Mark Galeotti posted: ” This is a summary of the discussion at the latest workshop of the current series of online Strategic Competition Seminar Series (SCSS) webinars held on 13 December 2022 by the George C. Marshall European Center for Security Studies (GCMC) in Garmisch” In Moscow’s Shadows FY23 SCSS#3, 13 December 2022 – “Winter has Come!” Roundtable Mark Galeotti Dec 14 This is a summary of the discussion at the latest workshop of the current series of online Strategic Competition Seminar Series (SCSS) webinars held on 13 December 2022 by the George C. Marshall European Center for Security Studies (GCMC) in Garmisch-Partenkirchen, Germany. The summary reflects the overall tenor of the discussion, and no specific element necessarily should be presumed to be the view of either of the participants. Please note that Mark Galeotti is only hosting these useful summaries and can claim no credit for compiling them. Introduction This year our Strategic Competition Seminar Series (FY23 SCSS) activities will focus on the theme of alternative Ukrainian future trajectories and the implications these may have for Russia and the West.  Much has been assumed about the impact of winter on Russia’s ability to advance its invasion of Ukraine, Ukraine’s ability to resist, Western unity and potentially on increased pressure for a ceasefire – but on whose terms?  This roundtable examines these interlinked themes.  Winter War? In general terms, Russia expects winter will break western solidarity and resolve, increase calls for ceasefire on Russian terms and undercut Ukraine’s morale and will to fight.  Russian strikes against Ukraine’s energy grid have reduced in numbers but are sustainable through the winter and have a cumulative effect.  An operational pause appears underway, akin to August 2022 before Ukraine’s lightning counter attack in September to retake Kharkiv region, as each side probes the other in search of weakness, vulnerabilities and opportunities.  Ukraine makes small advances on the Svatove-Kremina line, for example, and undertakes long-range strikes against Russian supply nodes, while Russia makes slow incremental gains around Bakhmut. When surveying Russian mainstream commentators and military bloggers, two other themes emerge: Russia makes advances at the front; Russia is vulnerable in its rear to long range Ukrainian strikes. These bloggers show a renewed confidence. They believe that Russia has regained the military initiative and advantage from the low point of 9 November Kherson “regrouping” announcement.  Slow advances towards Bakhmut, it is argued, are not only proof positive of this proposition, but also demonstrate that Gen Surovikin’s recommendation, accepted by Defense Minister Shoigu, was the right one as it allowed Russian troops to withdraw to more defensive lines in the south and be redeployed to focus on expanding Russian territorial control of Donetsk region. Shortages of artillery munitions, this narrative argues, can and are being addressed.  Newly mobilized and better trained battalions will be ready for a “Spring Offensive”. The sense that time is on Russia’s side and that Russia’s military position is sustainable has taken hold.  Three months into the mobilization announced on 22 September, we can see that overall it is having an effect: 50,000 are deployed, 250,000 to be deployed and the annual autumn draft generates another 100,000. These conscripts can only be deployed to Russian territory – which, in Russia’s eyes, includes occupied Ukraine.  In reality, though, Russia continues to overestimate its own ability and underestimate Ukraine’s and so miscalculate the balance of forces.  Differences are most stark in logistics, with Russia’s logistical supply chains broken. It is also very apparent that production in Russia’s defense industrial complex is very dependent on western component parts.  Ten months into the war the Russian military has more able-bodied men but these new forces have less armor, heavy weapons and military equipment available to them.  Russia is not ready to repel a Ukrainian winter offensive. Repurposed Ukrainian Soviet-era targeting drones are successfully, if symbolically, capable of attacking a 1000km into Russia’s rear. The direct attack on a part of Russia’s nuclear triad (Russian strategic bombers at Engels airbase) is an unprecedented event and the expectation among commentators and bloggers was Russia would launch a very punishing response.  This has yet to occur. In addition, the perception holds that Ukraine received green light from the Pentagon to launch the attack, used western supplied long-range missiles and received western targeting aid.  Such targeting, the perception holds, was also in evidence in attacks on Saki airfield and Sevastopol in Crimea, the Moskva cruiser, Kerch bridge and Wagner PMC HQ in Luhansk.  Another concern expressed is in the decline of the supply of Iranian drones for swarm attacks against Ukraine. By some estimates, there is a 20-30% probability that Ukraine could launch an offensive in Zaporizhzhia region around late January-February 2023, but this would likely consist of gradual advances, both in order to reduce combat fatalities and because more robust Russian defenses make the kind of collapse that occurred in the Kharkiv region in September relatively unlikely.  Ukraine’s military enjoys much better morale, winter warfare equipment and logistical supplies (in part due to shorter lines of communication). Russian missile attacks against civilians in cities force Ukraine to deploy its air defense to protect cities, opening the possibility that Russia deploys its air force against Ukraine’s military on the front lines, making continued western air defense assistance and support more generally a priority.  