The Ukraine war is likely to end in a year

I had a long conversation with AI about this war today. We looked at it from the stand points of money, manpower, and international politics.

As it stands, Russia and Ukraine have about the same cash going into the war. At first blush it looks like Russia is spending more, but Russia has to spend money to defend its other interests. Since Russia gets money from oil the Ukrainian destruction of oil infrastructure is a valid strategic target. They would have already hampered the Russian war funding if Iran had not been bombed and the Straight closed. Even with that windfall, at the current rate of destruction Russia will have money problems within a year or a year and a half.

Ukraine is basically supported by Europe. The Ukrainian funding is subject to political will. Russia has been attacking this since the beginning of the war, and has had some luck with the USA but not with Europe. The next big chance for this funding to be cut off is after major elections in Europe. This is more than 18 stop months away.

So for the next year or a year and half, there is unlikely to be a change in the balance of power in the war as it relates to funding.

Manpower is the next thing. At current or likely rates of losses in both sides Russia will run out of manpower in 11 months, Ukraine in 12. Essentially the war will end i a year when there is no one left to fight. But no one wins when everyone is dead.

We already mentioned international politics. It is likely to stay static and even the Iran war is unlikely to change that.

The one wild card that we were not able to nail down was the rapid advances in weapons. Both sides are creating weapons quickly. However, it seems to me that Ukraine is better at this and that Russia might have supply issues with parts coming from Iran. Even so, the weapons advances by the Ukrainians would have to quick enough and deployed well enough to wipe out enough oil infrastructure to defund the Russian’s ability to wage war, and that would be done over the cries from Europe due to fears Europe will freeze in the dark. (Valid Concern) They could deploy weapons that would raise the death toll above modeled expectations and literally bleed the Russians out sooner than expected.

In any case, it looks like this war may end or become quiescent in 11 or 12 months no matter what happens. It is unlikely that Russia could win, and there is a slight chance that Ukraine through advanced technology could force the Russians out before the Ukrainians run out of men.

There is one chance the Russians could win, that is by successfully convincing the Europeans to quit funding the war. A collapsing economy due to energy shortages might help with that.

I am with the Chinese on this. Quit fighting already so I can build a road through here and sell more stuff.

No cheers for human suffering
Qazulight

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Old fashioned Nixonian power politics are here to stay.

Interesting update on Russian invasion of Ukraine: Ukraine: Russian Spot Taken Without Using Troops, Just Robots, Drones - Business Insider

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Excellent description of the constantly evolving of the ‘kill zone’ due to Ukrainian innovation: What is Ukraine's Kill Zone and How Does it Work? — UNITED24 Media

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Ukraine trades their growing expertise in drone and robot technology to Germany in return for materiel and mid and long range weapons: Ukraine, Germany Agree €4B Defense Package Including Patriot Missiles, Drone Production

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With The Hungarian stepping in, the held-up $90 billion EU loan may be released to Ukraine. That’s a lot of cheddar that will no doubt improve Ukraine’s chances.

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It is great to see some ink on Ukraine. And anti Russia. Iran is on Russia’s side.

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It does appear that the Europe is stepping up the plate in support of Ukraine: https://www.reuters.com/world/europe/ukraine-produce-drones-norway-oslo-says-2026-04-14/

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Instead of Ukraine scrambling to rally support, countries in the EU and ME are actively forming strategic partnerships to learn from them. Game changer!

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When Russia didn’t capture Kyiv in the opening weeks, it seemed pretty apparent that Russia was going to lose. On paper, Ukraine should have folded. But they didn’t. Then began the asymmetric warfare. For the next several months they were seizing Russian assets (tanks, etc) and using them for themselves. Then came the drones.

The Russian boneyards are pretty much empty now (based on satellite imagery). They were dragging out the REALLY old stuff like T54s and T55s (1940s). Plus rehabbing the artillery from those yards (most likely taking the barrels…artillery barrels have to be replaced frequently). They were doing this to make up for heavy losses of their modern stuff that couldn’t be replaced with new modern stuff. And they’re buying shells from DPRK because they can’t make enough on their own.

Ukraine was never going to win the war. They just have to hold on long enough for Russia to do the math and realize the cost isn’t worth it. Which it already isn’t, but Putin is stubborn.

From an economic standpoint, once Russia goes home, will sanctions be lifted? Will Russian oil and gas flow again? Those could have significant impacts on the energy markets.

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That is an open question with the complication that Russian facilities are being destroyed and Russia has limited ability to rebuild them. Lifting sanction may not increase Russian oil supply quickly if ever.

Cheers
Qazulight

It won’t be quick, certainly. But I think “if ever” isn’t an option. Unless the globe moves away from hydrocarbons, it will get rebuilt. Maybe some outside investment? I’m sure Russia will receive many offers (“give us a piece of the pie, and we’ll fix that infrastructure for you”).

If ever has a lot a variables.

Its difficult to make predictions especially about the future.
Yogi

One is exactly as you predict, the world moves away from oil.

The other is that the end of the war leaves Russia unstable and investment is very risky and difficult.

I am sure there other bad outcomes but speculation is pointless and I am wanting a diet coke.

Cheers
Qazulight

But that’s what investing is. Speculating. You get as much info as you can, but in the end you’re still speculating about the future.

I’m planning on making a chorizo burrito shortly…that future is pretty certain. :slight_smile:

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One good reason for selling covered calls. They pay in cash :money_bag: not in hopes :crossed_fingers:

The Captain

Putin and the Iranian regime need to go. Or this all will be repeated.

That is the problem with some positions here. This all will be repeated with no resolution.

That is the economics problem in the US. We are long over due a new economic ideology or this all will be repeated on the domestic front.

There is no resolution, unless we commit to total war. And even then, replacing the entire regime, Afghanistan showed us it’s as likely to collapse as not, as soon as we leave.

Bombing won’t do it. Boots won’t do it. I totally agree that Putin and the Ayatollahs have to go (as well as the entire Kim family, and Xi would be nice to be rid of). Not going to happen, though. Our best weapon is economics. Ween ourselves off their products, and their economies collapse. Civil unrest (maybe with some assistance from us at the right time) will do the rest.

It would be a huge economic impact, but we need to remove China’s MFN trade status, and probably even ban all imports from China. It will be painful, but we have to deprive them of funds. Right now, we’re funding their naval build-up. Within 10 years theirs will be as powerful as ours. Not good.

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Iran is very different than Afghanistan.

The question is can take a different tact?

Probably too late for that. We had potential options before we starting bombing them.

Iran is different than Afghanistan. Iran actually has resources, so it will hurt the outside world to attack that. And, whenever it flows again, the regime will be able to restore more quickly. Also, we installed a new government in Afghanistan (like South Vietnam, too). We won’t be doing that in Iran without a LOT more commitment.

I’m wondering if Congress will pass funding to replace the munitions we’ve been using. Maybe a short-term play might be RTX (Raytheon). A quick check says it’s been going up steadily since the last election.

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I agree its too late.

But if people keep saying it shouldn’t be this way: how should it be from aqui?