A Levante questa sera, mercoledì 5 agosto 2026, live alle 18,30, Margherita Furlan dialoga con Antonio Mazzeo e Paolo Borgognone. Washington annuncia di essere a poche ore da un’intesa provvisoria di sessanta giorni sulla riapertura dello Stretto di Hormuz. Nelle stesse ore un’inchiesta di Reuters rivela che cinque mesi di guerra hanno prosciugato quasi per intero le scorte americane di missili tattici a lungo raggio. E a Roma, dentro l’ambasciata degli Stati Uniti, si chiude il settimo round dei colloqui fra Israele e Libano. Tre notizie che i telegiornali raccontano separate. Le leggiamo come un solo movimento: la potenza egemone consuma, l’Europa paga, l’Italia presta il territorio. Il magazzino è vuoto, e la diplomazia improvvisa di Washington somiglia molto a un inventario. AFFRONTIAMO INSIEME L’accordo su Hormuz e chi tratta davvero con chi: Teheran ribadisce che il negoziato è con l’Oman e non con Washington L’inchiesta sugli arsenali americani esauriti e cosa significa per la deterrenza verso Russia e Cina Le comunicazioni di Giorgetti alla Camera: 21,7 miliardi per la difesa e 14,4 per l’energia, con la flessibilità energetica incastrata dentro la clausola militare I 14,9 miliardi del fondo europeo SAFE, prestiti da restituire, e lo scontro sul mandato parlamentare Roma sede del negoziato Israele-Libano mentre l’Idf costruisce nuove basi nel sud del Paese dei cedri Cosa resta della tradizione di sovranità mediterranea da Mattei a Moro a Craxi Perché la borsa festeggia insieme la pace sullo Stretto e il titolo della prima azienda italiana della difesa LIBRI DEGLI OSPITI Antonio Mazzeo La scuola va alla guerra. Inchiesta sulla militarizzazione dell’istruzione in Italia, Manifestolibri I padrini del ponte. Affari di mafia sullo stretto di Messina Sicilia armata. Basi, missili, strategie nell’isola portaerei della NATO Il MUOStro di Niscemi. Per le guerre globali del XXI secolo Paolo Borgognone Populismo e «democrazia illiberale», Il Cerchio, 2023 La dottrina Stranamore, La Vela, 2022 Goodbye globalism!, Il Cerchio, 2022 Storia alternativa dell’Iran islamico, Oaks Editrice, 2019 SOSTIENI CASA DEL SOLE TV
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The war in Iran began five months ago. Headline news about the conflict tends to focus on when and how it might end. In the meantime, the impacts of the conflict are felt worldwide—by drivers, farmers, business owners, and families. The Associated Press shares the stories of seven people suffering because of the war. Among them is Edgar Funelas, a jeepney driver in the Philippines who lives with his ten-year-old daughter:
He uses laundry soap—harsher, but cheaper—to wash his body and his clothes in the same motion, stretching what little money he has. Even before the war in Iran, he was living on the margins. A fire took their home and their belongings, forcing them to move into the brightly colored minibus he drove.
He’d hoped to be able to rent a room by now. Then diesel prices surged, and he could no longer afford the fuel to run his jeepney.
He hasn’t earned a single peso in days. There will be no breakfast. Hunger gnaws, but it’s the small rituals of privacy that he misses most: to be able to wash out of sight, to sleep behind walls, to keep his desperation from being laid bare.
Greece’s Prime Minister Kyriakos Mitsotakis announced the establishment of an inter-ministerial group responsible for scientific research and the development of a legal framework for the potential deployment of nuclear energy. Greek Prime Minister Kyriakos Mitsotakis is championing small modular reactors. The country could reportedly participate in an investment round for the French EDF’s Nuward. The […]
On 9 October 1917, during the Third Battle of Ypres, a battalion of Australian soldiers entered a place known as Celtic Wood, near Passchendaele in West Flanders, Belgium, to attack German positions. Most were never seen again. Of the 85 men to raid Celtic Wood, just 14 made it back to their lines. The rest vanished without a trace. The fate of the lost battalion has remained one of the greatest enigmas of Australia's Great War.
Since the outbreak of the US-Israeli conflict with Iran in late February 2026, the six largest Wall Street banks have posted one blockbuster quarter after another. It’s a paradox that isn’t really one: market volatility — the very thing savers and businesses dread — is precisely what trading desks feed on.
Numbers That Boggle the Mind
On July 14, 2026, five of the biggest US banks reported earnings on the same day, and the results surprised even the most bullish analysts. JPMorgan Chase, the nation’s largest bank by assets, posted quarterly profit of $16.9 billion, once again driven by its equities trading division, which “took advantage of market volatility triggered by the war in Iran.” Revenue in that division jumped 35% year-over-year, and equity markets revenue soared 86%.
According to several financial outlets, JPMorgan’s profit — including gains on its equity holdings — actually came close to $21 billion for the quarter, an all-time record for the bank.
Goldman Sachs was no exception: the investment bank also handily beat forecasts, lifted both by conflict-driven volatility and by SpaceX’s record-breaking IPO, which Goldman co-led. Its merger-advisory fees rose 55%, and in the first half of 2026 alone it advised on $1.2 trillion in announced mergers and acquisitions — an unprecedented pace for any investment bank, putting it $425 billion ahead of its nearest rival.
All told, in the second quarter of 2026 alone, the five biggest banks combined (JPMorgan, Bank of America, Goldman Sachs, Citigroup and Wells Fargo) posted roughly $49 billion in combined profit. In the first quarter, the six largest US banks — those five plus Morgan Stanley — had already collectively booked nearly $48 billion in profit, well above year-earlier levels.
Why Does War Benefit the Banks?
The mechanism is no mystery to market professionals, even if it startles the general public. A trading floor doesn’t make money when markets are calm — it makes money when they move. Every geopolitical jolt — a military strike, a rumored ceasefire, a partial closure of the Strait of Hormuz — triggers waves of buying and selling across stocks, currencies and commodities. Every transaction generates fees.
Since the first US-Israeli strikes on February 28, 2026, bond, oil and stock markets have swung wildly with each twist of the conflict and every dashed hope of a truce. That chronic instability has directly fueled investment banks’ trading revenues.
On top of that comes an indirect effect: the war slowed, then unleashed in waves, mergers-and-acquisitions activity and IPOs — two highly lucrative businesses for investment banks, which collect substantial advisory fees on every deal.
Goldman Sachs itself acknowledges as much in black and white in its quarterly financial report filed with the US securities regulator (SEC): the Iranian conflict has had “significant implications for the global economy,” combining disrupted oil supply, higher oil prices and heightened equity-market volatility — precisely the ingredients of the trading desk’s playbook.
A Paradox That Goes Beyond the Banks
This phenomenon isn’t confined to the banking sector. Major oil companies — especially European majors with large trading arms, such as TotalEnergies — have seen profits surge on the back of price swings following the partial closure of the Strait of Hormuz, a route for roughly a fifth of the world’s oil and gas. Defense contractors, for their part, are reporting record order backlogs, led by Lockheed Martin, Boeing and Northrop Grumman, buoyed by allied nations rearming.
Meanwhile, households and non-financial businesses bear the flip side of that same volatility: higher energy prices, costlier freight, and mounting uncertainty for long-term investment. The conflict has thus become a vast transfer of wealth, in which the very instability harming the real economy is simultaneously enriching a handful of financial and industrial players positioned to capitalize on it.
At a Glance
Q1 2026: the six largest US banks combined for nearly $48 billion in profit.
Q2 2026: five of them posted roughly $49 billion in combined quarterly profit.
JPMorgan: record quarterly profit of nearly $21 billion (including gains).
Goldman Sachs: M&A advisory fees up 55%, with its M&A backlog at a five-year high.
Mechanism: market volatility, driven by the twists and turns of the US-Israeli conflict with Iran since February 28, 2026, has mechanically boosted investment banks’ trading and advisory revenues.
Yesterday (Friday, July 31st), U.S. Embassies in the Middle East put out their strongest warnings since the Iran War started that Americans should prepare to leave due to an escalation in the Iran war. The warnings now come from 10 countries in the Middle East where Americans live.
Get ready to flee, Americans in ten countries warned as US embassies issue stark alert over spiraling Iran war
Americans have been told to be ‘ready’ to flee ten Middle Eastern countries as the Iran war spirals, with President Trump warning: ‘We’ll be hitting them very hard.’
The US Embassy has urgently advised US citizens across the Middle East to ‘consider departing or be ready to depart if there is an escalation,’ just hours after Trump signaled fresh strikes on Iran could come as soon as this weekend.
The warning now covers 10 countries: the United Arab Emirates (UAE), Qatar, Oman, Iraq, Jordan, Israel, Kuwait, Saudi Arabia, Bahrain and, most recently, Egypt.
‘US Embassies across the Middle East have issued security alerts today advising travelers to exercise heightened vigilance and be prepared for flight cancellations and airspace closures,’ the initial alert said.
Less than an hour later, a second alert announced that the warning had also been issued by the US Embassy in Cairo, Egypt.
For the first time, the warning told Americans in the region they should ‘consider departing, or be prepared to depart should there be escalation,’ bringing the guidance in line with other Middle Eastern countries.
‘The situation in the Middle East remains fluid,’ the alert read.
It comes after sources told CBS News on Friday that the US and Israel are preparing what was described as ‘one of the harshest bombing campaigns to date’ against Iran’s energy infrastructure.
While the president has not yet given the final green light, several insiders told the outlet that strikes could begin as soon as this weekend, with Israel already notified and coordinating with Washington.
‘The Department of War is locked and loaded, ready to execute the President’s directives at a moment’s notice,’ Chief Pentagon spokesperson Sean Parnell said in a statement, though refused to comment on intended targets.
Of course, we have heard all of this before, where threats were made to increase the war, or promises were made to negotiate a settlement.
And each time the war in Iran becomes the main topic in the corporate news stream, the U.S. stock markets fall in line.
In the current cycle, the price of oil per barrel dropped below $90 a barrel Friday, so perhaps this announcement, shortly after Netanyahu visited Trump in D.C., was designed to mainly increase the price of oil again, which in turn generally brings the Tech heavy NASDAQ down, since so much energy is needed to power data centers and AI.
Now, Trump is capitalizing even more from being able to use his position in the White House to manipulate markets with news on the Iran War, by selling “early access” to his Truth Social posts for $100,000.
Trump offering early access to online posts in move seen as corruption
Truth Social, where Trump’s account is by far the largest, to offer users early access for up to $100,000 per month
Donald Trump is now offering early access to his Truth Social posts in a move that has been seen as corruption benefitting a sitting president.
Trump Media and Technology Group officially rolled out its new subscription-based data service on Saturday, giving paying customers faster, real-time access to Truth Social posts from Trump and other high-profile accounts.
Called Truth API, the application programming interface is intended to provide businesses with “a direct, licensed, real-time feed of the platform’s most market-moving Truths”, interim CEO Kevin McGurn said in a release announcing the launch. Trading firms and other paying subscribers can now access the posts earlier than other users – for a fee of up to $100,000 per month.
Critics argue the service is blatant evidence of market manipulation and insider trading. Trump has repeatedly used Truth Social to reveal significant policy moves with the potential to shift financial markets, including posts involving tariffs and the Iran war.
Last year, Trump published more than 100 Truth Social posts in a single day while global stock markets tumbled amid concerns that his economic agenda could trigger a “Trumpcession” in the US.
His posts about Iran have drawn particular attention because investors remain concerned that rising oil prices could keep inflation elevated and potentially lead the Federal Reserve to increase interest rates.
Trump Media’s stock has fallen by more than 70% since the president took office last year, wiping out roughly $6bn (£4.4bn) in shareholder value.
Those losses, combined with billions more in investor losses connected to new Trump family cryptocurrency ventures, have come under increased scrutiny after Trump’s annual financial disclosure showed he generated more than $1 billion in revenue last year from the same companies and offerings.
Iranian intelligence is using commercial advertising technology to detect the locations of American troops and carry out targeted strikes against them, Newsmax reports.
The technology relies on targeted advertising systems that use precise GPS coordinates. This unclassified location data is freely bought and sold by data brokers, with virtually no restrictions on who can purchase it
The tracking is tied to user accounts rather than specific devices, meaning that changing phones does not stop the surveillance
Iran also monitors videos and photos posted by soldiers on social media, revealing base layouts, troop movements, and defensive positions
Days earlier, Admiral Brad Cooper, head of US CENTCOM, sent a letter to service members warning that social media posts are helping Iran determine troop locations and assess the effectiveness of its strikes on American bases.
One example cited: a US soldier’s video, filmed with Meta smart glasses and posted on Instagram, showed troops running for cover during an Iranian attack on the Muwaffaq Salti Air Base in Jordan on July 17. The footage revealed the exact location of the base and the evacuation route to the bunker.
Some troops in Jordan have already been told their phones will be confiscated in the coming days. Yet the looming threat of phone seizures has deepened the unease among soldiers’ families, already jittery from months of Iranian reports about deadly attacks on US bases in the region.
Open-source information has become Iran’s most effective reconnaissance tool, and the US military is struggling to contain the damage.
Epstein Attorney Alan Dershowitz Debates Professor Marandi of Tehran about Who is Actually Committing Genocide
Dershowitz is practically foaming at the mouth in this debate, as the Zionists are quickly losing control of the narrative.
Saudi Arabia’s Choice: Join Trump in Bombing Iraq. Monumental Mistake
Fourteen countries have signed on to Saudi Arabia’s proposed Maritime Defense Alliance protecting ships traversing the Bab al-Mandeb Strait, the Red Sea and the Gulf of Aden. Saudi Crown Prince Bin Salman held a conversation with Vance and Trump wherein he condemned the US continued strikes on Iran and said this alternate route would be protected from Houthi attacks. While Trump was offered membership in the alliance, his ego has yet to confirm US involvement wherein he is not the boss.
The latest collaboration of bombing was just extended as the Saudis joined the US in bombing Iraq, bringing Iraq closer in alignment with Iran and their backers Russia and China.
This is a move Bin Salman will regret as Saudi Arabia will now be the focus for retaliation, playing into the hands of Israel as extending their proxy to pit the Middle Eastern countries against each other while preserving Israel. The real pariah. Netanyahu is laughing. Bin Salman will find himself in the same courtyard as Hussein and Assad. And Israel will set its sights on Saudi oil.
An ally for a singular purpose and once achieved – an enemy.
Netanyahu has returned home after telling Trump in no uncertain terms that there will be NO DEAL with Iran. He scolded Vance for not being Jewish enough and publicly humiliated him for the record. Netanyahu avoided New York this trip but vows he will attend a UN conference in September despite calls for his arrest.
THE CIRCULAR: Israel tells Trump to attack Iran because Israel hates Iran. Trump complies putting the US in the crosshairs and Americans at risk. Israel tells Trump to defend the Strait after it’s ‘unexpected’ closure by Iran. Troops die. Netanyahu comes to DC to force Trump to continue the unrelenting bombing of Iran and make no deal. Trump claims he will bomb Iran and 93 million citizens to smithereens. Netanyahu applauds and says Iran started the war.
