Elina Beketova discusses if Washington D.C. should support Zelensky's 'Victory Plan,’ where Trump may support the plan, and what can be expected from Biden in these last few weeks of his administration.
Ms. Beketova is a democracy fellow at the Center for European Policy Analysis in Washington D.C., where she researches temporarily Russian occupied territories in Ukraine. She also has extensive experience as a journalist where she reported in Crimea, Kharkiv, and Kyiv, which included prominent international high profile interviews.
by Angelo Calianno & Jaohara Hatabi - Middle East Team
Introduction
In 2016, after years of struggle and political action, the Kurdish-majority Rojava region, located in northeastern Syria, proclaimed itself an autonomous and independent state. Kurdish militias, together with an international coalition led by the United States, reconquered territories occupied by the Islamic States (ISIS) -. News agencies were showing photos of the People’s Protection Unit (YPG) fighters, and especially those of YPJ (Women's Protection Unit) troops, who were hailed as the new champions of freedom.
In their fight against ISIS, the Kurds in Northeastern Syria had become the bulwark against terrorism. Rojava's new democracy was laying the foundations of its constitution: an idea of a State where different religions and ethnicities coexist and most people are represented, regardless of religion, gender, or ideology. After 13 years of struggle since the first autonomy movement founded by the PYD (Democratic Union Party), the Syrian equivalent of the Kurdistan Workers Party (PKK), Syrian Kurds also had their own homeland. This democratic experiment captured the attention and interest of diplomats, journalists, researchers, and onlookers from all over the world. After the initial hype, media interest has dropped dramatically for years, with hardly any reports about this region. That changed two years ago, when Turkey's bombing brought the region back to the headlines.
Inside Rojava: present-day reality
In our analysis, we reported the current situation in Rojava, especially in relation to the continuous attacks by Turkey.
The Kurdish population in Rojava finds itself caught between a rock and a hard place. The southern part of the territory is heavily controlled by the Assad regime, which does not recognize Rojava’s autonomy. The regime maintains dozens of checkpoints that restrict the flow of essential supplies, including building materials, food, and medical equipment. As a result, many of these goods must be smuggled in from Iraq, in an attempt to avoid Damascus' screening.
Southeast of Rojava, ISIS cells still exist, especially in the rural areas of Raqqa, Kobane, and Deir ez-Zor. While these cells have lost much of their former strength and financial resources, they still pose a threat to local populations by perpetrating attacks and raids.
Conflicts in recent years have caused approximately one million Internally Displaced People (IDP), who have lost their homes and now live in semi-detention camps. The suburbs of these cities teem children working amid mountains of garbage looking for material to sell for recycling. The Al-Hol camp, one of the largest, holds around 55,000 people, the majority of whom are women and children, including many who are related to most radical ISIS terrorists. These families are not formally charged with crimes, but the Rojava authorities have adopted controversial measures, such as confining them in camps, as a preventive measure against the potential reorganization of ISIS cells. While the security rationale behind this approach is clear, it has drawn criticism for the humanitarian implications.
The conditions in the tent-city of Al-Hol are difficult, with many living in overcrowded, unsanitary conditions, surrounded by wire nets and armoured vehicles. There is limited access to basic services like water, electricity, and fuel for heating. These challenges are particularly severe for women and children, who are disproportionately affected by the harsh living conditions. The camp remains heavily guarded, with a large security presence due to concerns about radicalisation and the potential for violence. Despite the difficult circumstances, local authorities have faced pressure from international organisations and human rights groups to improve conditions and provide better support for those in the camp.
One of them told us:
“They treat us like criminals, but we have done nothing. Every morning, the military drags us out to search us. Our husbands are in jail, but we are innocent, we do not even know why we are here”. In fact, many of the women here have never committed any crime. Some of them have had no contact with their husbands for years, being in some cases a second or third wife. While they may have been married to members of a terrorist organization, they now face serious consequences for their associations, even if they themselves have not been involved in any criminal activity.
