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tl;dr some quick attempts to get inside the mindset at the Kremlin concerning events in the war, in the run-up to Putin's speech expected in a few hours. Everything below could be immediately and awkwardly falsified if he announces some desperate escalation like general mobilisation or a nuclear strike against a Ukrainian military target.
Ever since the Ukrainian successes in the northeastern campaign, I've been trying to get inside the mindset of the Kremlin to figure out what their likely response is.
One thing that is almost certainly true (and easily underestimated) is that they are in their own psychological bubble, and there is no elite team of intelligence operatives whose primary job is to give Putin objective analysis. Human minds don't work that way: we easily form fenced-off epistemic communities that downplay our shameful fears and play up our pride. You can even see this reading the reports of US decision-making throughout the Cold War, when interservice rivalry ran hot and the USAF nuclear strategy advisors were giving opinions based not on what was in humanity's interests or even the USA's, but instead what would get them the most planes and status compared to the army and navy. And of course, you can see it easily on reddit, even getting a rush of ideological whiplash as you flit from one politically aligned sub to another.
(What about people like Girkin? Well, he's a doomer, and an outsider, and his criticisms are mostly quite careful. As far as I've noticed, he talks about the conduct of the war, not the wisdom in initiating it in the first place; or he says that Russia should be more committed, without once questioning whether the war is winnable even with full commitment.)
Given all the above, I think a useful and necessary starting point for understanding Russia's position is to try to imagine what your view would be if Russia's strategic situation was a lot better than you probably currently think it is (this is one reason why contrarian posters are valuable to any subreddit that takes itself intellectually seriously).
What does this involve? Maybe it means you think that Ukrainian morale is weak. Maybe you think that the EU is less united than it appears, and winter will be harder than Europeans are prepared for. Maybe you think that the United States is being opportunistic and will drop Ukraine without looking back when the conflict starts to swing back Russia's way. Above all, you're probably convinced that there won't be another breakthrough like in Kharkiv oblast: that was a one off, heads have rolled, and now discipline and morale have been restored to the troops. Reinforcements are coming in, Iran is sending useful drones, and the forthcoming referenda will encourage a surge of volunteers from the DPR and LPR.
Let's say that you, like Putin, were in the grip of this relative sunny outlook. What would follow from it for your reflections on the wider strategy of the conflict?
Above all, I think you would be aiming to take the long view of things, because the fundamentals are on your side. Forget today's battles and next week's offensives - focus on longer-term military-industrial capacity, and associated active measures in the Russian and foreign populations. You probably don't want to risk a general mobilisation - that might compromise your longer-term war fighting ability - but you want to get as many new volunteers as possible, ideally from less economically active areas of the country. And finally, nuclear weapons wouldn't be on the table; after all, you're winning this war, albeit more slowly and less gloriously than you'd hoped. Why would you risk alienating friends and allies and giving NATO a chance to intervene?
But you might ask, at what point does this Pollyanna-Putin outlook begin to crumble? When does the filter bubble burst, and Putin has his Downfall-style meltdown? When Ukraine liberates Kherson? Lysychansk? Donetsk? Sevastopol? I think the only answer we can give here is that people in general are very bad at facing up to uncomfortable realities, and can keep themselves from accepting painful truths for their entire lives if necessary. Or think of psychologist's Leon Festinger's now famous work on cognitive dissonance on doomsday cults: when the doomsday prophecy fails, people will go to great lengths to avoid accepting that they've been duped. I expect Putin to go out the same way, with his final thoughts being confidence that Russia can still be victorious, even as he has an unfortunate fall from a window.
("What about you doglatine? Why are you so sure that Putin's the one in the filter bubble rather than you?" Answer: Well, I've been trying to make clear predictions throughout this conflict both online and to my circle of geopolitics friends - this post is in that same vein - and I'd say I'm fairly well calibrated so far in terms of events on the ground. Part of the appeal of making explicit predictions is to try to break yourself out of these epistemic lagoons in the first place. All that said, I recognise that of course I'm in a filter bubble, sometimes through deliberate choice (once the novelty value wears off, it's just not fun to consume propaganda you disagree with). But even if my intentions were pure, filter bubbles are all but inescapable. Usually the best you can hope for is to get good at spotting the early signs of a bubble collapse so you can make a clean exit with your life savings and a modicum of your dignity intact. But that's far easier said than done)
In any case, I am curious what others think.
This is definitely a side note to all the other things going in this thread, but I can't help but wonder how this will play out. I just received a notice from my German gas provider and the price per cubic meter has gone up x5, that's on top of a 60% increase in electricity price. Fortunately my wife works at a place where they're legally obligated to keep the heating on, I do WFH and am unusually cold-resistant and whatever else we'll actually consume fits comfortably in our budget, but not everyone has that privilege.
Across Europe, there will be a large number of people that will be unable to pay for some of the basics of life this winter. Assuming that they'll not just be content to lay down and die, this might have serious consequences starting from cascading economic consequences of non-payment of absurd utility bills to populist parties surging in support. Another thing to consider is that this winter we're still able to largely run off of Russian gas which filled our storage tanks over the summer. That won't be the case next winter.
It's definitely going to be a tough winter, but in terms of total demand reduction, there's probably quite a lot of low-hanging fruit to be plucked, whether it's turning down the thermostat 1 degree, turning it off for longer periods, waiting till later in the year to turn it on. Much of that will happen organically as people see their gas bills. Of course, that won't directly help people who are already struggling to pay their bills, nor will it help industrial processes that are reliant on gas, so some state intervention will be required. However, I'm less worried than I was a month ago, and encouraged both by how quickly Europe has filled its storage and the trends in euro gas futures (now down to their lowest since July... still high, but the worm may have turned). As for next year, we'll hopefully have more infrastructure in place, like the floating LNG terminals in Germany, more renewables, more heat pumps, more insulation, etc..
LNG is the most expensive way to move gas. That alone will massively increase prices for Germany. Renewables were always a joke for Germany as well, they don’t get enough wind or sunlight for them to work and battery tech is still not close enough to compensate. Insulation helps residential homes keep warm, but that’s it, and how many are able to afford it? I don’t quite understand your optimism here. Time will tell
Environmentalists have been claiming we can insulate and save our way to zero energy for decades, and they've got people believing it. We can't. The US EPA estimates a typical 20% reduction in heating and cooling in the most favorable climate zone. Unless European houses are typically uninsulated with leaky windows, it's not likely to be much better there. Now, 20% is a big number... but not when you're talking about the kinds of shortages expected in Europe. Same for thermostat reduction (and the better your insulation, the less you save from that)
I've never felt as cold as indoors in Germany in early March. It was quite a shock for someone who was used to -25C outdoors temperatures barely affecting indoor temperature due to decent insulation and central heating (that I always have to turn way down to avoid boiling inside).
Dunno about Germany, but having spent a few weeks in Airbnb in winter in Ireland, wow. The host gave us electric blanket and told us to never mind that the room was not room temperature. And Ireland is not even cold!
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