Generals warn Trump the US military arsenal is squeezed and we need to backoff until inventories can be replenished which would take 2-5 years. Netanyahu’s last warning to Trump: If Iran attacks Israel, vengeance will be swift and complete. Netanyahu resumes bombing in Lebanon, crossing Iran’s red line.
It would appear a lot of blackmail was reiterated during Netanyahu’s brief visit. And everyone has been thus warned… Bowed head. Folded hands. Promises kept.
Morocco is opening its border and allowing upwards of 2,000 immigrants to cross into Spain.
Morocco is an ally of Israel.
Any country that defies Israel’s global dominance is subject to destruction, whether by fires or by immigrants or by weather anomalies. There are exactly two countries who continue to defy that breach of sovereignty – China and Russia.
Russians Waking up to the Fact that Putin is Controlled Opposition and Part of Chabad Lubavitch – The Satanic Jews
Who REALLY Runs RUSSIA? HERE IS THE TRUTH THAT MANY DON’T WANT TO TALK ABOUT.
This article was written by Human Superior Intelligence (HSI)
See Also:
Understand the Times We are Currently Living Through
The stakes in the Iran War have increased significantly during the past few days, as Yemen’s Ansar Allah (Houthis) has bombed a key Saudi Arabian oil plant in Aramco, and has effectively closed down traffic flowing through the Red Sea, in addition to traffic being halted through the Strait of Hormuz in the Persian Gulf.
I am including two video reports here today that give a great overall perspective on the current situation, without the corporate media propaganda.
The first one is an interview with Professor Seyed Marandi from last night who actually lives in Tehran and has inside information, and the second report is from the Transition Protocol with ex-CIA agent Larry Johnson, Pepe Escobar, and Zulfiqar Ali that aired just hours before I published this article today, Sunday, July 26, 2026.
Marandi reiterates that there are no military solutions for the U.S. or Saudi Arabia at this point. He believes that the Trump administration is looking for an off-ramp, while acknowledging that they could also re-start the bombing at any point, and carry out their threats to target Iranian key infrastructure.
To do so, however, from Marandi’s perspective, is to then give a green light to Iran to start bombing American bases in the Gulf again, and take out the infrastructure of the Gulf Nations, such as their water desalinization plants, as well as bomb their ports to make it impossible for them to export their oil.
Iran is still hoping that the Gulf States will back down from supporting the U.S. military bases in their countries, because the U.S. cannot save them.
In the Transition Protocol discussion, Larry Johnson exposes the propaganda from earlier this week when Trump promised to help Saudi Arabia build a nuclear plant, by reminding everyone that the U.S. has only produced 2 nuclear power plants in the past 26 years (one of which was 30 years late), while Russia has built about 60, and China probably even more than that, during the same time period.
China is heavily invested in Saudi Arabia, and it would seem it is just a matter of time that Saudi Arabia will see that their only path forward is to work with China, and not with the U.S. who not only cannot protect them from Iranian missiles, but cannot protect them from their neighbors in Yemen either, because they build these drones and missiles for pennies on the dollar compared to the U.S. ones they rely upon.
Saudi Arabia is running out of options, and the one thing that is not discussed in either of these videos, is the fact that Saudi Arabia has invested heavily in U.S. Big Tech and AI during the past few years, and is as leveraged in the AI bubble as U.S. Big Tech is.
Keep a close eye on the markets this week, as Trump might be out of tricks to keep it going now, as the AI bubble draws closer to bursting while at the same time the price of diesel fuel and other petroleum products continue to climb as we head forward to what could be a total economic collapse soon.
This article was written by Human Superior Intelligence (HSI)
See Also:
Understand the Times We are Currently Living Through
El Instituto de Física del Plasma de la Academia China de Ciencias (ASIPP) anunció la validación exitosa del mayor imán superconductor jamás construido para un reactor de fusión. La pieza,…
On July 29, the Moscow City Court is set to hand down its verdict against Darya Shipacheva, author of books and podcasts about chronic pain. The prosecution of this science journalist and feminist activist illustrates a new pattern in how Russia’s repressive machine operates. Treason cases involving money transfers to Ukraine — like those involving donations to Alexei Navalny’s Anti-Corruption Foundation (ACF) — have been fast-tracked: closing arguments in cases seeking 12-year sentences now take just one hearing, lasting only an hour and a half. And online stalking (in Shipacheva’s case, by activists from the misogynistic Men’s State movement) can be enough to trigger a criminal case, including under repressive charges like treason.
After fifteen months in pretrial detention centers in Rostov-on-Don and Moscow, journalist Darya Shipacheva was formally charged with treason at her first court hearing, held on July 27 in the Moscow City Court. As reported in Mediazona, closing arguments lasted just an hour and a half, after which the prosecution requested a 12-year prison sentence. The trial was held behind closed doors. The defense asked the court to take into account Shipacheva’s admission of guilt and cooperation with the investigation. T-invariant spoke to Shipacheva’s friends and fellow students and learned that the treason charge stemmed from a money transfer to Ukraine. “Darya was born in Ukraine and has a lot of family there. As far as we know, investigators reclassified one of her transfers — made to a civilian — and built the case on it,” one of Shipacheva’s acquaintances told us. Another source told T-invariant that the transfer in question went to a relative.
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Darya Shipacheva is a well-known science journalist, the author of books and podcasts on medical topics, and a graduate student in ITMO University’s Health Sciences master’s program (focused on public health). Darya was detained on April 23, 2025, and taken to a pretrial detention center in Rostov-on-Don, where she spent more than a year before being moved for the last few weeks to Lefortovo [a Moscow detention facility run by the FSB, long used to hold high-profile political prisoners — T-invariant] — a detail that was confirmed to T-invariant by five sources close to Shipacheva.
“We were supposed to meet on Zoom to go over some issues with our thesis projects, and Dasha didn’t show up. She was always so motivated and punctual that we knew right away something was wrong. It turned out she’d been detained a few days earlier. We were all baffled as to why she’d been taken straight to Rostov. We assumed that’s where they send people suspected of collaborating with Ukraine, people facing treason charges, and Ukrainian POWs,” recalls a fellow student of Darya’s.
According to T-invariant’s sources, Darya’s phone stayed online for a long time after her detention. “We saw that activity and realized her devices were now controlled by ‘Comrade Major’ [Russian slang for FSB surveillance — T-invariant], and that all our messages were exposed. It was terrifying. We put the word out — delete everything immediately,” one of T-invariant’s sources said.
On August 19, 2020, police detained Darya Shipacheva — then the author of the Telegram channel ‘We Are the Khachaturyan Sisters’ — for holding a solo picket under the #ЗаЮлю (‘For Yulia’) hashtag [a campaign in support of artist Yulia Tsvetkova, prosecuted at the time over her body-positive art — T-invariant]. That same day, Moscow’s Meshchansky Court fined Shipacheva 10,000 rubles. Photos showing that Darya had been sitting alone in an empty square during the picket — making clear there was no question of a mass gathering — were not admitted as evidence; the judge ruled that ‘the arresting officers’ own written testimony is sufficient to establish guilt.’ Photo: Telegram channel ‘Ya/My Yulia Tsvetkova’ [I/We Are Yulia Tsvetkova]
According to several of Shipacheva’s friends and fellow students, before her detention the journalist had been receiving online threats from supporters of the so-called Men’s State movement over the feminist views she voiced online. “One of the last messages read: ‘We’re digging up dirt on you, they’ll come for you soon.’ Then, based on activity on her Facebook, Telegram, and Instagram accounts, she realized how serious the threats were and started scrubbing her public information, changing her usernames and passwords, and setting her Facebook and Instagram accounts to private,” one of Shipacheva’s friends told us.
“In those days she was bracing for an attack from those shady characters who’d been threatening her online. She told me about it at the time, but she never shared the actual messages or threats with me — she was trying to spare us additional stress,” said another friend of Shipacheva’s.
BACKGROUND
Men’s State is a Russian movement whose activists harass and target women, children, ethnic minorities, and LGBT people. It was founded in 2016 by Vladislav Pozdnyakov as a closed VKontakte community. On October 18, 2021, the Nizhny Novgorod Regional Court designated Men’s State an extremist organization and banned its activities in Russia. According to unconfirmed reports, Pozdnyakov has since left the country. Information about his current activities is inconsistent: he is linked to several Telegram channels (the best known being “Pozdnyakov 3.0”), sells ads and paid access to his private channels (such as “Bottle”), and supports Russia’s invasion of Ukraine.
According to fellow students and instructors, Darya Shipacheva was an remarkably active, motivated student with excellent academic performance. She was detained just as she was finishing her thesis, at the very end of her master’s program. At the request of the defense, the court received strong character references from ITMO. “A very good student — hardworking, serious. One of the best in her cohort,” an ITMO associate professor told T-invariant. From 2019 to 2025, the journalist was a freelance contributor covering medical topics for Forbes Russia and worked with several other outlets, including Zdorovye Mail.ru, Mail.ru’s health section, RBC, Lenta.ru, Reminder, and Takie Dela.
“As far as we know, these almost a year and a half in pretrial detention passed without major incidents. Dasha received books, various items, and letters, and she had visits with family. She’s in a rough emotional state, of course. As far as I know, she was also against making this public, since she worried it might lead to a harsher sentence. But recently she asked us to invite journalists to the verdict hearing,” a friend of the journalist’s told us.
“It’s extremely difficult for her in pretrial detention — Dasha lives with chronic pain. That’s actually what she studied: she wrote a No Panic about it and hosted a podcast called Life Is Pain. She turned her own pain into meaningful, informative work that has helped a lot of people,” said another friend of Shipacheva’s.
From April 2025 until July 28, 2026, there was no publicly available information about Shipacheva’s detention, criminal case, or the investigation against her. According to T-invariant’s sources, this was a decision made by her family and by the court-appointed attorney. The lawyer later changed, but the approach to public communication stayed the same. Since late 2025, the lawyer has changed again, and the journalist is now defended by Oleg Ivankovich. According to Shipacheva’s friends, it was Ivankovich who developed her entire defense strategy and arranged for her to get medication. Ivankovich did not respond to messages or calls from T-invariant’s correspondent.
[[socialnetworks]]
Darya Shipacheva is now trying to complete her master’s thesis from behind bars and still hopes to defend her thesis.
As T-invariant has reported, the timelines for “political” criminal cases have shortened significantly in recent months. Mathematician Andrey Dymov, for instance, was sentenced to three and a half years in a penal colony for a 3,500-ruble donation to ACF less than a month after his criminal case was initiated — after just two hearings. According to defense lawyers, this “fast-track justice” is driven by the sheer volume of treason and extremism-financing cases, which has led to an informal decision to speed up both investigations and trials.
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YouTube, TikTok and Twitch are blocking ads en masse for the Alabuga Special Economic Zone, which recruits young people to assemble combat UAVs. Yet Tatarstan’s efficient managers have relaunched the recruitment campaign – through the proxy project Stalin’s Falcons, the Dronecon cyber tournaments with million-ruble prizes, and the game Drone Battle: Ukraine. Details in a T-invariant investigation.
Alabuga SEZ CEO Timur Shagivaleev has registered a patent for an “assessment tool in game form: the multiplayer online strategy Drone Battle: Ukraine.” The strategy is available on its website in three languages: Russian, English and Chinese. According to the Whois service, the dronewars.su domain is registered to the Alabuga SEZ.
Shagivaleev is listed as the author of three more patents for various game-based “assessment tools.” According to Elibrary, all of them have zero citations. Another patent in his name covers software for conducting and analyzing mass assessments – the Alabuga HR platform. Shagivaleev is under sanctions from most countries in the Western coalition and appears on Ukrainian sanctions lists under the category “engineers of aggression.” At the same time, Shagivaleev did not add himself to patents related to UAV technologies that were registered by other SEZ employees or outside engineers (in Russia, the practice of adding a manager to patents and other intellectual-property documents is common).
Shagivaleev’s deputy for new production, Sergey Alekseev, is listed first among the authors of a patent for a “civilian unmanned aerial vehicle.” Less is known about Alekseev than about his boss. Judging by the widely discussed 2023 investigation by Protokol, which exposed the involvement of teenagers in assembling Shaheds at Alabuga, Alekseev appears to be the main advocate of the company’s signature method of motivating students to deliver results: punishing them by shooting them with paintballs. Looking at the outline of this “civilian” UAV, one can easily recognize the shape of the Shahed loitering munition, also known as the Geran-2. Little information is available about the other patent authors; only Mikhail Zavyalov has an obvious connection to the UAV industry. In all of the patents mentioned above, the rights holder is the Alabuga SEZ.
The abstract to Shagivaleev’s patent (for some reason, Alabuga SEZ chief accountant Anastasia Zyryanova is also listed as a co-author) states that “the main purpose of the program is to familiarize users with the situation in the special military operation zone through a training tool in game format, and to develop tactical and strategic planning among participants in game sessions.” Drone Battle: Ukraine is described as “a training simulator in the form of a multifunctional interactive web application with multiplayer support.” The first recorded uses date to 2025.
T-INVARIANT BACKGROUND
Who is hacking Alabuga’s production and propaganda machine?
On June 27, 2026, it became known that the Alabuga SEZ website had been hacked. Hackers from Black Spark claimed responsibility and said they had obtained a database of employees and supply chains. For several days, the site displayed a Black Spark placeholder page (what it looked like can now be seen here). By July 1, the site had been restored. In spring and summer 2026, an active campaign was under way to block Alabuga advertising; on June 19, the AlabugaGate project announced that almost no integrations remained on YouTube – nearly all had been removed or blocked. Earlier, in May 2026, information appeared that “Alabuga is Ukraine’s No. 1 target for 2026”; according to the Ukrainian Telegram channel Strategic Aviation, “preparation for the operation to destroy it has been under way for several years and may become one of the largest in the war.”
The active phase of the advertising campaign for Drone Battle: Ukraine began in spring 2026 and is still ongoing. T-invariant obtained a commercial proposal that advertising agencies are sending to YouTubers with million-strong audiences. According to the brief, the target audience for the ads is “men aged 18 to 45, GEO: all of Russia (mainly up to 1,500 km from Tatarstan).”
Alabuga’s management uses this multiplayer game to recruit people as UAV operators, mainly through its proxy project Stalin’s Falcons. The project’s slogan: “Our grandfathers developed and produced the best weapons in the world and used them to beat the fascists. Now it’s our turn.”
Left to right: Timur Shagivaleev, VTB head Andrey Kostin, Tatarstan President Rustam Minnikhanov, and a Stalin statue at the opening of Alabuga Polytech headquarters. Photo: Alabuga SEZ press service.
T-INVARIANT BACKGROUND
Timur Shagivaleev was born on January 28, 1978. He graduated from MGIMO. Since September 2011, he has served as CEO of the Alabuga SEZ. In 2023, he presented Russian officials and state banker Andrey Kostin with a 25-year, 491-trillion-ruble development project for Alabuga that envisaged colonizing four of Jupiter’s moons and incorporating them into the SEZ. According to the presentation, the colonization of Jupiter’s moon Callisto would include the development of biotechnology for human cloning, genome editing, and extending human life to 700 years. At the ceremonial signing of the plan at Alabuga, VTB head Kostin and Russian First Deputy Finance Minister Irina Okladnikova added their signatures (see T-invariant’s detailed analysis of the megaproject).