The situation in Rojava caused international responses that are varied and complex, which reflects the intricate web of alliances and conflicts in the Middle East. When Kurdish groups declared the autonomy of Rojava, they were met with a mixture of support and opposition from global and regional powers. The United States, seeking reliable partners in the fight against ISIS, formed a crucial alliance with the YPG, providing military support and training under the broader umbrella of the Syrian Democratic Forces (SDF). This partnership significantly contributed to the defeat of ISIS in Syria, garnering international recognition for the Kurdish-led forces.
However, the U.S. support for the YPG strained the former’s relations with Turkey, a NATO ally, which views the YPG as an extension of the PKK, which is designated by Turkey, the US, and the EU as a terrorist organization. Turkey has repeatedly launched military operations against the YPG, most notably Operation Olive Branch in 2018 and Operation Peace Spring in 2019, aiming to create a "safe zone" along its border free of YPG presence. These actions drew international condemnation, with European countries particularly vocal in denouncing Turkey's incursions, citing humanitarian concerns and potential destabilisation of the region. The EU called Turkey to cease its military actions, while several EU member states imposed arms embargoes on Ankara.
Russia's involvement in Rojava has been pragmatic, balancing its alliance with the Syrian government and its strategic interests in the region. Initially, Russia allowed Kurdish autonomy as a counterbalance to U.S. influence, but once the Syrian government regained territory, Russia facilitated agreements between the Kurds and Damascus, aiming to reintegrate Rojava under Syrian sovereignty while ensuring Kurdish rights.
Iran, which supports the Assad regime, has opposed any form of Kurdish autonomy that could inspire Iranian Kurds. Thus, Tehran's policy towards Rojava aligns closely with that of Damascus and, to some extent, Ankara. Meanwhile, international human rights organisations, including Amnesty International and Human Rights Watch, have reported on human rights abuses by various actors in the conflict, urging all parties to respect international law and protect civilians.
As of now, there are no formal high-profile peace negotiations taking place. Although efforts have been made by the Autonomous Administration of North and East Syria (AANES) to engage in dialogue with the Syrian government and other regional powers, they have not resulted in any comprehensive peace agreement.
Arguably, the presence of external powers with their own interests such as Turkey, the US, Russia and Iran, further complicates the situation. However, the US continues to engage diplomatically, balancing its support for the SDF with its broader regional interests, including its relationship with Turkey. European countries have also been involved in providing diplomatic channels and humanitarian aid, advocating for a peaceful resolution and respect for human rights in the region.
Picture by Angelo Calianno, Rojava, Northeastern Syria
Final Considerations
In conclusion, the situation in Rojava remains a complex and multifaceted challenge. The region's pursuit of autonomy has led to a diverse set of responses from international actors, highlighting the intricate balance of power and interests at play. The humanitarian crisis, particularly the plight of displaced persons and those in camps like Al-Hol, underscores the urgency of a coordinated international response that prioritises human rights and humanitarian principles. While the Kurdish forces have been instrumental in the fight against ISIS, the geopolitical realities involving major powers such as the United States, Turkey, Russia, and Iran complicate the pathway to a stable and peaceful resolution. Moving forward, it is crucial for the international community to support dialogue and negotiations, respecting the rights and aspirations of all parties involved while ensuring the protection of civilians and the adherence to international law. The future of Rojava will depend significantly on the ability of these various actors to navigate the delicate political landscape and work toward a sustainable and inclusive solution.
* This article was written before the events of December 8, 2024.
In this session, Dr. Baldaro discusses the root causes of jihadism in the Sahel, focusing on how civil wars, local grievances, poor governance, and corruption have been inadequately addressed by the European Union’s counter-terrorism strategy in the region, which was heavily securitised. He then expands on Russia’s current counter-insurgency strategy—an even more hardline and militarised approach—that not only fails to address local grievances but also contributes to increased chaos and violence.
Dr. Baldaro concludes by expressing scepticism about the possibility of a future return of European aid, noting that the military juntas governing the various Sahelian states have adopted a strictly repressive approach to tackling the issue. However, he highlights some exceptions, such as Italy’s presence in Niger and the growing involvement of new actors like Turkey, Iran, and the Gulf monarchies.
