There is, writes one forecaster, “some fairly low chance the Ukrainians could come under pressure from the central Europeans to move towards peace” as the economic consequences of the war continue to bite, and as concerns grow about a widening of the war. “But I’m reasonably pessimistic, as I think Ukraine will have to be in a different position or hold quite a different mentality to be able to give up any of its land for a ceasefire to hold,” they continue. “I think the Ukrainian leadership will pretty much fight until they are not supported by the West.” The West’s stockpiles of weapons and munitions are depleting, but there’s plenty left in reserve, especially if you include lower-tech weapons than those currently being sent.
In the credit column, the political leaders might not be implacably opposed to a ceasefire. Volodymyr Zelensky has said that he wants the war to end, notes one forecaster, “and seems somewhat willing to compromise for that to occur”. Meanwhile Putin “could be open to a deal taking place if he still has some way to save face and convince Russians that it was still a victory, such as the capture of a small but strategic piece of territory”. “Six months is a long time”, writes one forecaster, and the political and military situations could change dramatically. But nonetheless, it remains unlikely. “I could see a small-scale ceasefire for a couple of cities for a short humanitarian window — early March had one for two cities”, says another. “But a full-country ceasefire would be a much less likely scenario.”
Will events involving Russian security forces result in 25 or more fatalities on a Nato member state’s territory before the end of 2023?
Median forecast: 8%
Not long ago, it looked as though there was a chance that conflict would expand. The Russian port of Kaliningrad on the Baltic Sea is cut off from the rest of Russia by a 40-mile stretch of Lithuania known as the Suwalki Corridor. In June Lithuania said it would restrict exports of goods into Kaliningrad through its territory. Russia responded with threats to seize the Corridor and join its territories together.
That seems to have eased off. “The chance of something going wrong in Lithuania seems much lower than it did a couple of weeks ago,” one forecaster says, “but it was a good example of how things can escalate due to nested games and mistakes. There is plenty of scope for conflict spillovers and accidents as well as intentional escalation.”
Nonetheless, the forecasters think most of the Russian rhetoric is “chest-thumping without action” and that “actually Russia is very careful about going to war with Nato.” If they were to do it, Lithuania is the likely starting point, but “it would be a massive escalation and I think both sides really want to avoid it”.
Still, there are other ways for the question to be resolved positively other than a deliberate action in a Baltic state. One would be a stray missile hitting a Nato country. Another would be the accidental shooting-down of a passenger plane. Then there are other conflicts Russia is embroiled in. “Russia and Turkey have a ceasefire in Syria”, notes one forecaster, and Turkey is a Nato member. But that is also doubtful: “There have been no deaths caused by Russian soldiers on Turkish soil. A Turkish F4 was shot down by Syrian forces in 2012, but that incident was over international airspace and did not involve Russia.”
Russian attacks on military bases near the Ukrainian city of Lviv could also lead to the question being resolved positively. Lviv is 70 kilometres from the Polish border and there are military bases within 10 kilometres of that border, at least one of which has been attacked already. A missile launched from the Black Sea that misses its target could conceivably hit Poland.
The forecasters agree that intentional escalation seems far too risky to occur. “If this were to happen, I think it would either be the result of an accident or because a small amount of Russian forces or a Nato member’s forces attacked the other side without permission”, writes one. Even that is dubious, but if it were to happen, “I think both leaders would try to de-escalate just because the ramifications would be too terrifying (a nuclear exchange) if they didn’t defuse the situation.” Taking that into account, one forecaster points out that, “One and a half years are an eternity here, and the situation could change”, so they kept an 8% chance to represent the uncertainty.
…
The most likely outcome is that the war does not escalate either with the use of chemical and biological weapons, or the deaths of significant numbers of people on Nato soil through Russian action. That’s mainly because the risks of widening the conflict would be significant and the benefits nebulous for all parties. Doubt does remain though. We know that the Russian leadership has been willing to make high-risk decisions in the past, not least launching the invasion in the first place.
On the other side, an imminent ceasefire is also unlikely, because public opinion in both Russia and Ukraine would be against it, and both countries have the manpower and resources to continue fighting, Russia through its own industrial base, still producing though affected by sanctions, and Ukraine with Western support.
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A version of this research first appeared on the Swift Centre.
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