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DECEMBER 2021 FORECAST SERIES: Putin’s Likely Course of Action in Ukraine
Institute for the Study of War ^ | DECEMBER 2021 | Frederick W. Kagan, Nataliya Bugayova, George Barros, Kateryna Stepanenko, and Mason Clark

Posted on 12/15/2021 4:35:31 AM PST by tlozo

Strategic Misdirection: An Alternate Framework for Understanding Russia’s Play in Ukraine

Executive Summary

Russian President Vladimir Putin is amassing a military force on and near Ukraine’s borders large enough to conduct a full-scale invasion. Western intelligence agencies have reportedly intercepted Russian military plans to do so by early February. Visible Russian military activities and these plans so clearly support preparations for an invasion that it seems obvious that Putin really might invade if his demands are not met. Putin is rarely so obvious, however, and a massive Russian invasion of Ukraine would mark a fundamental transformation of the approach he has taken for two decades to advance his interests and respond to threats. We cannot dismiss the possibility that such a transformation has occurred. The United States, NATO, and Ukraine must seriously consider the risk of a Russian invasion of Ukraine and prepare military, diplomatic, and economic measures to deter and respond to that threat. But Putin may have no intention of invading Ukraine at all. Putin may be attempting a strategic misdirection that impales the West in a diplomatic process and military planning cycle that will keep it unprepared to meet his preferred, wily, and more subtle next move. Putin benefits greatly by focus - ing attention on the risk of war and prompting the current US scramble to defuse and de-escalate this crisis that he invented. If Putin is threatening military action to misdirect, then the West’s concessions will feed directly into his non-military efforts to achieve his objectives of changing the geopolitical orientation of Ukraine from west to east and weakening NATO.

There are good reasons to question Putin’s seriousness about preparing for an invasion, despite the ostentatious military measures he has taken to get ready for one. Putin and other Russian officials openly recognize Russia’s economic weakness and its implications for military operations. They developed the hybrid war model they have used throughout Putin’s tenure to offset that weakness. Invading Ukraine casts aside that model and moves Russia toward a reliance on more conventional military power and more traditional strategies that its economy cannot sustain. Putin may think that Russia’s situation has changed enough to justify such a massive shift of approach, but there is no evidence as yet that he does.

A careful examination of Russian information operations directed at Russia’s population and that of Ukraine suggests that Putin is not yet actively setting conditions to invade. A large-scale invasion of Ukraine risks generating a large number of Russian casualties. Putin’s control of Russia is not so secure that he can ignore the unrest and instability that angry soldiers’ families could cause—such anger at Soviet deaths in Afghanistan was, after all, a driver of the series of events that led to the Soviet Union’s collapse. Putin would certainly prepare the Russian population for war before launching one on this scale. His current messaging, however, focuses on denying that he intends to wage war and insisting that war is not imminent. A change in that messaging to rhetorical lines preparing his people for war would be a critical indicator that he really is getting ready to invade.

The information environment in Ukraine is also not optimal for a Russian invasion, and Russia and its agents in Ukraine do not appear to be setting conditions to create that optimal environment. Closely watching Russian information operations in Ukraine is essential to forecasting Russian actions, as Russian military theory and doctrine requires careful preparation of the information space, and Russian actions have historically adhered to that requirement.

Putin’s actions have changed the information environment in the West. The Western policy discussion during this crisis focused initially on the fear of a Russian invasion and debates about the seriousness of that threat. The December 7 conversation between Putin and President Joe Biden is changing the dis - course to a focus on the processes being established to de-escalate the crisis. Biden has threatened very tough economic responses to a Russian invasion but also ruled out unilateral US military operations to defend Ukraine. He has hinted that the diplomatic de-escalation process might make further concessions to Russia as part of an effort to avoid war but also rejected conceding the specific demands Putin has so far made.

