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Culture War Roundup for the week of November 18, 2024

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That makes sense. I'd imagine that a lot of eyes would be on trying to estimate the electoral dynamics, and there's obviously a lot of probability there. All parties will care a lot about assessing the following lines-on-maps: what might it look like if they take a Trumpist think tank peace plan essentially on day one; what might it look like if Ukraine burns Trump enough that he withdraws support and they have to proceed with the war with just other European support; what might it look like if they successfully delay the Trumpist stick from being final until after the German election (and the resulting German policy becomes more clear).

I doubt that either Russia/Ukraine can afford to basically totally avoid talking to Trump until the German election; they both have a bit too much to lose. But they both probably have to work through the various probability assessments to determine whether they want to approach Trump with a, "You're so great, Donald! You can make peace happen; let's do it right now!" or a, "You're so great, Donald! You can make peace happen; let's begin a deliberative process to start working through our negotiating issues over the next few months. There are a lot of intricate details, but we know that you're an incredible negotiator who will have no trouble working through all of them once we can (eventually) get everything on the table for you." We'd probably need to draw some decision trees and estimate some probabilities/costs have any sense for which parameter regions lead to which results.

I would suspect that there are a number of possible regimes, too. If the Trumpist think tank plan really does have strong enough sticks, there might be enough of a bargaining range already and enough risk in waiting that it best serves both sides to agree quickly. (Notwithstanding any concerns about whether US Intel is capable of making such an assessment either way... or whether Trump would believe their assessment and go in with a correct estimate of the other parties' interests.) I would also suspect, with lack of any other looming possible game changers in the near future, the most likely outcomes are either 1) Negotiated peace almost immediately (in diplomatic timescales) after Trump takes office, 2) Negotiated peace soon after the German election, or 3) Something significant enough happens in the German election that lead to a parameter regime such that war continues for some time, with or without US support. Or, of course, 4) Someone screws up trying to string Trump along, he loses it, they get the stick, then scramble to get back to the negotiating table and salvage anything they can salvage. Of course of course, Trump could also lose interest, not pursue this think tank plan, do something wild and completely different, or whatever. It's kind of an annoyingly big game tree... :/

But you are putting in the thought, and as they say plans inevitably fail but planning is priceless. It's easier to recalibrate an imperfect model than to try and create a new inevitably flawed model instead.

I doubt that either Russia/Ukraine can afford to basically totally avoid talking to Trump until the German election; they both have a bit too much to lose.

Yup. And we've seen evidence of that on both ends, including Zelensky's late-election engagements with Trump.

Zelensky has played this much, much safer (and smarter) than many of his European peers. When a lot of the European elites were happy to publicly dump on Trump after he left in 2020 on the assumption he'd never be back, Zelensky never took the opportunities he might have had to join in to the partisan delight of the current-month losers. While there are doubtless countless Ukrainians who perceive Trump as pro-Russian as many Europeans do, Zelensky maintained a neutrality with Trump directly- even at the cost of enduring swipes- that has kept Trump relatively restrained as well, and thus in a position to work with.

If I had to make my own decision tree metaphor, I'd expect Zelensky's preference/plan to be that he views going along with Trump enough to keep Trump from doing a cut-off, but also more than happy to let negotiations fail so that Trump blames Russia. There are a lot of ways for Russia, or even the Europeans, to snarl talks in a way that Trump doesn't blame Ukraine/Zelensky. If Trump is empowered to do the talks, but the talks then fail, most of the threat of a Trump cut-off go away.

A possible sticking point / friction is the European-held Russian foreign assets and European sanctions on Russia, including gas sales, which are a medium-term need for Russia to re-fund it's economic rebalancing. Regaining those funds and restoring gas sales has been a major reoccuring demand to date, and it is something I think Americans who just want an end to the war underestimate Russia's willingness to press on. It matters in our discussion context because it's an issue the Ukrainians have no actual leverage on- the Ukrainians can't compel the Europeans to agree- and Trump in turn can't blame the Ukrainians if the Europeans refuse despite Ukrainians 'willingness.'

This may be a major asset for the Europeans to keep Trump supporting Ukraine, if only because it can also be used to backstop more or less 'bribes' to convince Trump to continue support. Things like 'the frozen funds will be used to cover the costs of American arms / buy American,' either directly (interest on the investments going to loans for buying American arms) or indirectly (the Germans agree to spend their new debt on buy american). Especially since it would be relatively politically popular in Europe to refuse a Trump demand for a concession to Russia that can be used to help the Ukrainians, which is three distinct politically popular things.