​Russia: Positioning for Opportunities

Many news reports are saying that there are more than 100,000 Russian troops on the Ukrainian border. Some news reports are saying around 90,000.

So, does this mean an invasion of The Ukraine is imminent?

I would say: certainly not. The Russians are positioning themselves to take advantage of possible opportunities. Russian troops moving into the Ukraine, en masse, is certainly more likely than it was a year ago, but it may not come in the form of an invasion and will not happen at all unless global and local conditions present a compelling opportunity.

First: The Why?
Why would Russia want to take possession of The Ukraine?

Because in many Russian minds, and almost certainly in Russian President, Vladimir Putin’s mind, The Ukraine is Russian territory. The very first historical mentions of a Russian people and state come from tales of the ‘Kievan Rus’. Kiev was the first capital of the Russians. Today, Kiev is the capital of The Ukraine. Many Russian’s don’t see The Ukraine as just a lost province; they see it as their historical heartland. They strongly desire to see The Ukraine re-united with the rest of Russia.

Second: The Why Now?
Why is it far more likely that the Russians might make a play for taking back The Ukraine now, rather than a year ago?

Because they have finished the Nord Stream 2 gas pipeline under the Baltic Sea, which means that they can now pump natural gas direct to Germany and the rest of Western Europe. Previously, their gas, which provides an enormous income stream, had to pass through The Ukraine to reach Western Europe. So, naturally, the fear was that any aggressive moves toward The Ukraine could see the Ukrainians shut down the gas pipelines and hamstring the Russian economy from the very beginning of the war. Now, the Ukrainians can no longer play this card. So, the price the Russians would have to pay for aggression against The Ukraine has been substantially lowered. Not only that, but the Russians now have leverage over many of the European nations who might otherwise have supported The Ukraine against Russia. Now, the Germans, for example, know that if they support The Ukraine against Russia, they risk losing the natural gas upon which their economy currently depends. Previously, the Germans would have lost the gas immediately that the war started so the Russians could not have used the restriction of supply as a threat to keep them out of the conflict.

So, the Russians are highly motivated to regain The Ukraine and they have already created infrastructure and political levers that would significantly lower the expected cost of an invasion of The Ukraine. So why wouldn’t they go ahead and invade?

The main reason why the Russians would limit military actions against The Ukraine as much as possible is precisely because they see themselves as the one people. They would like to re-unify the country peacefully if they can. Many think that the Ukrainian identity is weak and does not have deep historical roots for many Ukrainian citizens, they hope that a well-managed crisis might bring many Ukrainian citizens around to wanting to re-integrate with Russia. President Putin is also surely aware that a brutal invasion may well be something which could inspire a stronger sense of Ukrainian identity than that which already exists. To draw an historical example, one might say that the inhabitants of the former Portuguese colony of East Timor had no strong sense of a national identity at the time when the Portuguese abandoned that colony, however, after a brutal Indonesian invasion, the East Timorese identity became extremely strong.
So, the Russians are hoping that The Ukraine will soon find itself in such economic or governmental difficulties that a re-unification with ‘Greater Russia’ will be welcomed by the populace. Of course, now that the Ukrainian government can no longer stop them exporting gas to Western Europe the Russians are able to tighten the economic screws on The Ukraine in a way they never have before. They have already banned exports of coal to The Ukraine, it remains to be seen if they are going to shut off the oil and gas as well this winter. There are various ways that the Russians can manipulate circumstances within The Ukraine to try and bring on a crisis. It is not the purpose of this article to try to detail them all. What I would like to emphasize, however, is that there are some potential global events which Russia might be watching or even waiting for.
Imagine, for example, that China began implementing its plans to take control of Taiwan. Such activity, whether it be a blockade or a military assault, would likely take a great deal of American attention. Would that not present a perfect opportunity for an old-fashioned military invasion of The Ukraine? Is it not possible that there might not already be a deal between China and Russia such that if China begins an attack on Taiwan then Russia should attack The Ukraine, to divide the attention and resources of America and its allies? Certainly, such a deal would make perfect sense. Indeed, the deal might even go the other way. It might read that ‘if Russia attacks The Ukraine then China should begin its attack on Taiwan.
Remember, such attacks would not be seen by either country as an act of aggression against a sovereign state. China would see an attack on Taiwan as simply the final chapter in a long-running civil war. Certainly, that civil war has been cold for many decades now, but, nonetheless, Taiwan is the last holdout of the Chinese Communist Party’s opponents in the battle to control China. Taking control of Taiwan would be for them an act of national reunification. For the Russians, with The Ukraine, it is the same. They too would see an invasion of The Ukraine as an attempt to reunify their country. Both Russia and China are very conscious, however, that the USA and the West would represent their actions differently and are worried about what they would do against them. Seen from this vantage point it would seem strange if there is not a deal between these two countries to co-ordinate their attacks on Taiwan and The Ukraine.

So ...

Right now, the Russians are in a strong position to move on The Ukraine; they have removed their economic vulnerability; global fossil fuel prices are high, boosting their economic strength and making their customers less likely to want to seek other suppliers; they have a strong leader with good domestic support and the US administration is focused on China and domestic discord and the American people are tired of foreign engagements. If an opportunity appears, the Russians may well move on The Ukraine.

However ...

For the Chinese, the current moment does not appear so compelling. The US is watching them closely and they do not want to get into a hot war with the Americans. However, their hand might be forced. My feeling is that the Chinese will continue to keep trading with the US for as long as they can, and the American administration will go along with this for as long as it can too. However, American domestic opinion might eventually force the administration to cease engagement with China. Just on the 2nd of December, 2021, the World Tennis Association has ceased any engagement with China over the Peng Shuai affair. One can imagine that outrage over what is reportedly happening in Sinkiang (Xinxiang) might shortly follow. At some point trade between China and The West might come to an abrupt halt and at that point China might feel it has much less to lose by attacking Taiwan. Indeed, attacking Taiwan might become a necessary, even the only, face-saving move left to a Chinese leader who is faced with the West’s anti-Chinese actions.

So, if Russia chose to make moves on The Ukraine this winter, it is quite likely that Chinese would not act on Taiwan but rather choose to wait till their own circumstances were more compelling. However, if China does move on Taiwan this northern winter then I think it very likely that Russia would initiate some actions against the sovereignty of The Ukraine.
 
Summary:
Russia is presently very well set up to intervene in The Ukraine, more so than at any period since The Ukraine Crisis began back in 2013-2014 with the toppling of a democratically elected pro-Russian government. The Nord Stream 2 gas pipeline has made Russia far less vulnerable to Ukrainian economic retaliation and simultaneously given the Russians more economic control of several Western European countries (most significantly, Germany). Consequently, the Russians are far more likely to intervene in the Ukraine than they have been previously, and they have stationed their military in a manner that would allow them to intervene very quickly should an opportunity arise. The Russians are probably working to manufacture such an opportunity, with moves like banning coal exports to The Ukraine, but other opportunities could arise without their meddling, an example of such being a Chinese play for Taiwan. Other opportunities, though, can be imagined, such as a poor response to the pandemic within The Ukraine causing  economic or administrative failure. Despite their strong position a Russian invasion is not a given, however, as the Russians would like to avoid alienating the majority of Ukrainians. They would prefer to intervene in the country in a situation where their intervention would be welcomed by, at least, a significant number of Ukrainians. However, if something like an invasion of Taiwan was begun by the Chinese the Russians may well think that the international circumstances were so favorable that they should take advantage of the situations and launch an invasion of The Ukraine regardless.
​Such are the precarious circumstances in which we find ourselves at the moment.