In February 2026, Radio Liberty published a major story on Stalin’s Falcons. Its journalists concluded that this Alabuga SEZ project was more likely serving PR and HR goals – attracting people “to the special military operation” and to drone assembly – than directly participating in hostilities. Stalin’s Falcons openly campaign among students. As T-invariant previously reported, on April 20, 2026, HSE University hosted a drone-piloting tournament organized by Stalin’s Falcons. To take part, students had to pass a preliminary selection specifically in the Drone Battle: Ukraine simulator. The university’s social-media groups published instructions (here and below, T-invariant preserves the authors’ spelling and punctuation):
“The procedure is simple:
– register on the platform: dronewars.su/ru
– complete 10 training chapters
– win a single-player game in Real Time mode, playing for the Russian Federation
After that, access to ranked games will open – this is your pass to the next stage.”
Stalin’s Falcons tournament at HSE University. Photo: T-invariant.
The competition took place in the atrium of HSE University’s main building on Pokrovsky Boulevard in Moscow. Interestingly, in the report “A Duel of the New Era” on HSE’s website, the press office removed the word “Ukraine” from the name of the simulator.
“Drone Battle is designed as a tactical simulator in which the player commands a UAV troops unit. The player has FPV infantry, vehicles and support stations at their disposal. The objective depends on the scenario: capture the enemy headquarters and hold it for one day of game time, or occupy a neutral base and hold it for five days. After the competition, representatives of Stalin’s Falcons spoke with students and explained how service in UAV troops works today,” the article said.
The Drone Battle: Ukraine simulator is also a key part of the large Dronecon cyber tournaments held in Tatarstan with support from the Alabuga SEZ and Stalin’s Falcons.
“The cyberbattle of the year: Russia’s largest tournament from Stalin’s Falcons!” is how major public pages, Z-bloggers and war correspondents advertise the event (see 1, 2, 3). So far, at least four large multi-day events have taken place: the tournament on April 11-13, 2025; the tournament on February 23-27, 2026; the tournament on April 11-13, 2026; and the tournament on May 8-14, 2026. Cyber athletes were invited to Tatarstan for these events, with all travel, accommodation, meals and entertainment covered, and the organizers did not stint on major rewards. The prize fund of the first tournament was announced at 18 million rubles, while the following tournaments offered 15 million rubles.
The first tournament organized by Stalin’s Falcons. Photo: Stalin’s Falcons Telegram channel.
The February tournament made the loudest splash in the media, on social networks and on YouTube. It was won by the esports player “Grisha Putin,” who received a check for 3.5 million rubles. He is Russia’s most popular Z-streamer; his second nickname is “Cyberwarrior of the Special Military Operation.” His real name is Grigory Korolev, and he is a student at St. Petersburg State University (in a recent interview, he said he was on the verge of expulsion for poor academic performance and was considering signing a contract with the UAV troops). Grisha Putin regularly draws huge audiences to cyber tournaments, including with Western streamers, and actively promotes the Z agenda in the global gaming community. The streamer says he raises millions of rubles from sympathetic foreign gamers for combat drones for the Russian army. One of the most popular lots is personalized shells, rockets, mines and UAVs: Grisha Putin arranges for Russian soldiers to write foreigners’ wishes on munitions and send photo and video reports (for example, it was reported that an Arab man allegedly asked them to write about his beloved cat).
Russia’s best-known Z-esports player Grisha Putin (second from left) celebrates his victory. Photo: “Grisha Putin’s Bunker” Telegram channel.
In press releases from Stalin’s Falcons, Grisha Putin describes his impressions as follows:
“Video games have long been more than youth entertainment. Many countries use them to promote their historical truth, thereby educating young people and giving them their point of view. Russia has begun releasing its own video games with support from the Internet Development Institute. I have already highlighted new domestic games such as the first game about the special military operation, Squad 22: ZOV by SPN Studio, Sparta 2035 by Lipsar Studio, and Gomel Bogatyrs by Playing Cats Studio. As for the Dronecon tournament by Stalin’s Falcons, it is an excellent example of drawing gamers who play popular global strategy games into the latest technologies of warfare. Gamers have skills in strategic thinking, game planning and instant reaction to partners’ actions. This is a unique and already very well prepared contingent for working with real-world projects.”
Grisha Putin at the tournament. Photo: “Grisha Putin’s Bunker” Telegram channel.
This is how Stalin’s Falcons describe the rules for participation:
1. You must submit an application on the website and choose a track.
2. Contact the tournament organizers for further interaction.
3. Complete the training in the Drone Battle simulation and play a single-player game for the Russian Federation – https://dronewars.su/ru. Send confirmation of completing the training to the organizers.
4. Collect a package of documents (passport, taxpayer identification number, SNILS) to create a participant card and verify the data. The tournament is held on a closed and guarded site to ensure the safety of participants and guests.
5. Confirm your participation in the tournament after your participant card has been approved.
6. Receive your tickets before the tournament and arrive.
You can expect paid transfer and accommodation; a fair prize fund; and the opportunity to receive an offer from Stalin’s Falcons.
The total advertising campaign has not gone unnoticed. Reviews by participants can be found on review sites. There is also feedback about the “closed and guarded site”:
“The tournament is not a scam, I was there myself. The only thing is that for those seven days you’re basically in prison: there’s almost no connection, you can’t leave the site, you’re supervised, and you sign nondisclosure documents about what you saw. On the plus side, they feed you for free and the food is tasty :), and they also give you their merch (the merch is really cool, in my opinion, but if your size is M, it’s better to try to get into the line first; those sizes are in short supply). There are different disciplines: instead of HoI, I had War Thunder; maybe the next tournament will have HoI. There are several disciplines: War Thunder (in my case), GeoGuessr, Drone Battle and FPV flights (first in a simulator, then on a real one). Points are counted in total. If you win first place in one discipline but are eliminated from all the others, that doesn’t necessarily mean you’ll get prize money. By the way, Alabuga covers the tax on the prize.”
A runway-style show at a Stalin’s Falcons tournament. Photo: Stalin’s Falcons Telegram channel.
t is difficult to name the exact number of people the organizers managed to attract to their events. Radio Liberty journalists wrote in February 2026 that only a few photographs from Dronecon could be found online: some were taken on the grounds of Alabuga Polytech, and others inside the premises of the Zarnitsa production association in Kazan. At the time, Radio Liberty found only one independent piece of evidence that the tournament had actually taken place: the Higher School of Petroleum in Almetyevsk reported on its website that one of its students had participated in Dronecon. He confirmed to journalists that he had gone to the tournament, called it “cool,” but noted that far fewer than the announced thousand people had taken part in Dronecon. The note is still available today.
[[socialnetworks]]
Radio Liberty also described in detail that many links can be found between Stalin’s Falcons and Alabuga, but no real traces can be found of the Falcons operating as a combat unit, nor of people connected to the unit beyond recruiters and marketers. Stalin’s Falcons have never been mentioned as a combat unit in reports by the Russian Defense Ministry or in federal media. Russian “war correspondents” write about the Falcons only in advertising posts. In addition, Radio Liberty found numerous negative reviews from people who had tried to join Stalin’s Falcons through recruiters.
The Ukrainian outlet 24 Kanal also published a major investigation into the Falcons. Its journalists concluded that Stalin’s Falcons look like “an element of a sprawling network where technology, information operations and controlled PR are combined.”
“In modern war, Russia is building not only combat units, but entire media systems of influence that operate simultaneously in the military, digital and public spheres,” the journalists conclude.
Thus, Timur Shagivaleev has managed to prove to the Kremlin his important role in supplying the key resource of modern warfare – UAVs – as well as the people who will assemble and then operate them. And while the whole world already knows about Alabuga as a physical point on the map where instruments of death are produced, far less is known about the cyber-Alabuga that Shagivaleev and other “Putin’s Falcons” from the Alabuga SEZ are building in parallel. Given the current shortage of personnel for the combat-drone industry, the task of recruiting young people online looks like no less important a national project than keeping the death factory in Tatarstan running. As T-invariant wrote earlier, “esports players are admitted without competition.” That was the headline of an article published by Tatar-inform at the height of the student recruitment campaign.
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An experimental physicist originally from Russia is now one of the most undesirable applicants on the global academic job market.
Even IT specialists and theoreticians find it easier to secure employment than those who actually know how to turn lab concepts into working experiments.
In Europe, the primary legal barrier is a sweeping expansion of European export control legislation regarding dual-use technologies, enacted in September 2025.
The underlying bureaucratic logic dictates that since resources are insufficient to separate safe Russians from untrustworthy ones, it is simpler to exclude everyone.
Consequently, anti-war students who fled Russia in 2022–2023 are finding themselves blacklisted by Western companies and universities, forcing them to move to China and Arab nations.
T-invariant shares the story of scientist Nikita Asmedianov, a clear example of this unfolding crisis.
Nikita Asmedianov. Photo: from personal archive
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The Last Ticket
Nikita Asmedianov comes from Kuytun, a small working-class settlement in the Irkutsk Oblast, where trains barely slow down long enough for passengers to jump aboard and head toward major cities.
He earned his higher education at Novosibirsk State University (NSU). Nikita spent eight years in Siberia’s scientific capital before deciding to leave Russia.
A year before the war even began, he was already sending out his CV to various foreign universities once a week.
In August 2022, he applied to the Technion — Israel Institute of Technology.
Then, on September 22 — just one day after the mobilization was declared in Russia — an invitation came from Professor Yakov Krasik at the Technion’s Plasma Physics Laboratory.
The letter said that the PhD program would start in October. However, Nikita decided not to wait for October and left the country on September 25.
“Back then at NSU, about a third of the students, graduate students, and professors fled Russia.
Some returned later, some didn’t, but it was a mass exodus at the time.”
To get to Israel, Nikita decided to wait things out for three weeks in Kazakhstan.
He distributed his belongings among friends in Novosibirsk, sold a few items, and gave others away for free.
He didn’t even submit a resignation letter to the Budker Institute of Nuclear Physics (BINP, Siberian Branch of the Russian Academy of Sciences), where he had worked for six years — he just dropped everything and got on a train to Omsk.
“I bought the very last ticket and managed to get from Omsk to Petropavl in Kazakhstan.
At the station in Petropavl, there was some kind of actor, hired either by the FSB or the local administration, screaming at the top of his lungs: ‘Nobody wants you here in Kazakhstan, you won’t be able to rent an apartment, go back, what are you doing here?’
The entire station was packed with migrants, there was nowhere to stand or sit, everyone was scrambling to exchange money and buy local SIM cards.”
Nikita spent several nights sleeping at train stations in towns along the route until he finally reached Astana.
There, an acquaintance of Yakov Krasik helped him find a place in a hostel. A bit later, a friend of Nikita’s mother was found in Almaty, and after a difficult struggle to secure a bus ticket, he went to stay with her.
“She let me stay at her place; in return, I looked after her child, cooked, and helped around the house.
That’s how I lived for another two weeks in a wonderful city that felt culturally much more comfortable to me than Novosibirsk.”
Two weeks later, Nikita flew to Istanbul, and then on to Israel to join Professor Yakov Krasik.
“I Formed as an International Scientist in Israel”
At the Technion lab, Nikita received a very warm welcome and was given a dorm room.
“Yakov tested my capabilities, assessed me at first, and gave me his papers to read to help me master the technical language.
Within a couple of months, he had already defined my dissertation topic.
He told me everything would be great, that after four years of my PhD, I could stay on as a postdoc for another two and a half years.
He also mentioned the advantages of living in Israel, suggesting it would be good for me to marry here to get citizenship.
I understood that there was no other way to continue working in Israel; I even tried to get married, but it just didn’t work out.”
In his very first months under Yakov Krasik’s guidance, Nikita published his first paper, which continues to be widely read and cited today.
Over his four years in the doctoral program, Nikita ran dozens of experiments, published 14 papers co-authored with colleagues, and completed his dissertation on high-energy-density physics.
“I designed wires and foils in simulation software and fabricated them myself, which we then exploded using electrical generators.
I calibrated and repaired those generators myself. If necessary, I could build any of them from scratch — just by finding the parts, ordering them, and assembleing it.
In parallel, I developed a hydrodynamic simulation for extreme conditions based on Professor Krasik’s research.
I managed to refine it to such an efficient operating state that it requires no heavy computing hardware.
Meaning, you can run it on any “toaster” (a basic PC), and it will compute everything you need for any thermal explosion.
For instance, if you know the input power profile delivered to an exploding object, it will calculate how the object itself burst, expanded, and how its surroundings were destroyed.
My software can solve most problems encountered in explosion engineering.”
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Such applications are indispensable in geological exploration and petrochemical processing, given that certain oil derivatives can only be synthesized under these explosive conditions.
They are also exceptionally critical for materials science under extreme environments. For instance, testing how a material behaves under immense pressure and temperature can be achieved either experimentally on the generator Nikita and his colleagues built, or through this computer simulation.
Naturally, these studies have military applications as well, though Nikita never participated in such projects.
This requires special security clearance, involves a certain bureaucratic process. Nobody would offer it to a PhD student without Jewish roots or Israeli citizenship.
“I only engaged in open research, so I can present any formula or chart at any conference without needing extra permits.”
Security concerns have shut Nikita out of more than just military projects.
For over a year, he has received job inquiries from Israeli universities, corporations, and startups.
Tel Aviv University, Ben-Gurion University, and the Weizmann Institute of Science have all extended invitations, but a Russian passport puts an end to any long-term prospects in Israel.
At the facility in Hamburg. Photo: from personal archive
“Right now at the Technion, a new laboratory is opening up, and they are hiring students who worked under my supervision.
Julien Fuchs, who runs the lab, would gladly take me on, but local security agencies have so thoroughly intimidated him that he now goes out of his way to avoid Russian grad students — he steers clear of us altogether, just so he won’t have to face our questions or deal with our bewilderment.”
Once it became clear that finding work in Israel without citizenship was impossible, Nikita began sending his resume to European collaborators he had worked with during his PhD and shared publications with — including the European Synchrotron Radiation Facility in Grenoble and the European XFEL in Hamburg. Yet no responses came from there either. Yakov Krasik also tried to help his student secure a position in various countries. But what used to work quite seamlessly has now become impossible — not a single brilliant scientific paper proved capable of overcoming the black spot of a Russian passport.
Finally, Nikita had a stroke of luck — he was invited to join a French startup.
T-INVARIANT BRIEFING
Export Control in European Universities
Export control serves as a mechanism to prevent the transfer of dual-use technologies to sanctioned states.
Since 2025, it has been extended to cover students from Russia, China, and Iran.
Academic institutions are restricting access to courses in cybersecurity, cryptography, IT security, and other sensitive tech fields.
A striking case is the University of Bonn, where 65 Russian master’s students were barred from an entire track in Communication Management.