Ukrainian morale remains high. Continued European Solidarity? Europe faces an unprecedented energy crisis as Russia supplied 25% of its crude oil, 40% of its gas supply and 50% of coal deliveries.  Expectations around the potential magnitude of the crisis have not been met: the current situation is better than expected.  Gas storage in Germany, for example, is at 90%, electricity supply is stable, and gasoline cheaper now than before the conflict (see chart below). Although it is still early in the winter, we do have data and scenarios that indicate a high probability that there will be no shortage. (See Chart below) A number of explanations account for this better than expected outcome.  First, the EU’s energy market has functioned well, reducing consumption and brining new energy to Europe.  Second, luck with external conditions is a factor, not least the weather a drop in Chinese consumption.  Third, with few exceptions, the alignment of EU and national energy policies have prompted the filling of storages, commitments to energy conservation and the construction of new infrastructure. In a milestone achievement, the first ever LNG shipment (“Esperenza”) docks in Germany on 15 December 2022. How can European populations and businesses be protected from the impact?  The impact feels very different in different parts of Europe, depending energy systems, industrial consumption, and, most importantly, the fiscal ability of a state to shield its consumers. Despite policy not advancing in some areas, such as a gas price cap, heated bargaining and accusations, energy has not led to deeper divisions. Why?  First, it is abundantly clear that what is at stake is extremely important.  As a result, attempts to divide the EU at this critical time run the risks of paying a high political price.  Second, the process of advancing energy policy is characterized by lots of bargaining, over, for example, sanctions, price caps, and subsidies. In this process, there is no single East-West, core-center, North-South cleavage in Europe but rather overlapping coalitions which generates stability. How is societal cohesion impacted?  It is difficult to measure social cohesion though protest can serve as an indirect indicator.  In Prague in late October 2022 a protest gathering of 70,000 proved to be an outlie. In Germany, for example, there has been no large protest and support for the political party ‘Alternative for Germany’ peaked on this issue in October, when uncertainty and fear was at its highest.  Lower gas prices and distractions, such as the world football championship and Christmas, are also factors.  Attitudes, however, could change quickly.  An unpredicted disaster, an attack by Russia on Norwegian pipelines, or a freak event generated by system stretched are all possible.  In addition, Russian disinformation targeting Ukrainian refugees and host state populations may be a factor, particularly following a potential upsurge in refugees over winter if the Ukrainian energy grid collapses. In the case of Germany, it is clear that this is Putin’s war and that blame for subsequent energy disruption is easily attributed.  For this reason, energy will not be the factor that results in a trade “land for peace” compromise, allowing Russia to reconstitute its military, consolidate political control and perpetuate the conflict at a time of its choosing.  In Germany, entrenched pacifism or fear of escalation (the issue of supplying German tanks to Ukraine is a case in point) could become problematic. Winter Stalemate and Ceasefire? Better than expected energy policies have mitigated the risk that “General Winter” would build western pressure that pushes Ukraine to accept a ceasefire on Russian terms.  There is no prospect of peace talks this winter between Russia and Ukraine, but there is still a lot of talking going on. There are talks about talks, there are various talks about concrete issues that may have a wider impact on the conflict, and there are talks about avoiding escalation. There is therefore a gradual institutionalization of contacts, negotiated PoW exchanges, local ceasefires and vested interests in play that complicate the picture. Talks about talks: A flurry of discussions in the media about talks in November may have proved divorced from the reality on the ground, but they did reflect real anxieties in the West about how to support Ukraine if the war dragged on through 2023.  The New York Times, for example, reported different views on peace talks being aired inside the White House.  Chairman of the Joint Chiefs of Staff Gen Mark Milley’s suggestion in November that Ukraine should be ready to contemplate negotiations with Moscow to consolidate its current gains on the ground met with a frosty response in Kyiv. Ukraine’s position: Commander-in-Chief of the Armed Forces of Ukraine Zaluzhny responded that “The Ukrainian military will not accept any negotiations, agreements or compromises” and named the Ukrainian condition for negotiations – the withdrawal of Russian troops from “all captured territories.”  As Zaluzhny’s comments suggest, Ukraine’s military leadership has no interest in talks which would likely only consolidate Russia’s territorial gains and public opinion is supportive: at least 70% of Ukrainians want to continue to militarily resist Russian aggression.  