The Russian challenge – 
a Polish-German expert paper for a new Russia policy

by Maria Domańska, Arndt Freytag von Loring­hoven, Ralf Fücks, Gustav Gressel, Irene Hahn-Fuhr, Julian Hinz, Wojciech Konończuk, Robert Pszczel, Witold Rodkiewicz, Maria Sannikova-Franck, Konrad Schuller, Jacek Tarociński, Iwona Wiśniewska and Ernest Wyciszkiewicz

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Inter­na­tional Expert Network Russia

Russia’s war of aggression against Ukraine is in a critical phase: The Russian military is making terri­torial gains while future Western support for Ukraine is massively uncertain under incoming US President Donald Trump. In this moment, Europe needs deter­mi­nation and political leadership. Precisely because Warsaw and Berlin have hitherto had signif­icant differ­ences in their policies versus Russia, both countries should work closer together in the future. That would be a strong signal to the other EU member countries.

Our joint strategy paper was written by a Polish-German group of experts. It recom­mends a policy of strength versus Moscow, effective sanctions against Russia’s war economy and a common approach against the Kremlin’s hybrid warfare. And no more fear of regime change: While only Russians can change their country, Western policy should shape condi­tions for change.

CONTENTS

Each section was prepared jointly by a Polish and a German or Austrian author.

Why this paper?
by Irene Hahn-Fuhr, Ralf Fücks and Wojciech Konończuk

Intro­duction – What is at stake
Witold Rodkiewicz and Ralf Fücks analyze the risks of a Russian victory

Chapter 1 – Polish and German Russia policies then and now
Ernest Wyciszkiewicz and Konrad Schuller argue that Poland and Germany cannot develop common responses to Russia’s aggression unless Berlin fully revises the basic assump­tions on which it based its Russia policy since 1991. They suggest several concrete ways to develop such common responses.

Chapter 2 – Defence: Deep rethinking required
Gustav Gressel and Jacek Tarociński identify main weaknesses in Polish and German military capabil­ities and sketch out the necessary steps to tackle them and enable Berlin and Warsaw to increase its military support for Ukraine’s defence.

Chapter 3 – Russia’s hybrid war against the West
Robert Pszczel and Arndt Freytag von Loring­hoven analyze Russia’s hybrid war against the West and present practical recom­men­da­tions on how Berlin and Warsaw could cooperate to push back effec­tively against this aggression.

Chapter 4 – What sanctions can do
Iwona Wiśniewska and Julian Hinz (with contri­bu­tions from Anders Åslund) argue that economic sanctions do indeed meet their intended goals and develop recom­men­da­tions on how they can be made signif­i­cantly more effective.

Chapter 5 – Why lasting peace is only possible with political change in Russia 
Maria Domańska and Maria Sannikova-Franck identify the internal causes of Russia’s external aggression. They argue that funda­mental political change in Russia is an indis­pensable condition for the country becoming less aggressive. They propose that Western policy should stimulate such change and how this could be done.

Conclu­sions and recom­men­da­tions
Ralf Fücks and Wojciech Konończuk conclude with key recom­men­da­tions for a future Russia policy, supple­mented by recom­men­da­tions for Western policy on the war in Ukraine, which will largely determine the future of Europe.

Publisher and authors

WHY THIS PAPER?

Can German-Polish cooper­ation become the driving force behind a new European Russia strategy? Obviously, a strong tandem with Warsaw and Berlin would make the West much more resilient and capable of action, but their policies have so far failed to come together. In view of all the historical and political ups and downs in German-Polish relations, their policy towards the Kremlin was and is one of the key issues that tradi­tionally divides Warsaw and Berlin.

It is not despite these differ­ences that the inevitability for a coordi­nated Russia strategy between Germany and Poland is essential, but precisely because of them. If these conflicting perspec­tives resulting from different historical experi­ences were to find common ground in their Russia policy, the founda­tions of the common European house would become signif­i­cantly stronger. On the threshold of the fourth year of the full-scale invasion Ukraine is fighting for survival. If Kyiv is to have any chance of repelling the attack and ending the war on its own terms, a joint strategy by two major European supporters is essential.

While the gap between the way Germans and Poles view Russia has narrowed after the 2022 attack, signif­icant differ­ences and even estrangement remain: While Poland has consis­tently argued for decisive Western action to achieve a defeat of the Russian regime in Ukraine, German policy up to now remains much less deter­mined. Unlike the Polish position, the German Chancellor has never made up his mind to promote a victory for Ukraine.

The “Zeiten­wende” that Chancellor Scholz has been calling for immedi­ately after the full Russian invasion in February 2022 remains stuck halfway. Because of this, govern­ments in Central and Eastern Europe wonder: if they were attacked tomorrow, would Germany be willing and capable of providing effective assistance?

Poland’s geopo­litical weight has grown and, thanks to its resolute approach to Russia, Warsaw is now able to forge new security partner­ships in Europe’s Central and Northern dimension. It is building a ‘coalition of the willing’ with like-minded Scandi­navian and Baltic states. Poland is waiting for the outcome of the parlia­mentary elections in Germany to see whether a joint approach to the Russian challenge could be feasible. The Polish EU presi­dency in the first half of 2025 can add to the Polish impetus at this crucial moment for Ukraine and Europe. At a time when the future of Europe is at stake in the face of Russia’s aggression, it is even more important that Germany and Poland undertake a joint effort for a new European Russia policy. Precisely because the Franco-German engine as the former key to Western European integration has lost traction and thus the potential to integrate the diverging interests in an enlarged Europe that includes Central Eastern Europe since 2004.

If Poland and Germany can find common ground on their policy towards Russia despite their entrenched differ­ences, this will greatly facil­itate a European accord. Their lingering antag­onism makes a common Polish–German policy on Russia all the more compelling for the other member states. Finding common ground must not neces­sarily mean meeting half-way between different stand­points. A new start should arise from shared insight and interests, if there only is the political will to cooperate.

Our paper aims to contribute to this endeavor.

Intro­duction

WHAT IS AT STAKE

The outcome of the Russo-Ukrainian war will determine the future of the inter­na­tional order, in particular the future pathway for Europe, and thus define the condi­tions in which our societies will have to live perhaps for decades to come. It is therefore in Europe’s vital interest that the outcome of the war will be favourable to Ukraine. This means that Ukraine: 1) must preserve its indepen­dence, i.e. the ability to determine its inner and outer destiny, in particular the right to join NATO and the EU; 2) should re-establish its control over the terri­tories within its inter­nationally recog­nized borders.

One may dismiss this as “maximalist goals” However, what is at stake is nothing less than the core principles of inter­na­tional law and the European peace order. In fact, these goals can only be achieved by supporting a military victory for Ukraine – or at least putting it in a position that enables Kyiv to negotiate with Russia from a position of military strength.

Russia’s full-scale attack on Ukraine in February 2022 opened a new chapter in European and even world history. It was a culmi­nation of the Russian Federation’s revisionist policies, the aims of which had been clearly laid out in draft treaties presented by Russia to the US and NATO in December 2021. The West’s acqui­es­cence to these terms would create a new, Yalta-style insecurity order in Europe, based on the principle of spheres of influence, where Ukraine and other so-called post-Soviet states would be fully subor­di­nated to the Kremlin. Central and eastern Europe would become buffer states in the shadow of Moscow’s overwhelming military preponderance.

There should be no illusion that the Kremlin will accept some kind of a negotiated end of the war below a de-facto submission of Ukraine, as long as it believes that victory is within its grasp. And as long as the West will not demon­strate by deeds that it has the political will to defeat Russian revisionism, the Kremlin will have all the incen­tives to continue the war as long as it has suffi­cient human and material resources. The idea of a compromise agreement based on the principle of “peace for territory”, which is often discussed in the West, is based on a funda­mental misun­der­standing of the Kremlin’s key war aims, namely to deprive Kyiv of its sover­eignty by limiting its right to conduct foreign and security policy (neutral­ization and demil­i­ta­rization) and to acquire a formal right to intervene in Ukraine’s internal politics (“denaz­i­fi­cation”).

Putin and his entourage are deter­mined to achieve its aims because it sees victory in this war as a necessary condition for their own political survival. They believe that control over Kyiv is absolutely essential both for ensuring the security of the regime and for rebuilding Russia’s position as a great power. They believe – not without reason – that a stable and prosperous democracy in Ukraine will undermine their autocratic system.

Putin has repeatedly claimed that Russians and Ukrainians are essen­tially one people and questioned Ukraine’s right to exist as an independent state. According to this imperial logic, the unrestricted brutality of Russia’s warfare against Ukraine is punitive action against a breakaway colony and against all Ukrainians who refuse to be part of the “Russian world”. Finally, taking into account the Kremlin’s record of violating inter­na­tional agree­ments (among others the Budapest Memorandum of 1994, The Good Neigh­bourhood Treaty with Ukraine of 1997, the INF Treaty, The Chemical Weapons Convention), neither Kyiv nor Western capitals can be confident that Moscow will not violate any war-ending agreement as soon as it deems it conve­nient. Therefore, the stakes in the Russo-Ukrainian war are extremely high. A Russian victory will have far-reaching consequences:

• It will mean the end of Ukrainian sover­eignty and of Ukrainian democracy. It will also mean that millions of Ukrainian citizens living under Russian occupation will be subjected to state terror, forcible de-Ukrainization and Russification.

• Among Ukrainians, a Russian victory could trigger an anti-Western backlash. While many may remain committed to the idea of Ukrainian indepen­dence and democracy, other Ukrainians may conclude that the West betrayed them. Moscow is likely to exploit this anti-Western resentment for its own purposes

• An end to the war on Putin’s terms will demor­alize democ­ratic actors in the entire region, who have worked hard to strengthen their countries’ indepen­dence by engaging with the West. It will heighten their fear that Russia might use military coercion with impunity if they cross the Kremlin’s red lines.

• In the wider region, a failure of the West will also be widely inter­preted as a confir­mation of the Kremlin’s propa­ganda, claiming that liberal democ­ratic systems are unable to compete with author­i­tarian regimes in providing security for their citizens and allies.