Similar restrictions are being enacted across Norway, the Czech Republic, Switzerland, and other European countries.
On paper, universities point to European and domestic regulations aimed at non-proliferation of military tech.
In practice, however, this frequently plays out as passport discrimination: checking citizenship and background history, banning official enrollment, and withholding credits, even when lecture materials remain publicly accessible.
Critics brand this as overcompliance and an infringement on academic freedom, given that education itself is not directly subject to EU sanctions.
The Dangerous Russian
Nikita’s breakthrough came via a fellow Siberian, who had completed his PhD in Paris and transitioned into the high-tech industry.
It was he who recommended the young scientist as a unique experimentalist for a new startup spearheaded by Catherine Pépin.
“Vladimir and I had worked together at both the Institute of Solar-Terrestrial Physics and the BINP.
He handled the theory, while I ran the experiments. He put me in touch with Catherine directly; she quickly conducted an interview and realized I possessed genuine hands-on experience running experiments on the exact system required.
We actually began working even before she could send over a formal contract because she was in a massive rush.
The startup’s goals were highly ambitious, and the deadlines were extremely tight.”
[[socialnetworks]]
Pépin’s company was tackling a problem in nuclear energy, specifically in the field of “open magnetic traps.”
This represents arguably the most environmentally safe type of nuclear reactor possible. They find applications both in clean energy generation and in beam therapy for cancer treatment.
These traps operate similarly to gas turbines, but at stellar temperatures — on the order of 100 million degrees Celsius.
Fresh, unburned gas (typically hydrogen) is injected into them, quickly blending with the already burning gas, heating up to the required temperatures, and reacting to release immense energy, which is then fed into the consumer grid via a conversion system.
Thanks to this continuous stream, combustion byproducts are expelled immediately, making the whole cycle non-stop.
Today, this is the most powerful energy source known to science, with fuel that can be sourced on virtually any planet.
China, for instance, has a project focused on mining fuel for precisely this type of reactor — on the Moon.
This line of research originated back during the Manhattan Project, yet today this energy niche is being actively advanced in only a handful of countries — Japan, South Korea, China, the United States, and Russia (specifically in Novosibirsk).
One such gas-dynamic trap at the BINP was managed by Petr Bagryansky, under whom Nikita studied.
Photo: from personal archive
“I joined his team almost immediately after starting at the Budker Institute.
The work was fascinating: I mastered both vacuum and gas systems, including handling explosive, hazardous gases, all while strictly adhering to safety protocols.
They trained me thoroughly, explaining precisely what the consequences would be in the event of an error. Because of that, I work with extreme caution, taking zero risks.
These were pure, classic experiments. It was under Bagryansky that I gained the experience to develop this entire system from the ground up, and with some minor support from colleagues, I could fully replicate a gas-dynamic trap system.
It’s a massive facility, the size of a standard thermal power plant. In essence, it is a power plant, albeit significantly more complex and hotter.
And I partially reproduced it for Catherine’s project.
She wanted to launch an open trap project so that France could develop a parallel energy infrastructure alongside the well-known tokamaks.
There is hope that the output of the resulting reactor will suffice to synthesize automotive fuel.
Essentially, the system would yield enough energy to capture ambient carbon dioxide from the atmosphere and utilize it for fuel synthesis.
This is why a massive commercial potential was embedded within these experiments.”
As soon as the offer from Pépin’s company arrived, Nikita submitted all his documentation to the French consulate in Tel Aviv and applied for an EU Blue Card.
The second Iran war was at its peak back then. To make it in time for the brief reception hours, Nikita drove over 90 kilometers from Haifa to Tel Aviv amidst rocket fire.
His documents were accepted immediately. However, two months later, a rejection arrived: “Pursuant to laws L421-7 and L421-25, you pose a risk to the people of France.”
The consul simply shrugged: “I have nothing to tell you. I wasn’t given any explanation. But you are entitled to file an appeal.”
Utilizing assistance from friends and AI tools, Nikita drafted an appeal and mailed it to the Nantes administrative court at the address specified in the letter.
“After I was denied the visa, Catherine provided moral support and helped me obtain a recommendation letter from the director of the CNRS.
But then, out of nowhere, she dismissed all Russian personnel, including my colleague Vladimir, who had already been working with her for several months.
She also rescinded my offer, as well as the offer extended to Vlad, another Russian physicist and Technion graduate student whom she had planned to hire alongside me for the startup.
He received a visa refusal with the exact same wording, stating he posed a threat to France.”
Then Catherine sent us a letter that read: ‘Dear Nikita and Vladislav, we would like to write and express our immense gratitude for your contributions to the project. Over the past few months, we did our utmost to brainstorm every possible aspect of the project with you. We made good progress, but we have decided to look for experimentalists within the CEA and the VEST project instead. We hope to cross paths again in the future and support each other’s work. In the meantime, I am withdrawing your offers.’
Word has it she did this under heavy pressure following conversations with French security services.
Currently, Nikita is awaiting the ruling from the Nantes court and delaying his PhD defense at the Technion as much as humanly possible — because once he defends, he will be required to leave Israel.
He has no desire to return to Russia. Consequently, he is gearing up for several interviews with universities and companies in countries where a red Russian passport is still acceptable.
On his calendar are upcoming interviews in China. Meanwhile, his laboratory colleague Vlad has just secured a job offer in the United Arab Emirates.
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By the beginning of Vladimir Putin’s new presidential term in 2030, Russia’s fastest-growing neurotechnology company promises to begin developing solutions for maintaining mental health and cognitive function, as well as technologies for stimulating brain neuroplasticity and managing emotional states — specifically, “fear, happiness levels, and motivation.” Research and development are being handled by scientists at Moscow State University’s AI Research Institute, which is headed by Putin’s daughter, Katerina Tikhonova. Neiry Group already enjoys substantial support from both state development institutions and private investors, notably from billionaire Vladimir Potanin and other major Russian investors operating through closed-end mutual funds. What is at stake is extending life expectancy and improving quality of life in old age — a topic that deeply concerns the Russian President, though he is certainly not alone in this interest. With such positioning, Neiry expects to secure significantly more funding, according to T-invariant’s sources in the Russian venture capital market.
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From Rats to Humans
The MSU AI Research Institute has become a strategic partner for Neiry Group, which plans to move “from mass microchipping of animals to the first experimental human neurochip implant surgeries.” The institute houses an invasive neural interface development laboratory where joint research with Neiry is conducted. The company and its founder, Alexander Panov, participated actively in the recent St. Petersburg International Economic Forum (SPIEF). In the “Know Our Own” zone, as part of the “Minute of Techno-Glory,” Neiry’s booth operated alongside “The Welder Catherine,” Lapochka lemonade, Infomaximum, and other Russian brands. At the forum, the company announced a new funding round and even more ambitious plans than before (see previous T-invariantarticle on remote-controlled bio-drone pigeons and “conquering the world with neurotechnology”).
This new phase of active fundraising has shed light on the sources of funding used to consolidate Russian neurotechnology companies around Neiry. Meanwhile, an aggressive PR campaign has revealed what Neiry intends to do next.
“Just so you know, my co-founder of Neiry is Katerina Tikhonova, the idea for an AI-chipped rat came from Mikhail Kovalchuk, and our ambassador is Vladimir Putin! *according to foreign agents, extremists, and Navalny’s idiots”
From the Telegram channel of Neiry founder and CEO Alexander Panov
In its investor presentation on the Aurora platform, Neiry listed six organizations as investors: Interros holding company, the Voskhod Fund, the NTI Fund, JSС Mira AI Capital, SPEC Investment, and the Seed Investment Fund. However, in the presentation on its own website, Neiry has omitted Interros, owned by billionaire Vladimir Potanin. As a reminder, the holding company is under US and Canadian sanctions, while Potanin himself has been on the US sanctions list since 2018, and after 2022 was sanctioned by Canada, the UK, Australia, and New Zealand. The Voskhod Fund was created by Interros and was sanctioned by the US in 2023.
Neiry raised a significant portion of its capital from state development institutions. Judging by the presentation, the NTI Fund was its first public investor. Among the third-round investors is the Seed Investment Fund (Russian abbreviation$nbsp;— FPI), displaying the old logo of the Russian Venture Company (RVC). Yet back in 2019, RVC announced the closure of its subsidiary funds (including FPI), and in 2021 it was reported that RVC had been integrated into the Russian Direct Investment Fund (RDIF).
Founder and CEO of Neiry Alexander Panov. Photo: Forbes.
Meanwhile, FPI remains legally registered. This is likely due to the administrative peculiarities of RVC’s reorganization and the convoluted nature of winding up legal entities, especially of this type, according to a former RVC employee who spoke with T-invariant. There is no record of any substantive activity by FPI over the last 8–10 years — a fact confirmed to T-invariant by two former FPI employees.
Sources say it is difficult to explain why FPI appears in the “Neiry Group’s Capital” section of the investor presentation. “Perhaps it refers to some earlier investments in one of the neurotechnology companies that became part of Neiry, or maybe it’s somehow connected to RDIF, which now holds what used to be called RVC or was part of it,” suggests a former RVC employee. T-invariant sent an inquiry to Neiry Group to clarify this information, but no response has been received yet.
T-INVARIANT BACKGROUND INFO
The Russian Direct Investment Fund (RDIF) is a sovereign wealth fund established in 2011 by the Russian government to attract foreign capital into the Russian economy and co-invest in key projects. RDIF and its CEO, Kirill Dmitriev, were added to all major sanctions lists within days of the full-scale invasion of Ukraine (February 28, 2022, by the US; March 1, by the UK; and shortly after by the EU). Kirill Dmitriev has headed the fund since its founding. Today, he is one of the key Russian negotiators in economic and political dialogue with the US under the Trump administration.
During these active negotiations, a project for a tunnel across the Bering Strait (Chukotka–Alaska) was proposed. The fund and its founder have always been inclined toward mega-projects. In 2016, the fund invested in Hyperloop One, a company developing a high-speed vacuum train based on Elon Musk’s design. The deal’s value and terms remain unknown (though after the project collapsed, all investments were lost). In 2017, Kirill Dmitriev announced that RDIF would invest in the construction of Neom, the “city of the future” in Saudi Arabia. Dmitriev’s wife is Natalya Popova, a friend of Katerina Tikhonova and her deputy at Innopraktika (for more details, see the article “The ‘Single Perimeter’ State Corporation: How Putin’s Daughter and Her Fashion-Model Friend Decided to Turn Innopraktika into an Integrator for All High-Tech Companies”).
The remaining two public investors are JSC Mira AI Capital and SPEC Investment. These companies have not been included in sanctions lists. Alexey Mariza, the founder and former CEO of Mira AI Capital, also serves as the chief operating officer of Neuroroga. In 2025, during its third funding round, Neiry acquired a 50% + 1 share stake in Neuroroga. Consequently, Mira AI Capital’s investments now flow into both the parent company (Neiry) and its subsidiary (Neuroroga). The founder of SPEC Investment is the Minerva-Capital closed-end mutual fund with a 99.93% stake; this fund is managed by JSC AF Capital Management Company (known as JSC Veter Management until January 10, 2025).
The strategic partnership with Katerina Tikhonova’s institute serves as a signal of political priority and provides access to the largest pools of capital. Potanin’s funds provide financing, while VTB Bank — represented by its Deputy Chairman of the Management Board, Vadim Kulik — gives Neiry prominent visibility at the major Data Fusion conference (hosted by the state bank in collaboration with Tikhonova’s Innopraktika foundation) In 2025, Kulik personally moderated a panel titled “Neurotechnologies: The Race for the Future.” Judging by the list of participants, Neiry is the company driving this race — specifically, Neiry founder and CEO Alexander Panov, Chief Scientific Officer Mikhail Lebedev, and laboratory head Vasily Popkov (both scientists are key figures at the MSU AI Research Institute). Such high-level PR support is not even available to Russia’s largest and longest-established neurotechnology companies, such as Motorika, which specializes in functional cybernetic limb prostheses, neuroimplants, and medical device distribution (Motorika has received direct investment from RDIF and has completed a pre-IPO round).
“The development of neurotechnologies, which Neiry is engaged in, can be viewed as a tool of geopolitical competition, and the state’s current position regarding limited regulation of AI development allows for growth in all directions,” stated VTB Deputy Chairman Vadim Kulik.
The new, fourth funding round was split into two parts: a “public” round and one for professional investors. The round for retail investors ran from March 10 to April 24. The price per share was set at 5,250 rubles [~$70]. The minimum investment for retail investors was 152,250 rubles [~$2000], equivalent to purchasing 29 shares. On his Telegram channel, Panov said that over 200 individual investors became shareholders within three weeks of the campaign. In another post, he mentioned that Neiry “raised 100+ MILLION [~$1,3m] in funding” within five days of targeting individual investors — this is currently the only public information available on the financial results of the 2026 funding round. Looking ahead, he noted that from May through the end of 2026, participation in the round would be restricted “only to strategic partners and institutional funds with a minimum investment size of 100 million rubles [~$1,3m].”
Ultimately, according to the investor presentation, Neiry Group’s valuation is projected to reach 8 billion rubles [~$100m] by the end of 2026. Following that, an IPO is planned for 2028.
On-Demand Happiness
It is expected that 50% of the funds raised will be allocated toward accelerating research and developing invasive neural interfaces to treat neurological and psychiatric disorders, as well as enhancing cognitive abilities. This will culminate in the mass production of PUSIN — the “Personal Universal System of Invasive Stimulation.” Another 30% of the investment will be used to acquire other neurotechnology companies, with the remaining 20% dedicated to international market expansion, clinical trials, and related overhead costs.
The company’s website states that Neiry operates four proprietary surgical units, has performed over 500 successful animal surgeries, and is slated to begin human trials in 2026. The company has already announced recruitment for a study on deep brain stimulation (DBS) for patients with treatment-resistant depression and obsessive-compulsive disorder. This procedure involves implanting electrodes into specific brain regions to deliver stimulation, thereby mitigating symptoms. This is not a novel development — neuromodulation and neurostimulation techniques have long been used worldwide, for instance, in treating Parkinson’s disease. These routine procedures will likely serve as a “warm-up” for future, more invasive and complex devices — namely, brain-computer interfaces (BCIs).
Neiry’s flagship development is PUSIN. According to the company’s investor presentation, it will enable users to control gadgets using thoughts alone, as well as modulate their emotional state — for example, inducing feelings of happiness and improving sleep quality. Neiry expects practical applications of neurointerfaces to materialize around 2030–2035. During 2026–2027, the plan involves refining surgical procedures using Medtronic neurostimulators, for which proprietary clinics will be launched, alongside upgrading PUSIN following animal trials. The period between 2027 and 2030 will see the first human PUSIN neuroimplantation and technology optimization. Following this, the company plans to develop and roll out technologies for maintaining mental health and cognitive functions, alongside managing emotional states like fear, happiness, and motivation.
“Even though Neiry is probably ALREADY THE LARGEST PRIVATE PROJECT in the country by number of investors, valuation, and growth rate, I predict that our deep tech fan club will add several hundred more investors over the next three weeks. This means we will be able to do more, go deeper, and chip everyone even more aggressively, advancing our scientific, engineering, and product development all in the name of profit margins and saving human civilization.”
