Russia Is Struggling to Defend Its Own Capital

Peter Zeihan 8 min

The combination of fuel shortages and the risks of peripheral mobilization makes the current situation looking pretty bad for the Kremlin. The convergence of battlefield losses and social pressure from forced mobilization creates a dangerous situation for the Kremlin.

  • Volodymyr Zelenskyy

Chapters

  1. 0:00

    Fuel Shortages in Moscow

    A leaked memo reveals Moscow's air defenses are concentrated around the Kremlin, leaving refineries on the outskirts unprotected and risking a fuel shortage before year-end. Officials consider breaking up the refining complex into thousands of smaller units, but this plan is unfeasible due to lost economies of scale, long construction times, and an inability to import necessary equipment under sanctions.

  2. 1:25

    Peripheral Mobilization Strategy

    Ukrainian intelligence reports Russia is preparing a 'peripheral mobilization' in September to recruit 300,000 non-ethnic Russians from regions like the Far East, Central Asia, and ethnic republics. This strategy targets populations with lower loyalty or higher risk of rebellion, as recruiting ethnic Russians could spark domestic protests that threaten the Kremlin's stability.

  3. 5:02

    Demographic and Strategic Risks

    Recruiting from the Far East risks depopulating border regions near China, while targeting recent Central Asian passport holders discourages future migration. Mobilizing dense ethnic republics like Chechnya or Tatarstan carries the risk of internal rebellion that could sever critical infrastructure connections to Siberia and oil exports. Russia maintains a high tolerance for pain, but the combination of battlefield losses and social pressure from forced mobilization creates a dangerous convergence. Historical precedent suggests that major Russian revolutions occur when the Kremlin loses a military conflict, making this situation increasingly precarious.

Key points

  • 0:00

    Moscow's air defenses are concentrated around the Kremlin, leaving refineries on the outskirts unprotected.

  • 0:40

    Officials expect the city to run out of fuel before the end of the year due to refinery attacks.

  • 1:25

    Breaking up Russia's refining complex into thousands of smaller units is not feasible due to sanctions and equipment shortages.

  • 1:25

    Russia plans a peripheral mobilization in September to recruit 300,000 non-ethnic Russians after elections.

  • 1:25

    Recruiting ethnic Russians risks sparking domestic protests that could lead to the Kremlin's fall.

  • 5:02

    Mobilizing from the Far East risks depopulating border regions near China with 100 million people.

  • 5:02

    Targeting recent Central Asian passport holders discourages migration and removes needed workforce.

  • 5:02

    Rebelling ethnic republics like Chechnya could sever infrastructure connections to Siberia and oil exports.

  • 5:02

    Russia maintains a high tolerance for pain, but battlefield losses combined with social pressure create instability.

  • 5:02

    Historical precedent suggests major Russian revolutions occur when the Kremlin loses a military conflict.

On the map

Map of the places in “Russia Is Struggling to Defend Its Own Capital”

Who and where

Places · 11

  • Russia 30
  • Moscow 5
  • Kremlin 4
  • Moscow Oblast 2
  • Kyiv 1
  • Siberia 2
  • Ukraine 3
  • Kyrgyzstan 1
  • Tajikistan 1
  • Central Asia 1
  • People's Republic of China 1

People · 1

  • Drawing of Volodymyr Zelenskyy

    Volodymyr Zelenskyy 3

    President of Ukraine since 2019

    Photo 1

1. Photo: Press Service of the President of Ukraine, CC BY 4.0, via Wikimedia Commons · Wikidata · redrawn in our house style (Volodymyr Zelenskyy)

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