Merz has already lost the escalation battle with his comments on cruise missiles
He is at risk of making Keir Starmer look good
Russia has established escalation dominance in Ukraine in November 2024 by raising the bar on the military capabilities it is willing to use. Merz’s comments on western cruise missile use haven’t changed that calculus and, instead, have illustrated his weakness.
For some time now, western media outlets have pushed the argument hard that Zelensky should be free to use longer-range weapons deep inside Russia. In his bid to offer a tougher line on Ukraine’s war effort during his honeymoon period in office and ahead of Zelensky’s visit to Berlin today, Friedrich Merz announced a lifting of restrictions on the use of western missiles within the territory of Russia. In doing so, he showed a fundamental misunderstanding of Russian strategy.
I have seen at critical points over the past decade that Russia seeks escalation dominance, a Cold War concept holding that a state can best contain conflicts and avoid escalation if it is dominant at each successive rung up the “ladder of escalation,” all the way to the nuclear rung.
Since the onset of the Ukraine crisis in 2014, Russia has sought to dominate each step up the escalation ladder. The annexation of Crimea in 2014 and the invasion of Ukraine in February 2022 were major escalations that NATO didn’t meet head-on. This strategy is also seen in the diplomatic sphere, for example, Russia escalated a dispute with the U.S. in 2017 when it kicked 755 American diplomatic staff out of Russia. When Moscow over-escalates, it makes a gamble that its adversary will not be willing to step another rung higher on the escalation ladder.
There is a hard-wired view in Moscow that Russia will always overmatch a divided and morally weak Western alliance when push comes to shove. Russia has something that the West does not have — the sovereign power and the political will to act unilaterally. Putin had been subject to criticism from hardliners in Russia that he hasn’t responded to the slow ratcheting up of military support to Ukraine from the West.
What was surprising about Merz’s comments were their naivety and that they were six months out of date. On Nov. 21, 2024, Vladimir Putin presented a huge escalation challenge to the West: are you ready for Russia to strike NATO facilities anywhere in Europe with hypersonic munitions that you don’t possess? Merz has offered less than Putin has already shown he is willing to do, offering Germany up as a sitting duck.
Back in November, much as now in Berlin, bombastic British ex-military saber rattlers had been at the forefront of calls to allow weapons free on such systems as Scalp, Storm Shadow, US ATACMS missiles, claiming they could make a battle changing difference in Ukraine.
On Nov. 19, the first salvo of ATACMS was lobbed at a military facility in Bryansk — outside the area in which Ukrainian forces were battling in Kursk. The following day, British Storm Shadow missiles were fired into Kursk, with the jubilant approval of Prime Minister Keir Starmer, no less. These strikes elicited widespread attaboy jingoism from the Western media, with hardly a word of caution.
On Nov. 21, Russia over-escalated. Specifically, they deployed a more powerful and destructive hypersonic Oreshnik missile at a well-fortified Ukrainian weapons facility in Dnipropetrovsk. This is the first time an Intermediate Range Ballistic Missile had been used in combat. The claimed range of Oreshnik is 16 times greater than ATACMS and Storm Shadow missiles. Its deployment put any NATO targets within Europe in the scope of a conventional strike.
This represented a major escalation in destructive capabilities. Russia had been trying unsuccessfully to destroy the Yuzhmash weapons facility since 2022 using the battlefield weapons at its disposal. Built during the Soviet era, Yuzhmash has workshops buried deep underground to protect them from attack. Among other purposes, the facility is thought to be where Rheinmetall had set up a plant to repair German Leopard tanks. It was also used in missile and long-range drone production. The Oreshnik strike levelled it.
The destruction of valuable Western repair facilities at Yuzhmash will have satisfied Kremlin hawks that Oreshnik has taken Russia two steps up the escalation ladder. Putin also sent a clear message to military planners from the U.S. and UK who supported the deployment of the ATACMS, that a more specifically NATO target may be next.
Carefully described by Putin at the time as a “test” the Oreshnik is now a deployed capability far beyond those that Western powers have allowed Ukraine to use, namely ATACMS and Storm Shadow missiles. And also beyond the capabilities that Zelensky had requested — namely Tomahawk cruise missiles — that the U.S. has so far refused to sanction. Putin has left the door open for further “tests” of the Oreshnik.
Following Merz’s surprise announcement, speculation quickly mounted that Germany would finally relent on allowing Ukraine to use German Taurus cruise missiles. But the point is that, even if supplied, Taurus offers nothing Ukraine doesn’t already have. Its range is slightly lower than the British Storm Shadow and its payload only slightly higher. The US ATACMS is a more destructive capability.
So, all that Merz has done by grand-standing was to put Germany and Ukraine in a position where a more devastating weapon i.e. Oreshnik - may be used against strategic or battlefield targets in response to use of less capable Taurus missiles. Taurus is therefore a battle-losing capability.
To make matters worse, the new German Chancellor then backtracked on supplying Taurus, following blowback from members of his coalition government. In his presser with Zelensky today, Germany has offered to help Ukraine make missiles themselves. Does anyone in the German political system not see this as a deeply humiliating climb down and the worst in idiotic, short-termism, of the type we’ve become accustomed from the likes of Keir Starmer?
Following the first deployment of ATACMS and Storm Shadow at targets in Bryansk and Kursk, western powers deescalated and placed greater restrictions on their tactical use. This made both Joe Biden and Keir Starmer look weak in President Putin’s eyes. Perhaps unsurprisingly, the pro-ATACMS advocates largely fell silent, at least for a little while. Ukraine has since gone on to lose further territory in the Donbass since that time.
So, the question for Merz is, what escalation card is he empowered to play should there be a future Oreshnik strike in his country in response to the use of German weapons inside of Russia? I fear that he has not thought that through or, even if he has, aligned his coalition behind what would be a massive gamble. As things stand, there is a serious risk of Merz making Starmer look good.
Following the Oreshnik deployment in November, Starmer conceded in his December Mansion House speech that Britain needed to help Ukraine get into the strongest position to secure a negotiated settlement to the war. That never happened. Perhaps Merz might consider filling the diplomatic void, rather than empty sabre rattling that he cannot deliver upon.
In some ways Russia is playing chess, the west, poker, so they don't really grasp the tactical situation. To make it worse they think they are playing against Putin and not Russia so they just have to beat him to win. They see Russia as stupid ignorant peasants ruled by an handful of oligarch that they only have to show them how evil they are for them to turn on them. Many of them look at their own people the same way, and other just can not see the Russian people being just as smart and capable as their own. In either case that leaves them making decision from a very false premise. If Putin had a heart attack tomorrow they still would not be a bit better off, but they believe they would have won and just needed to mop up. They do not grasp that they are fighting the whole of mother Russia and highly advance industrialized nation that is near the top in skills and technology. After all they are "Only Russian" after all.
Yeah, this really just boils down to misreading the room, or more precisely, misreading the map. Merz stepping up with talk of lifting restrictions looks bold on paper, but in practice, it's out of sync with the actual balance of power. Russia isn’t playing a symbolic game here; it’s climbing the escalation ladder step by step, showing it has both the hardware and the will to go higher.
When a state like Russia holds escalation dominance, the smart move isn’t to posture with capabilities you don’t intend to match, or worse, can’t. If you're not ready to answer a hypersonic strike with something porportionate, then all you’ve done is raise your own exposure without changing the underlying calculus.