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The War in Ukraine Is Already Over — and Putin Lost

National security expert James Jay Carafano argues that although the fighting grinds on, the war in Ukraine is strategically over — and Putin has lost. Russia has passed its culminating point, he writes, leaving three realities Moscow cannot change: an independent, well-armed Ukraine, an intact NATO, and a homeland now permanently vulnerable to deep strikes.

Russia President Putin. Image Credit: Creative Commons.
Russia President Putin. Image Credit: Creative Commons.

Putin’s War in Ukraine. How Will it End? Badly for Putin. From a strategic perspective, he can never achieve his objectives. While the fighting may not have stopped, the war is over.  Putin passed the Russian military’s culminating point, where an attacking force’s advance peaks, the advantage shifts, and fear of vulnerabilities outweighs the prospects for victory. The carnage may continue for months or more, but like when Lee retreated from Gettysburg, the Allies crossed the Rhine, and the Japanese fleet was turned back at Midway, forget about a reversal of fortunes—Putin’s best days in this war are already past.

To the Bitter End in Ukraine

Tu-160

Tu-160 Bomber. Image Credit: Russian Government.

Nevertheless, the enemy, to the bitter end, “gets a vote.” The war will formally stop when Putin casts his ballot to quit. Prognosticators can prognosticate all they want, but only the man in Moscow knows when enough is enough. That said, there are realities on the ground that the Russians will have to learn to live with. These are not predictions. These are facts already in hand, as unappealing to Putin as they are, and they correspondingly represent opportunity and promise to the transatlantic community for a more secure, prosperous, and peaceful future. 

#1. A Free and Independent Ukraine That Can Defend Itself is Inevitable.

There is no scenario in which Ukraine does not emerge as one of the most important European countries for both economic and national security. There is no scenario in which anyone hands Putin a victory at the negotiating table that he could not achieve on the battlefield.

Russia’s nearest neighbor sports one of the largest, battle-tested and most capable armed forces in Europe. Behind Poland, Ukraine is already the second most important country on NATO’s front lines, whether or not it is a member. Russia can’t attack any frontline NATO country and just expect the Ukrainians to sit on their hands and watch. Let’s look at the facts.

Ukraine also has one of Europe’s most productive and innovative defense industrial bases. Every day Kyiv cuts new deals with global partners for co-production, investment, and exports, and makes more of its military hardware at home. As NATO struggles to meet its five percent of GDP defense spending commitments, demand for Ukrainian defense production will grow. In a brave new world where the defense industrial base is part of conventional deterrence—because nations that demonstrate they can fight the long war, sustain critical infrastructure, and crank out weapons and munitions make less tasty enemies —Ukraine will be a formidable chew for any would-be aggressor.

Let’s also not forget that Russia has always wanted to control Ukraine because of the country’s resources. Resources Russia will never control. Kyiv is leading Ukraine from a sad war-orphan status to an indispensable partner in economic security. Ukraine immeasurably adds to food security for Europe—one of the world’s most important breadbaskets. The U.S. also anticipates that Ukraine will become one of Europe’s key mining and processing centers. Kyiv already has a bilateral critical resources agreement with Washington. Assuredly, at some point, it will join Pax Silica, the U.S. initiative for multinational cooperation on semiconductor supply chains, critical minerals, and Artificial Intelligence.

Tu-160 Ukraine

Russian Tu-160 Bomber. Image Credit: Creative Commons.

Further, having swept the Russian navy from the Black Sea, Ukraine will no doubt integrate into the regional maritime transport network, including everything from energy to intermodal transport and digital infrastructure. Europeans have already committed to this course, with or without Ukraine’s near-term membership in the European Union (EU); the EU has made it clear that it plans to move forward on the path of economic integration and reconstruction without waiting for consensus to invite Ukrainians to join the team in Brussels. Ukraine is making the transatlantic community more resilient.

That also means the community will make Ukraine more resilient. That’s economic security and potential for growth that must have the flailing Russian economy weeping with envy. 

#2. Abolishing NATO is Off-the-Table

If U.S. President Donald Trump wanted to abandon Europe and Ukraine, he would have walked away a long time ago.

