As I discussed last week, the fundamental problem that Ukraine poses for Russia, beyond a long-term geographical threat, is a crisis in internal legitimacy. Russian President Vladimir Putin has spent his time in power rebuilding the authority of the Russian state within Russia and the authority of Russia within the former Soviet Union. The events in Ukraine undermine the second strategy and potentially the first. If Putin cannot maintain at least Ukrainian neutrality, then the world's perception of him as a master strategist is shattered, and the legitimacy and authority he has built for the Russian state is, at best, shaken.
Whatever the origins of the events in Ukraine, the United States is now engaged in a confrontation with Russia. The Russians believe that the United States was the prime mover behind regime change in Ukraine. At the very least, the Russians intend to reverse events in Ukraine. At most, the Russians have reached the conclusion that the United States intends to undermine Russia's power. They will resist. The United States has the option of declining confrontation, engaging in meaningless sanctions against individuals and allowing events to take their course. Alternatively, the United States can choose to engage and confront the Russians.
A failure to engage at this point would cause countries around Russia's periphery, from Estonia to Azerbaijan, to conclude that with the United States withdrawn and Europe fragmented, they must reach an accommodation with Russia. This will expand Russian power and open the door to Russian influence spreading on the European Peninsula itself. The United States has fought three wars (World War I, World War II and the Cold War) to prevent hegemonic domination of the region. Failure to engage would be a reversal of a century-old strategy.
The American dilemma is how to address the strategic context in a global setting in which it is less involved in the Middle East and is continuing to work toward a "pivot to Asia." Nor can the United States simply allow events to take their course. The United States needs a strategy that is economical and coherent militarily, politically and financially. It has two advantages. Some of the countries on Russia's periphery do not want to be dominated by her. Russia, in spite of some strengths, is inherently weak and does not require U.S. exertion on the order of the two World Wars, the Cold War or even the Middle East engagements of the past decade.
Whatever Putin does in Ukraine, he has two choices. One is simply to accept the reversal, which I would argue that he cannot do. The second is to take action in places where he might achieve rapid diplomatic and political victories against the West -- the Baltics, Moldova or the Caucasus -- while encouraging Ukraine's government to collapse into gridlock and developing bilateral relations along the Estonia-Azerbaijan line. This would prevent a U.S. strategy of containment -- a strategy that worked during the Cold War and one that the Europeans are incapable of implementing on their own. This comes down to the Americans.
Because the current Russian Federation is much weaker than the Soviet Union was at its height and because the general geographic principle in the region remains the same, a somewhat analogous balance of power strategy is likely to emerge after the events in Ukraine. Similar to the containment policy of 1945-1989, again in principle if not in detail, it would combine economy of force and finance and limit the development of Russia as a hegemonic power while exposing the United States to limited and controlled risk.
The balance of power strategy allows the United States to use the natural inclination of allies to bolster its own position and take various steps, of which military intervention is the last, not the first. It recognizes that the United States, as nearly 25 percent of the world's economy and the global maritime hegemon, cannot evade involvement. Its very size and existence involves it. Nor can the United States confine itself to gestures like sanctions on 20 people. This is not seen as a sign of resolve as much as weakness. It does mean that as the United States engages in issues like Ukraine and must make strategic decisions, there are alternatives to intervention -- such as alliances. In this case, a natural alliance structure presents itself -- a descendant of NATO but shaped for this crisis, much like the alliance I forecast previously.