Big Serge is one of the Internet’s best military historians. Here, in one of his characteristically long and detailed analyses, he provides his 2024 summary of the Ukraine conflict and explains how Ukraine is effectively debellized.
2024 actually saw several very important developments which make the coming shape of the war relatively clear. To briefly recapitulate:
- Russian forces caved in Ukrainian defenses at depth across an entire critical axis of front. After remaining static for years, Ukraine’s position in Southern Donetsk has been obliterated, with Russian forces advancing through an entire belt of fortified positions, pushing the front into Pokrovsk and Kostayantinivka.
- The main Ukrainian gambit on the ground (the incursion into Kursk) failed spectacularly, with the salient being progressively caved in. An entire grouping of critical mechanized formations wasted much of the year fighting on this unproductive and secondary front, leaving Ukrainian positions in the Donbas increasingly threadbare and bereft of reserves.
- An attempt by the Ukrainian government to reinvigorate its mobilization program failed, with enlistments quickly trailing off. Decisions to expand the force structure exacerbated the shortage of manpower, and as a result the decay of Ukraine’s frontline brigades has accelerated.
- Long awaited western upgrades to Ukraine’s strike capabilities failed to defeat Russian momentum, and stocks of ATACMs and Storm Shadows are nearly exhausted. There are now few options remaining to prop up Ukrainian strike capacity, and no prospect of Ukraine gaining dominance in this dimension of the war.
In short, Ukraine is on the path to debellation – defeat through the total exhaustion of its capacity to resist. They are not exactly out of men and vehicles and missiles, but these lines are all pointing downward. A strategic Ukrainian defeat – once unthinkable to the western foreign policy apparatus and commentariat – is now on the table. Quite interestingly, now that Donald Trump is about to return to the White House, it is suddenly acceptable to speak of Ukrainian defeat. Robert Kagan – a stalwart champion of Ukraine if there ever was one – now says the quiet part out loud:
Ukraine will likely lose the war within the next 12 to 18 months. Ukraine will not lose in a nice, negotiated way, with vital territories sacrificed but an independent Ukraine kept alive, sovereign, and protected by Western security guarantees. It faces instead a complete defeat, a loss of sovereignty, and full Russian control.
Indeed.
None of this should be particularly surprising. If anything, it is shocking that my position – that Russia is essentially a very powerful country that was very unlikely to lose a war (which it perceives as existential) right in its own belly – somehow became controversial or fringe. But here we are.
I couldn’t agree more. The position of Clown World, led by the architects of its strategery like Robert Kagan, was always insane, incoherent, and ill-informed. It’s worth noting that the very champions of the ill-advised proxy war, including Kagan, are now offering their advice to Trump on how to best handle what they call “negotiations with Putin” but are actually a very thin veil for the inevitable surrender.
Russia has not only defeated the Ukrainian forces, it has comprehensively defeated the EU and the USA in military, diplomatic, strategic, and economic terms. This isn’t the “pro-Russian” position, it is the objective position, and with the exception of the economic context, it was always and completely obvious from the start. The problem is that even now, the would-be negotiators completely fail to understand Russia, its leadership, it’s people, and its objectives.
They would do well to stop posturing and pontificating, and instead, read War and Peace.