March 10, 2025 - 7:00am

Russia plainly holds the strategic initiative in its war with Ukraine. Its forces are advancing against Ukrainian positions in Russia’s Kursk province, while missile and drone attacks are escalating amid the Trump administration’s suspension of intelligence sharing with Kyiv. Vladimir Putin clearly believes that his American counterpart will force Ukraine into a highly concessionary peace deal.

Still, Ukraine’s position is not nearly as precarious as some suggest. Elon Musk, for example, claimed on Sunday that his “Starlink system is the backbone of the Ukrainian army. Their entire front line would collapse if I turned it off”. The Polish foreign minister then criticised Musk’s post, noting that Poland pays $50 million for Ukraine’s use of Starlink. He said Poland would look for alternatives if Musk withdrew the satellite internet system.

“To be extremely clear, no matter how much I disagree with the Ukraine policy,” Musk later added, “Starlink will never turn off its terminals”. “I am simply stating that, without Starlink, the Ukrainian lines would collapse, as the Russians can jam all other communications! We would never do such a thing or use it as a bargaining chip.”

Musk is right: Ukraine would suffer difficulties were the tech mogul to pull Starlink access. The satellite constellation provides Ukrainian headquarters, command post, and field units with real-time, encrypted internet and communications coverage. This is crucial in planning and effecting military operations. Still, while Starlink offers Ukraine the best solution for its military needs, it could quite quickly move to secure contracts with alternative satellite internet providers, preventing Ukrainian forces from “going dark”. Ultimately, Ukraine’s current situation is not nearly as catastrophically poor as Musk and others on the American Right suggest.

For one, Volodymyr Zelensky continues to prioritise supplies to his exhausted forces in Kursk even as they take significant casualties and expend a lot of munitions and equipment. Zelensky views Ukraine’s occupation of Kursk as a critical bargaining chip to employ at the negotiating table to secure reciprocal concessions over Ukrainian territory. Until Russian and North Korean forces are able to sever the Ukrainian supply lines into Kursk, they are highly unlikely to dislodge their enemies entirely. With a nearly 20km border-crossing area under Kyiv’s control, Putin does not have the near-term ability to strangle Ukrainian forces. Russian diversionary tactics such as this weekend’s special forces raid through a gas pipeline are designed primarily for propaganda purposes rather than strategic effect.

Moreover, Russian forces continue to take major casualties. Credible estimates suggest Russia has lost 150,000-200,000 soldiers since the start of the war. Many hundreds of thousands more have been wounded. These casualties have accrued only marginal territorial gains in Ukraine’s south and southeast. A key problem for Russian forces has been their consistent inability to effectively conduct and sustain high-intensity combined arms operations. Where they have attempted major advances they have invariably opened themselves to bloody Ukrainian counter attacks.

In turn, while a complete loss of US arms and intelligence support would effectively end Ukraine’s opportunity to conduct offensive actions, it would not fundamentally change Kyiv’s defensive strength. The British, French, Polish, Norwegian, Finnish, and Baltic states could pool increased intelligence resources as an alternative. It is equally important to note that arms and financial support for Ukraine is now being motivated by an unprecedented sense of urgency from the Europeans. Even assuming US withdrawal of all support, the current battlefield balance of power and Europe’s new emergency posture is likely to be sufficient to hold Russian advances in check.

That is a problem for Putin. The Russian economy is nowhere near as stable as the Kremlin likes to pretend. Trump himself hinted as much just this week. The most valuable human capital has either evacuated the country or been diverted to the military industrial complex from productive sectors that were already struggling prior to the the war. Russia’s loss of young men worsens an already very serious demographic crisis. And the Russian economy is dependent on heavy military spending that has drained already fragile government investment and private capital in the civilian sector.

Making matters worse, inflation is running at 10%, and Russia’s energy sector — the absolutely critical instrument of its export economy — is drained of necessary spare parts and export partners as a result of sanctions. If Trump introduces secondary sanctions on Russia’s energy partners, specifically India and China, the economy may crash quickly.

Ultimately, Musk’s power over Kyiv and Putin’s military potential are both overstated. While Ukraine is under pressure, its impending collapse is not as likely as some would presume.


Tom Rogan is a national security writer at the Washington Examiner

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