• The Kremlin will treat Kyiv’s surrender as a victory over the West, and as proof that the latter is incapable of mobilizing and using its superior resources to defend itself and its allies. Moscow will be emboldened to provoke or confront the West with demands similar to those it presented in December 2021, which included a ban of NATO forces on the territory of eastern flank Alliance states. Moscow aims at a total revision of Europe’s post-Cold War security arrangements.

• With any success of its aggression against Ukraine, the Kremlin will surely further intensify its hybrid warfare against the West. If the Kremlin comes to the conclusion that key NATO states (in particular the U.S., Germany, France) are unwilling to respond militarily to Article 5 contin­gencies in Central Europe and the Baltics, Russia might be tempted to stage a military invasion into Eastern flank states. Moscow might take such a risky step despite being militarily weaker than the West as long as it enjoys relative superi­ority on NATO’s eastern flank. Such an attack would create a political dilemma for the West by forcing it to choose between either accepting a new status-quo where Article 5 guarantees can no longer be relied on, or to getting involved in a military conflict with Russia, in which the latter might resort to using tactical and inter­me­diate nuclear weapons.

• More broadly, Moscow will seek a “multi­polar” inter­na­tional order, where great powers would have a right to use force to “disci­pline” their neigh­bours, to change borders and to establish spheres of influence by imposing their will on other states and limiting their sovereignty.

• On the global stage, this would encourage Russia, China and other author­i­tarian powers like Iran to challenge the West on all fronts and aggres­sively pursue her hegemonic agenda. There is no question that the Chinese leadership will be encouraged to more force­fully assert its claims against Taiwan, Japan and the Philip­pines, perhaps even India. This, in turn, will create additional pressure on the U.S. to reduce their military commit­ments to Europe, which at this stage will be facing increased threat from Russia. In a worst-case scenario, an armed conflict involving China and the U.S. in East Asia will provide additional incen­tives for the Kremlin to resort to military force to impose its terms on Europeans.

• A Russian success in Ukraine is also likely to trigger nuclear prolif­er­ation, especially in Asia, where states like South Korea, Japan and perhaps others would seek to guarantee their security with nuclear weapons as the only reliable deterring factor, after their Western allies demon­strated a lack of deter­mi­nation and extreme risk-aversion when challenged by a major rival. A Russian success in Ukraine will not secure peace in Europe but increase the danger of an even greater war. With Ukraine defeated, the ratio of forces will be less advan­ta­geous for the West.
Beyond Europe, a “multi­polar” great power order is bound to be extremely conflict-prone. Neither Russia, nor China, nor other non-Western powers are willing or capable of ensuring global stability. If Russia manages to vassalize Ukraine, this will become a sign for other powers that inter­na­tional law has been replaced by the rule of the fist. This example is likely to be followed by others. Secondly, the victo­rious alliance of author­i­tarian powers is bound to intensify its subversion of the democ­ratic political systems of the West.

For all these reasons, it would be an error of historic propor­tions for the West to push Ukraine into an agreement on Russia’s terms.

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The West at a historic crossroads

There are only two realistic scenarios for ending this war that would be desirable for the West. We would call them a “Germany November 1918” scenario and a “Russia February 1917” scenario. Under the November 1918 scenario, Ukrainian armed forces would inflict such defeats on the Russian army that its command realizes that the war is lost, even though Russian forces would still be in possession of Ukrainian territory. Under the February 1917 scenario, the economic and social strains of war would provoke a split in the ruling elite and a grassroot rebellion in the armed forces, followed by the collapse of the Putin regime. Both scenarios presuppose that Ukraine will be able to go on the military offensive and Russia’s hope for victory will be broken.

At the moment, we are very far from either scenario. Western support for Ukraine – partic­u­larly in Washington and Berlin – has been constrained by two fears: first, that Putin might resort to the use of nuclear weapons and expand the war to NATO territory when he is on the verge of defeat; and second, that the Russian regime might collapse, setting free chaos in a state with thousands of nuclear warheads.

However, appeasing the Putin regime at the expense of Ukraine and European security cannot be the answer to the fear of escalation. This would only increase the risk of a direct clash between Russia and NATO later. Rather, the West must counter the Kremlin’s threats with a credible policy of deter­rence that leaves no doubt about NATO’s readiness to defend itself and the rule based inter­na­tional order. Weakness emboldens Putin, strength deters him.

Regarding further devel­op­ments in Russia, the West should fear to strengthen the Putin regime more than its failure. The current regime is not a factor of stability, either exter­nally or inter­nally, quite the opposite. The West should rather encourage those forces in Russia that see Putin’s wars as a threat to the country’s future. A change of power in Moscow will highly likely strengthen those Russian voices who do not support the aggressive foreign policy of the current regime and seek some kind of arrangement with the West.

The war is now approaching its decisive phase. Despite Ukraine’s resilience and impressive techno­logical advances, its outcome is largely in the hands of the West. It is not yet too late to turn the tide in Ukraine’s favour. Clarity is urgently needed regarding our strategic goals about the outcome of the war. This applies all the more in view of Donald Trump’s comeback as US President. If there is a chance that America will continue to stand by Ukraine’s side, then only with decisive European action. And if Trump will scale back U.S. support for Ukraine, it will be all the more urgent for the European democ­racies to step up to the plate.

Even if the liber­ation of all Russian-occupied terri­tories and millions of Ukrainians living there cannot be achieved in the short term, Ukraine’s full political sover­eignty, including its right to integrate with the European Union and NATO, must not become bargaining chips in a diplo­matic game with the Kremlin. This is the minimum that the West owes to Ukraine and to itself. Washington as well as European govern­ments must not yield to the temptation of following an “easy” and “cheaper” path of accom­mo­dating Russia at the cost of Ukraine. In view of the stakes involved and the Kremlin’s long-term objec­tives, the full-fledged support for Ukraine is actually the best – and by the way also the least costly – option for the West.

Chapter 1

CAN WE FIND COMMON GROUND?
POLISH AND GERMAN RUSSIA POLICIES THEN AND NOW

For many years, Germany organized its thinking about relations with Russia around the question how Moscow could be included in order to build a mutually beneficial European security system. The rationale was that deepening ties would lead to an alignment of interests. Germany’s weight allowed it to largely shape the EU’s stance, symbolized by the “Partnership for Modern­ization” first formu­lated by then Foreign Minister Frank-Walter Stein­meier in 2008. Successive Polish govern­ments have long warned against such a “Russia-first” approach. The Eastern Partnership, proposed by Poland and Sweden, was supposed to balance this by turning Armenia, Azerbaijan, Belarus, Georgia, Moldova and Ukraine from countries-in-between into common neigh­bours with agency. This balancing act worked only partially.

Warsaw has pointed to Moscow’s failure to come to terms with its total­i­tarian past, to the resur­gence of militarism and revan­chism in Russia, and to systemic corruption and a slide toward an increas­ingly author­i­tarian system — that grew more aggressive exter­nally and more repressive inter­nally. Following the annex­ation of Crimea, Poland called for a thorough policy shift. However, what ensued was rhetorical revolution and a mere facelift of policy. A striking illus­tration of this was the signing of the agreement to construct Nord Stream 2 in 2015, just one year after Russia’s aggression.

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Four Erroneous Assump­tions lead to Flawed Policies

The “Russia-first” camp based its policy over the last two decades on a set of erroneous assump­tions that led to flawed choices. They need to be discarded and replaced.

1) The first flawed premise was that a stable security order is only possible with Russia, never without it, let alone against it. Thus, Russia was given special treatment and attention. In fact, Western policy should be focused on building a sustainable security order without the self-imposed prereq­uisite of normal­izing relations with Russia. The invasion of Ukraine marks a funda­mental change in the security environment. Russia will remain a threat for years to come, so the West should pursue a new security policy not just without it but against it. Obviously, this should include a long-term perspective for a negotiated end of Russia’s war against Ukraine through strength and deter­rence and in accor­dance with inter­na­tional law. For it is Russia that excluded itself from the community of law-abiding nations.

2) The second assumption was that Russia was essen­tially like the West and sought roughly the same things. But Russia is not like the West. It has a different vision of inter­na­tional relations and no desire to change this. Russian elites genuinely believe they are at war with the West. Russian society has been shaped by this idea for a long time. And this will not disappear with Putin. A quarter-century of his rule, super­im­posed on tsarist and Soviet legacies, has solid­ified the regime. Its democ­ra­ti­zation or de-imperi­al­ization is unlikely. (1)


3) The third was that Russia had the right to a sphere of legit­imate interests in its proximity, at the expense of inter­na­tional law. This approach, exemplified by NATO’s refusal to give clear membership perspec­tives to Ukraine and Georgia after the 2008 Bucharest summit, the weak response to the subse­quent Russia-Georgia war and in limited support for Ukraine since 2014, was inter­preted by Moscow as a green light for pursuing revan­chist ambitions. Accepting a sphere of privi­leged interests for Russia amounts to granting it the right to plunder its neigh­bours — an open invitation to future crises.

Russia seeks security (of its regime) through corruption, coercion or co-optation in order to subjugate (as in Belarus) or, when that fails, to desta­bilize (as in Georgia and Moldova) or even eliminate (as in Ukraine) the countries in its orbit. Lasting insta­bility among them has very often been a desirable situation for Russia. Not only does it open a range of oppor­tu­nities for hostile inter­ference, it also allows Russia to portray itself as a stabi­lizing force. Russia’s irritation with NATO- and EU-enlargement does not stem from geopo­litical fears but from ‘security interests’, specif­i­cally the survival of its klepto­cratic regime. Integrating Ukraine (and other Eastern Neigh­bourhood countries) with the EU and NATO would remove an important bargaining chip for Moscow. One of the goals of containing Russia should be to foster stable political systems, well-functioning economies, capable armed forces and well-organized societies in neigh­bouring countries.

4) The fourth assumption was that inade­quate commu­ni­cation was the reason for tensions, and that more dialogue, trade and pipelines could mitigate that. This was exemplified in the Wandel durch Handel slogan, which suggests that inter­de­pen­dence leads to change. In reality, more ties brought more tensions. This approach was partially debunked after 24 February 2022, when summits, minis­terial meetings and joint insti­tu­tions were suspended. Dialogue for the sake of dialogue was proven futile.

