It might be a negotiating tactic to pressure Russia into concessions on its maximalist goals in the conflict as a quid pro quo for not reprioritizing Russia’s containment over China’s by extending Article 5 to NATO states’ troops in Ukraine and thus reducing the odds that they’ll actually deploy there.
Andrew Korybko
France and the UK recently committed to deploying troops to Ukraine in the event of a ceasefire as part of their latest proposed security guarantees to that country, the principle of which was praised for the first time ever by Steve Witkoff and Jared Kushner, the US’ Special Envoys for talks with Russia. The Paris Declaration
that France and the UK signed also pledged their support for
“Participation in a proposed US-led ceasefire monitoring and
verification mechanism”. All of this certainly raises concern in Russia.
Secretary of War Pete Hegseth declared
last February during his speech at NATO HQ that his country won’t
consider member states’ troops in Ukraine to be covered by Article 5 and
won’t deploy any of its own there either as part of any security
guarantee. In light of the Paris Declaration, however, some in Russia
might wonder whether the US is soon planning to reverse both policies to
protect its NATO allies’ troops in Ukraine upon their deployment and
deploy its own there too for monitoring a ceasefire.
Putin himself warned
as recently as last September that Russia would deem Western troops in
Ukraine “legitimate targets for destruction.” It’s therefore easy to see
how their deployment en masse, unlike the minor unofficial French and
UK troop presence in Odessa that Russian spies confirmed
later that same month, could spiral out of control into World War III
if Russia targets their forces. That might not happen, though, if the
US’ support for the latest security guarantees is just a negotiating
tactic (at least for now).
To explain, Trump 2.0 could have
continued pumping Ukraine with weapons for free and never initiated
talks with Russia if it wasn’t sincere about ending the conflict, all
while gradually ramping up escalations against Russia as part of a
“boiling the frog” approach for normalizing the path to World War III.
Abstaining from those courses of action only to suddenly engage in the
unprecedented escalation of extending Article 5 to NATO states’ troops
in Ukraine and even sending its own is possible but unlikely.
The “Trump Doctrine”, which readers can learn more about here,
relegates Russia as a junior partner in a US-led world order. All that
the US wants is to deny China access to more of Russia’s resources,
which it requires for maintaining its growth and thus its superpower
trajectory, by massively investing in some deposits as an incentive for
compromising on its security-related goals in Ukraine and then
outbidding China for access to others in the future. This quid pro quo,
however, remains unacceptable to Putin.
Even if his
position doesn’t change and the conflict continues, achieving the above
goal vis-à-vis Russia might become increasingly less important for the
US if it soon obtains control over Iran’s, Nigeria’s, and other major
BRI countries’ resources after its astounding success in Venezuela. In that event, it’s difficult to imagine Under Secretary of War for Policy Elbridge Colby, whose “Strategy of Denial” is at the center of the “Trump Doctrine”, prioritizing the Russian front of the New Cold War over the Chinese one.
After
all, the aforesaid complementary policies include radically ramped-up
multilateral military pressure upon China in parallel with denying it
access to the resources (and markets) that it requires, which doubling
down on the Ukrainian Conflict would detract from. If the non-military
aspects of Colby’s “Strategy of Denial” are advanced in major BRI
countries and among US partners in the Indo-Pacific, the EU, and the
Gulf, then the cost of stubbornly trying to advance this with Russia
wouldn’t be justified.
Accordingly, the US would be less likely to
extend Article 5 to NATO states’ troops in Ukraine and naturally
wouldn’t deploy its own there either in that scenario, instead possibly
suggesting a compromise whereby its allies would concentrate their
troops in Poland and Romania instead while the US might monitor a
ceasefire via remote means like satellites and drones. This proposed
compromise would be necessitated by circumstances, but the context
likely wouldn’t be told to the Russians.
Rather, it could be presented as a pragmatic compromise
for Russia scaling back its goals, particularly those related to
demilitarization and territory. Putin is reluctant to do that, however,
but he also might not want to risk upsetting the current arrangement
within the US’ permanent military, intelligence, and diplomatic
bureaucracies (“deep state”) whereby containing China now takes priority
over containing Russia like could happen if he rejects a compromise
and/or presses forward after Donbass.