From Alexander Panov’s Telegram channel
Overall, according to Neiry’s strategy, the company’s primary focus areas include developing BCIs (such as PUSIN), invasive stimulators for psychiatric disorders, and non-invasive neurodiagnostic devices (wearable EEG units, psycho-emotional monitoring systems, etc.).
The company believes that neurotechnology development in Russia is hindered by numerous legislative loopholes, outdated regulations that require overhaul, an obsolete educational framework for training personnel, and rigid device testing requirements — arguing that special rules should be established for the development and testing of “breakthrough” devices.
On his channel and at other events (such as a strategy session NeuroNet — an industry association of neurotechnology companies) Panov’s rhetoric has become increasingly hardline. He argues that to outcompete the US and China, which currently lead the industry and can deploy massive capital, Russia needs to win on the regulatory front: “Designate a few regions in the country where ANY neuroimplantations are permitted based on an agreement with the patient/user. This simple fix would provide a massive boost to neuroscience and neurotechnology, and startups from all over the world would start moving here. Zero budget expenditure, massive benefits. We already have a huge list of clients ready to go.”
“We are making filthy money by cutting back on marketing, just because everyone writes about us (for free!)”
From Alexander Panov’s Telegram channel
Erection Subscriptions
While CEO Alexander Panov handles PR promotion personally, the entire team follows closely in his wake. Neiry initially began communicating its results by leaning into blatant clickbait. For instance, in 2024, a press release titled “Introducing a rat that is smarter than most people” circulated across media outlets. This referred to the presentation of the first results of Project Pythia — where scientists and developers claimed to have connected a rat’s brain to artificial intelligence “for the first time in the world.”
Pythia — a rat whose brain is connected to AI. Image: Neiry website.
In a recent interview, Panov discusses another acquisition: the company Neuroroga. In his words, a cow is a milk-producing machine that should yield as much as possible, but this machine has its own agency — for instance, deciding when to eat. To yield more milk, a cow needs to eat more. The management of a dairy farm approached them with a request: design a button that forces the cow to start feeding when pressed. Panov calls this a “cow subscription” — the technology works on a subscription basis: the cow has a neuroimplant installed in its brain that remains active as long as the farm pays the subscription fee. When payments stop, the stimulator shuts off, and the cow reverts to being a normal cow.
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According to Panov’s speculation on his Telegram channel, these smart cows yield 15% more milk. Yet the same smart cows, featured in the investor presentation, are claimed to yield up to 30% more.
It is likely safer to rely on the 15% figure — as that was the percentage that ultimately ended up on the label of the milk bottle designed by Artemy Lebedev Studio.
Packaging of the limited-edition “Neuromilk from the neurofarm”. Image: artlebedev.ru.
In the spring of 2026, Neiry’s bio-drone pigeons generated such intense blowback that the company now refrains from mentioning the topic altogether; Panov did not breathe a single word about it even during his most extensive and detailed interview with the business outlet Inc. The “cow subscription” and spy pigeons have been left behind. The PR focus has shifted entirely to human enhancement. In the interview, Panov talks at length about how he intends to sell a “happiness subscription” and an “erection subscription.” The only thing left is to officially put that human’s name in the project roadmap.
In that same interview with Inc., Panov mentions — whether jokingly or seriously — that certain products of the company are vetted by an “assigned officer from the Russian Orthodox Church.” Whether the journalist is genuinely surprised or just playing along is unclear. Either way, the desired effect was achieved: The Edinorog [Unicorn], a Telegram channel covering business, is seriously seeking confirmation of this from investor companies and ROC officials.
“I want to emphasize something very important: the 21st century will be the century of neurotechnology. Globally, it will mirror how the 20th century was defined by nuclear tech. It will spark a similar scientific race. Nations will compete in neurotechnology to make their citizens’ lives longer, better, and more efficient. Initially, this will be a matter of safeguarding public health, not through pharmaceutical means, but electroceutical ones. It will assist individuals with treatment-resistant depression, Parkinsonism, epilepsy, and several other conditions… But soon after, states will begin competing to have more upgraded people… The world will witness a race for a new kind of human. We call it homo superior — a human integrated with computers on a fundamentally new level. Such individuals will have the capacity to interface with computers and artificial intelligence in real time,” Alexander Panov says, outlining these prospects in his interview.
Twenty years ago, using a similar line of reasoning, Mikhail Kovalchuk secured roughly 180 billion rubles [$2,4b] from Vladimir Putin to develop nanotechnology. The objective was clear — leapfrog the West through fast-paced nano development. The funds were spent on various needs with varying degrees of efficiency, yet a domestic nanotechnology industry never materialized in Russia. The new visionary, Panov, outlines a far more ambitious goal — outliving the West via neurotechnology. And, judging by how the PR campaign is unfolding, there is every indication that it will meet the same fate as the grand “nano-project.” That said, few experts surveyed by T-invariant expressed any regret over this, arriving at a consensus: “It’s better they blow money on a happiness button, an erection lever, flying cows, and milk-yielding pigeons than on the war.”
T-invariant was unable to find scientists willing to offer a substantive evaluation of Neiry’s prospective plans or its investor presentation. One typical reaction was: “There was a major neurotechnology science conference recently. Throughout the entire event, I didn’t hear a single soul discuss their developments or anything related to them,” an interlocutor told the editorial team. As T-invariant previously pointed out, no peer-reviewed scientific papers detailing the mechanisms of Neiry’s neuroimplants in either animals or humans have been published. In the most famous video of the trials, the bio-drone pigeons merely fly left or right upon receiving a command, and nothing more. Perhaps an “assigned ROC officer” has no need for verified data published in peer-reviewed journals, given that the R&D outcomes are evaluated not by venture capital experts, but the main patient himself and his inner circle.
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The academic community has launched a signature campaign in support of the philosopher Svetlana Mesyats. She has been charged with fraud on an especially large scale, an accusation that can carry a sentence of up to ten years in prison. Svetlana Mesyats’s prosecution fits the pattern of other criminal cases targeting Russian scholars who have returned to the country. Marina Bykova, a professor at North Carolina State University, reflects on whether public support from the anti-war opposition is useful or dangerous.
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On May 29, the academic community issued an open letter in support of Svetlana Mesyats. Its author is Andrei Rodin, an associate member of the French National Centre for Scientific Research (CNRS).
The signature campaign on Change.org was organized by Michael Chase, a specialist in ancient Greek, Roman, medieval, and Islamic philosophy, until recently a senior research fellow at the Jean Pépin Centre, an adjunct professor in the Department of Greek and Roman Studies at the University of Victoria, and a visiting fellow at the Max Planck Institute for the History of Science. At the time of publication, more than 350 signatures had been collected.
As a reminder, on May 19, 2026, several employees of the Institute of Philosophy of the Russian Academy of Sciences (IF RAS) were summoned for questioning by the Investigative Committee of the Russian Federation. The country’s main institute of philosophy was suspected of violations in preparing a complete scholarly edition of Aristotle’s works with scholarly commentary, including translations of treatises that had not previously been published. The project’s director, the internationally renowned philosopher and scholar of ancient thought Svetlana Mesyats, was placed under house arrest by Moscow’s Tverskoy District Court.
The judge who issued the decision on the measure of restraint was Alexei Krivoruchko, who had taken part in the cases of Sergei Magnitsky and Alexei Navalny. That fact alone points to the political undercurrent of the case. Especially since, according to colleagues, she had been the target of political denunciations long before her arrest. T-invariant asked the philosopher and professor Marina Bykova, who is well acquainted with the situation around the IF RAS, to comment.
T-INVARIANT BACKGROUND
Marina Bykova is a Russian and American philosopher. She defended her Candidate of Sciences dissertation in 1985 and her Doctor of Sciences dissertation in 1993. She is a professor at North Carolina State University and editor-in-chief of the journal Studies in East European Thought. She worked at the IF RAS from 1986 to 1993 and continued to collaborate actively with the Institute after leaving it.
Svetlana Mesyats holds a Candidate of Sciences degree in philosophy. Since 1999 she has worked at the IF RAS, where she is a senior research fellow and deputy head of the Department of Ancient and Medieval Philosophy. She has taught at the Russian State University for the Humanities (RSUH) and the State Academic University for the Humanities (GAUGN). She is the author and co-author of entries and articles in the Great Russian Encyclopedia, the Orthodox Encyclopedia, and other authoritative publications. She is the head of the project to prepare a new academic edition of Aristotle’s collected works in Russian, “The Legacy of Aristotle.”
Marina Bykova. Photo: NC State University
Marina Bykova: Svetlana Mesyats is one of those people who clearly and publicly articulated her anti-war position as early as 2022. That earns deep respect. Soon after the invasion she left Russia, but several months later she returned to Moscow and continued her work at the IF RAS. For the past ten to twelve years, together with a group of fellow scholars of ancient philosophy, Svetlana has been working on Aristotle — particularly on translating and commenting on his texts.
In that sense, her project to publish Aristotle’s collected works would have been a completely logical culmination of this work. But projects of this kind cannot be completed in six years, or even in ten. I myself had the chance to take part in a bilingual Russian-German project to publish Kant’s major works, and I understand very well what such projects involve, how labor-intensive they are, and how much time they require.
Svetlana Mesyats is a scholar of international standing. Work on Aristotle’s collected works is, in essence, an ongoing research project lasting decades. A four-volume edition of Aristotle was published back in the Soviet period, but it was not a complete collected works. Now the earlier translations are being refined, and new ones are being added. To interrupt this work would be a direct loss for scholarship and culture. Can the scholarly community influence the fate of a unique specialist who has come under attack from the repressive machine?
MB: There are only a handful of scholars of ancient philosophy in the world at Svetlana’s level. People who are capable of translating philosophical texts from dead languages are specialists of the very highest class. In addition, one must not forget that Aristotle wrote in technically complex language, and to render his texts in accessible philosophical language without losing important nuances of his thought is a special gift. Not everyone is capable of it.
I began asking myself about public support for Svetlana Mesyats literally immediately after her detention, and I discussed the question in a small circle of colleagues now living in the West. When, in 2021, the Institute of Philosophy protested the appointment of an acting director, we immediately published a major statement in my journal. I managed to mobilize the Western philosophical community: we collected signatures, sent the statement to Moscow, and it was published on the Institute’s website.According to the Institute’s administration, it had a serious impact. But today’s situation is fundamentally different from the one that existed five years ago. Today, the West and Western scholars have been declared enemies. Russian colleagues are openly afraid to communicate even with those of us who have ended up in the West. They are explicitly forbidden to do so, and only a few dare — and then only in secret. So we have to ask ourselves whether our support might do harm.
Through my personal channels, I reached out to colleagues at the Institute and received a frank response: “Please, just not now — no support from the international philosophical community or from the anti-war opposition.” They hope that if Svetlana’s case does not gain international resonance, it may all end with a fine. Whether I agree with that position is a separate question, but it is difficult simply to ignore such a request.
Could attempts to help make the victim’s situation worse? This question arises constantly when political persecution in Russia is at issue. Could other people connected to those who allow themselves to speak too openly suffer as well? According to Marina Bykova, Putin’s regime has built a system in which even those outside Russia cannot speak freely — in particular, they cannot freely support colleagues who have effectively become hostages.
MB: The truth is that we are now limited in what we can do in relation to what is happening in Russia. But, thank God, we can at least speak openly and formulate our position both on the war and on what is happening inside Russia itself. And we do speak — at least some of us do. But part of the emigration remains silent for subjective reasons: some have elderly parents in Russia, some have an apartment there. The same is happening inside the country.By no means are all former colleagues pro-Putin. Many are critical both of the regime and of the war, but they have switched to Aesopian language.
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While uncertainty remains about the intentions of the repressive agencies, it often really does make sense to keep quiet so as not to interfere with the lawyers’ work. However, on May 29, Svetlana Mesyats was charged under Part 4 of Article 159 of the Russian Criminal Code, fraud on an especially large scale, which carries a maximum penalty of up to ten years in prison. It now seems obvious that silence will not help Svetlana preserve her freedom in this political case disguised as an economic one.
MB: Yulia Sineokaya, in the interview she gave to T-invariant, said that at the moment this is an economic case, but that it will turn into a political one. I believe, however, that this case was political from the very beginning and remains so. It is a continuing attack on the Institute and on the liberal-minded colleagues who work there. As I wrote in my recent article, the regime’s task is to break the Institute, subordinate it, and once again turn philosophy into an ideology that legitimizes and serves the regime.
In this exchange from afar, there is in fact no contradiction, because in Russia political persecutions are often framed as ordinary criminal cases. The criminal cases against Navalny are an example. In recent years, however, investigators have often added political charges to such accusations during the trial itself. It is then that the case becomes political in form — but that means it was political from the start.
From outside the country, it is difficult to judge how reasonable it is to adhere to a strategy of silence. Yet there are examples in which intervention by the international academic community clearly did not harm the accused scholars. A vivid example is the case of Sergei Abramov, a corresponding member of the Russian Academy of Sciences and a leading specialist in supercomputers, who was arrested in 2023 for donations to the Anti-Corruption Foundation.
Several prominent members of the Russian Academy of Sciences spoke out in defense of the scholar, including academicians Mikhail Danilov and Yuri Popkov, as well as corresponding member Vladimir Arlazarov. The American Physical Society issued an open letter in support of Abramov. The informal “July 1” club of academicians also made a cautious statement.
The National Supercomputing Forum sent a collective petition by its participants in support of Sergei Abramov to a number of authorities, from the FSB investigative department to the Presidential Administration of the Russian Federation. In the end, the two-year trial in Abramov’s case concluded with a fine of 150,000 rubles.
The case of Oleg Kabov in Novosibirsk is another example, one even more similar to Svetlana Mesyats’s case. Kabov, a corresponding member of the Russian Academy of Sciences and head of the Laboratory for Intensification of Heat Transfer Processes at the Institute of Thermophysics of the Siberian Branch of the RAS, was accused of fraud on an especially large scale under the same Part 4 of Article 159 of the Russian Criminal Code. The scholar was accused of paying bonuses to employees, even though experts claimed that only 37.76 percent of the state assignment had been completed and that the results of the work contained no scientific novelty.
The American Physical Society again spoke out in support of Oleg Kabov, sending letters to RAS President Gennady Krasnikov and to Valery Falkov, Russia’s Minister of Science and Higher Education. In the end, the court limited itself to a suspended sentence without restriction of freedom and compensation for the seven-million-ruble “damage” to the Ministry of Education and Science.
Of course, in both of these cases, the relatively favorable outcome was, above all, the achievement of the lawyers. Still, we can see that publicity and support, including international support, did not get in the way.
[[socialnetworks]]
The author and signatories believe that Svetlana Mesyats’s arrest is the result of a years-long struggle for control over the IF RAS, one episode of which T-invariant has already covered. “Svetlana, who has never held senior administrative positions either in the Academy of Sciences or in other organizations, has become a victim of this continuing confrontation despite not having taken an active part in it herself. The accusation of misusing funds allocated for a scholarly project on ancient Greek philosophy appears completely implausible,” the open letter says.