Putin has responded by welcoming the diplomatic process, continuing the military buildup, and escalating some of his rhetoric that could set conditions for at least limited military actions in occupied Ukraine as well as in Belarus. The coming weeks and months will likely see oscillations in the policy discourse between a focus on the de-escalation negotiations and Putin’s military activities and escalatory rhetoric outside that process. He is also setting conditions for a future in which he has moved forces into Belarus and overtly into occupied Donbas but has not invaded unoccupied Ukraine, and in which the West is so relieved by the latter that it simply accepts the former.

Putin has thus already achieved important objectives as a result of the buildup. He has redirected the Western policy discourse about Russia and Ukraine away from issues such as the Nordstream 2 pipeline, Russia’s continued occupation of Donbas and illegal annexation of Donbas, and preparations to move Russian ground forces permanently into Belarus and/or overtly into occupied Donbas. As a result of Putin’s actions, the United States and NATO have made clear that they will not defend Ukraine by force. Putin has enmeshed the United States in a new diplomatic process. The West will likely make additional concessions over the course of the next two months as part of the diplomatic effort to de-escalate. Putin’s “con - cession” may be nothing more than not invading Ukraine. If he never intended to invade Ukraine, he will have received quite a lot while giving up almost nothing.

Evaluating the likelihood of a Russian invasion of Ukraine is extremely important in shaping the appropriate Western response. If the West overestimates Putin’s intent to invade, it will underestimate its own bargaining position and make more concessions than it should. The West’s focus on the threat of invasion could cause Western leaders to miss important inflections in the Kremlin’s actual strategy and the progress Putin makes toward achieving his aims. In the worst-case version of this scenario, the West will be congratulating itself for having avoided a Russian invasion Putin never meant to launch while Putin quietly celebrates an important non-military victory that the West does not even recognize.

The West should not allow the need to deter invasion to block consideration of alternative approaches Putin may be pursuing. Rather, it must develop and execute responses to the concealed as well as overt dangers. It must recognize that certain responses to the overt threat could badly undermine necessary responses to the concealed ones. This report and those that will follow it in this series examine this alternative “concealed” framework and the implications for US and NATO policy if Putin has chosen to pursue it.

This report, the first in a series, examines the political, military, and informational situations in Ukraine and Belarus; the military and informational situations in Russia as they relate to this crisis;and the informational and diplomatic situations in the West. The next report in this series will examine in detail the specific military operations for which Russia appears to be preparing and evaluate the risks, benefits, and likelihood of various military options Putin is creating for himself. Subsequent reports will consider alternate courses of action that Putin could be pursuing instead of a large-scale invasion of unoccupied Ukraine and evaluate their likelihoods and risks to both Putin and the West.


TOPICS: Foreign Affairs; News/Current Events; Russia
KEYWORDS: putin; russia; ukraine; war

1 posted on 12/15/2021 4:35:31 AM PST by tlozo
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To: tlozo
But the Russia Team at the Institute for the Study of War has developed an alternate framework for assessing and forecasting Russian activities. All the actions Putin has taken thus far are also consistent with this alternate framework and the ongoing assessments and forecasts derived from it. This framework suggests that Putin is highly unlikely to invade unoccupied Ukraine on a large scale if at all this winter, but that he is likely to deploy Russian forces permanently into Belarus and possibly overtly into Donbas. He might conduct limited military incursions into unoccupied Ukraine, par- ticularly along the northern littoral of the Sea of Azov, but even those operations are unlikely.
2 posted on 12/15/2021 4:39:15 AM PST by tlozo
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To: tlozo

Most Russians tend to be rather cautious.

Putin may ask that a plebiscite be conducted to determine if Ukraine will rejoin Russia. Pro-union Ukrainians may take to the streets and make a racket.

Ukrainians might like their independence but the Ukraine is an economic basket case.


3 posted on 12/15/2021 4:51:03 AM PST by Brian Griffin ( )
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To: tlozo

For the first time yesterday there were reports of big logistics trains and supply dumps.

This is the first of these reports and DOES indicate an invasion of Ukraine.