The belief in the benign effects of inter­de­pen­dence must be abandoned, because for an author­i­tarian state with imperial ambitions, inter­de­pen­dence is a form of leverage, a “weapon”, while for its democ­ratic partners, it is a source of vulner­a­bility. For years, Russia’s key exports to the EU have been deception, disin­for­mation, corruption, uncer­tainty and now fear. These ‘products’ were supported by an infra­structure built on oil, gas, financial and personal connec­tions. Today, those channels have weakened, but Russia no longer pretends to be kind — it is openly inter­fering in states’ internal affairs. The West therefore needs to increase the cost of such hostile actions by expanding sanctions.

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Wanted: A profound shift in attitudes

A new compre­hensive Russia policy poses a political challenge, because it requires a profound shift in attitudes deeply entrenched among leaders and the public in Germany.

Three devel­op­ments will be crucial in the coming months. The first is the possible reduction of American support for Ukraine and NATO allies. The second are the efforts led by Poland and other NATO members to create a European structure that could partially fill the void. The third is which policies will Germany conduct after the February parlia­mentary elections.

Many expect that the new U.S. admin­is­tration will not be prepared to continue spending money for the defence of Ukraine and Europe to the same extent as its prede­cessor. Yet, the size of the cuts is unknown. In the best case, reasonable support will remain – if the Europeans also increase their share. In the worst case, the US might remove its nuclear umbrella from Europe. In either case, European allies will have to fill the vacuum.

Poland is leading these efforts. There is broad consensus inside the country that the time for decisive all-European action is now and that simply muddling through is not an option. Warsaw will increase its defence budget from 4.3 per cent of GDP in 2024 to a staggering 4.7 per cent in 2025 and is trying to form a group of countries that might take the lead.

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A Coalition of the Willing

The core of such a “coalition of the willing” seems to be forming among Nordic and Baltic states, including Poland, but at this stage without Germany.

The Joint Statement after the Nordic-Baltic summit in Harpsund in late November 2024 set the goal to “work together to constrain, contest and counter Russia’s aggressive and highly confronta­tional actions as well as to ensure its full inter­na­tional account­ability for the crime of aggression.” (2)

The countries on NATO’s eastern flank are key to the continent’s security. They are committed to signif­icant invest­ments in this effort and will not tolerate free riding by more complacent partners to the West. This is where Germany, with its economic potential, is expected to step in and to invest in a lasting and stable security environment instead of conducting ad-hoc telephone diplomacy.

Germany’s aid to Ukraine has been large in absolute numbers, but much more modest when consid­ering the size of its economy. According to the Kiel Institute for the World Economy’s Ukraine Support Tracker, it ranks at 14 with 0.4 per cent of GDP, while Denmark and Estonia provide the biggest share with 1.9 per cent each. (3) This might change though. After the February elections, the new government will have to decide whether it will join the leading group. While some in the Social Democ­ratic Party still hope that peace with Russia is possible without much military spending, the Christian Democrats are more deter­mined to strengthen the Bundeswehr and help Ukraine – and polls indicate that they might win. The Greens are also staunchly pro-Ukrainian.

To convince German voters to support pro-Ukrainian positions, two arguments are central:

1) Failure to ramp up defence and support for Ukraine might result in costs far beyond those of an adequate effort to contain Russia. One immediate effect of a Russian victory will be that the country’s huge armament production will no longer be destroyed at the front but will accumulate and threaten European allies. In the worst case, a war-hardened Russian military will stand at the eastern borders of Poland, Slovakia, Hungary and Romania. Defence against such a threat will cost multiple times more than present military expen­diture, while future US engagement in NATO is uncertain. That might lead some European allies to jump ship by offering the US or Russia separate agree­ments. All this would be detri­mental to Germany.

2) Even without the US and large allies like France and the UK, the most deter­mined countries can face up to Russia: This potential group together has a GDP of 4.7 trillion euros, more than twice that of Russia (2.2 trillion). If Germany joined, that figure would increase to 8.8 trillion. Their total population would be 205.6 million, as compared to Russia’s 143.8 million.

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Weimar triangle 2.0?

Of course, GDP and population do not automat­i­cally translate into military strength. To transform this potential into a deterrent requires will and time. Possibly more time than Russia will grant. Therefore, devel­oping such a group is unthinkable without a minimum of help from the US. Without American nuclear guarantees, and without American boots on the ground at least for some further years, such efforts will fail. But that cannot be an excuse for not trying. The US will find Europe useful, if Europe gets stronger. In America’s compe­tition with China, partners might be welcome. But only if they are assets, not burdens.

If Germany chooses to team up with Poland, the group’s most populous nation joins the most deter­mined. Here, there is bad and good news: The bad is that traces of the old pater­nal­istic attitude towards its eastern neigh­bours are still present in Germany. The good news is that the relationship can improve if an old-school Atlanticist, nursed on deter­rence and containment, comes to power in February.

If Germany and Poland align, a domino effect might follow. France is unlikely to want a new centre of gravity without being part of it. This could motivate Paris to finally transform the Weimar Triangle from mere phrases into reality. If the UK also joins, such a future European club would include two nuclear powers.

Chapter 2

DEFENCE: DEEP RETHINKING REQUIRED

The last two and a half years of Western military aid have barely allowed Ukraine to survive and maintain a defensive posture, but not to drive Russia back. The reasons for this are numerous – fear of escalation, budgetary and domestic constraints, wishful thinking – but the effects are clearly visible: After more than two years of short-feeding amid hopes the conflict might end in some sort of settlement, Ukraine has lost a tremendous amount of skilled and experi­enced military personnel. Its armed forces have degraded so far that rebuilding them so that they can apply offensive pressure on Moscow has become ever more difficult. And there is no indication that this can happen soon.

If Russia were to win the war in Ukraine, it would not only complete its genocidal policies of eradi­cating the Ukrainian nation and culture. Large swaths of its security apparatus (not only the armed forces, but also the FSB, National Guard and other police forces) will be deployed to occupied areas in order to impose russi­fi­cation. Settlers brought to occupied Ukraine by Russia will own their security, property and social rise to Putin’s new empire, and hence try to preserve it at all cost. Any outcome other than a Russian strategic defeat is likely to strengthen the present revisionist and imperial regime in Moscow – including a “frozen” front with large parts of Ukraine under occupation.

Poland’s position is that only Ukrainians can decide about themselves and that they are fighting not only for their indepen­dence, but also for the possi­bility of integration with Western insti­tu­tions (NATO and EU). The role of the West should be to enable Ukraine not only to defend itself, but also to support its integration process. Only NATO accession can provide credible security guarantees and deter­rence against another Russian invasion. At the same time, Warsaw perceives Russia as an existential threat, prompting it to begin the largest trans­for­mation and moderni­zation of armed forces in post-Cold War Europe.

Unlike Western Europe, the Polish Armed Forces have not fully transi­tioned to out-of-area crisis response opera­tions and maintain more armored, and mecha­nized brigades (12 in 2021) than their Western counter­parts. On the downside, the majority of Poland’s tanks, artillery systems, and all infantry fighting vehicles were outdated Soviet-era equipment, some dating back to the 1960s. Additionally, many of these units were under­staffed. Russia’s 2022 reinvasion of Ukraine spurred Poland to transfer almost all of this obsolete equipment to Ukraine and rapidly purchase a signif­icant amount of modern weaponry, primarily from the United States and South Korea. In response to the conflict, the Polish General Staff devised a plan to transform the Armed Forces by 2035, which is now being updated with a target of 2039. The specifics of this plan remain classified.

Poland’s strategic goal is to develop armed forces capable of engaging in a full-scale conflict with Russia, but this process is expected to take at least another decade and is subject to various vulner­a­bil­ities. For now, there is widespread agreement within Polish society and across the political spectrum to allocate more than four percent of GDP to defence in the coming years. However, it remains uncertain whether this consensus will hold in the long term, and whether Polish citizens will continue to be as enthu­si­astic about volun­teering for military service. Volun­teers (44,450 are expected in 2024) are crucial not only for boosting the active military but also for expanding the reserve forces. Another challenge is the relatively weak indus­trial base, which limits the country’s capacity for ammunition production, equipment mainte­nance, and scala­bility. Overcoming these limita­tions will be both time-consuming and difficult.

Germany, like most countries in Western Europe, is driven by a “Germany first” policy that prior­i­tizes the recre­ation of its armed forces and defence within NATO over Ukraine’s needs. On the former, there indeed would be potential room for deeper Polish-German cooper­ation in NATO to coordinate and strengthen defences in the Baltics and the Eastern Flank’s northern part. This would mainly concern the estab­lished joint commands Multi­na­tional Corps Northeast (ground forces) and Commander Task Force Baltic (naval forces), plus subor­di­nated Enhanced Forward Presence forces – Germany’s brigade in Lithuania. Joint exercises between both armed forces could further strengthen bilateral ties and improve defensive capa­bilities vis-à-vis Russia.

The Bundeswehr’s state, after 30 years of pivoting towards expedi­tionary warfare, leaves a lot to be desired (see below). The next German government will face the need to reorganize the Bundeswehr to meet NATO’s integrated force planning goals to deter Russia and enable allied opera­tions in the Baltics. The plans are sound, but two major problems stand in the way of their imple­men­tation. One is financing – they would require a budget of roughly 80 billion euros per year. Second is personnel – the Bundeswehr has problems with recruiting more soldiers. A debate about reintro­ducing conscription has fizzled out in 2024, but may reappear after the Bundestag elections 2025.

For Germany to become the military hub and enabler for defensive opera­tions on the Eastern Flank would require Berlin to be a trust­worthy and reliable partner and ally in the eyes of Warsaw – which to a large extent depends on the country’s practical support towards Ukraine. And in this test, Germany has failed dramat­i­cally. Not only because the military support – although large in absolute terms – was small in comparison to the country’s indus­trial capac­ities. But also because of the political framing as “prudent” (besonnen according to Chancellor Scholz). Germany refused to commit its capable military land vehicle and machining sector to the war effort, because Scholz feared German tanks driving through Europe would undermine Germany’s “anti-militarist” tradi­tions. (4) Aside from the fact that Western Germany was a well-armed NATO member, this uncon­di­tional pacifism calls to question Germany’s commitment to European defence. If NATO were to be defended, German tanks would be all over the place as well.