Svetlana Mesyats is not the first scholar to become a victim of persecution after returning to Russia. Last year, the philosopher Nikolai Zyuzev, a specialist on Pitirim Sorokin, was charged with treason. Zyuzev, who had long lived in Canada and received Canadian citizenship back in 2008, was arrested during a visit to relatives. He remains under arrest.
The case of Svetlana Mesyats is an alarming signal for the academic community, confirming a pattern of persecution against scholars who come to Russia from abroad. Although the formal grounds for the arrest were economic claims, colleagues and experts regard the accusation as politically motivated. For that reason, in Svetlana Mesyats’s case, broad public attention may increase the chance of avoiding imprisonment.
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For the second time this month, a scientist has been convicted of donating to the Anti-Corruption Foundation. However, the two trials unfolded in vastly different ways. Mathematician Andrey Dymov was sentenced to three and a half years in a penal colony after just two hearings. Meanwhile, the case of physicist Evgeny Onishchenko dragged on for a considerable time and concluded with a sentence that is quite lenient by today’s standards: a year and a half of forced labor. Preliminary evidence suggests that authorities have decided to strip defense attorneys of the time needed to defend those who donated to Navalny’s Anti-Corruption Foundation (ACF).
Mathematician Andrey Dymov was tried for donating 3,500 rubles [less than $50 — T-invariant] to the ACF. The faculty member at the HSE University Department of Mathematics and the Steklov Mathematical Institute of the Russian Academy of Sciences (MIAN) was found guilty of financing extremism (Part 1 of Article 282.3 of the Criminal Code) — the case docket is available on the official portal of Moscow courts.
“They took him away about a month ago, and it was quite a spectacle: masked men broke down the door to his apartment. Later, he was released for a while under travel restrictions,” a source familiar with Dymov’s prosecution told T-invariant.
The case was initiated on April 30, 2026, and the sentence was handed down as early as May 25, with the scientist taken into custody right in the courtroom. “We were in shock, we didn’t expect him to be arrested immediately,” Dymov’s colleagues shared with T-invariant.
“I take Andrey Viktorovich’s probability theory class and emailed him a question just this Monday, but he didn’t reply. And then I saw the news on Tuesday morning. I am shocked. What is even going on? It’s horrible,” comments a student from the HSE University Faculty of Mathematics.
“It’s a high-speed train, a total express. Unusually fast,” a scientist who previously went through a similar criminal prosecution told T-invariant. His own case, however, lasted 20 times longer.
Judging by the mathematician’s profile on the HSE University website, Dymov had been with the institution since 2015 and possessed all the hallmarks of a highly successful academic career. Since 2018, he regularly received bonuses for publishing in peer-reviewed international journals, as well as for papers in List A journals, and was repeatedly named one of the university’s best teachers (in 2022, 2024, and 2025).
In his profile on the Math-Net portal, he listed non-equilibrium statistical mechanics and the theory of dynamical systems as his primary research interests. Shortly before his arrest, Dymov had presented at several scientific conferences.
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Dymov made his last donation to the ACF back in 2021, one source told T-invariant. According to Mediazona, Dymov set up a recurring donation on August 5, 2021. His workplace provided positive character references. Mediazona also reports that Dymov had sent 5,000 rubles to the Pravmir fund [an Orthodox Christian charity — T-invariant] to help victims of a flood in Dagestan and 30,000 rubles to the “Children of Donbas” program.
Defense witnesses included Sergey Gorchinsky, Deputy Director for Research at MIAN, alongside several colleagues from the HSE University Faculty of Mathematics.
Dymov’s case moved so rapidly that his colleagues and department heads at HSE University and MIAN likely lacked the time to build a solid defense strategy or compile and submit a sufficient volume of character references in his favor. The case docket lists only two court sessions, one of which had to be postponed because witnesses failed to appear.
An analysis of cases involving donations to the ACF reveals that defendants usually face harsh sentences for modest contributions of just a few thousand rubles. At times, it appears as though there is an unwritten “rate”: one year in prison for every thousand rubles donated.
Yet there are exceptions. 54-year-old Evgeny Onishchenko, head of the Employees’ Union at the Lebedev Physical Institute of the Russian Academy of Sciences (FIAN), was sentenced to a year and a half of forced labor, despite the prosecution demanding four years in a penal colony. He was accused of transferring 5,000 rubles to the ACF in August 2021. Mediazonareported this on May 14.
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Both scientists — Andrey Dymov and Evgeny Onishchenko — did not exclusively donate to “extremists” (according to Mediazona, Onishchenko had also transferred money to the Russian military). Among the theories explaining why the sentences turned out so differently, there is one theory (currently being verified by the T-invariant editorial team) that due to the overwhelming volume of cases opened regarding ACF donations (according to unconfirmed reports, there are currently about 16,000 criminal cases in Russia related to ACF donations), an unwritten directive was issued to fast-track investigations and judicial proceedings. Therefore, criminal cases initiated in previous years regarding ACF donations were investigated and tried longer, giving defense attorneys and defendants more opportunities to mount a defense. Today, there is simply no time left for the defense.
The swift prosecution of Dymov is not the first instance of mathematicians from HSE University being targeted. In December 2025, a treason case was opened against Leonid Kats, a research assistant at the HSE University Faculty of Mathematics’ Research and Educational Laboratory of Complex Networks, Hypergraphs and Their Applications. However, as T-invariantrevealed, the FSB had been tracking Kats for a long time, whereas Dymov’s conviction is just another of the hundreds of cases involving ACF donations (the exact numbers vary; Mediazonareports 225 known convictions).
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The Russian-American Science Association (RASA) expresses its strong support for Olga Orlova, Editor-in-Chief of T-invariant, who has been designated by the authorities of the Russian Federation as a “foreign agent.”
Olga Orlova is an outstanding science journalist and a Candidate of Philological Sciences, widely recognized for her work covering science, education, and public outreach in the Russian language. Her distinguished professional career includes serving as a science columnist for prominent Russian-language media outlets such as Polit.ru, Russkii Zhurnal, and Radio Svoboda. For many years, she hosted the popular science program Hamburg Account on Russian Public Television.
Following the start of Russia’s full-scale war against Ukraine, Olga left the country and founded the international project T-invariant, which quickly became one of the leading Russian-language media platforms covering science and scientists during wartime. T-invariant publications are republished daily by dozens of Russian and international media outlets and serve as an important source of information about scientists in both Russian and global contexts.
The inclusion of Olga Orlova in the “foreign agents” registry continues the practice of political persecution by the Russian state targeting independent participants in the Russian-language discourse on science and education. This practice aims to undermine international scientific collaboration, isolate scientists within Russia, and exert pressure on members of the intellectual community abroad.
Previously, Russian authorities have designated a number of well-known American scholars of Russian and Soviet origin as “foreign agents,” and have also labeled several American and European universities and organizations—including RASA—as “undesirable organizations.”
As a U.S.-based non-profit organization, RASA considers such practices incompatible with the principles of freedom and directed against scientists and science journalists in the free world. We call on the U.S. government to take note of these actions and to provide necessary support to scholars and journalists facing political persecution.
We call on international media, the academic community, universities, and scientific organizations in the United States, Europe, and other democratic countries to show solidarity with Olga Orlova, and with Russian-speaking scholars and journalists who have become targets of political pressure and intimidation.
Targeting Aristotle: The “Philosophers’ Case” Started Over Economics but Will End in Politics
On May 19, at 6:00 a.m., masked security forces raided the homes of staff of the Institute of Philosophy of the Russian Academy of Sciences (IP RAS).
About ten people were taken in for questioning by the Investigative Committee of the Russian Federation. Several people, including the institute’s director, 87-year-old academician Abdusalam Guseynov, were interrogated until 11:00 p.m.
The formal pretext for the assault on the country’s leading institute of philosophy involves alleged violations in implementing the project “Aristotle’s Heritage (Preparation of Aristotle’s Complete Works).”
The project’s head, Svetlana Messiats, was placed under house arrest. For nearly four days, there has been no information regarding the whereabouts of several employees, including academician Andrey Smirnov, who headed IP RAS until 2021.
According to T-invariant, the criminal case was initiated in March 2026, though the conflict surrounding the institute began as early as December 2021.
T-invariant has repeatedly reported that right-wing conservatives — such as the philosopher Aleksandr Dugin and the Orthodox billionaire Konstantin Malofeev — attempted to seize control of IP RAS by pushing for the appointment of Anatoly Chernyaev as director.
T-invariant discussed the details of this new “philosophers’ case” with Yulia Sineokaya, a corresponding member of the Russian Academy of Sciences and former deputy director of IP RAS, who is now labeled a “foreign agent” in Russia and serves as president of the Independent Institute of Philosophy (IPHI) in Paris.
In her view, unlike in 2021, no one will step in to prevent the destruction of the academic organization this time — and a case that currently appears to be financial on the surface will quickly turn political.
T-invariant:How and when did this philosophers’ case begin? What do you know about it?
Yulia Sineokaya. Photo: prof-ras.ru
Yulia Sineokaya: It all started on May 19. At six in the morning, they showed up at the homes of those involved in the Aristotle project and confiscated all their electronics: computers, laptops, and phones.
They arrived at the institute around 10:00 a.m., took several people away for interrogation, and examined the equipment there as well.
The project in question involves preparing a new edition of Aristotle’s complete works. Work on this project ran from 2018 to 2024, after which it was closed.
Obviously, this is an immense undertaking, and no volumes have yet been published, but the project’s mandate did not promise immediate publication — only preparation.
The scholars were translating texts and holding seminars to discuss the translations and materials. The work was progressing at a normal pace for an academic institution.
This wasn’t a separate grant; scholars received their regular salaries and simply worked on this project as part of their regular state assignment.
It was approved by both the Ministry of Science and Higher Education and the Russian Academy of Sciences. Every report since 2018 was approved by officials, and everything was perfectly fine.
They did not receive any extra money at all for this work.
Framing this as a financial crime is completely wrong. This is a political case. They were desperate to find something to tarnish the Institute’s reputation, found nothing, and so they latched onto Aristotle.
If you look at the project reports, which are still publicly available on the Institute’s website, they explicitly state that existing Russian translations of Aristotle are outdated; he hasn’t been retranslated in a very long time, with the last collected works published back in the 1980s.
The texts need to be translated anew into modern Russian. The team began working on this gradually.
It is common knowledge that preparing annotated translations of classical philosophers takes decades.
The fact that a complete set of collected works didn’t appear in six years is entirely normal.
T-i:Did it take that long during the Soviet era too?
YS: Yes. You can churn out sloppy work quickly, but our colleagues at the Institute aimed to produce rigorous scholarship.
Svetlana Messiats. Photo: website of the A.F. Losev Memorial Museum
BACKGROUND
Svetlana Messiats holds a Candidate of Sciences degree [PhD equivalent — T-invariant] in Philosophy. The topic of her dissertation research was “Aristotelian Physics in Neoplatonism: Proclus’ Elementa Physica.”
She spent two days in a temporary detention facility before being placed under house arrest.
According to data from the Moscow City Court, Messiats is charged with fraud committed by an organized group or on an particularly large scale (exceeding 1 million rubles [$14k] — Part 4 of Article 159 of the Criminal Code).
The court hearing regarding her pre-trial restrictions took place on May 21. This charge carries a mandatory prison sentence of up to 10 years.
Svetlana Messiats’ case is being handled by the same investigator who handled the cases against Sergey Zuev, the former rector of the Moscow School of Social and Economic Sciences [Shaninka — T-invariant], and Vladimir Mau, the former rector of RANEPA.
T-i:What is the role of former IP RAS employee Anatoly Chernyaev here? Some sources suggest that the case is directly linked to an informant report he filed.
YS: Chernyaev is an informant, that’s a fact. But I don’t think this current move was his own initiative.
Several government agencies, including the Investigative Committee, have been targeting the Institute. Several audits took place after the invasion of Ukraine began.
One of the investigation teams grew interested in the reports on this project. Although today’s case was officially opened in March, they have been fishing for a pretext since 2021.
I believe that in the run-up to the war, they wanted to replace the leadership with figures who were more ideologically aligned, in order to prepare society for war.
As for Chernyaev, there was an attempt to stage a hostile takeover of the Institute in December 2021.
Konstantin Malofeev, Aleksandr Dugin, and Olga Zinovieva tried to seize the Institute and install Chernyaev as director, but he only lasted about a week.
Chernyaev is just a pawn. He is not a clever man and decides nothing; he merely leaks information to them.
In 2021–2022, we managed to defend the Institute. Now we are seeing the second attempt. It was Chernyaev who leaked the news about the raids and detentions.
The very text he circulated was first published by Dugin on his Telegram channel.
He wrote that Messiats was “behind bars,” even though Svetlana was already under house arrest at home.
T-i:What exactly is the formal grievance against IP RAS?
YS: The security forces went through the documentation they seized during their audits of the Institute and apparently found some sort of discrepancy.
I don’t know exactly what happened, but judging by the materials on the Institute’s website, I assume the auditors noticed the mention of Parva naturalia — Aristotle’s collection of short treatises on natural philosophy, parts of which were translated into Russian.
During the first phase of the project (2018–2021), the team managed to complete several translations.
In the second phase, they planned to translate several more. However, they might not have explicitly specified in the reports that these were new texts, simply labeling the section Parva naturalia again.
The auditors likely assumed this was duplicate reporting for the same work.
My guess is that the authorities have two formal grievances — that the collected works have not been published and that the team reported twice for Parva naturalia — but I don’t know the precise details of the charges.
T-i:What can be said for certain about the roles of Malofeev, Dugin, and Zinovieva?
YS: Just look at the misleading, offensive articles they publish on the platforms of the Zinoviev Club and what is published on the Tsargrad TV channel and its website.
For instance, Zinovieva held two press conferences at TASS in 2024.
First, they dealt with those who were easier targets — those who had left the country. Now they have turned their attention to those who stayed behind.
T-i:We know that the director of IP RAS, academician Abdusalam Guseynov, who is 87 years old, was taken in for questioning. He is not giving statements to the media.
Do you know how he endured the interrogation?
YS: I don’t know firsthand, but I imagine it must be incredibly difficult at his age.
Masked men showed up at his home at six in the morning too, and he was the last one to be released — around 11:00 p.m.
He and I haven’t been in touch since I resigned from the Institute. Word is that he is holding up with great dignity.
The following day, he came to the institute and briefed staff on the situation.
T-i:Were all the detainees put through interrogations that long?
YS: Many were let go much sooner. Word is that Polina Gadzhikurbanova, the scientific secretary, was interrogated multiple times.
In fact, the authorities brought the entire human resources department and every single philosopher involved in the Aristotle project led by Svetlana Messiats to the Investigative Committee.
Anyone who had published anything or was listed in the reports was brought in.
T-i:What does the staff intend to do next?
YS: I am no longer on the staff, but obviously, their priority will be to protect their colleagues and clear the Institute’s reputation.
Judging by the outcries from the far-right, it’s highly possible that more severe charges will emerge.
