Category: Political Science

From an email from Trey Howard, I won’t impose further double-indent on it:

“I recently came across the pessimistic Edward Luce column you retweeted, and wanted to offer some trends that I think point in the opposite direction. I offer these as someone who was much more worried about nuclear war in the first 2 weeks of the war, before the factors below became apparent.

1. Putin has been willing to revise his objectives. The Russian army fell back from Kyiv, did not launch an amphibious assault on Odessa, and has not attempted to storm the Azovstal steelworks. All of these indicate that Putin is receiving some objective information about the poor performance of his military, and is revising his plans accordingly.
2. Putin’s objectives are amorphous. What does it mean to de-nazify Ukraine? What does control of “the Donbass” mean exactly? These kinds of objectives are susceptible to BS-ing for the domestic audience. They are not like “Kill Zelensky” or “Capture Kyiv”. They permit Putin an off-ramp at any time he wants to declare victory.
3. NATO is unwilling to intervene directly. If anything, I have heard less chatter about no fly zones since the first two weeks of the war.
4. Putin has not escalated to chemical weapons, despite having an opportunity to use them effectively on the Azovstal works.
5. NATO has limited the supply of weapons to short range weapons that a) do not require a complex supply chain of trainers and contractors close to Ukraine or b) are unlikely to cause mass casualties in Russia itself (airplanes, tactical ballistic missiles). This seems likely to continue for the foreseeable future. For all the breathless talk of “heavy weapons” being shipped to Ukraine, it is hard for me to imagine that Russia sees T-72 tanks, towed howitzers, or M113 personnel carriers from the 1970s as tilting the balance. They have thousands of comparable weapons in storage.
6. Russia has not attempted to interdict the flow of weapons inside NATO countries. Not even “plausibly deniable” things like train derailments or warehouse fires. This is all the more remarkable when you consider that the GRU committed attacks in NATO countries in the years before the war started.
7. Putin is not threatened at home. If anything, support for the invasion seems to have increased. The Russian economy has not collapsed as some predicted, and this will bolster support for him.
8. Russia continues to make payments on its foreign debt. To me this indicates a long-term outlook and is not the kind of thing one would do if contemplating murder-suicide at a national level.
9. Russia has not increased the readiness of its strategic nuclear forces (like putting SSBNs to sea).
10. Russia is actively recruiting foreign mercenaries and seems likely to order a general mobilization soon. Some people see this as a sign of escalation, but I think it is more likely that Putin realizes that he needs more bodies to garrison captured territory. Additional conscripts will eventually allow some of the BTGs in action to rotate away from the front lines. It will increase his perception that time is on his side. More troops will make it less likely that Ukraine can inflict a decisive defeat on Russian forces in the Donbass (which might really precipitate tactical nuclear weapon use).
11. Russia is taking over administration of infrastructure in captured territory, and is preparing residents to switch to the ruble. These are long-term thinking measures consistent with a power planning to occupy and administer new territory (which they would not want to irradiate).
12. Putin thinks that the political winds are on his side. Viktor Orban being re-elected, Le Pen performing better than her prior showing, and the coming midterms in the USA all point to populations becoming impatient at the high inflation and constant drumbeat of scary news coming out of Ukraine. Of course, the biggest break for him would be Trump 2024…

I disregard all public statements from Russia (whether from state TV, Putin himself, or lesser officials). There is never going to be a situation where the Russians say “relax, we aren’t going to use the nukes”. They want to keep us guessing. I look at the trends above instead.

Many of these trends are bad news for Ukraine and the west in general, but they are factors that make nuclear war less likely. As you said on a recent podcast “things are never as bad or as good as you might think.””

TC again: That’s it, have a cheery day!

That is the theme of my latest Bloomberg column, about 3x the normal length.  Here is one excerpt:

From the vantage point of 2022, it is clear that the norms doctrine, while it served useful functions for decades — just as did the MAD doctrine — has its limitations. The most obvious is that norms tend to weaken and eventually collapse.

Once the use of nuclear weapons became classified as “unthinkable,” political actors tried to extend that designation to other kinds of weapons. In doing so, they weakened the concept of unthinkability. The broader category of “weapons of mass destruction,” for example, was also supposed to be unthinkable. Yet Iraqi leader Saddam Hussein used them against Iran in the Iran-Iraq war of the 1980s. This led some countries to support Iran, but Saddam remained in power until former President George W. Bush led the war against Iraq roughly two decades later.

In 2012, former President Barack Obama told Russian President Vladimir Putin that they should agree that chemical weapons should not be deployed in Syria, as that would constitute a “red line.” Syria went ahead and used them, and there was no major kinetic U.S. military response, thereby erasing that red line and possibly others.

The pattern is evident: Once the category of “unthinkable” weapons is created, it is expanded so much that it loses its credibility. Politicians tend to spend down the reputational capital that their predecessors build up.

And:

Another problem with the norms doctrine is that, sooner or later, there is value in breaking a norm — precisely because the norm was successful.

Think back to your high school. Your teachers probably set up behavioral norms that most everyone followed. That left room for a rebel who dared to defy those norms, if only for attention and to signal non-conformity.

With nuclear weapons, it’s not as if Putin or some other political “rebel” would use a bomb to make a point or to seem cool. Rather, Putin has been finding it useful to threaten the West and NATO with possible nuclear weapons use. If enough scary threats are issued, the use of nuclear weapons no longer seems unthinkable. And as the unthinkability norm erodes, eventually someone — Putin or not — may use nukes.

Finally, as mentioned above, the norms doctrine assumed the major nuclear powers all had a stake in a status quo…

Cameo by Thomas Schelling!

Ukrainian officials have run more than 8,600 facial recognition searches on dead or captured Russian soldiers in the 50 days since Moscow’s invasion began, using the scans to identify bodies and contact hundreds of their families in what may be one of the most gruesome applications of the technology to date.

The country’s IT Army, a volunteer force of hackers and activists that takes its direction from the Ukrainian government, says it has used those identifications to inform the families of the deaths of 582 Russians, including by sending them photos of the abandoned corpses.