| This ends, or escalates further, with the use of nuclear weapons by Russia. People can debate all day on whether Putin is a genuinely and popularly elected President, a totalitarian dictator, or a mafia boss. But what’s not up for debate is Putin’s absolute consistency. Putin does what he says, and says what he does. If Putin threatens to use nuclear weapons, he likely will, the only debate is when. The real threat of Putin using nuclear weapons shouldn’t stop efforts to shape the desired end-state. A realistic hope may be HOW nuclear weapons are deployed. An atmospheric test display over remote Russsian territory that disrupts the test ban treaty and global markets suffer some temporary disruption. A high altitude atmospheric detonation over Ukraine that disrupts Ukrainian communications, western military support for Ukraine, and global markets suffer longer lasting disruption. A tactical nuclear weapon detonation over Ukrainian combat units that disrupts Ukrainian offensive, western military support for Ukraine, and global markets suffer lasting disruption. Western coalitions have disrupted the Russian economy with sanctions, but China/India provide two major energy export customers. The west is most prone to economic disruption in Q4 Oct-Dec. In consumer-led discretionary income dependent sectors, Q4 can be 50% of annual revenue with 25% of annual revenue coming from just mid-Nov to mid-Dec. If I was Putin I would create and amplify tension targeting western markets and consume sentiment from now until Mid-Dec. Personally, I don’t worry about a Cold War era Cuban Missile Crisis or 80’s Threads/Day After threat of total nuclear annihilation. But I do strongly believe we are at greater risk of a limited nuclear display or tactical detonation than at any time since August 1945. Ukrainian forces have a lot of offensive momentum and high morale, which leaves them vulnerable to hubris. I am sympathetic and in 100% agreement with Ukraine to defend its sovereignty. But Ukraine attempting to recover 100% of its pre-2014 territory will likely result in nuclear weapons being used. My hope it that such a nuclear exchange is limited and that the global economic impact is only 1-3x the ‘20-‘22 COVID disruption. |
A single tactical nuke would have virtually no impact on Ukrainian military operations. It would only affect a few square km, maybe a battalion strength unit. To decisively influence a significant front like Kherson would take at least a handful of them. To relieve pressure along the whole front would take dozens. Strategic warheads used on the front would do more, but then the radiation and fallout effects would also impact Russian units, and Russia itself. there's also no way to use and EMP pulse to impair Ukrainian front line units without also impairing Russian front line units.
>Western coalitions have disrupted the Russian economy with sanctions, but China/India provide two major energy export customers.
Using nukes would remove all the remaining support Russia has, including that from China and India in terms of trade. It's likely the west would impose a total blockade and interdiction of all Russian ports, sea traffic and air transport anyway.