The financial allegations are completely contrived, but it gave them a foot in the door, and from here they will try to manufacture something more serious.
As past experience shows, they will be looking for a political angle.
T-i:What do you mean by a political angle? Chernyaev previously accused the Institute’s leadership of “LGBT propaganda,” destroying the institution of the family, and undermining “the very foundations of marital relations.”
Will they be looking into gender studies and LGBTQ+ topics?
YS: No, that is completely absurd and misses the mark. It’s much more likely to be about opposition to the war.
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T-i:The post attributed to Chernyaev claims that academician Andrey Smirnov managed to flee the country.
YS: No one knows where he is or what has happened to him right now.
Academician Smirnov was the director of IP RAS from 2016 until December 2021, during the period when the project was underway at the Institute.
In late December 2021, an administrative coup took place at the Institute when Chernyaev was installed as director for a week. After that, on December 30, 2021, academician Guseynov took over as director; he currently serves as acting director.
T-i:How many employees are currently unreachable?
YS: Several people, including academician Smirnov. As far as I know, as of now, no one knows what has happened to them.
T-INVARIANT BACKGROUND
Who is behind the attack on IP RAS
Anatoly Chernyaev — the ousted acting director of the Institute.
Aleksandr Dugin — a notorious right-wing ideologue and director of the Ivan Ilyin Higher Political School at the Russian State University for the Humanities (RGGU).
Konstantin Malofeev — founder of the Tsargrad TV channel, ultra-Orthodox tycoon, and husband of Russia’s Children’s Rights Commissioner Maria Lvova-Belova.
Olga Zinovieva — widow of the philosopher and Soviet dissident Aleksandr Zinoviev, and head of the Aleksandr Zinoviev International Scientific and Educational Center at Moscow State University (MSU).
Context
In 2024, T-invariant reported that Olga Zinovieva had repeatedly made public calls to dismantle the Institute of Philosophy of the Russian Academy of Sciences.
On January 15, 2024, the TASS news agency hosted a press conference titled “The Sovereignty of Russian Philosophy: Westernizers vs. Slavophiles at the Institute of Philosophy RAS.” Among the participants was Anatoly Chernyaev, who served as a leading research fellow at the Institute from 2016 to 2023.
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Zinovieva’s rhetoric at the time was remarkably harsh even by current standards; she branded the Institute of Philosophy “a horrific abscess — a haven for scoundrels and traitors” and demanded that all employees be subjected to polygraph tests to check their loyalty.
Other participants at the press conference echoed her sentiments. However, what mattered as much as what was said was where it took place.
The TASS press center had become a platform closely aligned with the Kremlin’s official line long before the war.
For this reason, many Russian philosophers and analysts viewed the airing of such fringe rhetoric in such an prominent venue as the opening salvo of a major state campaign against the Institute of Philosophy RAS.
The calls to dismantle the Institute began before the press conference and were triggered by the dismissal of Anatoly Chernyaev on December 21, 2023.
On December 22, 2021, Chernyaev had been appointed acting director of IP RAS by order of the Ministry of Science and Higher Education. Although that decision was revoked on December 28, he remained on the institute’s staff until his eventual firing in 2023.
The institute later published an official clarification explaining his dismissal.
According to data from Novaya Gazeta Europe, the May 19 raids also targeted the homes of:
The Media Campaign Against the Institute
Chernyaev’s short-lived appointment had been preceded by a targeted smear campaign against several IP RAS scholars, orchestrated by media outlets controlled by Yevgeny Prigozhin and Konstantin Malofeev’s Tsargrad TV.
Following the failed leadership transition, the campaign only intensified. The nationalist newspaper Zavtra also joined the fray, claiming that Chernyaev’s conflict with the staff was political: “Chernyaev has repeatedly criticized the stance of IP RAS, many of whose employees have not only failed to support the special military operation but have also established Russophobic centers abroad.”
Around the same time, Sergey Mironov, leader of the A Just Russia party, announced he would petition Prosecutor General Igor Krasnov and Minister of Science and Higher Education Valery Falkov to investigate the legality of Chernyaev’s dismissal.
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In May 2026, a court handed down sentences to physicists Valery Zvegintsev and Vladislav Galkin. This marked the end of the hypersonic scientists case — the largest criminal prosecution of researchers in modern Russia. Over the course of 11 years, 11 physicists fell victim to the security services. Three of them died while under investigation, and five essentially received death sentences. T-invariant reviews the outcome of the hypersonic scientists case and examines what convicted researchers must do to demonstrate their utility to a state that hands them prison terms incompatible with life. The scientists’ idea of reviving the sharashkas [Soviet prison laboratories — T-invariant] has already been time-tested. However, there are also proposals tailored to today’s needs — such as an “under-barrel grenade launcher munition for destroying unmanned aerial vehicles” (Zvegintsev was listed on a patent with this title in November 2025, by which time he had been under investigation for over two years). Meanwhile, young scientists who had planned to build their professional careers in hypersonic research are not only leaving the field but abandoning science altogether.
The hypersonic case began with a record and ended with one as well. In May 2015, security forces arrested a scientist who set a record as the oldest person charged with high treason. Vladimir Lapygin of the Central Research Institute of Machine Building (TsNIIMash) was 75 years old at the time of his arrest and 79 when he was granted parole. Over the next 11 years, the intelligence services seemed to develop a taste for it. According to human rights advocate and founder of the First Department project Ivan Pavlov, the targets were deliberately chosen to be “easy”: elderly scientists who could be pressured with minimal effort.
On May 5, 2026, that record was significantly broken — the court sentenced the oldest scientist convicted of high treason in Russian history — 82-year-old Valery Zvegintsev. Assuming Zvegintsev survives his 12.5-year term, he will be released at age 93 (taking into account that three years under house arrest count as 1.5 years in prison). This is effectively a death sentence, much like the case of Zvegintsev’s closest institute colleague, Anatoly Maslov, who faces imprisonment until the age of 90.
Vladimir Lapygin headed the aerogasdynamics research center at TsNIIMash (the primary research institute of Roscosmos) and taught at Bauman Moscow State Technical University. When Lapygin was arrested, the university’s then rector Anatoly Aleksandrov claimed the reason involved “certain issues during joint projects with China.” Media outlets reported Lapygin’s arrest only two months later. The scientist was placed under house arrest, a year later, in the fall of 2016, he was transferred to Lefortovo detention center, then received a seven-year sentence and was sent to a penal colony in the Tver region. Lapygin was released on parole in 2020. For the past few years he has been following the verdicts of his colleagues, most of whom he has known personally for decades, occasionally commenting on their criminal cases in the media.
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While still in the detention center, Lapygin wrote a 32-page text titled “How I Became a Chinese Spy.” It begins as follows: “I, Vladimir Ivanovich Lapygin, born in 1940, worked at FSUE TsNIIMash for 46 years and participated in the creation of all launch vehicles, intercontinental ballistic missiles, and re-entry spacecraft developed in the USSR and Russia after 1970.” Case details and other excerpts from this text can be found in a report by human rights defender Zoya Svetova.
Sentences of the Hypersonic Scientists
Following Lapygin’s case, 10 more physicists received sentences under the high treason statute. Seven of them were elderly at the time of their arrest (aged 63 to 79).
All defendants in the hypersonic scientists case. Top row: Vladimir Lapygin, Viktor Kudryavtsev, Roman Kovalev. Second row: Anatoly Gubanov, Valery Golubkin, Aleksandr Kuranov. Third row: Anatoly Maslov, Dmitry Kolker, Aleksandr Shiplyuk. Fourth row: Valery Zvegintsev, Vladislav Galkin
Viktor Kudryavtsev, deceased
On July 20, 2018, the FSB arrested 74-year-old TsNIIMash employee Viktor Kudryavtsev on suspicion of high treason. According to the security services, he had transmitted classified information to the Belgian von Kármán Institute for Fluid Dynamics.
After a broad public campaign, the preventive measure was changed from custody to a written undertaking not to leave the area, and the investigation was suspended for medical reasons. In 2021, Kudryavtsev died from complications following cancer treatment (aggravated by the one year and two months he spent in pre-trial detention).
Roman Kovalev, deceased
In June 2019, 56-year-old Roman Kovalev was arrested — deputy head of the Department of Spacecraft at the Moscow Institute of Physics and Technology (MIPT) and head of the Center for Heat Transfer and Aerogas Dynamics at TsNIIMash, a student of Kudryavtsev.
In June 2020, Moscow City Court sentenced Kovalev to seven years in a maximum-security colony. In April 2022, the scientist was released from serving his sentence on medical grounds. Kovalev had terminal cancer and died two weeks after his release.
Anatoly Gubanov, 12-year sentence
In December 2020, the head of the Aircraft and Rocket Aerodynamics Department at the Central Aerohydrodynamic Institute (part of the Zhukovsky National Research Center), 63-year-old MIPT Associate Professor Anatoly Gubanov was arrested. The scientist fully admitted his guilt and requested leniency. Defense Attorney Olga Dinze reported that Gubanov had been subjected to severe psychological pressure during the pre-trial stage. In October 2023, the court sentenced him to 12 years in a maximum-security colony.
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Valery Golubkin, 12-year sentence
On the day of Gubanov’s arrest, authorities conducted a search at the home of his subordinate, MIPT associate professor and TsAGI researcher 68-year-old Valery Golubkin. In a letter from the detention center, Golubkin reported that his arrest was linked to the testimony of his supervisor, who had made a deal with the investigation. On June 26, 2023, the Moscow City Court sentenced Golubkin to 12 years in a maximum-security colony. The scientist pleaded not guilty.
Anatoly Maslov, 14-year sentence (start of the “Novosibirsk” case)
In late June 2022, the FSB arrested 75-year-old chief researcher at the Khristianovich Institute of Theoretical and Applied Mechanics (ITAM SB RAS), professor at NSU and NSTU Anatoly Maslov. This marked the beginning of the second, Novosibirsk wave of the hypersonic case. On May 21, 2024, Maslov was sentenced to 14 years. The severity of the sentence was attributed to Russia’s invasion of Ukraine and the subsequent tightening of high treason legislation — as reported by T-invariant. Two months prior to the verdict, Maslov suffered a heart attack while in detention.
Dmitry Kolker, deceased
On June 30, 2022, the FSB arrested 54-year-old researcher at the Institute of Laser Physics SB RAS and Novosibirsk State University Dmitry Kolker on suspicion of high treason. The security services removed the scientist directly from his hospital bed (he had stage IV pancreatic cancer) and transferred him to Lefortovo. On July 2, 2022, Kolker was admitted at Moscow City Clinical Hospital No. 29, and the next day his relatives were informed of his death.
T-INVARIANT FACT SHEET
Dmitry Kolker was a specialist in laser physics, non-linear optics, and spectroscopy. As previously reported by T-invariant, Kolker had no publicly available joint papers with physicists from ITAM, and his recent scientific works were not related to hypersonic research. However, he had another affiliation with the organization Special Technologies LLC [заархивировано — T-invariant], whose main activity is “the development of mid-IR laser sources for guidance and countermeasure systems.” This affiliation was indicated in Kolker’s 2012 publication — exactly at the time when work was underway on an EU Framework Programme project. It is unclear whether Kolker’s work at that time overlapped with that of his ITAM colleagues. However, publications from the same period show that increasing laser frequencies for hypersonic experiments was of interest to them.
Aleksandr Shiplyuk, 15-year sentence
On August 5, 2022, Maslov’s colleague — a 55-year-old ITAM Director Aleksandr Shiplyuk — was arrested and also transferred to Lefortovo prison. At the institute, Shiplyuk headed the “Hypersonic Technologies” laboratory. The prosecution requested the maximum possible sentence of 20 years. On September 3, 2024, Shiplyuk was sentenced to 15 years in prison.
Valery Zvegintsev, 12.5-year sentence
The third ITAM researcher to be arrested by the FSB (in April 2023) was 79-year-old Valery Zvegintsev. Only after that did the institute’s staff respond publicly — an open letter in support of the scientists was published on the institute’s website:
“In this situation, we do not only fear for the future of our colleagues. We simply do not understand how to continue doing our job. On the one hand, the primary quality metric of our work under state contracts and projects funded by Russian state foundations and agencies is the degree to which our findings are presented to the broader scientific community, including scientific publications and conference presentations. On the other hand, we see that any paper or presentation can lead to high treason charges. What we are awarded for today and held up as an example to others becomes the basis for criminal prosecution tomorrow.”
The letter was later removed from the ITAM website; it is available in the T-invariant Telegram channel. On May 5, 2026, Valery Zvegintsev was sentenced to 12.5 years in prison.
Vladislav Galkin, 12.5-year sentence
In December 2023, it became known that the Sovetsky District Court in Novosibirsk had arrested 68-year-old Vladislav Galkin, Associate Professor at Tomsk Polytechnic University and a frequent co-author of Valery Zvegintsev and Aleksandr Shiplyuk. He received the same sentence as Zvegintsev on the same day — May 5, 2026.
Ivan Pavlov. Photo: RIA Novosti
Sharashkas 2.0 and the Grenade-Launcher Munition
Interestingly, both Zvegintsev and Shiplyuk continued to publish scientific papers even after the criminal cases had been opened and they were arrested. T-invariant drew attention to an unusual 2025 patent that lists Valery Zvegintsev: “Under-Barrel Grenade-Launcher Munition for Destroying Unmanned Aerial Vehicles.” The main authors are Zvegintsev’s colleagues from NSTU. This patent clearly stands out among his usual research areas and reflects work on a highly relevant current priorities.
Aleksandr Shiplyuk — the youngest of those imprisoned hypersonic scientists — is fighting most actively for his life and freedom. His case was tried in closed doors without observers or journalists, and how the prosecution proved the scientist’s guilt is unknown. The judge ordered the return of US dollars, Chinese yuan, and euros seized from him during the investigation. The scientist spent over two years in Lefortovo awaiting his verdict. His family attended the reading of the court’s final ruling. The physicist’s research was focused on the experimental aerothermodynamics of hypersonic flows. “Judging by Shiplyuk’s most cited works (and he has papers in leading international journals), this is entirely fundamental science that has no direct connection to specific aircraft: boundary layer stability, the effect of surface coatings, and minor additives. Another matter is that anything related to hypersonics has long since become a minefield in Russia,” Doctor of Physical and Mathematical Sciences Andrey Tsaturyan explained to T-invariant.
Andrey Tsaturyan. Photo: Radio Svoboda
The security services failed to “break” Maslov, Shiplyuk, or (as would become clear in 2026) Zvegintsev. Their colleagues from ITAM maintain their innocence and refuse to cooperate with investigators. In contrast, their St. Petersburg colleague, Aleksandr Kuranov, cooperated with the investigation, testified against at least Maslov, and received a seven-year sentence (despite the statutory minimum for high treason being 12 years). According to T-invariant‘s data, Kuranov also testified against Shiplyuk as part of the same pre-trial plea bargain.
