Russia will either decisively win, be offered a more generous ceasefire that it’ll accept for pragmatic reasons, or its enemies will dangerously “escalate to de-escalate” as the West falls further behind in their “race of logistics”/“war of attrition”.
Bild cited internal Defense Ministry documents to report that Germany finally maxed out its military support for Ukraine and won’t give any more heavy equipment, which comes around six weeks after the Polish Defense Minister effectively said the same thing about his country’s support. The Federal Cabinet detailed “The arms and military equipment Germany is sending to Ukraine” last month, which they said totals €28 billion in assistance that’s either already been provided or committed for future years.
Poland and Germany have done much more for Ukraine in this regard than most countries so the fact that they’ve already maxed out their support suggests that the West as a whole might soon seriously consider freezing the conflict. After all, Russia is already far ahead of NATO in the “race of logistics”/“war of attrition”, with even Sky News candidly reporting earlier this year that Russia is producing three times as many shells as NATO at one-quarter of the price.
This was followed last month by CNN sharing a glimpse of just how bad everything has become for Ukraine, which coincides with growing interest among the Western public and even some of their elite in cutting their side’s losses by exploring a political solution to the NATO-Russian proxy war in Ukraine. “Russia’s Capture Of Pokrovsk Could Reshape The Conflict’s Dynamics” whenever it comes to pass so it naturally follows that they’d either want to preempt that or find a way to freeze the conflict afterwards.
The challenge though is that Russia won’t consider a ceasefire so long as Ukraine continues to occupy Kursk and Donbass, neither of which Kiev is willing to withdraw from as a “goodwill gesture”, thus risking the scenario that the front lines collapse due to the combination of attrition and Russia’s new tactics. In that case, Russia might try to expel Ukraine from the remainder of Zaporozhye Region east of the Dnieper, including its namesake city of an estimated 750,000 people.
There’s also the chance that Russia moves into eastern Dnipropetrovsk (“Dnipro”) Region despite having no claims to it either to coerce Ukraine into withdrawing from eastern Zaporozhye and its namesake capital and/or to push the Line of Contact (LOC) as far as possible before freezing it. This tactic could also enable Russia to open up a southern front in Kharkov Region to complement the eastern and northern ones. The worst-case scenario for Ukraine is simultaneous attacks along these three axes.
With Poland and Germany having already practically tapped out, unless they dig into the rest of their reserves that they’ve thus far preserved to meet their minimum national security requirements, this sequence of events is certainly possible. It could only be preempted by a comparatively more generous ceasefire proposal from the West that piques the Kremlin’s interest, Russian self-restraint, or Ukraine and/or the West “escalating to de-escalate”.
The first could see the West pressure Ukraine into withdrawing from eastern Zaporozhye Region, the second could be due to Russia not wanting to risk overextending its military logistics, and the third could involve a nuclear provocation, the formal deployment of NATO to Ukraine, and/or an attack on Belarus. Relevant factors include the timing of any potential Russian breakthrough and the outcome of the US elections, both of which could influence Ukraine and/or the West, perhaps even in different ways.
All that can be said for sure is that Ukraine can’t depend on more military aid after Germany just joined Poland in dropping out of the “war of attrition”. Unless they dig into their reserves or others step up (if they even have much left to give), then something game-changing might soon happen, though whether it’s positive or negative remains to be seen. Russia will either decisively win, be offered a more generous ceasefire that it’ll accept for pragmatic reasons, or its enemies will dangerously “escalate to de-escalate”.
Er.. Russia does have a valid claim to Dnepropetrovsk! It was founded as Yekaterinoslav by Catherine the Great. It is fully Russian speaking, and was not traditionally in the Ukraine: in the 17th century it was on a three-way border point between the Turks to the south, the Ukraine to the West and Russia to the East. I hope they take it, but it seems the large cities are off Putin's menu.
If Germans do not actively change their national environment soon, Rhinemetal may become in name only, and instantiated more like Potomacmetal. Military heavy industries use a lot of energy and materials. Even if they are willing to go back to coal, there may not be that much left. After all, Ruhr and Saar are old mining areas and were heavily excavated well before WW1. Poland may have more natural resources left.