Any agreement with Russia imposed on Kyiv — attempts made in Budapest and Minsk failed miserably — would evoke painful memories for Germany’s neigh­bours. For centuries, Berlin, often in collab­o­ration with other powers, has disre­garded its eastern neigh­bours’ sover­eignty, treating them as pawns in the game of great-power politics, as seen in the parti­tions of Poland, the Treaty of Rapallo, and the Molotov-Ribbentrop Pact. To prevent repeating this history, Berlin should treat eastern flank countries, partic­u­larly Poland and Ukraine, as equal partners. This shift could open doors for constructive cooper­ation on military support for Ukraine and deter­rence against Russia.

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What is needed?

Continued military support for Ukraine, devel­opment of the domestic arms industry and the simul­ta­neous restoration of capabil­ities to wage full-scale war are essential. This is not just a matter of adding military items to a shopping list. It requires deep rethinking and recon­cep­tu­al­ising defence as such. The pitfalls go beyond individual items – they concern the surviv­ability, sustain­ability and scala­bility of the military as such:

1) Surviv­ability: In a possible war with Russia, European armed forces would – regardless of high profes­sional standards – sustain manoeuvre warfare for roughly a week. Then, Russian drones would have damaged and destroyed so many vehicles that manoeu­vring would be impos­sible. Lack of electronic warfare (EW) systems, air-defence, and drones to defend against a veritable drone army, will cause crippling losses among soldiers and equipment. Moreover, our logistics heavily rest on a handful of civilian enter­prises to maintain and repair the current fleets of vehicles and aircraft, all of which would be subject to missile and drone bombard­ments in the event of war.

2) Sustain­ability: The Bundeswehr not only lacks the ammunition reserves to sustain a war – current artillery ammunition would last a few days, and building up larger stock­piles is hampered by the lack of safe storage sites – it also lacks reserve capabil­ities of men and material. Ukraine thus far has lost 3,107 armoured fighting vehicles of all kinds in the war, and replen­ishing the losses becomes a problem for the West supporting Ukraine. But even if the materiel was there, Europe lacks the personnel reserves to replenish possible losses, in particular officers and specialists. While forced mobil­i­sation could generate a lot of soldiers on paper, there would be insuf­fi­cient officers to train them and lead them in combat.

3) Scala­bility: Constraints in personnel and materiel will also affect other western European armies’ efforts to scale up their capabil­ities. At the beginning of the full-scale invasion, Ukraine’s armed forces consisted of 29 manoeu­vrable brigades (20 in the land forces, seven air mobile and two naval infantry brigades). 31 terri­torial defence brigades were just created on paper and had barely formed. Now, in the third year of the war, the Ukrainian armed forces have ballooned to over 150 brigades of all types. Despite all modern technology, force density, especially the avail­ability of infantry to control territory, retains a key role: low density of Russian forces facil­i­tated Ukraine’s Kursk (2024) and Kharkiv (2022) offen­sives, while high Russian force density was pivotal in denying the Ukrainian summer offensive of 2023. If NATO as such would be attacked, the necessary space of opera­tions would be even larger. Furthermore, the European rear and the critical infra­structure that needs protection by terri­torial defence forces are also larger.

Chapter 3

RUSSIA’S HYBRID WAR AGAINST THE WEST
AND WHAT TO DO ABOUT IT

I. Russia’s hybrid war

For more than a decade, Russia has waged a hybrid war against the West. Putin’s strategic aim is to build a new version of the Russian empire (or at least a Russian zone of influence), and to this end he is striving to weaken the West in every way possible. The goals and elements of this hybrid war are well-known – polar­izing Western societies and under­mining trust in democracy and its insti­tu­tions, fostering the rise of populists, extremists and separatists, eroding support for Ukraine by playing up the fear of escalation and appealing to ingrained pacifist senti­ments, bolstering the legit­imacy of the Putin regime and allowing it to enjoy the benefits of access to Western markets. Fear of escalation is already working as can be seen in the withholding of military support, as described in Chapter 2. The essence of the Kremlin’s hybrid tactics is – at the current stage – to stay below the attri­bution radar to avoid an open military confrontation with NATO which is feared by Putin’s regime. This allows Moscow to test the West´s resolve and cohesion and exploit its weak spots.

Russia’s hybrid war has become even more aggressive since the large-scale invasion of Ukraine in 2022. Hybrid warfare has many facets, including a full-scale infor­mation war against our countries, massive inter­ference in elections, such as in Romania, cyber-attacks against our politi­cians, public insti­tu­tions and infra­structure. Spying has become ever more abundant. There is sabotage and attempts at elite capture. The list of attacks attributed to Russia is growing fast – ranging from arson and the destruction of equipment, cyber and physical attacks on railways and the armament industry, to assas­si­nation attempts. The regime has estab­lished dedicated struc­tures for hybrid warfare – such as the General Staff Main Direc­torate for Deep Sea Research (GUGI) or media outfits like the Social Design Agency (SDA). Moscow is becoming more reckless and brazen – there are credible reports that its sabotage attempts (see strong suspi­cions of recent targeting Finnish water supplies and planting explo­sives on German cargo planes) are endan­gering the lives of many people in Europe. The latest case from November 2024 also points to growing evidence of Russia using Chinese help in suspected cases of cutting undersea cables between Sweden and Estonia and Germany and Finland. All those incidents come on top of a long-term series of cyber-attacks, GPS jamming and other forms of hybrid actions aimed at stoking fears and insecurity. The situation has become so serious that the Finnish government has publicly mentioned the possi­bility of invoking Art. 5 of the Washington Treaty (NATO’s doctrine envisages such a possi­bility in response to foreign hybrid attacks).(5)

Poland and Germany are prime targets in Russia’s anti-Western crusade. As heavy­weights in the EU and NATO, they have a strong bearing on Western policies on issues crucial for Russia, such as sanctions and military support to Ukraine. Germany is the main logistics hub for NATO (e.g. it houses key military instal­la­tions, US troops and US European command), while Poland plays such a role for the eastern flank and military assis­tance to Ukraine. Russia spares no effort to manip­ulate both Poland, and Germany, from within. There are common themes like the attempt to weaken the solidarity and support for Ukraine and the denigration of inter­na­tional insti­tu­tions, especially NATO and the EU. There are also crucial differ­ences such as the appeal to Germany´s peace movement and deeply rooted anti-American senti­ments in some social strata – both have no equiv­alent in Poland. Yet overall, for all our differ­ences in the approach to Russia, the extent of Putin´s hybrid war has been severely under­es­ti­mated in both countries.

To illus­trate this obser­vation: both states have been attacked during Operation Doppel­gaenger which was inves­ti­gated, inter alia by the FBI and the Counter Disin­for­mation Network (CDN). This campaign was conducted by the SDA media company at the Kremlin´s behest; according to the FBI its clear goal was to “escalate internal tensions ... in order to promote the interests of the Russian Feder­ation,” as well as “to influence real-life conflicts and artifi­cially create conflict situa­tions” via fake articles, influ­encers, as well as targeted posts and comments on social media.

Poland has been a key target of Russian disin­for­mation and hybrid attacks for decades. Polish society is more resistant to Russian manip­u­lation than countries further west due to better under­standing of Russian history and policies. But even though pro-Russian senti­ments are difficult to generate in Poland, the country is not immune to cyber-attacks and other forms of hybrid opera­tions. And those have been escalated recently to such an extent in Poland that arson, recon­nais­sance, and disruption of key transport routes are openly attributed to Russia. In October 2024, the Polish Foreign Ministry ordered the closure of the Russian Consulate in Poznań, citing acts of sabotage.(6) The last few years saw inten­sified weaponization of migration. Moscow has been working together with Minsk in an operation using illegal migrants to exert pressure on Poland’s (and the EU’s) eastern border – tellingly 90 per cent of those trying to cross illegally have a Russian visa.

The case of Pavel Rubtsov, a Russian agent masquerading as a Spanish journalist who was caught and jailed in Poland before being exchanged in the August 2024 prisoner swap, exposed the weaknesses of Poland’s democ­ratic openness and legis­lation, allowing Putin’s regime to recruit some influ­encers and gather infor­mation of sensitive nature.

Due to the turbulent nature of Polish-Ukrainian history, Moscow is relent­lessly trying to play up any diver­gences between Warsaw and Kyiv, aiming to undermine Polish resolve in helping Ukraine. The presence of a large Ukrainian refugee diaspora (often Russian-speaking and using Russian commu­ni­cation platforms) compli­cates the task of identi­fying Russia’s malign influence opera­tions. Numerous Ukrainians living in Poland have for example been recruited by Moscow for a variety of disin­for­mation and sabotage activities.

Chancellor Scholz’ Zeiten­wende has brought Germany closer to the Polish view on Russia. Germany scrapped the Nord Stream project and is now Ukraine´s second biggest military supplier. But differ­ences remain in the way that both countries look at Russia. Unlike in Poland, there are strong fears of escalation among Germans and many people, especially in eastern Germany, do not feel that Russia directly threatens their security. Many support opening negoti­a­tions for a peace deal and an end to Germany’s military support to Kyiv. Although reports of Russian fake news, manip­u­lated debates and sabotage attacks have become more frequent in recent months, German society is far from realizing that it has become a top European target in Russia’s hybrid war.

Russia has been manip­u­lating public debates in Germany for years and system­at­i­cally fostered mistrust during the migration crisis, the COVID-pandemic and the war in Ukraine. Moscow has also actively promoted and supported anti-Western and pro-Russian parties like the AfD and Bündnis Sahra Wagenknecht and unleashed a formi­dable digital tsunami in social media. Russian secret services have murdered people in Berlin in broad daylight and are suspected to have plotted attacks against military facil­ities and the CEO of the Rhein­metall arms manufac­turer. Yet despite Moscow’s undis­putable culpa­bility in the war against Ukraine, surveys and election results show that pro-Russian convic­tions are on the rise in Germany.

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II. What is to be done?

We need to realize the full scope of Russia’s hybrid war and impose a cost on the perpe­trators. Russia is attacking the core of our democracy. It manip­u­lates our opinions, our debates, our elections – and we still treat this as a side issue. This cannot go on. Hybrid warfare must be treated as a priority security issue.

Our govern­ments need to devote far more attention and resources to this challenge. We need to develop a broad toolbox of defensive and offensive measures that mirror the weapons of the aggressor. We also need effective mecha­nisms that enable us to adopt the best possible counter­mea­sures nationally and internationally.

