aircooled said:
Along the lines of "does the west have a plan":
-----------
UK, French, and German officials are reportedly preparing a NATO-Ukraine pact that falls far short of the protections Ukraine would receive from NATO membership and appears to reflect a desire to press Ukraine to accept a negotiated settlement on unfavorable terms.[1] The Wall Street Journal reported that the exact provisions of the pact are undecided, but the officials indicated that the pact will provide advanced military equipment, arms, and ammunition to Ukraine, but not Article V protection or a commitment to station NATO forces in Ukraine—falling short of Ukraine’s aspirations for full NATO membership. The officials stated that the pact aims to provision Ukraine so that Ukrainian forces can conduct a counteroffensive that brings Russia to the negotiating table and deter any future Russian aggression. The Wall Street Journal noted that these officials expressed reservations about the West’s ability to sustain a prolonged war effort, the high casualty count that Ukraine would sustain in such a prolonged war, and Ukrainian forces’ ability to completely recapture long-occupied territories like Crimea, however. The Wall Street Journal contrasted these officials’ private reservations with US President Joe Biden’s public statements of support—which did not mention peace negotiations—and with Central and Eastern European leaders’ concerns that premature peace negotiations would encourage further Russian aggression. Russian President Vladimir Putin has given no indication that he is willing to compromise on his stated maximalist goals, which include Ukraine’s “neutrality” and demilitarization—as well as de facto regime change in Kyiv, as ISW has consistently reported.[2]
This was predictable. A gentle nudge to let Zelensky know that the gravy train isn't going to run forever, done publicly to make sure he gets the message. The US not signing on suggests we'll be seeing a few rounds of "good cop/bad cop", all of which will make it increasingly difficult for Ukraine to push for its stated war aims, compelling it to some form of negotiations.
As I've said before, the most sustainable route out of this is a militarily neutralized, economically Western-oriented, and well-armed Ukraine in control of as much territory as it can scrape back, either on the battlefield or at the table, along with a promise from the West that it will not allow it NATO membership. It addresses many of Russia's stated war aims, which may chafe Ukraine and its supporters, but it matters if a sustainable peace is to be achieved.
My gut suggests that the Ukrainians are going to try to push hard south in the direction of Berdiansk, Melitopol, or Mariupol to split the Russian position before they are willing to think about negotiating. As it stands, the Russian position is quite favorable, as it can be maintained with little difficulty as a contiguous territory; if it is divided, it becomes more expensive, less defensible, and thus more likely to see its borders adjusted in negotiations. If such an offensive fails, Ukraine will have to demand access to the Sea of Azov by treaty (think Danzig Corridor), but it will be difficult to make this work.
As to the idea of a regional alliance, there are two problems: one, for it to work, you'd need NATO members to join, and that's a non-starter, and two, it would not be capable of achieving its raison d'etre without outside assistance. This was tried in the interwar period with the Little Entente - it fell apart in the face of German aggression and French unwillingness/inability to support it.