Dr. Edoardo Baldaro is an Assistant Professor of Political Science at the University of Palermo. He holds a Ph.D. in Political Science from Scuola Normale Superiore, Institute of Human and Social Sciences. He is a leading expert on the Sahel region and themes such as state fragility, jihadism and regional conflict management.
Interviewers: Axelle Bougouma, Angelo Saad Hintermayer and Camilla Cormegna - Africa Team
by Miguel Jiménez, Ingrid Heggstad, & Dan Ziebarth - Political Economy, Development, & Energy Security Team
Introduction
It was announced on Tuesday, November 5th that Donald Trump, the candidate for the right-wing Republican Party, had won the 2024 Presidential Election in the United States of America and would officially become the President-Elect. Kamala Harris, the left-wing Democratic Party candidate, conceded defeat in a speech on Wednesday, December 6th, urging voters to accept the election results. While Harris and her vice presidential running mate, Time Walz, received significant party support ahead of the election and were seen as a new phase for the Democratic Party, the party will be weakened following the election results. Even though during the campaign she lacked a compelling economic narrative and often avoided answering how to fund any proposal she brought to the table, in terms of global economic relations, a Harris presidency was expected to maintain continuity with the current Biden administration's approach largely.
The second Trump presidency is expected to have major ramifications for global politics, particularly global economic relations, particularly as Trump has been a vocal proponent of protectionist trade policies. The Republican Party, led by Trump, will also control both chambers of the legislature, while conservative justices make up 6 of the 9 seats on the Supreme Court of the United States. These conditions could give Trump a strong mandate for policy change. In particular, economic relations with China, the European Union, and Russia are expected to be affected by a second Trump presidency.
China
Trump has announced that, if re-elected, he will impose a 10–20 per cent across-the-board tariff on imports into the United States, with an additional 60 per cent tariff on all imports from China. Trump has also pledged to terminate the Inflation Reduction Act (IRA) passed by the Biden administration, which would be expected to increase domestic production and reduce Chinese imports. This is in contrast to what would have been expected under a Kamala Harris administration, where the usage of tools to inhibit the arrival of Chinese goods would have come from domestic policies with the continuation of the Inflation Reduction Act (IRA), the single largest climate investment in American history. Based on building domestic champions in the field of energy transition, which is currently dominated by China, being the world’s leader in clean energy production and the refinement of the majority of mineral inputs.
European Union
The second Trump presidency could challenge Europe through an “America First” trade policy, focused on reducing the U.S. trade deficit, with tariffs as high as 20 per cent on imports and even more on Chinese goods. These tariffs would increase costs for European exporters and consumers, impacting the EU’s economy. Ongoing disputes from the Biden era, such as steel and aluminium tariffs and green subsidies, may also escalate, while the expiration of paused EU retaliatory tariffs in 2025 and the Airbus-Boeing subsidy conflict in 2026 could further strain EU-U.S. trade relations, adding to Europe’s economic uncertainty. It is noteworthy that during his tenure as president, Donald Trump's imposition of tariffs on steel and aluminum imports from the European Union and China resulted in the implementation of retaliatory tariffs on U.S. agricultural products.
Russia
A renewed Trump presidency could also impact global economic relations with Russia. In his 2024 campaign, Trump promised to swiftly resolve the Ukraine conflict, asserting he could achieve peace within 24 hours through negotiation. However, if Russia resists a settlement, Trump has signalled he would impose tougher economic sanctions, potentially targeting Russia’s central bank and curtailing energy exports to key markets like India and China. This intensified economic pressure, coupled with increased US energy production to lower global prices, would squeeze Russia’s vital oil revenue.
Additionally, Trump’s scepticism toward ongoing US aid to Ukraine, which has amounted to $92.7 billion since 2022, raises concerns over a potential reduction in support, which could compromise Ukraine’s defence and shift the regional balance in Russia’s favour. Trump has also suggested that Europe should shoulder more responsibility for its security, which may lead to a reevaluation of US commitments to NATO. It is possible that a reduction in the US role in NATO could have the effect of weakening collective defenses, which might in turn expose Europe to greater tensions with Russia. This approach indicates a shift toward a more isolationist US foreign policy, with strategic economic measures as leverage to influence Russia's actions.