Attri­bution needs to be used more frequently and with less hesitation. There should be proactive publi­cizing of specific cases where there is compelling evidence of Russian culpa­bility – something the US and more recently, Romania, have started doing. Failure to name Russia as a hostile and criminal state, fear of escalation, the lack of a full under­standing of the Kremlin’s gangsters’ logic and reluc­tance to push back will only aggravate the Kremlin’s feeling of impunity and invite further acts of hybrid aggression.

Short-term actions should include a strategy to increase digital platforms’ respon­si­bility to take down Russian infor­mation manip­u­lation. This calls for enforcing national and European law, active debunking and pre-bunking of dis­information and propa­ganda. At the same time, a more robust protection of critical infra­structure (energy, IT, defence industry estab­lish­ments), including counter-drone security, and a more direct signalling to Russia on red lines (e.g. threat­ening retal­i­ation against Russian assets in case of cyber­at­tacks) are necessary. Govern­ments may be well advised to reuse some of the public campaigns from the past, raising awareness of the real and current threats of Russian hybrid opera­tions (e.g. using posters, TV and video ads etc.). Government, intel­li­gence and the police should actively commu­nicate the risks of manip­u­lation and inter­ference in upcoming elections.

A new approach should focus directly on the weaknesses of the Putin regime by exposing regime members’ corruption (what Alexei Navalny used to do), tight­ening or creating counter-espionage laws, tight­ening sanctions against individuals and companies, by publi­cizing Russian state failures (rising crimi­nality and social depri­vation due to the war against Ukraine), increasing pressure on reluctant partners of Russia by openly explaining the costs of aligning with the Kremlin and by strength­ening efforts to reach out to Russian society, e.g. via the European Endowment for Democracy and support for independent Russian media.

Long-term work must involve struc­tural projects and political initia­tives, such as building up resilience through e.g. legis­lation tackling elite capture (anti-corruption, creation of a foreign-influence trans­parency register, devel­oping and policing imple­men­tation of regulation on enforcing counter-disin­for­mation culture of digital platforms), projects promoting media literacy, investing in civil society and promoting cooper­ation with businesses to defend against hybrid activities.

Poland and Germany should establish a joint group to analyze the conduct of Russia’s hybrid war and propose concrete measures to counter it. They should carefully study Russia’s actions today (such as sabotage and manip­u­lation in the digital sphere including artificial intel­li­gence) and draw applicable lessons from the Cold War, especially those which success­fully addressed Soviet patterns of hostile activ­ities, now continued in a modernised format by the Putin regime (push-back against propa­ganda, degrading of Moscow’s ability to infil­trate Western insti­tu­tions etc.). Proposals should include measures streng-thening counter­in­tel­li­gence and counter-hybrid capabil­ities against Russia. Both countries should also take a lead in building a European consensus for meaningful restric­tions placed on movements of Russian officials within the Schengen zone. In view of advanced forms of economic inter­de­pen­dence between Poland and Germany there is both a need and a scope for conducting joint resilience exercises, involving represen­tatives of the private sector (a good model is offered by the Nordics and Czechia).

The Weimar Triangle framework could be used to develop and promote 2–3 initia­tives where there is clear agreement between three capitals (e.g. early warning and response system on infor­mation manip­u­lation, pooling resources on countering cyber-attacks, exposing sabotage networks used by Russia against France, Germany and Poland). Bearing in mind the extensive use of the Telegram platform for planning, recruitment and conduct of hybrid opera­tions, the case opened against its founder Pavel Durov in Paris might lend itself to trilateral cooper­ation. Other themes include devel­oping policies for AI and democracy in the EU, promoting education on media literacy.

If possible, Berlin and Warsaw should jointly lobby for a logical inter­na­tional division of labour in terms of responses – NATO/​EU/​G7 to lead with devel­oping more robust policies, standards and agree on response measures, then implement those which fall within their purview (e.g. NATO looking after physical security, while the EU works on legis­lation and provides funding for resilience projects), while individual states pick up imple­men­tation which is within their mandate (Telegram case).

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III. The cost of non-action

Past experience and expertise points to a strong corre­lation between weak (or absent) responses to Russian hybrid opera­tions and Moscow’s intent to intensify such attacks. If the problem is assigned low priority and generates only verbal, pro-forma responses, it will not go away – on the contrary, it will get worse. Good analysis helps, but is not enough at this stage. In some domains – e.g. security of military instal­la­tions (NATO bases) – the Kremlin is still focused on the recon­nais­sance phase. When it comes to elements of critical infra­structure (undersea cables), it has already moved to actual sabotage. We cannot allow it to believe that it can move to even more brazen forms of attacks. With political will we have the means and capabil­ities to deter it. Germany and Poland should take the lead in this task.

Chapter 4

WHAT SANCTIONS CAN DO

Western sanctions and the escalating costs of war are desta­bi­lizing the Russian economy. The imposed measures were intended to work through several channels, each with its own timeline for impact. Financial sanctions, such as those (partially) cutting off Russia from inter­na­tional finance, often have immediate and poten­tially signif­icant effects in the short run, as was witnessed in initially strong volatility in the rouble exchange rate. Trade sanctions, on the other hand, especially targeting techno­logical investment goods or other inventory-dependent items, take longer to manifest econom­i­cally beyond their direct impact on imports and exports.

Given that Russia is a relatively large economy, studies suggest that even the most extreme hypothetical scenario of a total global embargo would yield a cost on the Russian economy in the range of a 20 per cent fall in GDP in the medium term. Countries like Iran or North Korea demon­strate that even under harsh sanctions economies do not collapse — and even Ukraine’s economy — where the war is actually taking place — has not collapsed. Thus, the expec­tation of a rapid collapse of the Russian economy due to sanctions alone was unreal­istic from the outset and in fact never their aim.

Instead, the sanctions are intended to weaken Russia’s ability to finance the war. Hence, we should not ask if the Russian economy has collapsed, but rather what would the situation be today without sanctions? By this metric, the sanctions have indeed increased the costs of waging war for the Kremlin, albeit with some limitations.

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What works and what doesn’t

While Russia’s macro­eco­nomic numbers suggest growth — GDP was up 3.6 per cent in 2023, and a similar rate is projected for 2024 — it is crucial to look beneath these figures. Reported GDP growth is largely driven by public spending related to the war effort, which has barely had a positive effect on the welfare of ordinary Russian citizens. Increased armaments production does not translate into an improved quality of life — no Russian is better off because of a newly manufac­tured rocket destined for the front lines. Hence, GDP growth figures reveal little about the true condition of the economy and living standards in Russia. Even with this big caveat, not all figures look rosy: Rosstat reported annual inflation at around 8.5 per cent in early November 2024 and the Central Bank interest rate is 21 per cent. (7)

In 2024, total war-related spendings, including on national defence and internal security — the National Guard and the Federal Security Service among others — are expected to consume around 40 per cent of the budget, equiv­alent to 10 per cent of GDP. A further increase is planned in 2025. As a result, the Kremlin’s prior­i­ti­zation of war efforts is absorbing the country’s financial, productive, and human resources, weakening the civilian sector. In the sectors that seem to show growth, state-owned companies produce, and the state procures, at arbitrary prices, which are likely to contain substantial hidden inflation. Thus, it is inaccurate to call it real growth — exactly as was the case in Soviet times — when hidden inflation was later assessed at 3 per cent of GDP each year.

As a result, the civilian sector, heavily impacted by sanctions and finan­cially drained by the state, is unable to meet growing domestic demand. Following the withdrawal of many Western investors, the Russian market is now filled with expensive, often lower-quality imported goods. Additionally, Russia encourages the bypassing of sanctions by so-called parallel importing through neigh­bouring countries like Belarus, Turkey and Kazakhstan. This practice, sometimes dubbed the „Eurasian Round­about,“ involves rerouting sanctioned goods through inter­me­di­aries before they reach Russia. While this does allow some necessary imports to continue, these goods are far more expensive — often up to 40 per cent above pre-sanction prices. Additionally, the overall quantities imported are far less than pre-sanctions imports directly from Western countries, and the higher costs add signif­icant strain to the economy. Overall, China has become Russia’s main supplier, accounting for about 40 per cent of Russian imports in the first half of 2024. However, China primarily provides finished goods rather than compo­nents needed for domestic production. Russian raw material exporters, cut off from Western markets, are also facing signif­icant challenges. The mining industry, critical to Russia’s economy, has been in decline since 2023. Although many exporters have found new buyers outside the West, their profitability has sharply decreased due to higher costs of logistics, cross-border financial opera­tions, and lower prices because of a weakened bargaining position.

The negative impact of cutting off Russia from Western technology through trade restric­tions will intensify in the long term. For the past 30 years, Western countries — especially EU member states — have been the primary source of high-tech goods for Russia. Currently, countries that have not joined the sanctions either lack the technologies Russia needs or are unwilling to share them, viewing Russia as a competitor or fearing secondary Western sanctions, with China being a prime example. The loss of Western technology suppliers poses a particular threat to the devel­opment of new, often hard-to-reach, Russian oil reserves, and to maintaining the high production levels necessary to finance the war. Growing pressure from the U.S. is also increas­ingly hindering the devel­opment of Russia’s LNG sector. With Gazprom facing challenges in pipeline gas exports, liquefied natural gas was supposed to provide flexi­bility to the sector and help rebuild Russia’s position in the global market.

Increasing investment in the Russian economy, which is growing at around 10 per cent year-on-year in 2024, is largely allocated to the arms sector and the replacement of Western production tools. This techno­logical regression, combined with Russia’s demographic crisis, is already a major factor hampering economic activity. As a result, production costs will rise, and economic growth will slow down, a trend already seen since the second quarter of 2024. By 2025, GDP growth is projected to drop to below 1.5 per cent. Given these production limita­tions, substantial budget expen­diture will mostly fuel inflation rather than stimulate growth.