If he wanted to blow up the NATO summit in Ankara, all he had to do was not show up. Truth is, since Trump has been in office, Ukraine has seen its most dramatic successes and Russia its worst reversals.

Further, even before NATO defense investments kick into high gear, the correlation of forces in NATO today is infinitely worse for Russia than at the height of the Cold War, when most of the American Army was either in Europe or planned to be sent there. Today, Putin has about as much chance of picking off a NATO state as a bobcat culling a charging bull Buffalo out of the herd. 

#3. Russia will be Forever Vulnerable.

One of the lessons of the war against Ukraine is that if you can’t win a conventional war, you don’t start a nuclear one. Russian nukes are not the force field on the Starship Enterprise. If Moscow attacks a country, it should expect to get hit in return. The last year has shown how incredibly vulnerable Russia is to a deep attack. Even before Putin starts musing about attacking another country, not only does Russia have to rebuild the Russian military, but Moscow will need to make unprecedented investments in defending cities and infrastructure from deep attack.

Tu-160

Modernized Tu-160. Image Credit: Russian Government.

In the meantime, NATO countries will build out a robust offense-defense mix. Not only are the military capabilities they are going to buy weapons resulting in virtually every European country having the capacity to strike Russian territory, but the European air and missile defense and drone shields will be emplaced faster and be far more comprehensive than Russian defenses. 

Predicting Putin After Putin

Assuming Putin won’t want to be a weak, sniveling loser forever, how will he deal with the losing hand he dealt himself? The man from Moscow surely won’t just go into a corner of the Kremlin and sulk. 

The transatlantic community should anticipate at least a few initiatives.

#1. Expect More Dennis the Menace

Putin has to appear threatening. He also has to do what he can to unbalance, confuse, and dispirit his adversaries. Expect more operations other than war—more political, economic, and hybrid warfare, as well as lots of transnational crime and attempts at weapons of mass destruction. These will wax and wane as Putin, the master of disaster, sees fit, but they will always be part of the master’s arsenal.

Russia Ukraine

Vladimir Putin at the opening ceremony of international military-technical forum.

#2. Putin Tries on his Gorbachev

Russia’s massive arsenal of nuclear weapons remains a key, maybe his only real strategic asset, except for the reality that you can’t use them unless you are Dr. Strangelove. On the other hand, Putin could be a big man on campus, leveraging Washington and Beijing in a new round of global arms control. It is not the get-out-of-jail-free card, but it could restore some degree of credibility and legitimacy for the regime. That’s if he can bring Beijing to the table.

#3. Join the Quest for Foreign Direct Investment

Putin will need not only capital but Western expertise and technology to rebuild critical sectors, particularly digital and energy, and resuscitate once hallmarks of Russian power-space and defense. He can just hand the whole country over to Beijing (didn’t work so well when the Golden Horde showed up) or he can figure out how to make deals with the West. These will be hard. He doesn’t have the leverage to demand anything. No one will give him anything for nothing. He will have to make difficult, incremental deals with lots of strings attached.

Looking at the top list of what Putin faces and what he has to do, his job might well be more secure than people think. Who would want his troubles? Still, the point is that though we know the war ends badly for Russia, the world goes on, and so will Russia. It is time to think more about what to do next than what to do now. 

About the Author: Dr. James Jay Carafano 

James Jay Carafano is a national security expert and a 25-year Army veteran. His most recent books are Cold Combat: Mountain Warfare in Italy and the Battle of San Pietro, 1943, and Digital Dominance: Winning in a Socially Networked World.

Written By

A 19FortyFive Contributing Editor, James Jay Carafano is Senior Counselor to the President and E.W. Richardson Fellow at The Heritage Foundation. A leading expert in national security and foreign policy challenges, Carafano previously served as the Vice President of Heritage’s Kathryn and Shelby Cullom Davis Institute for National Security and Foreign Policy. Carafano is an accomplished historian and teacher as well as a prolific writer and researcher. His most recent publication is “Brutal War” (Lynne Reinner, 2021), a study of combat in the Southwest Pacific. He also authored “Wiki at War: Conflict in a Socially Networked World” (Texas A&M University Press, 2012), a survey of the revolutionary impact of the Internet age on national security. He was selected from thousands to speak on cyber warfare at the 2014 South by Southwest (SXSW) Interactive Conference in Austin, Texas, the nation’s premier tech and social media conference.