Ukraine believes it has a viable military option to end the war on its terms. But there are evidently different views in Kyiv.  Although the maximalist public position – including the return of Crimea – is becoming difficult to step back from, in negotiations Ukraine could shift positions.  Indeed, under pressure from Washington, President Zelensky has put more effort into a diplomatic track. He presented a 10-point peace plan at the G20 and has called for a Ukrainian Peace Formula Summit. Although the plan was largely a restatement of Ukraine’s war goals, it demonstrated an understanding of the importance of a political track. Ukraine is now trying to build on its proposals to conjure up more support – both in the West to help it survive the winter – and in the global south, where Ukraine recognizes Russia’s narrative has had some cut-through. Russian position: Despite Russian rhetoric about being ready for talks, in reality Moscow only wants talk on its terms. An effective precondition for Russia is at a minimum de facto recognition by Ukraine of Russia’s existing territorial occupation. Speaking at a recent summit in Bishkek, Putin agreed that there would one day be a political settlement, but added that “all participants in this process will have to agree with the realities that are taking shape on the ground.”  This sentiment was reiterated by Putin’s press spokesman Dmitry Peskov on 13 December, when he rejected Zelensky’s peace proposal and insisted that Ukraine must accept new “realities”. Russia seems to believe that its aerial campaign against Ukraine combined with declining support from the West will eventually lead to talks on its terms, involving territorial concessions by Kyiv and the acceptance of constraints on a future Ukrainian state’s foreign, defense and domestic politics. Broadly speaking, Russia sees time on its side and predicts that in 2023 it will be much harder to sustain financial support to Ukraine. Eventually, Ukraine will crack. But behind this unrealistic view there are signs of splits in elite opinion. The so-called patriotic camp appears to be increasingly divided about how to go forward. One wing of this camp is still hoping for various types of escalation to force Ukraine to capitulate – or just collapse – but there are also signs of a more realistic appraisal from some in the patriotic camp. This group accepted the military necessity of the withdrawal from Kherson and now advocates a resigned position of defending what Russia has already seized, while focusing attention on building up Russia’s defense and economy at home. Zaporizhzhia.  Even if talks about a peace deal are unlikely, there are few other channels opening up to discuss how to manage different aspects of the war. An example is the Zaporizhzhia power plant, where IAEA Director General Rafael Grossi has been mediating talks between the two sides over establishing a “protection zone” around the plant. In theory, some kind of de-militarization of the site is possible but so far Russia has refused to withdraw its forces. Neither side trusts the other – and both have principled objections to any agreement that delegitimizes their territorial claims. The dispute is a microcosm of a wider dilemma for Ukraine. Any agreement on a protection zone around the plant that leaves Russian forces in place is a de facto ceasefire that legitimizes the Russian presence and allows them to consolidate control. Ammonia for prisoners. Zaporizhzhia is not the only behind-the-scenes negotiation. Russian and Ukrainian delegations met on 17 November in Abu Dhabi to discuss resuming the export of Russian ammonia along a Soviet-era pipeline from Togliatti in Russia to Odesa (exports were halted after the war began) in exchange for a return of POWs. Russian ammonia exports were included in the grain deal agreed in July between Russia, Ukraine, Turkey and the UN, but Ukraine is reluctant to allow Russian business to earn huge profits from ammonia exports through Odesa while Russia continues to bomb the city. These talks have not reached any agreement yet although there were further prisoner exchanges on 1 and 6 December. Conclusions: While the conflict is “mutually hurting”, a stalemate is not in evidence, far less exhaustion.  A prolonged war of attrition by drone and missile attack may appear the default pathway, but it is not the only one. Putin has to escalate not to lose and Russian “victory-at-any-costs” rhetoric and targeting of cities and civilian infrastructure increases Ukraine’s will to resist and reject a ceasefire on Russian terms.  Winter has not led to a strategic impasse.  Fears of a grey-zone protracted inconclusive conflict characterized by operational exhaustion, war fatigue and the rise of a “give peace a chance” camp in Europe are not realized. Paradoxically, a high intensity fluid deadlock is in balance at break-point. A deterioration of Russian military leadership and poor discipline, training and supply will generate significant impacts on Russia’s ability to generate deployable combat power, even come spring. Russia manages between 10-15 air sorties per day (a maximum of 20) which is inadequate given the scale of the conflict and does not allow aerial dominance.  An opposite set of drivers appear the reality for Ukraine.  Trust in the top leaders and wider Ukrainian institutions, such as the armed forces, emergency services and police, high morale and continued support for mobilization in defense of Ukrainian statehood are all in evidence.  