I have problems tieing together the depressing nature of his conclusions with his analysis of why the outcome will be so negative. i.e. “Russia is winning. They’re winning in Ukraine… Empircally, when you look at the math!” This might be explained by his attempt to push back against a triumphalist narrative that Ukraine is one last push away from from a general rout of Russian forces in South and West Ukraine. However, while he believes Kherson and Odessa will fall before Winter 2022 – where he discusses a maximalist Russian ambition of strangling the Ukrainian economy by linking Crimea to Transnistria – he also indicates his negative assessment might include a negotiated ceasfire (perhaps with similar borders to how they are today?).

Most of all he looks at Ukraine as a problem of disinterest due to an absence of compelling Western motivations to suffer in their support of Ukraine.
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