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▼ 5.41% PCAR3 2.73 ▼ 1.09% GMAT3 3.97 ▲ 1.02% PSSA3 54.97 ▲ 3.04% CVCB3 1.25 — 0.00% POSI3 3.97 ▲ 3.12% SLCE3 14.02 ▲ 1.67% NATU3 8.68 ▲ 2.60% BRKM5 6.63 ▲ 4.25% RANI3 8.01 ▲ 1.91% CSNA3 5.18 ▲ 7.92% CMIN3 5.23 ▲ 8.28% USIM5 8.45 ▲ 1.20% GGBR4 23.01 ▲ 2.36% ENEV3 27.55 ▲ 5.15% CPFE3 47.87 ▲ 3.41% CMIG4 11.38 ▲ 2.71% EQTL3 40.91 ▲ 3.54% LREN3 14.62 ▲ 3.32% VIVT3 35.75 ▲ 3.62% RAIL3 14.36 ▲ 4.44% KLABIN 17.54 ▲ 0.80% RAIA DROGASIL 18.77 ▲ 3.53% RDOR3 36.02 ▲ 2.48% HAPV3 10.60 ▲ 5.26% FLRY3 16.42 ▲ 4.25% SMTO3 16.37 ▲ 1.99% UGPA3 30.71 ▲ 2.03% VBBR3 33.00 ▲ 2.80% BBSE3 40.35 ▲ 2.72% BPAC11 58.73 ▲ 5.48% CURY3 34.21 ▲ 4.62% AERI3 2.09 ▲ 1.46% VIVARA 23.53 ▲ 4.21% COMPASS 25.50 ▲ 3.32% VAMOS 3.06 ▲ 3.38% SANB11 27.62 ▲ 5.22% ASAI3 8.87 ▲ 4.85% SBSP3 31.11 ▲ 3.70% WALMEX 49.31 ▲ 0.59% GMEXICO 198.62 ▲ 1.68% FEMSA 223.20 ▲ 0.37% CEMEX 21.82 ▲ 0.51% GFNORTE 186.51 ▲ 0.63% BIMBO 56.06 ▲ 0.23% TELEVISA 9.74 ▲ 2.63% AMX 22.70 ▲ 0.27% GAP 412.01 ▼ 0.41% ASUR 285.12 ▲ 0.53% OMA 235.73 ▼ 0.95% KOF 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Opinion: scenarios for the Ukraine conflict after a merger of the Donbas with Russia

By · September 27, 2022 · 4 min read

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(Opinion) The Donetsk, Kherson, Lugansk, and Zaporizhzhia regions that historically comprise most of the traditionally Russian part of Novorossiya are expected to formally reunify with their traditional Motherland by the end of next week.

That development will represent a game-changer in the Ukraine conflict since Moscow’s nuclear umbrella will naturally extend over its newly incorporated regions.

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The US will then have to decide whether to accept President Putin’s olive branch of de-escalating the conflict by pragmatically recognizing that geopolitical reality (even if only unofficially, just as it did after Crimea’s reunification) or escalating everything by ordering Kyiv to reconquer its lost territory with the massive force that it’s reportedly assembling all along the 1,000-kilometer line of control (LOC).

The second scenario could result in Russia resorting to tactical nukes in self-defense as an absolute last resort to safeguard its territorial integrity in the face of a potentially overwhelming NATO-backed but Ukrainian-fronted conventional invasion force.

There are arguments for and against the US provoking Russia into doing so, but the purpose of the present piece is to discuss how it could all play out briefly.

President Putin is expected to recognize the newly reunified regions’ full administrative borders upon their incorporation into Russia, just as he realized the Donbas Republics’ full ones in late February.

This means that Moscow will officially regard some of its territories as occupied by NATO-backed but Ukrainian-fronted forces.

From there, he can either immediately transform the special operation into a defense of Russia’s borders by authorizing a “shock and awe” campaign to destroy the gathering invasion force, its command and control centers, and related infrastructure, or he can give Kyiv (which by extension means NATO and thus actually the US) an ultimatum to withdraw by the end of the weekend or so peacefully.

The argument in favor of the first scenario is what Putin said on Febr. 24 when announcing the special operation that it was meant to prevent the larger inevitable conflict that NATO was planning to launch against Russia via Ukraine.

Considering that he also implied criticism of Stalin for not attacking Hitler first, his mindset might be that it’s best not to give his foes a few extra days to seize the initiative.

As for the second scenario, the Russian president might want to give American decision-makers an “off-ramp” if he felt there was a reasonable chance that they might order their Ukrainian proxies to withdraw from the occupied territories.

What he’d also gain from this ultimatum is reaffirming to the Global South (seeing as how he doesn’t care about Western perceptions anymore) that he genuinely wants peace.

As explained earlier, the US can either de-escalate by de facto recognizing the new geopolitical reality or escalate by ordering Kyiv to reconquer its lost territory with the overwhelming NATO-backed. Still, Ukrainian-fronted conventional invasion force’s reportedly assembling all along the LOC.

Republic of Novorossiya. (Photo internet reproduction)
The traditional Republic of Novorossiya. (Photo internet reproduction)
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Regarding the first, the US-led Western Mainstream Media (MSM) could present Biden as a “peacemaker” by misleadingly claiming that he “saved the world from a nuclear apocalypse”.

There’d also be less chance of the economy completely tanking ahead of the tense November midterms and thus further eroding his party’s chances of retaining control of Congress.

Another argument in favor of that scenario is that the US could then use the cause of “liberating Ukraine” and eventually “Balkanizing Russia” for further expanding its hegemonic influence over Europe for at least the next generation or two as the guiding vision of the New Cold War.

To “save face” and “deter Putin”, he might also extend the US nuclear umbrella over rump Ukraine.

Concerning the second scenario, the most ideologically radical American decision-makers might have dangerously calculated that it’s better to provoke Russia into using tactical nukes in self-defense.

(Moscow city center full of people supporting the Donbas referendum)

This must be considered an absolute last resort to catalyze the chain reaction of socio-economic and political consequences that would cripple Europe and thus forever entrench their declining unipolar hegemon’s influence there.

Moreover, the US could be wagering that getting President Putin to cross the Rubicon would put maximum pressure on the Global South to jump on their anti-Russian sanctions bandwagon and thus contribute to that newly restored world power’s “isolation”.

The presumable basis for this campaign would be that his country is supposedly too “dangerous”, “destabilizing”, and “rogue” to associate with.

With all this in mind, the following sequence of events can more or less be taken for granted:

1. Russia will formally incorporate those four former Ukrainian regions by the end of next week;

2. Their full administrative borders, not just the LOC, will be recognized per the Donbas precedent;

3. Moscow’s nuclear umbrella will be extended over their land and people by doctrine;

4. And the Kremlin will then accuse Kyiv of partially occupying some of Russia’s territory.

From here, Putin will have two choices:

5A. Authorize a “shock and awe” campaign for immediately removing the foreign occupiers;

Or

5B: Give the foreign occupiers an ultimatum for withdrawing by the weekend or so.

Regardless of whatever the Russian leader does, the US can only really do one of two things:

6A. De facto acknowledges this new geopolitical reality by ordering Kyiv to withdraw;

Or

6B. Provoke Russia into using tactical nukes by calling Kyiv to launch a massive last-ditch invasion.

Everything will be clearer by early October when a follow-up analysis and scenario forecast are planned.

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