It’s not just consumer goods that break. It’s industrial goods. It’s factories that break down. How do you repair those? If it’s power plants with turbines that have been imported from Germany that need servicing, how are you going to do that? Even the Russian government has been clear that the real impact of the sanctions would begin to be felt this fall, and that’s the period that we’re coming into now.
In December, you and Graeme Robertson wrote about poll numbers suggesting that the Russian people were not eager to launch this war, and you argued that Putin, if he did invade Ukraine, might not have a ton of support. The war has now probably gone worse for Russia than anyone expected, and yet Putin is still in charge. It doesn’t seem like he’s about to be overthrown. Is it notable how strong he remains?
That’s been one of the remarkable things with this war—it manages to be both shocking and unsurprising at the same time. In December, Graeme and I had a piece saying, “Look, clearly, you’ve got something in the range of two hundred thousand troops on the Ukrainian border. War is possible, and it would be foolish to discount it. But it’s hard to see how the war goes in Russia’s direction, because, if you pay attention to Ukraine, it’s pretty clear that they’re going to fight, and that they can fight. Also, it’s going to bring all these risks down on Putin, and so it’s hard to see how it would make sense for him to do that.”
When the war started, Graeme and I both wrote a couple of things saying, “Whoops—clearly we got that wrong.” We were right about the costs. What didn’t compute for us was the benefits for Putin that would outweigh these costs—why it would make sense to take all of these risks.
Those risks largely have come to pass. He’s now running a state that is poorer, less secure, and in which he’s got fewer political options. He’s painted himself into a whole bunch of corners. Clearly, he did see a reason to do this, and maybe it was because he sees the world differently than we do, or maybe it was because he got bad analysis. Having started down this road, he has to take it to some kind of a conclusion that he can live with.
The risks are real, but so are the advantages. He has to deal with fractious public opinion. He has to deal with an élite that could at any moment decide that they’re done with him and the future is better served by going in a different direction. But he controls a massive security state. He controls all of the television in the country. He controls all the political parties in the parliament, and he’s the commander-in-chief in wartime. My job as an analyst is to try to understand the possible consequences of pulling on this or that string in this system. That’s a far cry from making a prediction about how long he may be able to stay in power.
There have been two related arguments about Putin. One is that he has had a certain amount of success because he doesn’t ask too much of the Russian population, which we discussed, and the other is that Russians, because of his control of the media, don’t really know how bad things are in Ukraine. But Russia is not North Korea. What is your sense of Russian public opinion, just in terms of the ability of most citizens to have some sense of what is actually going on in Ukraine? How much is the government able to limit it?
The government tries very hard to limit what people are aware of, but it is itself limited in its ability to do that. Most Russians who want access to alternative information can get it. It’d probably be difficult to find very many Russians who weren’t at least aware that there are alternative stories about what’s going on in this war. People have heard about Mariupol and Bucha and Izium. It’s just that they have been given, and choose to accept, a different interpretation of it.
What makes that work for Putin probably has less to do with what the Kremlin does and more to do with Russian society as a whole. If you look around, and most people in your social circle—your friends, your relatives, your colleagues, your neighbors—seem to be pretty much on board with this war, at least not actively opposing it, then to begin a conversation with “Did we really massacre people in Mariupol? Are there really fascists in power in Ukraine?” is not just to challenge the government. It’s to challenge your social circle. It’s to put yourself out of step with the people that you trust to help get through daily life, particularly at a time when the economy is struggling and you have to rely on your social circles more and more.
That dynamic helps to consolidate consensus in support of the war. The flip side of that, though, is that consensus is much more about the relationships that Russians have with one another than it is about the relationship that people have with Putin. The reason you’re in step is not because you feel like Putin wants you to be but because you feel that your social circle wants you to be. If that consensus begins to change in people’s social groups, then it can move very rapidly in the other direction. If, all of a sudden, people around you are starting to say, “Wait a minute, why are we dying for a war when nobody’s ever shown us a fascist in Ukraine? Why are we taking this hit? Maybe this is more about that old man in the Kremlin than it is about us,” it becomes very difficult for Putin to reach into those social circles and pull the consensus back on his side, regardless of what the television might say. Again, it’s not about the facts—it’s about the interpretations. Those interpretations are formed around millions of kitchen tables and water coolers. ♦