By Eric Vandenbroeck and co-workers
How the
Ukrainian Battlefield Redefines the World
The war in Ukraine is a humanitarian tragedy, to be sure, but
that’s not why it has commanded the world’s attention.
After all, there are humanitarian crises taking place in Yemen,
Syria, and other countries as we write this. From a geopolitical
perspective, the war is potentially a watershed moment – that is, if European
politico-military unity endures, creating a new model of Europe
and redefining the functioning of the global system. A secondary issue is
whether China’s view of the world will change too as it either seeks
a new understanding with the United States or becomes more estranged
from it.
The Russians have fought a surprisingly poor war so far in Ukraine,
especially when you consider their goals: to secure Ukraine as a
buffer from the West and demonstrates Russian power as a force to be
reckoned with. So far, the war has done the opposite. In some cases, this
is surmountable: In Afghanistan, Iraq and Vietnam, for example, the
United States failed to impose its will and was seen by some as a
power in decline. The difference is that those countries were
not essential to American security. Ukraine is vital to Russia.
So now Russia is looking for reinforcements from Syria, Belarus, the
Wagner Group, and so on. Even if Moscow finds willing participants,
it takes time to transport troops, familiarize them with the
battlefield, and insert them in the combat structure. And even if
Moscow succeeds in doing all these things, it still portends a long and
drawn-out conflict.
To many observers, the need to recruit foreign troops indicate a
failure of Russian commanders, a weakness in training and motivating troops,
and logistical problems.
If Russia wanted to create a sense in Europe that it could invade at
will – something it likely would not have done, but something that would have
potentially caused Europe to find an accommodation with Moscow or
reconsider its relationship with the U.S., just in case – it has
failed. For now, at least, it has brought the United States and
Europe closer than before. The continued combat and the brutality that
Russia now seems to think are required to defeat Ukraine only galvanizes
it more. It’s hard to think of an outcome for Russia, short of using
weapons of mass destruction, that leaves the West worried about Russia
as as a significant threat.
And that’s not just because of Russia’s poor performance on the
battlefield. Great power status is partly military and partly economic.
Russia’s gross domestic product in 2001 was $1.6 trillion, ranked 11th
globally, just behind South Korea. Since then, Russia has limped from volatile
energy prices, the 2008 financial crisis, the COVID-19 pandemic, and now
crippling sanctions in response to its invasion. In other words, it can no
longer be considered an economic power. And this changed our understanding of
the world, where Russia was considered a great power due to its military force,
accepting a weak economy.
Weeks before the war began, China sought an alliance with Russia
because it needed friends because of the massive U.S. alliance structure
running from Japan to India. As we have mentioned, China has no significant
allies save Pakistan. China knew it could not provide economic support to
Russia – it had its problems to manage – but at the very least, China needed
some relief, which it hoped to achieve by harnessing Russian military power to
force the United States and Europe to recalculate the threat that sanctions
against it poses.
Aside from the military aspect, Russia benefitted from the possibility
of financial support from China, or at least the impression to lenders that
China was backing the Russian economy. Russia’s ability to contribute significant
force to a Chinese battlefield was limited, as was China’s willingness to adopt
a weak Russian economy. The alliance had the power to instill fears in those
they wanted to be afraid.
The alliance is still rhetorically there, but the possibility of actual
support is not. Russia has already been damaged by economic actions from the
United States and its allies. China cannot afford to be caught in Russia’s trap
at this economic juncture. Any military support would run afoul of sanctions.
Put simply, Russia is a liability to China.
Beijing’s decision to announce its alliance with Russia, we suspect,
was based on knowledge of Russia’s invasion. This made an alliance attractive
to China when it believed Russia was capable of a quick and easy victory, one
that would, in theory, force the West to reconsider How the Ukrainian
Battlefield Redefines the World er their position on a China that could, maybe,
replicate the Russian strategy.
Russia’s incompetence has forced China to do everything it can to
recoup, and thus it needs to reconsider its relationship with the U.S. It is in
a severe economic downturn. Its alliance with Russia hasn’t borne any fruit,
nor is it likely to. The United States and Europe have developed a model of
economic warfare that would seem highly damaging if applied to China. China’s
short-term strategy, then, is to appear confident, maintaining its rhetorical
support for Russia and criticizing the U.S. while it considers its next
move.
Notably, Taiwan isn’t the next move. China has seen firsthand that wars
can go wrong and thus that an invasion of Taiwan is something to avoid
now.
Suppose we think about the world’s great powers, normally list the
United States, Europe, and Russia. Russia will have a problem claiming
something like that unless it does something startlingly effective. Europe is a
great power if it sticks together militarily and economically. It is doing that
now, but old tensions will emerge as fear of Russia dissipates. China is still
a great power, albeit with an untested military and a troubled economy. For
now, the United States alone remains great economically and militarily.
America’s Broken Supply
Chains
Shipping backlogs, labor shortages, and low
inventories are persistent issues.
More than two years
after the world first learned of COVID-19, U.S. (and other) supply chains are
still experiencing severe problems. Prolonged public health interventions,
repeatedly loosened and then tightened with each subsequent a variant of the
virus, disrupted the movement of finished goods and raw materials, seriously
hampering manufacturing.
With production
slowing significantly, many experts expected demand would also decline.
Instead, demand for services shifted toward durable goods like motor vehicles,
recreational equipment and furniture. This overwhelmed the U.S. ports and
strained the availability of shipping containers, driving up freight rates.
Shifting demand
patterns also stretched the labor market to its limits. Lingering fears about
the virus, inflation and heightened economic uncertainty, a bump in early
retirements, disruptions to family life, frustration, and fatigue among many in
the hospitality sector, and myriad other factors combined to slow the economic
recovery.
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