GeoPolitical Forecasts

Forecasts of international political events

EU/US sanctions

Will either the EU or the US impose more sanctions on members of Ukraine’s government before 10 May?

The forces opposed to each other in Ukraine are about evenly matched, and neither side can win. The Maidan protesters seem to be unwilling to give up their demand that Yanukovych step down, and Yanukovych is willing to talk about new elections, but seems unwilling to commit himself to them. There doesn’t seem to be much possibility of an agreement that would end the crisis.

Over the course of roughly three months, Yanukovych has displayed a pattern of alternating half-hearted attempts to negotiate with half-hearted attempts to suppress the protests with force. The negotiation attempts have failed, and the unsuccessful suppression attempts have gained the protesters new supporters, made them more intransigent, and prolonged the crisis.

The actual leaders of the protesters are more operational organizers than strategic planners. They’ve organized self-protection groups, food supplies, medical care, and the other things necessary for the protests to continue day to day. But their strategy is to continue the protests until Yanukovych steps down. The politicians who are capable of forming alliances with other parts of Ukrainian society and understanding what compromises have to be made to reach their goals are not in control. The Maidan acts and the leaders of the political opposition have to make the best of it, effectively undercutting any strategic behavior on their part.

Unless Yanukovych suddenly develops the ability to make painful commitments and carry them out, or the Maidan protesters suddenly acquire a leadership capable of strategic thinking and making compromises, the crisis is going to continue for a while. There will be new episodes of violence and the EU and/or the US will impose more sanctions.

While I was writing this, the New York Times reported that Yanukovych and the political opposition leaders have reached an agreement that includes a return to the 2004 constitution and early elections in December. A council representing the Maidan protesters voted 34-2 in favor of the agreement. Yanukovych may follow through with the agreement if he believes that he can rebuild his support by December and win an election. Reversion to the 2004 constitution reverses the changes made during Yanukovych’s presidency that gave him more power. Having acquired the extra power during the course of one presidency, he may believe that he can re-acquire the power during a second presidency.

On the other hand, the members of the Maidan council that voted for the agreement, along with the opposition leaders, are going to have to persuade the protesters to accept the agreement. That’s going to be difficult. Furthermore, Russia has refused to sign off on the agreement and appears to be opposed to it. Ukraine desperately needs a multi-billion dollar loan and Yanukovych is unwilling to meet the IMF’s terms, which leaves Russia as the only possible lender. That gives Putin a lot of leverage if he wants to undermine the agreement.

Until both sides have fully committed themselves to the agreement, I’m expecting the crisis to continue and forecasting more sanctions. But I’m happy to say that I’m making that forecast with less confidence.

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