Financial restric­tions have also proven to be relatively effective. Since 2014, Russia has been unable to raise inter­na­tional capital. Their imple­men­tation and enforcement are easier compared to trade sanctions, partly due to compliance require­ments for banks like the „know your client“ rule. The effec­tiveness of these sanctions is further enhanced by fear among banks in China, Turkey, and the Gulf states of being cut off from the U.S. financial market through secondary sanctions if they cooperate with Russian clients. As a result, in the first half of 2024, Russian entities have faced increasing diffi­culties with inter­na­tional payments and access to foreign currencies, which in turn hampers their ability to import goods. In the second half of the year, problems with export payments inten­sified. Thus, limited currency inflows to Russia are weakening the rouble and further exacer­bating infla­tionary pressures.

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“Russia’s reserves could run out in late 2025”

With shrinking government reserves, the cost of the war is increas­ingly being felt by businesses and the public. Russia’s liquid reserves in its national wealth fund had shrunk to 56 billion dollars or 2.8 per cent of GDP in November 2024, and Russia has a steady budget deficit of 2 per cent of GDP that needs financing. Thus, Russia’s reserves could run out in late 2025 and the Kremlin is not likely to raise much more in tax revenues, forcing it to cut public expen­di­tures more severely. Vladimir Putin is counting on the West’s willingness to support Ukraine running out faster than his money to fund the war. However, we should not let him do that.

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Weakness of sanctions

At present, a steady source of funding for the war comes from revenues generated by export of energy resources. Russia continues to earn from exporting oil to the European Union (due to exemp­tions from sanctions) and gas (due to the absence of restric­tions). Moreover, since mid-2023, Russian oil has been exported at prices exceeding the price cap of 60 dollars per barrel, often with the support of Western entities. Estimates suggest that by mid-2024, about 35 per cent of seaborne oil exports were trans­ported by tankers owned or insured by countries inside the price cap coalition, while the rest was carried by the so-called shadow fleet. This fleet poses a signif­icant threat to maritime safety and the environment, as many of its tankers are outdated and sail with inexpe­ri­enced crews.

The effec­tiveness of the trade sanctions is severely under­mined by their circum­vention through third countries. This is partic­u­larly damaging in the case of goods and technologies essential to the arms sector. In 2023, alongside a decline in EU exports to Russia, there was a marked increase in exports to countries neigh­bouring the Russian Feder­ation, especially Belarus, Turkey, Kazakhstan, and Kyrgyzstan. At the same time, there was a noticeable uptick in deliv­eries from these so-called connector countries to Russia, suggesting they were being used to bypass sanctions. These trends were partic­u­larly visible in Germany’s and Poland’s foreign trade.

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Strength­ening sanctions

The current effec­tiveness of sanctions can be strengthened along four clear lines.

1) While financial sanctions have proven to be highly effective, strin­gency across countries could strengthen their impact. The United States is the leader in their use, but the European Union should also actively expand and enforce them, as well as apply secondary sanctions against third-country actors who engage in sanctions’ evasion. Further tight­ening of financial sanctions by Brussels — including cutting off more Russian insti­tu­tions (including Gazprombank) from the EU financial market, forcing European banks to withdraw from Russia and threat­ening third countries with secondary sanctions for supporting Russia — will adversely affect Russia’s financial stability. Poland and Germany could lobby to hit payments for Russian energy exports, which would be partic­u­larly damaging to Russia’s budget.

2) Trade restric­tions can be tightened. Histor­i­cally, Europe has been Russia’s primary trading partner — in exports (oil and gas), but also in imports, ranging from high tech indus­trial goods to consumer products. This also means that Europe’s rigorous policies are respon­sible for the vast majority of the impact of the imposed trade restric­tions. (8) Other Western countries, including the U.S., have had very little trade exposure with Russia before, and thus play only a minor role in lever­aging this form of economic power. Specif­i­cally, author­ities should enhance detection mecha­nisms for unusual trade patterns. Shipments to countries adjacent to Russia with different pre-war trade patterns should be system­at­i­cally flagged, especially for dual-use goods. Coordi­nating these efforts at the EU level would ensure that loopholes are harder to exploit. (9)

Furthermore, fully ending imports of Russian oil and gas should be a priority. By lever­aging intra-European burden-sharing, the economic impact of ceasing Russian energy imports can be mitigated, while signif­i­cantly reducing Kremlin revenues that fund the war effort. Additionally, it is in the common Polish-German interest to reduce shadow fleet activity in the Baltic Sea – which has, at least partially, become the target of the latest EU sanctions package in December 2024. Both countries could also lobby for an embargo on uranium imports from Russia and a ban on cooper­ation with Rosatom. Russia’s state nuclear energy corpo­ration plays an important role in foreign policy mainly towards countries of the Global South and also provides budget revenue.

3) The respon­si­bility of European companies to comply with EU sanctions by their subsidiaries in third countries must be strengthened. The “best efforts” oblig­ation (enshrined in the 14th sanctions package) is not suffi­cient. The EU Commission’s guidance clari­fying the ‘best efforts’ principle is not legally binding, and each member state may take different positions on these measures’ scope and application.

4) With a view towards achieving their ultimate aim of contributing to an end of the war, European policy­makers should provide clarity on condi­tions for lifting sanctions. In light of the Kremlin’s actions, the Western coalition should, of course, for now focus on expanding sanctions and decou­pling itself from the Russian economy. However, to be effective, the Western coalition must clearly commu­nicate condi­tions for removing the measures: For example, any lifting of financial sanctions should be condi­tional upon the restoration of Ukraine’s terri­torial integrity, and all trade sanctions could only be lifted once repara­tions are paid. This clarity serves as both a deterrent and an incentive for Russia, providing specific steps it must take to normalize relations and have economic isolation reduced. Conversely, the West should not agree to weaken the sanctions regime in exchange for Russia merely halting its military action against Ukraine, as the Russian side has repeatedly demanded. This would allow the Kremlin to rebuild its economic and military potential, likely leading to an inten­si­fi­cation of its aggressive policy towards its Western neigh­bours in the future.

Chapter 5

Why lasting peace in Europe is only possible with political change in Russia

There is an intrinsic connection between the Russian regime’s character and its revan­chist foreign policy. As long as the author­i­tarian, klepto­cratic and over-centralised regime remains in power in Moscow, no innov­ative political, social and economic devel­opment seems possible. Any substantial moderni­sation would require political liberalisation,which the Kremlin perceives as an existential threat. Retaining lifelong political power is the ruling elite’s overar­ching goal because it secures material wealth and personal safety.

During Putin’s seemingly stable rule, Russia was governed in a permanent „special operation“ mode. The Kremlin used military conflicts (from Chechnya to Ukraine) and economic crises to change the language of commu­ni­cation between government and society and to shift the bound­aries of what is acceptable in domestic and foreign policy. The anti-Putin protests of 2011/​12 have strengthened the Kremlin’s resolve to crack down on any pro-democracy movement, both in Russia’s neigh­borhood and within its borders. The systematic suppression of civil society, freedom of expression and any kind of democ­ratic opposition was a prereq­uisite for Russia’s full-scale invasion of Ukraine and the rapid suppression of any signif­icant anti-war protests. The regime is using the war to expand its neo-total­i­tarian practice of unprece­dented inter­ference in the private lives of citizens, mass censorship, indoc­tri­nation of children and youth and digital surveillance.

The brutal war against Ukraine, with its destructive conse­quences also for the Russian population, is only possible in an atomized society without political agency.

In more than three decades of post-Soviet statehood, Russia has been unable to develop a post-imperial national identity. This would have required a serious confrontation with its total­i­tarian past – something that is intrin­si­cally incon­sistent with the regime’s domestic goals. To legit­imize its growingly oppressive rule, the regime promotes a revan­chist imperial idea, which draws on the imperial tradi­tions of Russia and the Soviet Union. Driven by an inferi­ority complex and resentment of the West due to Russia’s defeat in the Cold War, it is glori­fying Soviet history and appealing to the pre-Soviet imperial past.

This narrative portrays the country as a thousand-year-old civilization facing an eternal threat from the West. Russia is presented as a last bastion defending „tradi­tional values“ against “destructive” and “decadent” liberal democracy. To restore Russia’s great power status, the leadership reclaims a geographical cordon sanitaire. Its role is to keep the West at distance and to prevent democ­ratic ideas from conta­m­i­nating Russian society.

Militarism and violence are seen as integral with Russian heritage. Military inter­ven­tions in neigh­bouring states are presented as „preventive” defence against the West.

The concept of Russia as the “besieged fortress” widely resonates among the Russian population. Deprived of civic autonomy and political agency, it seeks compen­sation in the imperial might of the state. The regime justifies the war against Ukraine and the “collective West” as a reincarna­tion of the Great Patriotic War against Nazi Germany – a powerful narrative that largely unites Russians and has become an effective way to mobilise patriotic support for the government and distract from repression and corruption. The world’s fear of Russia’s destructive power offers Russians a sense of national pride.

In addition to these narra­tives, generous transfers and privi­leges to select groups have created new benefi­ciaries of the war. They range from members of the defence sector, the repressive apparatus and from those who profit from creeping economic nation­al­i­sation and the seizure of Russian and foreign companies’ assets to partic­i­pants in the war and their families. The latter often come from poverty-stricken provinces and are now seeing unprece­dented social and financial advancement. This boosts the Kremlin’s narrative that war is not just normal but a profitable business and a path to prosperity.

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What is needed?

As long as its current power structure persists, Russia will pursue an aggressive foreign policy and remain a major threat to the European security order.

That is why Western Russia policy should aim at (A) making Vladimir Putin’s imperial project fail and (B) promoting funda­mental political change in Russia.

While developed democracy is not a realistic prospect for Russia any day now, liber­al­i­sation, decen­tral­ization and pluralism are achievable – albeit not easily. The realistic minimum would be to allow for broader political compe­tition within the ruling elite and between key influ­ential groups. That would create some balance of power to prevent a narrow group of rulers from taking decisions crucial for the global security order, without any scrutiny from the broader elite and the public. The revocation of repressive laws, the release of political prisoners and the lifting of media censorship should be core elements of this process.

While only Russians can change their country, Western policy could shape circum­stances conducive to more openness and pluralism. Policies pursuing these aims should focus on the following:

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I. Discredit Putin’s imperial project and delegit­imize him in Russian society

The failure of Putin’s neo-imperial project in Ukraine would demon­strate to the Russian political estab­lishment (and to the broader population) that war is endan­gering Russia’s future. Unless the idea of militarism and reviving the imperial past is funda­men­tally compro­mised, future govern­ments will likely invoke it to hold onto power. This would stoke tensions and threats to European security for decades to come.