6 Comments

6 Comments

  1. Henryk A. Kowalczyk

    July 8, 2026 at 3:37 pm

    It is a brief but right-on-the-money summary. Brief but

  2. JingleBells

    July 8, 2026 at 6:02 pm

    Pootin, or Phootin or putin, is not the same as russia, due to the following table.

    Russia’s top five (5) enemies.

    1. Putin.
    2. Ukro nazis.
    3. EU.
    4. NATO.
    5. Washington.

    Thus, russia must get rid of putin now, hurl him into the sea, or across to finland.

    Russia must c-r-u-s-h the nazis using tactical nukes.

    Russia must develop air-launched burevestnik missiles, now, as this will wake up the undead warmongers in brussels.

    Russia needs to kick out all the western envoys out of russia, and tell trump to just go eat crow. A-M-E-N.

  3. Andrew P

    July 9, 2026 at 3:55 pm

    Russia cannot win without using strategic nukes on Ukraine (tactical nukes are useless in this war). But they might just be crazy enough to do that. Then what?

  4. william unknown

    July 9, 2026 at 7:36 pm

    All of this ignores some facts (Ukraine has no more anti missile defenses for quite some time) and a basic reality (no world leader will EVER allow themselves to surrender or be cautious by pro USA forces after what happened to Hussein and gadafi.

    Rather than lose or risk losing Russia can ultimately drop a tactical nuke on kiev and dare the world to respond. It doesn’t need to effect the battlefield, if you’re going full bad guy just wipe out the city to the last person and if the Ukraine doesn’t surrender hit it’s next city, etx. And dare the rest of the world to respond …

    Not a pleasant thought.

    THIS is why it was stupid to ever finance coups in the Ukraine and georgia, put cia bases on the border with Russia, try to take away their naval base in svestopol, send billions in military assistance and training to the Ukraine, and send avoz into the donbas to kill Russian natives and sympathizers living there – all before Russia ever invaded.

    Our country loves to meddle. How would we react to a country doing that to us? Forcefully I bet. We meddle with, I think, the best of intentions but fail to plan and think ahead and then get shocked at how it turns out.

    We planned on taking Russia out on the cheap using the Ukraine as our proxy and it backfired, it’s gotten high risk and expensive.

    For Russia it’s an existential fight, if they lose they are done. Not just putin, but Russia. Both are prepared to go further than we are to win because for us it’s a sideshow but for Russia it’s life or death.

    It may be the same for the Ukraine but honestly idgas because we gain nothing in any situation and lose in every situation.

    This and Iran were our two biggest mistakes since Vietnam.

  5. Paul Wheeler

    July 10, 2026 at 1:51 am

    The author of this article is correct, Russia has lost this war. Though, for me this is not a recent realization. In my view, Russia lost this war when, in late Feb., 2022, their coup de main failed. By March 1st that year Russia was already bogged down in a protracted war and this is where they remain. In the past four years we have been playing out the inevitable consequences of this most recent example of Russian folly. It is not their first, nor is it their greatest significant military debacle — but the consequences of this episode will haunt Russia decades.

  6. Anti Propaganda

    July 11, 2026 at 4:53 am

    The problem with this feel good story is that it sets goals for Russia so as to claim Russia has failed. Russia is winning the war of attrition against NATO backed Ukraine. Kiev is out of Patriot missiles and defenseless against ballistic missiles, Ukraine’s battlefield losses exceed their recruitment rate, 300,000+ have gone AWOL, the economy is basically bankrupt, 30% of the population has fled the country, infrastructure is in tatters and Russia will complete their annexation of the Donbas. The Ukraine will not be permitted to join NATO or the EU. It is a disposable basket case. For Ukraine, the war was lost with the failed 2022 counter offensive.

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