Summary of the Article: Ukraine’s Precarious Position & Potential for a Deal
This article paints a grim picture of Ukraine’s current situation, highlighting its military and economic vulnerabilities, and the potential for a negotiated settlement – one likely unfavorable to Ukraine.Here’s a breakdown of the key points:
1. Shifting Landscape & Two Proposals:
* Donald Trump‘s potential return to the White House is substantially impacting the dynamics of the war.He has expressed skepticism about continued US support for Ukraine.
* Two proposals for ending the conflict are emerging: a “Witkoff plan” (favors Russia) and a “Rubio plan” (favors Ukraine).The core issue remains that Russia won’t accept terms Ukraine can live with.
2. Ukraine’s Weaknesses:
* military Struggles: Ukraine is facing battlefield setbacks, lacking sufficient infantry and effective drone defenses. The situation is worsening in both the east (Pokrovsk) and south (Zaporizhzhia). Morale is low,with military members questioning leadership.
* Corruption: A major corruption scandal involving high-ranking officials (including a Zelensky confidant) has shaken public trust and politically wounded Zelensky.The scandal involves a large kickback scheme and highlights a disregard for critical infrastructure protection.
* Fiscal Crisis: Ukraine faces a massive budget shortfall (over €130 billion over two years). US aid is unlikely under a Trump management. A proposed EU solution utilizing frozen Russian assets is stalled due to legal concerns.
3. russia’s Position & Strategy:
* Momentum, but Challenges: Russia has gained operational momentum, despite heavy losses.
* Putin’s Calculation: Putin believes he can achieve his goals by increasing pressure on Ukraine, anticipating either a weakened Ukraine forced to concede or pressure from Trump to negotiate.
* Economic Pressures: Russia is facing economic headwinds, including falling oil prices, the impact of US sanctions on Rosneft and Lukoil, and reduced oil purchases from India and China. Ukraine’s drone strikes on Russian refining facilities are also causing disruption. Enlistment numbers are down.
4.Overall Outlook:
The article suggests Ukraine is in a precarious position, facing meaningful internal and external pressures. Russia is aware of these vulnerabilities and is highly likely to exploit them. The implication is that a deal, while potentially avoiding further escalation, will likely be heavily tilted in Russia’s favor.
In essence, the article argues that the war’s logic is reasserting itself: moscow dictates the terms, and Ukraine’s ability to resist is diminishing.