Additionally, Trump’s expected policies in oil and gas could intensify competition with Russia and reshape global energy markets. Russian oligarch Oleg Deripaska has predicted that Trump’s support for US oil production might drive global prices down to around $50 per barrel by 2025, creating pressure on Russia’s oil-dependent economy. Trump’s approach would likely include promoting US LNG exports, reviving paused projects, and further challenging Russia’s position in Europe’s energy market.
His stance on projects like the Nord Stream 2 pipeline, which he previously sanctioned to limit Russia’s influence, suggests he might continue efforts to curb Russia’s global LNG ambitions while supporting policies to maintain affordable oil prices for US consumers. By influencing OPEC+ to stabilise prices favourable to the US, Trump could further impact Russia’s revenue, potentially reducing its leverage in Europe and heightening competition in the global energy sector.
Conclusion
Taken together, based upon a previous presidency led by Donald Trump and his recent claims on the campaign trail, global economic relations could become increasingly tense between the United States and other nations and political unions.
In particular, trade relations between China and the United States are expected to worsen, with major increases in tariffs on Chinese goods entering into the United States possibly leading to retaliatory tariffs and an intensification of trade competition between the two countries. The European Union could also be affected by the competition between the United States and China, as well as the possibility of increased tariffs on goods from the EU going into the United States. The conflict in Ukraine also casts a shadow over Trump’s second term and whether the Trump administration continues to provide funding to Ukraine and keep sanctions on Russia in place will affect both the war in Ukraine, as well as economic relations between the United States and Russia.
These considerations will all have ripple effects across the entire world, meaning it is important for policymakers, scholars, and citizens alike to continue watching the effects of the second Trump presidency on global economic relations.
Dr. Jozef Hrabina talks about Russia's strategic culture and the effect of the war with Ukraine on regional hierarchy in post-Soviet space. Dr. Hrabina is geopolitical risk advisor, scholar, and founder of GeopoLytics.
In this session, Dr. Hrabina explains the background of Russia's strategic culture helping to understand how it was formed during different historical periods. Together we discussed the effect of the Ukrainian war on post-Soviet Eurasia regional hierarchy and European security architecture. We also could not miss the actual topic of the shifting dynamics in frozen conflicts where Russia used to act as a mediator, as well as we explored key interplay between strategic biases with the West in context of nuclear rhetoric and recent remarks to Russia's nuclear doctrine.
Interviewers: Alexandra Tsarvulanova, Denise Gianotti, Will Kingston-Cox
In this episode, Dr. Michael Barak talks about recent developments and policy changes in Iran, their impact on Israel, and the role of proxy actors following October 7th. Specifically, Dr Barak discusses the multifaceted dynamics involving Iran and its regional influence. He covers Iran’s relationships with various proxies, including Hezbollah and the Houthi’s, as well as its strategic partnerships with Russia. Additionally, Dr Barak examines Iran`s ongoing tensions with Israel and the corresponding Israeli responses.
While Russia continues its brutal invasion of Ukraine, its destabilising behaviour has spread further eastward to the Korean Peninsula. Russian President Vladimir Putin visited North Korea to seek continued military support, which is surprising since international travel has been rare for Putin since the outbreak of the Russia-Ukraine War. During the trip, Putin signed a new comprehensive strategic partnership pact with Kim Jong-un. The new treaty has not only exacerbated the already high geopolitical instability in the world, but it has also worsened China’s diplomatic dilemma. Despite having some ups and downs in its relations with North Korea, China is ultimately a formal ally of North Korea. With the new treaty, China appears to be increasingly drawn to the whirlpool of conflicts and tensions created by Russia and North Korea.
As one of the most unpredictable and diplomatically disengaged governments in the world, North Korea has significantly increased its missile tests and applied an assertive rhetoric in the recent decade. Earlier this year, Kim announced a major policy shift towards South Korea, ruling out any possibility of peaceful reunification. Its military actions is further demonstrated by its active assistance for Russia, which is isolated by the West and is desperate for military support during the Russia-Ukraine War.