Ukraine has western trained specialized units, much better logistical chains and western military assistance tied to an operational plan. The strength of Ukrainian air defense explains the underperformance of the Russian air force. Western solidarity is boosted by effective energy policy responses to what had been dependence on Russian energy. As Russia perceives that time is on its side, and is using an operational pause to regroup and reconstitute its military in order to launch new offensives in the spring, the incentives for a focused Ukrainian offensive in winter increase – with the probability over 50%.  Major Ukrainian military advances would dramatically alter political positions, leading not just to the replacement of Gen Gerasimov, but badly damaging the political legitimacy of the Supreme Commander-in-Chief – that is, President Putin. Disclaimer: This summary reflects the views of the authors (Pavel Baev, Dmitry Gorenburg, Janis Kluge and Graeme P. Herd) and are not necessarily the official policy of NATO, the United States, Germany, or any other governments. GCMC, 14 December 2022. Comment Like You can also reply to this email to leave a comment. Trouble clicking? 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Mark Galeotti posted: ” There’s a fascinating AI (artificial intelligence) project currently openly available, ChatGPT, which allows you to ask the system to write texts on any topic in whatever style. As a momentary and welcome distraction, I played around with it. Firs” In Moscow’s Shadows Putin’s Retirement Speech (if only) and Whacky Kremlin Sitcoms Mark Galeotti Dec 3 There’s a fascinating AI (artificial intelligence) project currently openly available, ChatGPT, which allows you to ask the system to write texts on any topic in whatever style. As a momentary and welcome distraction, I played around with it. First of all, I asked it to generate four ideas for a sitcom set in Vladimir Putin’s Kremlin. It came up with: “The Kremlin Komedians” follows a group of bumbling bureaucrats as they navigate the cutthroat world of Russian politics. “Putin’s Palace” centers on the personal and professional lives of the staff at the President’s official residence. “Kremlin Chaos” showcases the absurd and hilarious antics of the President’s advisors as they try to keep him in line. “The Putin Show” is a mockumentary-style sitcom that parodies the inner workings of the Kremlin, with Putin himself playing the lead role. Then, I requested that the AI wrote a speech by Vladimir Putin in which he explains why he is retiring from office in the context of the war in Ukraine: Dear fellow Russians, Today, I am announcing my decision to retire from the office of President of the Russian Federation. This decision has not come easily, as I have devoted my entire life to serving our great nation. But after much contemplation and consideration, I have come to the realization that it is time for me to step down and allow fresh leadership to guide Russia into the future. Over the past two decades, I have had the honor of leading Russia through some of the most challenging and transformative times in our history. We have faced economic hardships, global tensions, and political turmoil. But through it all, we have remained strong and resilient, and have emerged as a global power on the world stage. However, the ongoing conflict in Ukraine has weighed heavily on my mind and on the hearts of the Russian people. Despite our best efforts to find a peaceful resolution, the situation has only grown more complex and dangerous. It is with a heavy heart that I announce my decision to retire from office, in the hopes that a new leader will be able to bring fresh perspective and renewed efforts to the negotiations and peace talks in Ukraine. I am confident that the future of Russia is bright. We have a strong foundation, a resilient people, and an unwavering commitment to our national interests. And with the right leadership, I am confident that we can continue to prosper and thrive in the coming years. I want to thank each and every one of you for your support and dedication over the years. It has been a privilege to serve as your President, and I will always cherish the memories and experiences we have shared together. I look forward to watching Russia continue to grow and flourish, and I am confident that the best days for our great nation are yet to come. Thank you, and may God bless Russia. Sincerely, Vladimir Putin Ah well, we can all dream, even if these are electric dreams… PS, if anyone’s wondering about that image at the head of this post, there apparently is a game called Putin vs. Aliens: Extended Cut CyberPutin 2033 and then, as if there were not enough, CyberPutin 2077: Endgame (or Путин против Инопланетян: Финал), described as In 2015, Vladimir Putin received a call from aliens, who said they would destroy the Earth. We didn’t have to wait for help from the West, because they were rotten. Therefore, Putin was not confused, and together with loyal friends punished the aliens in full! Now, in 2020, it’s time for the final battle! Between stability and surprise, between the sun of all Russia V. V. Putin and God-fearing Aliens! In space! In the game you will learn the secret of the origin of aliens, as well as get a unique gaming experience, because the game consists of four parts: Arcade, Strategy, RPG and, of course, Putin! And no, I haven’t played it. Comment Like You can also reply to this email to leave a comment. Trouble clicking? Copy and paste this URL into your browser: https://inmoscowsshadows.wordpress.com/2022/12/03/putins-retirement-speech-if-only-and-whacky-kremlin-sitcoms/