4 posted on 12/15/2021 4:56:14 AM PST by LS ("Castles made of sand, fall in the sea . . . eventually" (Hendrix) )
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To: Brian Griffin

The entire ‘analisys’ is a baloney. Ask any Russian and they’d day they don’t want to hear about Ukraine. The government wants to reduce the ability of Ukraine to influence the Russian interests and that is all.


5 posted on 12/15/2021 4:56:38 AM PST by NorseViking
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To: Brian Griffin
Ukrainians might like their independence

Or they might not.

One thing is for certain - our ability to discern what Ukrainians want or might want is no better that our ability for similar discernment about Iraqis, Afghans, or Vietnamese.

And, what they or Russians want is none of our concern, as it does not impinge on our national interests, certainly not as much as the Mexican border does.

What is Frederick W. Kagan's and Nataliya Bugayova's position about illegal immigration across our Southern border?

6 posted on 12/15/2021 5:03:21 AM PST by Jim Noble (The nation cannot be saved until the GOP is destroyed)
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To: Jim Noble

“does not impinge on our national interests”

If there is a war, European gas supplies from the two countries will get cut off. This will have worldwide LNG and oil pricing impacts.


7 posted on 12/15/2021 5:17:57 AM PST by Brian Griffin ( )
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To: NorseViking

“Ask any Russian and they’d day they don’t want to hear about Ukraine.”

Naturally, there is no upside for the average Russian.


8 posted on 12/15/2021 5:20:36 AM PST by Brian Griffin ( )
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To: Brian Griffin

“If there is a war, European gas supplies from the two countries will get cut off.”

They voted for it. Let them enjoy the consequences.

L


9 posted on 12/15/2021 5:23:56 AM PST by Lurker (Peaceful coexistence with the Left is not possible. Stop pretending that it is.)
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To: Jim Noble

“our ability to discern what Ukrainians want or might want is no better that our ability for similar discernment about Iraqis, Afghans, or Vietnamese”

US embassy staff in Kiev can hear what Ukrainians say when the dine at nearby tables at restaurants and cafes.

In Kabul and Baghdad, US embassy staff didn’t have the same ability to mix with ordinary citizens.


10 posted on 12/15/2021 5:26:15 AM PST by Brian Griffin ( )
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To: Brian Griffin

Economically Ukraine is in better condition than Russia. What holds them back is pandemic corruption.


11 posted on 12/15/2021 6:42:41 AM PST by Jimmy Valentine (DemocRATS - when they speak, they lie; when they are silent, they are stealing the American Dreams)
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To: tlozo

.


12 posted on 12/15/2021 7:54:40 AM PST by sauropod (Meanie Butt Daddy - No you can't)
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To: tlozo

Interesting. Frederick Kagan is the son of Donald Kagan, author of “On the Origins of War and the Preservation of Peace”, a book commonly read at most US war colleges.


13 posted on 12/15/2021 8:57:49 AM PST by Steely eyed killer of the deep (When in the course of human events...)
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To: Jimmy Valentine

LOL. The joke of the day. Everything they had in terms of the economy was built by the Russians, making them a 5th European economy in 1991. Where has it all gone?


14 posted on 12/15/2021 10:58:20 AM PST by NorseViking
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To: NorseViking

An agricultural sector that is huge. Largest open pit iron mine in Europe. Largest steel mill. Antonov aircraft company. Major tank repair and upgrade facility. Odessa. Well educated and mostly literate population.

Good enough?


15 posted on 12/15/2021 1:17:17 PM PST by Jimmy Valentine (DemocRATS - when they speak, they lie; when they are silent, they are stealing the American Dreams)
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To: Jimmy Valentine

What of the above Russia is lacking?

Agriculture and iron pit won’t make a nation of 30 million rich. Antonov is dead and so is the tank factory. Do a research on how many aircraft and tanks Ukraine built over the last 8 years.

The educated population is a thing of the past as well. Do a research in where the aircraft and tank engineers are working right now. Hint: not in Ukraine.

The young people do not choose a career path of engineers anymore.

They mostly move to pick lettuce in Europe instead of getting a higher education.


16 posted on 12/15/2021 1:41:33 PM PST by NorseViking
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