The current indecisive Western policy toward Moscow is counter­pro­ductive also in this regard. Negoti­ating with Putin, while he still believes in military victory due to the West’s perceived weakness, is premature and only strengthens his domestic standing and allows him to mobilize more resources for war. Such negoti­a­tions would show other aggressive, revan­chist states that inter­na­tional law is toothless, that might makes right, and that even genocidal crimes go unpun­ished. They would also accel­erate the global decline of democ­racies and the rise of authoritarianism.

For decades, the West has legit­imized Putin’s increas­ingly repressive regime in the eyes of Russian society and the inter­na­tional community. Russia invested Western money in its military and security apparatus, its propa­ganda machine, and its subversive opera­tions against Western democ­racies. At the same time, the regime paid little to no price for its massive human rights viola­tions that were a prelude to the full-scale war.

Now it is in the West’s strategic interest to delegit­imize Putin’s regime and promote his departure from power, which would be an oppor­tunity for political change. Resolute military, political and economic assis­tance to enable Ukraine to end the war on its own terms combined with more effective sanctions could lead to internal tensions within the ruling elite and a possible change in political leadership, especially if military morale declines quickly. Attacks against military targets inside Russia, together with growing economic problems in Russians’ everyday lives are likely to fuel doubts about the war’s sense and about Putin’s perfor­mance as the guarantor of security and stability.

Difficult as it is, the West should work to split Russia’s nomen­klatura. Members of the elites, who publicly condemn the war and credibly side with Kyiv should be offered safety in the West and be exempted from sanctions, provided they have not committed war crimes. Such cracks could break the perception that there is no other regime possible.

The West’s goal should be to disrupt the normal­i­sation of the war in the eyes of the Russian public. Debunking anti-Western narra­tives should be part of this strategy. Albeit support for the war and the regime remains high, the picture is not as rosy as the Kremlin likes to draw it. Propa­ganda fatigue is gradually growing, and Russians are increas­ingly aware of their country’s economic griev­ances. Their attachment to the occupied terri­tories of Ukraine is shallow and abstract but their biggest fear, actively stoked by state propa­ganda, is that a possible defeat in the war would mean the final decline of Russia.

.
II. Support pluralism and political alter­na­tives among Russians

There are still millions of independent-minded people in Russia. With political opposition effec­tively illegal, many local activists, public opinion makers, regional journalists and artists work under increas­ingly difficult condi­tions to preserve spaces for critical discourse and civic spirit. These people deserve consistent support from the West, based on strategic, long-term planning. This is not just a human­i­tarian endeavour but a political enter­prise contributing to European security.

Two dimen­sions of activists’ work are partic­u­larly important. First, some independent media are still able to reach Russians despite growing censorship. While those in exile can openly distribute anti-regime and anti-war content, those remaining in Russia must carefully navigate the highly repressive environment and tailor their content to specific audiences. Aesopian language and a focus on Russians’ everyday hardships instead of “big politics” can often be effective channels of dissem­i­nating anti-war messages. Second, overcoming social atomi­sation and building trust in local commu­nities is a value in itself in an increas­ingly total­i­tarian state. Small steps, like formally apolitical initia­tives by activists, can pay off in the future, should repres­sions be eased.

Since 2022, Russia has experi­enced the largest wave of political emigration in its modern history. Among the hundreds of thousands in exile, a relatively small but active group of civic activists, politi­cians, journalists and researchers is in­volved in civil society initia­tives, independent media, and political activism.

Support for democ­ratic groups in Russia and in exile needs to be based on clear political criteria: benefi­ciaries should act in line with anti-war, anti-author­i­tarian and anti-imperial agendas, even if they are forced to self-censor their public activ­ities. Western donors should revisit some of the practices of the fight against Soviet oppression, including the dissem­i­nation of truth about war atroc­ities and state crimes against Russians.

Most activists are unlikely to play a decisive role in post-Putin politics. They may, however, play a big role in devel­oping concepts and visions of political liber­al­i­sation and pluralism for their country’s future. They can commu­nicate with Russians about “life after Putin” and “life after the lost war” and the condi­tions for future rapprochement with the West.

Maintaining contact with potential agents of change in Russia and in exile helps to betterun­der­stand the local political landscape and public mood and to tailor the Western approach accord­ingly. However, a broader space for their activ­ities will only emerge if the regime is signif­i­cantly weakened by military defeat and the adverse effects of sanctions.

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III. Consider different scenarios and policies for a post-Putin Russia

In order to prepare appro­priate, propor­tionate, and coordi­nated policies, the West needs a sober analysis of Russia’s domestic strengths and weaknesses, as well as of the risks and oppor­tu­nities of possible political change.

Turbulent change (like as a result of Moscow losing the war) is widely perceived in the West as a worst-case scenario, even though it could render Moscow less aggressive and less hostile to the rule-based inter­na­tional order. Regardless of who comes to power, a post-Putin leadership would have less domestic control, at least in the first years.

A common stereotype, upheld by Russian propa­ganda, is that Russia’s vast and diverse territory can only be ruled with a heavy hand and that Russians are „organ­i­cally“ incapable of democracy. In addition, Putin is portrayed as the last line of defence against radical nation­alists or criminal groups that might take power if he is overthrown.

In reality, he is Russia’s leading nation­alist and an inter­na­tionally wanted war criminal. The damage which the contin­u­ation of the current regime does to the global security order is greatly under­es­ti­mated. And it overlooks the fact that Putinism and the struc­tural griev­ances it has created pose a signif­icant risk of desta­bi­lizing Russia.

Once his person­alist dicta­torship is gone, the system can indeed become unstable and chaotic. However, competing rivals will mostly fight each other, not neigh­bouring states. There are also good reasons to believe that the new rulers will be no less inter­ested in securing Russia’s nuclear arsenal than the post-Soviet nomen­klatura was in the 1990s – if nothing else, to gain inter­na­tional legitimacy.

Possible separatist movements are often cited in this context as poten­tially leading to a breakup of Russia. However, while anti-Moscow senti­ments do exist in the regions, they have little to do with separatist senti­ments. Moreover, Russia is much better equipped than the Soviet Union to deal with major turbu­lence. Russia’s economic model is still largely market-based, the small and medium business sector has been flexible enough to survive despite corrupt state capitalism and the once relatively robust civil society is likely to revive when repression is eased.

Regardless of who comes to power after Putin, a normal­ization of relations should be condi­tional not only on Moscow abandoning its aggressive foreign policy and paying compen­sation to Ukraine, but also on a liber­al­ization of domestic politics. A future leader will probably be weaker and more suscep­tible to pressure, at least until he or she has consol­i­dated power. The Kremlin is likely to view the West as an important source of legit­imacy. Western capitals should be prepared to adopt a zero-tolerance policy toward human rights abuses in order to assist democ­ratic groups within Russia.

.
Prospects for coordi­nated Polish-German action

Although Russia’s attack on Ukraine in 2022 has led to widespread disil­lu­sionment with Russia in Germany, fears that regime change could lead to insta­bility with unpre­dictable conse­quences remain widespread.

By contrast, Poland experi­enced Kremlin-sponsored state terror and atroc­ities during the 20th-century Soviet occupation and the 19th-century Russian occupation. Most Poles’ perception of Russia is shaped by the fact that their country regained sover­eignty in 1918 and 1989 only because Moscow was too weak for foreign inter­ven­tions. This historical memory signif­i­cantly lowers Warsaw’s concern about possible political turmoil in Russia.

Both Poland and Germany have a long history of promoting democ­ratic values in Russia through cooper­ation with Russian civil society and the democ­ratic opposition. This should help to design effective ways of supporting them under an increas­ingly total­i­tarian regime.

Germany tradi­tionally had more extensive civil society relations with Russia than most other EU countries. Since 2022, the German government has under­taken a compre­hensive review of its policy and now focuses on relations with independent Russian civil society.

Tailored instru­ments like schol­arship programmes and human­i­tarian visas for individuals, as well as targeted financial support, have made Germany an important hub for Russian civil society, independent media and the democ­ratic opposition in exile. The Foreign Ministry’s Eastern Partnership Programme, which supports cooper­ation between German and Russian civil society, is also open to Polish NGOs. (10)

Poland, which has been much more affected by the war and has taken in two million Ukrainian refugees and migrants, has also continued assis­tance for Russian political exiles mainly with human­i­tarian visas and support for diaspora networks.

However, all activ­ities to support the Russian democ­ratic diaspora are hampered by the ongoing repression in Russia and the crimi­nal­ization of many foreign organi­za­tions as ‘undesirable’. In these circum­stances, regular exchanges and coordi­nation of agendas between the two govern­ments, the Polish-German expert community and Russian NGOs and independent media, can contribute to more coherent Western policies towards Russian democ­ratic groups and to a long-term strategy for the trans­for­mation of Russia.

CONCLUSIONS AND RECOMMENDATIONS

This report demon­strates that German and Polish experts probably more than ever think alike, not only in terms of diagnosing the situation, but also – and this is crucial – in terms of recom­men­da­tions for European policy towards Russia. Although the govern­ments of Germany and Poland agree on many aspects of their policy towards the war, including the need for continued support and Ukraine’s undeniable need to preserve its sover­eignty, they are signif­i­cantly apart when it comes to their goals regarding the endgame of the war.

Different goals lead to obvious differ­ences in the nature, speed and extent of military support for Ukraine. They also result in divergent prefer­ences when it comes to specific policies (e.g. sanctions, the degree of isolation of Putin’s regime). Furthermore, up to now, Berlin and Warsaw differ in the response to the “Russian problem.” A rapprochement between the two neighbors therefore presup­poses a profound strategic dialogue and a departure from the tradi­tional German pater­nal­istic view of Poland.

One of the gravest weaknesses in the West’s approach to Russia’s aggression against Ukraine and its hybrid war against the West has been the lack of a joint goal and of a coordi­nated strategy. At the same time, against the backdrop of Donald Trump’s return to the White House and the volatile political situation in Europe, the political complexity in the West seems to be more challenging than ever. In this critical situation, much greater alignment between Poland and Germany could substan­tially contribute to elaborate a European security consensus.