Given the US’ eagerness to outsource Russia’s containment in Europe to the Polish-led “Three Seas Initiative” in partnership with Germany
after the Ukrainian Conflict ends, which would enable the US to fully
prioritize China’s containment, Russia’s post-conflict security
situation might relatively improve (albeit not to the extent envisaged
when the special operation
began) so long as it agrees to a compromise. This opportunity of sorts
could be lost if Russia continues pursuing its maximalist goals.
Five questions therefore arise whose answers will determine what might come next:
1.
How serious is the US about extending Article 5 to NATO states’ troops
in Ukraine and possibly deploying its own there too even at the expense
of derailing plans to more muscularly contain China?
-
Does Putin
believe that it’s serious or does he think that it’s bluffing? How
might he react based on each assessment and what factors could change
how he views its intentions?
-
What’s the likelihood of the US’
“deep state” dynamics reverting from prioritizing China’s containment to
Russia’s if Putin rejects a compromise and/or presses forward after
Donbass?
-
How might the US’ success or lack thereof in denying
China access to other states’ resources (and markets) just like it did
Venezuela’s affect the above as well as its flexibility in compromising
with Russia?
-
To what extent might Putin compromise on his
maximalist goals? Could he be persuaded to accept NATO troops in Ukraine
after the conflict ends if the US doesn’t extend Article 5 to them?
There are more or less two ways for Putin to look at everything:
1.
The US’ plans to more muscularly contain China will remain its
priority, especially if it succeeds in denying China access to more
energy and markets, so Russia can safely reject a compromise in favor of
retaining its maximalist goals and pressing forward after Donbass
without worrying that the US will redouble its military support for
Ukraine and/or provoke a Cuban-like brinksmanship crisis by extending
Article 5 to NATO states’ troops in Ukraine who might then unilaterally
deploy there alongside its own.
- The US’ “deep state” dynamics
remain fluid so it’s possible that rejecting a compromise and then
pressing forward after Donbass could be manipulated by Russia’s enemies
to persuade Trump to reprioritize its containment over China’s, which
could greatly raise the chances of the US redoubling its military
support for Ukraine and/or provoking a Cuban-like brinksmanship crisis
by extending Article 5 to NATO states’ troops in Ukraine who might then
unilaterally deploy there alongside its own.
As for the US,
it prefers a swift political end to the conflict so as to more
muscularly contain China afterwards but not entirely on Russia’s terms,
so it’ll likely apply more secondary sanctions
upon Russia’s partners in pursuit of that if Putin rejects a
compromise. If there’s a major Russian breakthrough, it might even
threaten to extend Article 5 to NATO states’ troops in Ukraine if Russia
doesn’t stop and then order their deployment to partition Ukraine if it
still doesn’t at the risk of World War III if they’re attacked.
This
approach could backfire if China and Russia become more dependent on
each other due to the US denying the first access to more resources and
the second its access to more of the markets in which it sells its
resources (like India if there’s more secondary sanctions pressure and
India then replaces Russian oil with Venezuelan
as part of a deal). China could then gain access to Russia’s entire
resource base on the cheap while Russia would receive the financing
required for indefinitely perpetuating the conflict.
Such
unprecedented mutual dependence on one another could backfire on them
too, however, if it breeds resentment among one and/or if the US
abruptly makes one of them a much better offer than before on the
condition that they dump the other and thus indirectly help the US
strategically defeat them. To be clear, Putin and Xi have repeatedly
reaffirmed how deeply they trust one another so this dark scenario is
unlikely, but it shouldn’t be casually dismissed either since the
possibility still exists.
Circling back to the subject of the US
supporting European security guarantees to Ukraine for the first time
ever, this is arguably just a negotiating tactic at this stage, but it
also signals (whether sincerely or not) that the US’ “deep state” isn’t
solidly behind prioritizing China’s containment and could thus revert to
prioritizing Russia’s if Putin rejects a compromise and/or presses
forward after Donbass. That’s all that can be assessed for now given the
complexity of the global systemic transition at its latest stage.