Russia vs NATO/EU Capabilities: What They Mean for the Long War Path in Ukraine
The background of the Ukraine war has been reviewed in [1] with 6 possible Paths to the future identified. As the war in Ukraine now enters another year, the possibility of Path 6., a long, grinding conflict becomes increasingly plausible. This “long war path” may involve entrenched frontlines, periods of escalation, hybrid attacks across Europe, and a slowly shifting balance of capabilities between Russia and NATO/EU countries.
Understanding
how this might unfold requires a clear picture of current military
capabilities, realistic war-fighting prospects, and how these
strengths may evolve over the next decade.
This
article provides a concise, structured overview.
1. Current Defense Capabilities: Russia vs NATO/EU
Russia
Russia has
reorganized its economy to support large-scale war production:
- Defense budget (2024–2025): roughly $110–140 billion,
depending on conversion rates and off-budget items.
- Defense spending as share of
GDP:
approximately 7%, extraordinarily high for a major economy.
- Active military personnel: approx. 1.1 million,
bolstered by wartime mobilization.
- Strengths:
- Large ground forces
- Significant production of
artillery, drones, and missiles
- Deep stockpiles of Soviet-era
equipment
- Advanced air-defense systems
- Weaknesses:
- Sanctions restricting advanced
electronics
- High attrition of experienced
troops
- Limited aircraft production
- Difficulty sustaining
precision weapons manufacturing
Russia’s
near-term advantages lie in mass, mobilization capacity, and proximity to
the battlefield.
NATO/EU
NATO’s
combined strength is vastly larger, but not all of it is available for
Ukraine, and Europe is still ramping up industrially.
- Total NATO defense spending
(2024):
approx. $1.45 trillion.
- European Allies + EU subset: approx. $550–600 billion
of that total.
- Long-term pledge: NATO members have agreed to
move toward 3.5–5% of GDP for defense and security-related spending
by 2035.
- European defense industry:
- Revenue ~$350 billion
annually (defense + aerospace)
- Defense segment growing
rapidly after 2022.
- EU ammunition initiative: new funding packages to boost
shell and missile production, including the ASAP program (~$550 million
initial allocation).
Strengths:
- Huge aggregate economic base
- Superior airpower and naval
capability
- Vast technological advantages
- Strong cyber and intelligence
capacity
- Ability to sustain long-term
production increases
Weaknesses (short term):
- Slow procurement cycles
- Political fragmentation on
spending priorities
- Insufficient ammunition output
(improving but still behind Russian tempo)
2. What These Capabilities Mean for Real War-Fighting Chances Today
A. Inside Ukraine
Russia
currently has operational initiative in many sectors due to:
- Higher artillery output
- Localized manpower
superiorities
- A fully mobilized war economy
Ukraine,
meanwhile, depends heavily on Western ammunition, air defense, ISR, and
financial support. When Western deliveries slow, Ukraine’s battlefield
performance drops sharply.
Short-term
military balance:
- Russia: advantages in mass and
attrition warfare.
- Ukraine: advantages only when
Western precision systems flow steadily.
Ukraine can
hold large areas—but large-scale counteroffensives require consistent
Western supply.
B. Hybrid Conflict Across Europe
Russia is
engaged in hybrid and covert activity across Europe, including:
- Cyberattacks
- GPS jamming
- Sabotage of rail, energy, and
infrastructure
- Disinformation operations
- Probing activity near NATO
borders
NATO/EU are
shifting from pure defense to active defense, including:
- Offensive cyber
- Counter-sabotage task forces
- Greater policing and
intelligence integration
- Hardening of subsea cables and
energy networks
Hybrid
space remains the most likely domain for escalation pressures, since it
stays below the Article 5 threshold.
C. Direct Russia–NATO Conflict
A direct,
conventional Russia–NATO war remains highly unlikely because:
- NATO would have overwhelming
conventional superiority, especially with U.S. air/naval forces.
- Both sides understand the nuclear
escalation risk.
Thus, both
prefer to compete:
- inside Ukraine, and
- below threshold through hybrid means.
3. How
Capabilities May Evolve Over the Next 10 Years
A. Russia: Strong in the short term, strained in the long term
Near
term (0–3 years):
- Russia’s war economy can
maintain high weapons output.
- Short-term battlefield
performance remains robust.
- Mobilization remains
politically manageable.
Medium
term (3–10 years):
- Sanctions restrict microchips,
avionics, optics, and machine tools.
- Demographic decline and
skilled-worker emigration reduce manpower and innovation.
- Industrial quality
deteriorates, quantity remains high.
- Increasing fiscal pressure:
sustaining ~7% of GDP on defense becomes difficult.
Strategic
implication:
Russia’s ability to wage high-intensity war gradually weakens, but its
ability to wage long, low-intensity attrition conflict remains.
B. NATO/EU: Weak short-term coherence, strong long-term trajectory
Near
term (0–3 years):
- Ammunition output is expanding
but still short of needs.
- European air defense and drone
production are improving but uneven.
- Political debates slow
decision-making.
Medium
term (3–10 years):
- Massive increases in defense
budgets reshape the industrial base.
- Ammunition and air-defense
production multiply.
- New European capabilities
emerge:
- Integrated air/missile defense
- High-end drone and
counter-drone systems
- Larger stockpiles and
readiness levels
- Expanded ISR and space assets
- The U.S. continues providing
essential enablers (AWACS, satellites, logistics).
Strategic
implication:
By the early 2030s, Europe alone will likely be far more militarily capable,
reducing Russia’s relative leverage.
C. What This Means for the Long War Path
Putting the
trends together:
Inside
Ukraine
- If Western support holds:
Ukraine becomes progressively stronger; Russia struggles to keep pace. - If Western support weakens:
Russia could gain more territory before its long-term decline limits further advances.
Hybrid
conflict
- Expect 10+ years of cyber,
sabotage, and intelligence competition.
- Europe will harden
infrastructure, but Russia will remain persistent and innovative.
Escalation
risks
Over a
decade, the most significant danger is:
“Hybrid
→ escalation by miscalculation → limited kinetic clash.”
Not
deliberate war, but accident + misinterpretation.
4. Strategic Summary
- Currently: Russia is locally stronger and
fully mobilized; NATO/EU are larger but still scaling up.
- Over 10 years: NATO/EU’s advantage grows
sharply if political commitments hold.
- For the long war scenario: Russia leans on hybrid
pressure and attrition; NATO/EU gradually strengthen Ukraine while
securing Europe.
The outcome
depends on political will, not just industrial capacity.

Comments
Post a Comment