be managed by sometimes accepting humiliations, e.g. the US withdrawal from Afghanistan was humilitating but good for the US's long term interests.
Oh yeah, I completely forgot about Moldova. They almost certainly could have been next, given the situation in Transnistria and the fact that a decent chunk of the population is relatively pro-Russian.
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