Ukraine: Putin's Waterloo, China's Opportunity—and Finland's Headache

Putin's three-day "special military operation" has left Russians in dire straits. For example, motorists can obtain fuel only after waiting in long queues, as Ukrainian strikes on the country's oil refineries have significantly reduced Russia's refining capacity. In addition, the war has exacted a staggering human toll in the form of dead and wounded soldiers—leading to speculation that Putin may even be considering a new round of mobilization.

Yet these may not be the most significant consequences of the "special military operation." According to an article published by the Wall Street Journal, China is seeking to turn Russia into something of a vassal state. This would mean a situation in which Russia becomes dependent on China, more closely integrated with it, and increasingly looks to China as a model and a source of modern thinking.

According to the article, the Chinese have therefore been cultivating contacts with Russians whom they believe could rise to positions of influence after Putin. At the same time, they have been slow to accommodate Putin's wishes and have, for example, demanded that any agreement to build the long-discussed gas pipeline from Siberia to China include provisions allowing them to purchase Russian gas at Russia's much lower domestic prices rather than at international market rates.

When one also considers the halt in Russia's military advance—and, in some areas, even its retreat—Ukraine is increasingly emerging as Putin's Waterloo. And China is unlikely to have any qualms about exploiting the situation to the fullest.

* * *

If, as now seems increasingly possible, Russia ends up becoming a Chinese vassal state as a consequence of its war, Finland should finally begin asking what this would mean for Russia's northwestern neighbor. Would growing Chinese influence increase or reduce the security threat that Moscow poses to Finland?

It is, of course, clear that once peace returns, trade across the eastern border is likely to become easier again. But will it resemble the trade that existed before the "special military operation"? Or will it acquire a distinctly Chinese dimension? And if so, would that be beneficial or detrimental to Finland?

I have not noticed experts, civil servants, or politicians giving these questions the attention they deserve. I therefore urge them to do so without delay, so that we can make the most of the opportunities that may emerge while avoiding the pitfalls that lie ahead.

After all, politics is ultimately the art of the possible, where successful anticipation is already half the battle. This has always been especially true of Finland's policy toward its eastern neighbor.

Previous thoughts on the same topic:
Putin's Endgame: Deception, Escalation, or Death?
Putin's Growing Crisis in Ukraine and an Uncertain Endgame for Russia
The Taiwan Question: A Conflict That Could Turn Nuclear

Putin's Growing Crisis in Ukraine and an Uncertain Endgame for Russia

The European Union has finally awakened to the fact that many Ukrainian men are using its refugee policy as a means of avoiding military service. For this reason, the Commission has proposed—according to the Finnish media—that Ukrainian men of military age should no longer be granted temporary protection in the EU.

One can only hope that the proposal will be processed by the EU's bureaucratic apparatus more quickly than, for example, the proposal to abolish changing the clocks. As a result, Ukraine's manpower shortage could be alleviated at a time when the military situation is otherwise turning so favorable for the Ukrainians that even Russian soldiers reportedly admit they are exhausted and wish to warn Putin of a possible "major catastrophe" ahead.

* * *

The emergence of Russian soldiers speaking out, along with the reactions of Crimeans to Ukrainian successes, suggests that the Moscow government has kept its citizens in an information blackout regarding the problems facing the "special military operation." This brings to mind the year 1940, when Finnish censorship ensured that the public had an overly optimistic view of the situation in the Winter War, and as a result, people experienced the outcome of the war as even more unjust than it actually was.

The same problem now confronts Vladimir Putin and his administration. It is genuinely difficult for them to explain to their subjects why the Ukrainians are capable of destroying Russian infrastructure to such an extent that ordinary people no longer even have fuel for their cars.

If and when a rebellious spirit continues to spread among Russian soldiers, the government will face an acute crisis that will further undermine the operational capabilities of the country's military, and consequently weaken its military performance even beyond its current state.

* * *

All of this could have a truly dramatic impact on the ability of Putin's administration to function. At the moment, it seems to be protected by little more than the absence of a credible opposition—a factor that also makes Russia's future difficult to predict.

Consequently, the final outcome of Putin's special military operation could be anything from a palace coup to complete anarchy and even the disintegration of the Russian state. Of course, the first of these scenarios is the most likely, but then again, hardly anyone at the beginning of 1917 predicted that the Bolsheviks would overthrow and murder the Russian Tsar and his family.

Previous thoughts on the same topic:
Peace in Ukraine Would Be a Risk to Putin
Russia's Predicament Awakened the Trolls and Increased the Risk of Nuclear War
Russia’s Spring Offensive: Gains Unclear, Losses Undeniable

Why Do Russians Tolerate Broken Infrastructure?

Ukraine has sought to undermine Vladimir Putin’s “special operation” by bringing the war into Russians’ homes, namely by destroying infrastructure. As a result, there are occasional shortages of fuel for cars, and home heating does not always function.

The Ukrainians’ tactic seems sound in itself, but Pekka Toveri (National Coalition Party), former Chief of Intelligence at the Finnish Defence Command and now a Member of the European Parliament, reminded of one problem. According to him, “in a dictatorship, the risk of going out into the streets is great, because if you are not shot, you will spend decades in a prison camp.”

For this reason, Russians can endure the kind of misery that would lead to massive riots in Western countries. The choice is easy, since—as Toveri put it—“the alternative is a bullet in the forehead.”

It remains to be seen what the winter will bring. In the best-case scenario, heating failures and cold homes will eventually lead to a popular uprising and the collapse of Putin’s regime—along with peace for Ukraine. In the worst case, Russians will direct their anger toward Ukraine, and the people will unite more firmly than ever behind Putin’s “special operation.”

Previous thoughts on the same topic:
Ukraine Got Permission to Strike – But Where is the Target?
Will Trump Finally Stand Up to Vladimir Putin?
Is This the Start of Putin’s Final Countdown?

The Real Problem with American Cars: Poor Market Fit

The President of the United States, Donald Trump, says he plans to impose import tariffs on the European Union quite soon. The reason for this is the weak demand for American products on the old continent.

This also affects Finland, as e.g. Tesla is the only American car brand with a significant market share here. Moreover, many of its models are manufactured either in Germany or China.

When it comes to cars, the problem with sales in Finland is not anything other than the weakness of American offerings. American cars are simply too large to fit comfortably into local parking spaces, and they consume far too much fuel.

The latter issue is largely due to the high fuel taxes in EU countries. While a gallon of regular gasoline costs just over three dollars in the U.S., the same amount costs around seven dollars (6.8 euros) in Finland. Additionally, the income level of Finns is about one-third lower than in the U.S., while taxation is significantly higher.

Therefore, the export problems of the U.S. automobile industry will not be solved by imposing tariffs on EU countries but rather by designing cars that are suitable for Finland and Europe in general. However, it remains to be seen whether American companies - and the USA under Trump's leadership - have the necessary willingness to do so.

Previous thoughts on the same topic:
Finland and the USA: Strong Allies with Shared Interests or a Trade Dispute?
Trump’s Tariff Weapon Worked, but Will Finland’s Development Aid Strategy Succeed?
Former President Donald Trump is Also the Upcoming President – But What Does It Mean?