The signing of a strategic partnership pact is likely to bolster the ambitions of both Russia and North Korea, exacerbating chaos and tensions in Eastern Europe and Northeast Asia, respectively. This move signals to international community that neither country intends to yield to US hegemony. Instead, they prefer to remain diplomatically isolated, relying on their autocratic ally for support.
Although the signing of the new treaty is a bilateral move, China is unlikely to remain uninvolved due to its close relations with Russia and North Korea and the US's strong concern regarding developments on the Korean Peninsula.
North Korea’s destabilising behaviour has long been the US’s top foreign policy concern, especially because of its status as a nuclear power. Therefore, although the actual details of the pact have not yet been released, the expansion of the Russia-North Korean tie is likely to draw the US’s attention. Meanwhile, since China has a mutual defence agreement in the Treaty on Friendship, Co-operation and Mutual Assistance first signed in 1961 with North Korea, in any case of conflict escalation, China could be dragged by its ‘friends’ into the saga and fall vulnerable to Western criticisms or retaliation. The ever-expanding ties between Russia and North Korea could also encourage the US and its allies to expand their presence in the Indo-Pacific region or give them a legitimate reason to do so, which will be unfavourable to Chinese interests.
This puts increasing pressure on China not to act in accordance with its friends’ interests, even if this may disappoint its Russian and North Korean friends. Admittedly, Russia and North Korea are China’s key allies in counteracting US influence and facilitating China’s revision of the international order. However, Russia is currently engaged in a conflict with Ukraine and facing international sanctions, while North Korea is notorious for its human rights infringement and its reluctance to denuclearise. In an environment with high geopolitical tension and the possibility of American countermeasures, it is advisable to distance itself from both countries to avoid any repercussions that could harm its international reputation and further drag down its economic growth. China’s reluctance to publicly support Russia’s invasion despite having a ‘no-limit’ partnership with Russia is a stark example reflecting such a mentality.
Meanwhile, as China’s economy is slowing down and the US is trying to strengthen its ties with Japan and South Korea, China has an increasing need to improve its relations with the two democratic nations. This is especially important in avoiding the creation of an Asian NATO or further advancing their military capabilities. As North Korea continues to challenge its two Northeast Asian neighbors, China's frustrations will likely increase. Consequently, China has a strong incentive to avoid being perceived as forming a contentious alliance with Russia and North Korea.
Nonetheless, as Japan and South Korea have witnessed China’s growing assertiveness and are developing strategic ties with the US, they will certainly be cautious about any Chinese proposals for cooperation or alleviating tensions. The US is also likely to impose pressure on Japan and South Korea not to side with China. In this sense, siding with North Korea or Russia and fixing ties with the Northeast Asian countries appear unfeasible and risky. Caught in a dilemma, China will find it hard to navigate the complex geopolitical landscape.
In this session, Mr. Thomas Mayr-Harting talks about the current dynamics of the Transnistrian frozen conflict. Mr. Mayr-Harting shares his expertise on the current status of the negotiations, the impact of Russia’s involvement, the grey zone trends, and the future prospects in the light of Moldova's political landscape.
Mr. Mayr-Harting is the Special Representative of the OSCE Chairperson-in-Office for the Transnistrian Settlement Process.
Interviewers: Patrick René Haasler, Alexandra Tsarvulanova - Russia Team
The war between Russia and Ukraine, now in its third year, continues to be intensely volatile and dynamic. Recent developments, particularly the approval of a significant US military aid package, mark a critical juncture in international support for Ukraine. This article delves into the US decision, its ripple effects across Europe, and the broader implications for all parties involved.
US Military Aid Package to Ukraine
On April 24, 2024, US President Joe Biden approved a substantial $61 billion aid package for Ukraine. This decision concluded prolonged and intense negotiations within the US Congress, characterised by a bipartisan struggle. Notably, Republican Mike Johnson, initially a staunch opponent, reversed his stance after a confidential briefing, citing the existential threat posed by an "axis of evil" comprising Xi Jinping, Vladimir Putin, and Iran. Johnson emphasised that supporting Ukraine was crucial to US national security and a testament to American leadership in defending democracy.