In view of the critical culmi­nation of the war in Ukraine, it is even more urgent that Berlin and Warsaw (and the West at large) find a common approach to the desired outcome of the war and the steps necessary to achieve it. Even if the Bundestag elections on 23 February may bring the long-awaited change in its policy towards the war, this does not neces­sarily mean that the thinking in both capitals about the way to end the war will converge. A military and diplo­matic victory for Russia would not only have dire conse­quences for European security and the inter­na­tional order but would also provoke massive upheaval in the Western alliance.

Therefore we believe that Europe is facing five main tasks.

1) Realis­ti­cally assess the stakes of the ongoing war. Russia is not only fighting with Ukraine, but also with us. Russia’s ultimate goal is not to grab more territory in Ukraine, but to control the entire country and funda­men­tally reshape the inter­na­tional, in particular the European, security order. We can easily conclude that we are at a turning point in European post-Cold War history. The shape and content of the next political period will depend on us.

2) Deprive Russia of the hope of victory. We must recognize that the Kremlin still hopes that it can win the war because of the West’s internal division, incon­sis­tency, indecision and fear of escalation. The West’s weakness makes Russia stronger, gives the Kremlin additional options and thus prolongs the war. As shown in one of the chapters above, in parallel with increased arms deliv­eries, Europe still has the potential to tighten sanctions against Russia. Part of this should be using of frozen Russian assets – not only their proceeds – to support Ukraine.

3) Build up European military potential as quickly as possible so that Europe’s contri­bution to NATO’s defence capabil­ities matches its economic potential. If we want to secure continued US political and military engagement in Europe, we must demon­strate that we are willing to shoulder our fair share of the burden of defending the West. The situation is likely to worsen as the US is expected to shift its attention away from Europe to the Pacific. There is no reason why Europe – apart from political inertia – should be unable to provide for its own defence. Realis­ti­cally, we must admit that this will take many years. But first steps should be taken immedi­ately. Poland, investing more than 4 % of its GDP in defence, supported by a cross-party and societal consensus, sets a remarkable model to follow.

4) Finally move towards a joint strategy for thwarting Russia’s neo-imperial ambitions. This will require the abandonment of well-estab­lished routines and comfortable, but outdated habits. Pushing back without hesitation, with vigour, including by imposition of real costs, against Russia’s ongoing hybrid warfare must be one of the prior­ities. This also includes the issue of extra defence spending on the national and EU level.

Germany and Poland should make a joint effort to strengthen the European pillar of NATO and foster a common long-term strategy towards Russia. Germany still is an economic heavy­weight and a key player within the EU, while Poland in recent years acquired signif­icant political credi­bility due to its role in supporting Ukraine and its commitment to increasing its defence capabil­ities. To begin, Germany and Poland could use the existing “Weimar Triangle” format, bringing France into the process.

Another strategic option is the formation of a European “Coalition of the Willing” to support Ukraine and strengthen European defence. Such an initiative must reflect the increased role of the Central Eastern European, Baltic and Nordic states. The summit of the “Nordic-Baltic 8” in late November was a step in the right direction. This should be followed by the creation of an insti­tu­tion­alized mechanism for security policy coordi­nation and construction of “inter­faces” between key insti­tu­tions of partic­i­pating countries, dealing with various aspects of the Russian threat. Care should be taken that such initia­tives strengthen the internal cohesion of EU and NATO.

5) Finally recognize that Russia’s aggressive policy is deeply rooted in its political culture and gover­nance system and be prepared for different scenarios and policies for a Post-Putin Russia. Any future integration of Russia into the inter­na­tional order will require a profound change of its current model of gover­nance, which may take a long time and offers no guarantee of success. For the time being, Russia remains a major threat and challenge to European security. However, the West should be prepared for various scenarios of regime change. The fall of the Assad regime has again demon­strated how quickly a long-standing dicta­torship can collapse. While developed democracy is not a realistic prospect for Russia any day now, political liber­al­i­sation, decen­tral­ization and pluralism are achievable – albeit not easy. While only Russians can change their country, Western policy could shape circum­stances conducive to more openness and pluralism. This policy should aim to make Putin’s imperial project fail, to split Russia’s elites and support pluralism and political alter­na­tives among Russians.

.
The endgame of the war in Ukraine:
Some policy recommendations

.
1. Finding a common approach to negoti­a­tions with Russia

In our view, Europe and the West cannot negotiate:

• Ukraine’s internal sover­eignty – Russia has no right to interfere in Ukrainian domestic affairs, e.g. the consti­tution of the country and its government.

• Ukraine’s external sover­eignty regarding NATO and EU membership • European security archi­tecture – definitely there should be no negoti­a­tions about Russia’s demands from December 2021.

• The West should tie a gradual lifting of sanctions to binding agree­ments that go far beyond a mere freezing of the war. These should include European security issues, such as the withdrawal of Russian forces from Ukraine and Russian nuclear weapons from Belarus and Kalin­ingrad, the release of all Ukrainian prisoners and political detainees in Russia, as well as the legal account­ability of those respon­sible for the war of aggression against Ukraine. Also on the agenda should be Russian financial compen­sa­tions for the vast destruction in Ukraine.

.
2. Securing Ukraine in its de facto borders

A funda­mental question in the context of any political settlement of the war is how to prevent Russia from attacking Ukraine again. We should be aware that Ukraine’s integration with the EU requires robust, reliable security guarantees.

• In view of the uncer­tainty regarding the future commitment of the Trump admin­is­tration, Europe needs to be ready to contin­u­ously strength­ening Ukraine’s self-defense.

• In order to stabilize the situation after a potential ceasefire, Germany and Poland should be prepared for the need of deploying robust European peace­keeping forces in Ukraine, preferably with a US-contribution.

• We suggest the estab­lishment of an EU off-budgetary fund for financing military equipment to Ukraine, combined with efforts to strengthen military capabil­ities of EU member states in line with NATO prior­ities and capability gaps. Only an increased European input into NATO will be able to keep the US engaged in Europe.

• Although up to now – not least due to Germany’s repeated resis­tance – no short-term NATO membership for Ukraine is on the table, the path to NATO should be open and an invitation should be agreed upon by the alliance.

Publisher and authors

This paper is a joint project by the Center for Liberal Modernity (LibMod), Berlin
and the Centre for Eastern Studies (OSW), Warsaw.
© Zentrum für die Liberale Moderne, 2024

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The Center for Liberal Modernity stands for the defence and renewal of liberal democracy, for the promotion of ecological modernity, and for in-depth expertise on Eastern Europe. LibMod sees itself as a political think tank, debate platform and rallying point for free spirits of various shades.

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The Centre for Eastern Studies is a public insti­tution in Warsaw which provides analytical research on Russia, Eastern and Central Europe, the Caucasus and Central Asia, the Balkans, Germany and other parts of the world, including China and Israel. In addition, OSW carries out specific research on sectors like EU energy policy, transport, trade and European security.

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Concept
Ralf Fücks (LibMod)
Wojciech Konończuk (OSW)
Irene Hahn-Fuhr (LibMod)
Maria Sannikova-Franck (LibMod)
Maria Domańska (OSW)

Authors
Anders Åslund (Economist and publicist)
Maria Domańska (OSW),
Arndt Freytag von Loring­hoven (German Ambas­sador, ret.)
Ralf Fücks (LibMod)
Gustav Gressel (National Defence Academy, Vienna)
Irene Hahn-Fuhr (LibMod)
Julian Hinz (Kiel Institute for the World Economy)
Wojciech Konończuk (OSW)
Robert Pszczel (OSW)
Witold Rodkiewicz (OSW)
Maria Sannikova-Franck (LibMod)
Konrad Schuller (Frank­furter Allge­meine Sonntagszeitung)
Jacek Tarociński (OSW)
Iwona Wiśniewska (OSW)
Ernest Wyciszkiewicz (Mieroszewski Centre)

Project Coordi­nation: Maria Sannikova-Franck (LibMod) and Maria Domańska (OSW)
Editor: Nikolaus von Twickel (LibMod)
V. i. S. d. P.: Ralf Fücks for Zentrum für die Liberale Moderne gGmbH

Polish and German versions will be published at osw.waw.pl and russlandverstehen.eu.

Published December 2024 by 

Zentrum Liberale Moderne
Reinhardt­straße 15
10117 Berlin
Germany

+49 (0)30 — 13 89 36 33
info@libmod.de
www.libmod.de

This paper is published in the framework of the project New Russia Policy and Support for Russian Civil Society (Neue Russland­politik und Unter­stützung der russischen Zivilge­sellschaft), which is supported by the German Foreign Ministry. All opinions are the authors’ own.

 

Footnotes

  1. See Chapter 5 for more on this.
    .
  2. Summit statement: https://www.government.se/articles/2024/11/nordic-baltic-summit-and-new-partnership-with-poland/
    .
  3. Ukraine Support Tracker: https://www.ifw-kiel.de/topics/war-against-ukraine/ukraine-support-tracker/
    .
  4. Bob Woodward, „Krieg“ Carl Hanser Verlag; 3. Edition (21.10.2024), p. 175ff;
    .
  5. https://www.politico.eu/article/finland-defense-minister-antti-hakkanen-nato-eu-critical-networks-undersea-cables-damage-russia-baltic-sea/
    .
  6. https://www.gov.pl/web/diplomacy/minister-of-foreign-affairs-decides-to-close-russian-consulate-in-poznan
    .
  7. Other research, e.g. from the Romir Institute, suggests that the actual increase in the prices of goods and services during that period was more than 20 per cent.
    .
  8. As these economic depen­dencies are often bi-direc­tional, sanctioning was econom­i­cally and by extension polit­i­cally costly as well. A case in point was Germany, being much more dependent on Russian oil and gas than other European countries, which made it polit­i­cally more difficult to disengage.
    .
  9. Efforts to combat this practice (in the first half of 2024, Poland imposed financial penalties on over 20 companies, and German Economy Minister Robert Habeck announced increased efforts to enforce sanctions compliance by German firms) should be contin­u­ously inten­sified and coordi­nated among all member states. Although Russian companies are likely to find new channels to access the goods they need, prices and delivery times will increase.
    .
  10. https://www.auswaertiges-amt.de/en/aussenpolitik/europe/cooperation-with-civil-society-373732
    .

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