cover of episode The War in Ukraine in 2025 with Michael Kofman

The War in Ukraine in 2025 with Michael Kofman

2024/12/19
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Russian Roulette

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Maria Snegovaya
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Max Bergman
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Michael Kofman
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Michael Kofman:自夏季以来,乌克兰战场形势持续恶化,俄罗斯在兵力方面保持优势,并持续在多个战线取得进展,尤其是在库尔斯克和普罗霍罗夫斯克附近。尽管乌克兰在无人机方面取得进展,但俄罗斯在空中力量和人力方面仍占有优势。乌克兰需要采取战略调整,同时美国也需要加大对乌克兰的军事和经济支持,以避免最坏的情况发生,例如前线崩溃。西方低估了持续支持乌克兰战争所需的努力,在国防工业生产动员方面反应迟缓,导致乌克兰在兵力和军备方面与俄罗斯的差距未能有效缩小。如果乌克兰能够稳定战线并增加俄罗斯的战争成本,那么俄罗斯的谈判地位将会减弱。停火并不意味着战争结束,俄罗斯可能继续试图破坏乌克兰的国家功能。即使达成停火协议,俄罗斯的目标可能依然不变,并且仍有能力对乌克兰造成损害。俄罗斯可能会参与谈判,但同时继续在战场上取得进展,试图在谈判中占据有利地位。叙利亚局势的变化可能会使俄罗斯在乌克兰问题上更加强硬。欧洲可能难以完全取代美国对乌克兰的军事援助,需要时间来提升自身国防能力。乌克兰需要解决人员不足的问题,否则将无法稳定战线。 Maria Snegovaya:对普京来说,继续战争可能比停止战争更能保证政权稳定。普京目前在乌克兰战场上正取得进展,这增强了他的国内地位。由于乌克兰未来军事援助的前景不明朗,普京没有理由停止战争。尽管俄罗斯经济面临挑战,但其军事投资仍在推动经济增长,维持现状对普京政权来说是可持续的。俄罗斯仍有大量人员愿意参战,这为普京提供了回旋余地。普京的目标是恢复俄罗斯的国际地位,他可能愿意谈判,但不会做出对乌克兰有利的让步。认为普京的目标仅仅是阻止乌克兰加入北约是一种误解,他还追求其他政治目标。俄罗斯可能会进行表面上的谈判,但不会真正致力于结束战争。拜登政府可能在最后几周出台针对俄罗斯能源领域的制裁措施,这对于削弱俄罗斯的战争能力至关重要。

Deep Dive

Key Insights

Why is the situation in Ukraine trending negatively according to Michael Kofman?

The situation is worsening due to Russia's material advantage, particularly in manpower, and its increasing rate of gains on the battlefield. Ukraine's manpower issues and failure to fully mobilize have contributed to this trend.

What are the key advantages Russia currently holds in the war in Ukraine?

Russia's main advantages are in manpower and air power, particularly the use of glide bombs. While Ukraine has achieved parity in artillery firepower and drones, Russia's sustained recruitment and high losses have allowed it to continue pressing forward.

What are the main challenges Ukraine faces in stabilizing the front line?

Ukraine's challenges include insufficient manpower, high casualties, and the inability to fully mobilize its population. The failure to replace losses and the creation of new brigades without adequate personnel have weakened the force's cohesion and defensive capabilities.

How has Russia's economy been impacted by the war, and how does this affect Putin's strategy?

Russia's economy is facing inflation and high military spending, but it remains sustainable for now. Putin's strategy is to continue the war to maintain regime stability and economic growth, even if it means further strain on the economy.

What role might North Korea play in the future of the war in Ukraine?

There are early signs of direct North Korean involvement, potentially in the form of troops assisting Russia in future offensives. This could escalate the conflict and complicate Ukraine's defensive efforts.

How might the incoming Trump administration impact U.S. support for Ukraine?

The Trump administration may reduce or shift U.S. military assistance to Ukraine, focusing more on domestic defense and potential threats from China. This could put pressure on Europe to increase its support for Ukraine.

What are the potential outcomes of negotiations between Ukraine, Russia, and the West?

Negotiations are possible but unlikely to lead to a lasting peace. Russia's maximalist goals, including demilitarization and control over Ukraine, make any compromise difficult. The West may focus on security guarantees for Ukraine rather than direct negotiations with Russia.

What is the significance of Russia's loss in Syria for its strategy in Ukraine?

Russia's defeat in Syria may make Putin more reluctant to compromise in Ukraine, as he seeks to restore Russia's international status and avoid further geopolitical losses. This could lead to more aggressive demands and prolonged conflict.

How does Ukraine's drone strategy impact the current battlefield dynamics?

Ukraine's drone strategy has helped slow Russia's advance by achieving parity in drone usage and improving defensive capabilities. However, it is not a sustainable long-term solution without addressing manpower shortages.

What are the prospects for European military involvement in Ukraine?

European countries may increase their support for Ukraine, but they are unlikely to fully replace U.S. military assistance. Europe's defense integration and capacity to sustain a long-term conflict remain uncertain.

Chapters
Michael Kofman, a military expert, assesses the war's state of play, noting Russia's material advantage and increasing gains since August, particularly around Prokhorovsk. He highlights the need for course correction from both Ukraine and the US to avoid worst-case scenarios, emphasizing the importance of addressing manpower and ammunition issues.
  • Situation in Ukraine trending negatively compared to summer 2024
  • Russia retains material advantage in manpower
  • Russian rate of gain increasing since August
  • Need for course correction from Ukraine and the US

Shownotes Transcript

Max and Maria were joined by Russian military expert Michael Kofman to discuss where the war in Ukraine may be headed in the year to come. With a new administration in Washington and political turmoil across Europe, Russia continuing to make grinding gains on the battlefield, and calls for some sort of negotiated settlement rising, the next six months could prove critical to the future direction of the conflict.

This conversation was recorded live in the CSIS Brack Studio on December 12, 2024. The full video from this conversation is available on the CSIS website). This is the last episode of Russian Roulette for 2024. After a brief break for the holidays, we will return with new episodes in January 2025.