Strategic and Political Motivations
Analysts suggest that this aid package is not only a pragmatic political move but also a strategic necessity. The aid aims to stabilise Ukraine's frontlines, mitigating fears of a Russian breakthrough or Ukrainian collapse. This stabilisation is crucial as it sets the stage for potential Ukrainian offensives in the coming months. Furthermore, the timing of this aid is significant given the approaching US presidential elections. Prolonging the conflict could adversely affect former President Donald Trump's approval ratings, possibly benefiting Biden among undecided voters.
European Response
The US decision has resonated strongly across Europe, prompting several nations to announce their own aid packages. On April 23, 2024, during a visit to Warsaw, British Prime Minister Rishi Sunak unveiled the UK's largest military aid package to date for Ukraine, worth £500 million. Sunak underscored the importance of defending Ukraine not just for regional security but for the entire European continent, warning that a victorious Putin would not halt at Poland's border.
Similarly, Sweden has committed 13 billion kronor ($1.23 billion) in military aid, marking the largest Scandinavian contribution. The Czech Republic has pledged to deliver at least 1.5 million artillery shells by year's end, part of a covert supply strategy involving unnamed countries, likely including some BRICS nations like India and South Africa.
Broader Implications and Russian Reaction
The widespread European support highlights a unified front against Russian offensive and a collective effort towards Ukraine's post-war reconstruction. However, the approval of the US aid package has not been well-received by Russia. Kremlin spokesman Dmitri Peskov condemned the decision, suggesting it would enrich the US at Ukraine's expense and result in further Ukrainian casualties. Former Russian President Dmitri Medvedev expressed hostility, wishing for internal US turmoil, while President Putin acknowledged the increased costs of Russia's military operations and committed to record war spending of 6% of GDP in 2024.
Economic and Military Considerations
Despite current economic stability, bolstered by domestic fiscal policies and import substitution, Russia's financial sustainability remains uncertain. Continued Western support is vital for Ukraine, especially given the critical timing of arms deliveries and their deployment on the battlefield. This window of delay provides the Russian military with opportunities to target Ukrainian infrastructure, particularly its energy sector. Moscow's propaganda leverages these delays to project Western disunity and ongoing internal US discord, which Russia finds reassuring.
Source: Image by Beverly Lussier from Pixabay
Future Outlook
The conflict's trajectory remains uncertain, with the upcoming US presidential elections poised to influence future dynamics and support for Ukraine. The sustained cohesion and determination of Western allies are essential for Ukraine's long-term resilience against Russian aggression. The new aid package from the US represents a pivotal moment, demonstrating substantial international support for Ukraine with profound implications for the global power balance and the conflict's future.
Conclusion
In summary, the approval of the $61 billion US military aid package signifies a crucial step in international backing for Ukraine. The response from European nations further consolidates a collective stance against Russian offensive, highlighting a significant geopolitical shift. Meanwhile, Russian reactions underscore the persistent challenges and the importance of continued, coordinated support for Ukraine. The coming months and years will be decisive in shaping the conflict's outcome and the broader geopolitical landscape.
U.S. Ukraine aid needs to be part of a larger strategic vision that aims for Russian defeat in Ukraine.
Author: Samuel Dempsey - USA Team
Four days after President Biden approved the $61 billion in military aid, on April 28, 2024, Ukraine received the first wave of anti-armor rockets, missiles, and 155-millimeter artillery shells. While Ukraine welcomed the needed U.S. aid, it came months late considering the on-the-ground requirements of the Armed Forces of Ukraine. As a result, much of this aid package is attempting to make up for lost time and reinforce the depleted defence supply chain.
In H.R.815 - Making emergency supplemental appropriations for the fiscal year ending September 30, 2024, and for other purposes, $23 billion of the aid supplement replenishes military stockpiles, enabling future U.S. military transfers to Ukraine; $14 billion is designated for the Ukraine Security Assistance Initiative, which allows the DoD to buy advanced new weapon systems for Ukraine directly from U.S. defence contractors; $11 billion will fund current U.S. military operations in the region, and about $8 billion goes to non-military assistance through a loan to the Ukrainian government to cover basic operating costs.
The supplement comes at a time when Russia is increasingly exerting pressure across the 600-mile front line. Ukrainian brigades are spread thin, with little time for recuperation or new training, and much of the aid, including separate packages from the U.K. and Germany, will take months to arrive to truly bolster Ukraine’s defences on the ground.
As Jack Waltling, an expert in land warfare at RUSI, discussed inForeign Affairs, at present Russia has a “ten-to-one advantage over Ukraine in available artillery,” and with the new U.S. aid package, this is projected to shrink to “three to one in some regions.” This is a substantial improvement, but he argues that current Western support has only come in time to “stave off a Ukrainian collapse.” As Eugene Rumer at the Carnegie Endowmentobserved, the calculations vehemently demonstrate that even with support from the U.S. and allies, “the size of Russia’s population, economy, stocks of military hardware, and defense-industrial base far exceeds those of Ukraine.”
The new supplement's legislation acknowledges this reality and emphasizes the need to agree on a new multi-year support strategy "to hasten Ukrainian victory against Russia's invasion forces." This U.S. supplement is very likely the only piece of Ukraine aid that will be able to take effect before the next U.S. presidential election, and despite having aspirational goals for greater support, it has focused on buying more time. Given the possible change in U.S. administration and the confidence and firmness with which Russia is continuing this illegal invasion, even recently allegedly conducting an assassination attempt against President Zelenskyy, the question is: how does this supplement fit within a greater Ukraine strategy of the United States?
U.S. Stated Goals
The April 24 Ukraine supplement was the Biden administration'sfifty-sixth allotment of DoD inventory equipment to Ukraine since August 2021. Post-Russian invasion, the Biden administration has stood behind Ukraine, with the official Department of Stateposition being that the U.S. and allies are “united in support of Ukraine in response to Russia’s premeditated, unprovoked, and unjustified war against Ukraine.” The U.S. has demonstrated this by asserting that Kyiv will determine the war’s outcome. As Alexander Ward at Politico pointed out, this has resulted in a strategic misalignment, where the U.S. perceives its support as a means to either force Russia back or negotiate a settlement with Russia, while the Zelenskyy administration maintains that Ukraine will not relent until it reaches its pre-2014 borders, including Crimea. According to Ukrainian Foreign Minister Dmytro Kuleba, "only Russia's defeat and the restoration of Ukraine's territorial integrity will guarantee stability and peace," and "the Black Sea must become a sea of NATO, peace, and stability."
After the recent U.S. supplement passed, National Security Advisor Jake Sullivanstated that Ukraine throughout the rest of the year will have the capacity to “hold the line” and “to ensure Ukraine withstands the Russian assault,” with the chance to enable Ukraine in 2025 “to move forward to recapture the territory that the Russians have taken from them.” Concurrently, Avril D. Haines, the U.S. Director of National Intelligence,told Congress that, in addition to the anticipated Russian offensive this month, Russia has the means to break through the Eastern Ukrainian front lines. According to Director Haines’ statements, the current U.S. strategy may now come up short, and according to Sullivan’s statements, the U.S. strategy has postponed any possible Ukrainian counteroffensive to 2025. Even then, numerous analysts, including Olga Tokariuk at Chatham House, havestressed that any future Ukrainian military offensive or even the ability to maintain a stable frontline is contingent upon a “steady flow of Western military assistance,” including withapproval from the White House.
If the U.S., regardless of administration, wants to back Ukraine’s goal of the Black Sea being "a sea of NATO peace and stability," a clear articulation of its own political goals is required to ensure a sound strategic vision.
A U.S. Strategy for Ukrainian Victory and Russian Defeat
“Russia can lose. And it should lose, for the sake of the world — and for its own sake,”wrote Timothy Snyder, a Levin Professor of History at Yale. Snyder, in his CNN opinion piece and whilelecturing at the University Club of New York, articulated the four principal reasons for which a Russian defeat is necessary in Ukraine: (1) For an imperial power to restrain its imperial ambitions, defeat is necessary. Snyder argued that the European project itself is only the result of lost imperial wars around the world after WWII. (2) If Russia wins, it not only affirms its imperial ambitions but also demonstrates to the rest of the world that imperial conquest is an option. (3) Historically, the most effective Western policy towards Russia is an effective U.S. policy towards Ukraine, i.e., supporting their self-determination and strategic objectives that align with Western values and systems has positive indirect impacts on developments in Russia. (4) Russia's history is replete with defeats; the Crimean War in 1856, the Russo-Japanese War in 1905, World War I in 1917, the Soviet Union's defeat by Poland in 1920, by Nazi Germany in 1945, and Afghanistan's decade-long invasion in 1979 are just a few examples.Snyder argues that in each case, Russia lost without existential risk.
In addition, Snyder emphasizes that Russia’s greatest successes in its invasion of Ukraine (still minor in total scale)occurred in the last six months when the U.S. “was delaying Ukraine aid rather than supplying it.” As Jack Waltling alsoemphasized, a Ukrainian defeat would also signal to Russia that it has and can defeat the West through prolonged exhaustion.
To develop a cognizant and successful strategy towards Russia, the U.S. must first articulate the requirement of a Russian defeat in Ukraine.
As Rob Lee, a senior fellow in the Foreign Policy Research Institute’s Eurasia Program,wrote over X, Ukraine’s three primary hurdles are: ammunition, manpower, and fortifications. Lee, alongside colleagues Michael Kofman and Dara Massicot, propose a strategy “premised on three central elements: hold, build, and strike.” The strategy and commentary do an excellent job of articulating how the Ukrainian Armed Forces can, in the face of Russia’s growing manpower, distribute and train current brigades, absorb Russian offensives, and create challenges for Russia “far behind the front lines.”
Creating threats and challenges deeper behind the front lines is an immediate way in which the U.S. can support Ukraine’s ability to hold the front and fortify further. As Mark T. Kimmitt, the former U.S. Assistant Secretary of State for Political-Military Affairs,wrote, the U.S. and allies must loosen restrictions on military aid that inhibit cross-border attacks and prevent Ukraine from targeting Russia in the Black Sea. Loosening these restrictions will immediately add a new dimension to Russian risk, giving Ukrainians more space and time to develop a successful counter-offensive. Any alleviation of pressure from the front will provide the currently stagnant and exhausted Ukrainian brigades with the necessary resources for recuperation and training.
A key area of support could be a financing strategy that enhances Ukraine's ability to acquire munitions. Recent Ukraine aid legislation allows for the potential use of frozen Russian central bank assets for reconstruction efforts. Building on the Council of Europe proposal that references U.S. initiatives, the international community could explore the establishment of a multilateral legal mechanism to manage these assets. This mechanism could potentially provide compensation for reconstruction costs and free up Ukrainian resources for munitions procurement. Allies and partners hold approximately $300 billion in frozen Russian assets, with the U.S. holding at least $38 billion. Additionally, NATO Secretary General Jens Stoltenberg has proposed a $100 billion fund for Ukraine's defenses, although this proposal faces internal opposition within the Alliance. Such a fund could facilitate greater coordination of security aid for Ukraine.
After the signing of Ukraine aid and in the lead-up to a challenging election, the Biden administration may be inclined to place Ukraine on the back burner of political communication. Yet, the discussion and growth of a larger Ukraine strategy must be articulated not only on the international stage but also communicated to the general American public. “It’s the president’s responsibility to make the case to the American people why Ukraine and our support matter. While he has done this a few times, the narrative has not been clear enough to most Americans,” said Alina Polyakova toPolitico, president and CEO of the Center for European Policy Analysis. At the NATO Washington Summit this July, the U.S. has the opportunity to hone its strategic vision and make these initiatives a primary agenda while presenting its case to the American people as to why the United States should support Ukraine and ensure Russian defeat. Whether it's Trump or Biden in the Oval Office come January 2025, Ukraine will need assistance, and the American people will need to know why.