“The hypersonic horror continues. It seems FSB investigators have struck gold (in terms of stars on their epaulets) and are diligently mining it. The alchemists’ work of extracting stars out of scientists is an easy job that has been bearing fruit for a decade now, counting from the arrest of Vladimir Lapygin. Back then, members of the Academy of Sciences and many others stood up for him en masse. Today, we are all rather surprised that the staff of the Khristianovich Institute in Novosibirsk were not afraid to stand up for Aleksandr Shiplyuk and his two colleagues,” Andrey Tsaturyan said in the same interview.
As T-invariant has learned, Aleksandr Shiplyuk has been appealing to various authorities with proposals to establish “certain classified research centers, a sort of Soviet-era sharashka.” This came to light through written responses to questions sent to the T-invariant editorial office by Shiplyuk’s daughter, Viktoria.
— What can you tell us about your father’s well-being and emotional state? Which penal colony is he in, and what are his detention conditions?
— Aleksandr Nikolayevich is in the Komi Republic, in the city of Syktyvkar, at Penal Colony No. 25, thousands of kilometers away from home. We have repeatedly petitioned the Federal Penitentiary Service to transfer him closer to home (a right he is legally entitled to), but we received denials. As for his well-being and emotional state — our father is a strong and courageous man; he tries to keep his spirits up and avoid despondency. He works in the sewing facility. A major issue is the total lack of access to specialized or even popular science literature, which is just as vital to him as his day-to-day living conditions.
— How do you evaluate the role of the ITAM staff in supporting your father and other convicted researchers from the institute?
— We are profoundly grateful to the Institute’s leadership and staff for their emotional and financial support. Their kindness is felt at every level, even though their options are limited. For instance, they organize birthday and New Year card collections for the imprisoned staff. Aleksandr Nikolayevich receives numerous letters from the institute, and they help us put together food parcels, among many other things. I want to add that this extends beyond the institute — it is clear that respect, sympathy, and even admiration for our father are only growing. His authority as a scientist, administrator, and human being is stronger than ever. Naturally, this is incredibly important both for him and for us, his family.
— We know about ITAM’s open letter, but were there any other actions taken by scientific leadership at any level to defend the scientists?
— Aleksandr Nikolayevich has repeatedly written appeals to various authorities, offering to apply his knowledge, skills, and qualifications in his relevant field (the sewing facility leaves no room for that). Similar proposals were put forward by several leading experts of the Russian Academy of Sciences regarding Aleksandr Nikolayevich and other experts. The idea of creating classified research centers, a sort of Soviet-era sharashka, seems obvious, but as far as we can see, it has not been implemented in any way.
“It is possible, though not simple, to understand why an innocently convicted corresponding member of the Russian Academy of Sciences, who ran a prestigious Siberian institute before turning 50 and who has likely read Aleksandr Solzhenitsyn’s In the First Circle, would prefer a sharashka over a sewing shop. I do not believe the revival of sharashkas is being seriously considered at the top; however, I cannot rule out that the idea occurred to some of the ‘historical reenactors’ who now find themselves in power,” Andrey Tsaturyan notes.
Some of Shiplyuk’s colleagues view the idea with understanding but little enthusiasm. An ITAM researcher, speaking to T-invariant on the condition of anonymity, believes that the revival of sharashkas is more of a grassroots initiative rather than a top-down demand from the state or security services.
“It seems that in the Soviet era, sharashkas served to shield scientists in critical fields from unwanted contact. The KGB aimed to prevent information leaks, conducting preventive measures and acting preemptively. Today, the FSB does not operate to prevent the disclosure of classified data; rather, it meets its KPIs by presenting arrested scientists as part of some epochal investigation. The state is not particularly concerned with retaining brains, so there is no demand for these Sharashkas 2.0, which require substantial funding. Yet Aleksandr Nikolayevich’s position is understandable. The brain is like a muscle — it needs exercise. Instead of sewing mittens, he could be bringing far greater utility,” the physicist reflects.
Whether his colleagues Maslov and Zvegintsev share Shiplyuk’s ideas remains unknown. However, according to Ivan Pavlov, Zvegintsev’s sentence is far from the harshest possible. “I consider this a good job by the defense. Nowadays, 15 years (like Shiplyuk’s sentence) is the norm, while 12.5 years is a stroke of luck,” Pavlov says.
The human rights advocate also highlights another unusual detail. “What is astonishing about Zvegintsev’s and Galkin’s cases is that they remained under house arrest during the trial, and even more surprisingly, they stayed under house arrest after receiving heavy prison sentences. Usually, defendants are taken into custody right in the courtroom following such verdicts. I believe the authorities are starting to wonder: is this moving in the right direction? Zvegintsev is 82 years old; he might not survive prisoner transit and a penal colony, and the security services cannot ignore this. Scientists — people who faithfully served the regime and forged this defensive shield — got caught in the crossfire. The regime is beginning to question: are we prosecuting the right people, are we making enemies out of the wrong crowd? The problem is that the machine (both propaganda and security) has been set in motion, and stopping it is no easy task. It mows down its own as well. Now it has hit ideologically aligned individuals — a group to which I count the scientists who continue to forge this shield,” Pavlov says.
“The Next Generation of Cruise Missiles”
The subject of combat missiles, including those incorporating hypersonic technologies, remains highly significant for the Kremlin. From May 19 to 21, 2026, drill exercises are taking place (the largest in post-Soviet history, according to the independent outlet Agentsvo) to practice the preparation and deployment of nuclear forces under the threat of aggression, the Russian Ministry of Defense announced. Launches of ballistic and cruise missiles are scheduled. Prior to this, on May 12, 2026, Putin was briefed on the successful test of the Sarmat intercontinental ballistic missile, long referred to in Russian propaganda as a “Doomsday weapon.” It is designed as a silo-based missile capable of carrying Avangard hypersonic glide vehicles. On November 3, 2025, the Kremlin presented awards to the developers of the Burevestnik nuclear-powered cruise missile of global range and the Poseidon unmanned underwater vehicle. At the time, official statements explicitly emphasized the role of design bureaus, industrial enterprises, research centers, workers, engineers, and scientists involved in the project, noting that they are collectively developing “the next generation of nuclear-powered cruise missiles, which will eventually become hypersonic.”
Sarmat missile complex tests. Photo: Russian Ministry of Defense
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“I fear that hypersonic technologies will suffer the same fate as sparrows in Mao Zedong’s China,” an ITAM scientist worries. This refers to the massive campaign against agricultural pests organized during China’s Great Leap Forward (1958–1961), which led to a population explosion of caterpillars and locusts devouring crops because a critical natural regulator had been removed from the ecosystem. Harvests plummeted, a severe famine ensued, and at least two million people perished.
As T-invariant has learned, immediately following the detention of the three leading ITAM scientists, an initiative group of young researchers from institutes in the Novosibirsk Akademgorodok met with the regional FSB directorate. The meeting was arranged with the assistance of the Siberian Branch of the Russian Academy of Sciences. The researchers sought to clarify the boundaries within which they could safely work to avoid the fate of those accused of high treason. However, they received no clear answers or guidelines, hearing instead something along the lines of: “Just work well and don’t do anything bad.”
Even now, young scientists who intended to build their professional careers in hypersonic research are not only leaving the field but abandoning science altogether. “I personally know three young colleagues who left the institute following the criminal cases against their senior colleagues at ITAM. In all likelihood, there are far more,” a T-invariant source at the institute states. Aleksandr Shiplyuk’s son, who began his career at ITAM, has also transitioned to the IT sector.
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The peg for Robert Zaretsky’s essay on Samuel Beckett’s Waiting for Godot feels flimsy: “the 70th anniversary of its American premiere,” which lagged the show’s proper premiere, in Paris, by three years. Disregard the peg; as Zaretsky makes clear, there’s not a bad time, these days, to consider Beckett’s best-known work, a demonstration of “solidarity and compassion” set against a “featureless, colorless vista.” The stage directions for Godot have Estragon, one of the play’s leads, look out into the auditorium as an extension of the devastation. “Inspiring prospects,” he says. Let’s hope so.
Of course, Godot never arrives. In a Sesame Street parody of the play, the tree, fed up with the melodramatic and nonsensical patter of two Muppets waiting for Elmo, uproots itself and walks off the stage. But we cannot uproot ourselves and walk off the stage; instead, stuck like Didi and Gogo in a state of non-arrival, we wait. For those who waited for an answer from Beckett, none ever came. He once snapped at the English actor Ralph Richardson, who asked if Godot stood for God. If he had meant God, Beckett said, he would have written God. The play, he insisted, strove to avoid definition. This strategy of avoidance leaves us to gaze at a landscape void of meaning, one that by turns is the source of our bemusement and amusement.
Cover image: picture alliance / photothek.de | Thomas Trutschel
Summary
The war in Ukraine will eventually end, but probably in a ceasefire that leaves Russia, Europe and America locked in open-ended, low-grade, chaotic confrontation.
Europe has the greatest stake. It is closest to the conflict and would carry much of the cost should it escalate. America will still have an interest in maintaining stability, but other, more pressing priorities will likely come first.
American and European policymakers should keep that confrontation stable enough to prevent it from tipping into another war. They should aim for a state of “managed disorder”, where rivalry continues but becomes less likely to escalate.
They can achieve managed disorder through a staged framework that combines credible deterrence, compartmentalised cooperation and conditional, reversible incentives.
To succeed, the framework will need to accommodate divisions between America and Europe, and within Europe itself. It will also need to give Ukraine, Russia, China and other players in the region clear incentives to comply with the framework, and clear costs for defecting from it.
After the ceasefire
It is 2028. The war in Ukraine ended in an uneasy ceasefire eighteen months ago. Russian forces remain in occupied territories, and Ukrainian forces hold defensive positions, armed with American weapons and European money. The ceasefire talks failed to establish either a buffer zone or an observer mission because the parties could not agree on the terms. Europeans have given vaguely formulated “security guarantees” with an ill-defined American backstop, but NATO has no clear presence near the contact line.
One morning, Ukrainian intelligence detects Russian armoured movements towards the ceasefire line. The government in Kyiv claims Russia is preparing for invasion; officials in Moscow insist it is routine repositioning. Within 48 hours, shooting starts and each side blames the other. Russian forces cross the ceasefire line at three points. Calls go out to European capitals and Washington, but no one agrees on what the intelligence shows. The security guarantors reach for the ceasefire documents and find they say different things depending on who is reading them.
Nobody knows what to do—whether NATO should respond militarily, whether European states should act alone, or whether America, focused since 2027 on a series of interventions in Latin America, should engage at all. Nobody has agreed what the rules are, what triggers intervention, what constitutes a proportionate response or who decides.
The outcome of this scenario is chaos and escalation driven by uncertainty and domestic political pressure. These are the conditions that precede catastrophic wars. The goal of this paper is to help prevent that scenario or, more precisely, to ensure clear answers exist before the shooting starts. The post-war environment in Europe will be unstable in the near term and perhaps for a generation or more because the war will almost certainly end without a genuine peace settlement that resolves key questions of sovereignty, security, power or identity. The wounds are too deep and the sides too evenly matched to agree on a comprehensive peace.
This is not an unusual situation after inconclusive wars. To adapt the historian Michael Howard’s insight, the end of fighting does not itself create peace. Between war and peace lies a large and dangerous space of armistices, frozen conflicts and unstable political settlements. The task for American and European policymakers will be to build enough structure around that dangerous space to prevent it from producing the next war.
America and Europe can do this by transitioning from chaotic confrontation with Russia to “managed disorder”: a state in which rivalry remains, but becomes less vulnerable to accident, panic and domestic political pressure.
To achieve this state of managed disorder, this paper proposes a staged framework built on verification, certification and conditional incentives. The framework would temporarily freeze facts on the ground, but not legitimise them, and give the main actors reason to adhere to agreements. This would help American and European policymakers maintain stability in Europe, defend Ukraine and deter further revisionism while reducing the risk of escalation. It would also give Russia a sense of safety and a seat at the table to discuss European security. Hostility would persist but it would be channelled into rules, limitations and predictable behaviour.
Managed disorder does not imply legitimising territorial conquest or rewarding aggression. It also falls well short of a durable settlement. Importantly, it does not require “trust”, a commodity that is generally lacking in international affairs and particularly in relations with Russia.
However, building such a system will be politically hard. Russia may prefer chaos to managed disorder. Ukraine may reject any arrangement that appears to freeze partition. European states will disagree over deterrence, sanctions, reconstruction, enlargement and engagement with Moscow, and the US may remain indispensable but unreliable. But these are not objections to managed disorder; they are the reasons it is needed. Its purpose is precisely to manage these political pressures through rules, incentives and procedures before a crisis makes improvisation the only option.
This paper traces the hard road to the modest achievement of managed disorder. It first outlines the sources of disorder after the war in Ukraine and why the key players might find managed disorder preferable to the alternatives. It then describes a staged plan to get from a ceasefire in Ukraine to a hopeful but realistic stability. The plan accepts that the future is contingent and will certainly surprise us. It therefore seeks to adapt to circumstances even as it keeps in mind where we want to go and what we want to avoid.
The sources of post-war disorder
The war in Ukraine is likely to leave relations between Russia, Europe and the United States in significant disorder. A ceasefire, armistice or exhausted pause in the fighting would stop large-scale violence but not settle the question of sovereignty over contested territories. Russian forces will probably remain on Ukrainian territory while Ukraine continues to assert its territorial integrity. Europe will still face a revisionist Russia on its borders and the United States will still have to decide how much of European security it intends to underwrite.
This state of affairs will be the first source of disorder. The ceasefire will probably not resolve any of the geopolitical ambiguity. It will also likely fail to clarify what counts as a violation or establish who monitors the ceasefire, who enforces it and who decides when one side has broken it. This is the central danger of the post-war moment. Although major combat may be absent, every movement of forces, artillery exchange, drone incident, act of sabotage and political crisis in Kyiv or Moscow could result in renewed escalation.
The second source of disorder lie within the West itself. America and Europe will not enter this period as a single strategic actor, even though they will retain important common interests—both will want to prevent a wider war, avoid nuclear escalation and stop Russia from conquering Ukraine outright. For the US, Russia will remain a nuclear power and a disruptive actor, but no longer the organising threat of American strategy. Washington will increasingly focus on China, the Western Hemisphere and the fiscal costs of global leadership. Europe will have no such luxury. Russia will stay a nearby military threat, and Ukraine’s reconstruction will become a European problem. Any failure of deterrence will unfold on Europe’s doorstep.
This divergence means that the Atlantic alliance will become less automatic, even if it does not collapse. The US may remain essential for nuclear deterrence, intelligence, sanctions enforcement and crisis diplomacy with Moscow, but it may also grow less willing to sustain Ukraine’s conventional defence, less patient with European divisions and more tempted by bilateral understandings with Russia that promise quick gains or theatrical success. Europe will fear both American abandonment and American freelancing. It will need Washington to work towards managed disorder, but will no longer be able to count on it to take the lead.
Europe will also generate disorder of its own. The war has produced a rhetorical consensus—Ukraine must survive and Europe must do more for its own defence—that hides deep disagreements. Poland, Sweden and other eastern and northern states will judge any post-war arrangement through the lens of deterrence, vulnerability and Russian deception. Spain, Italy and others will place more weight on stability, fiscal pressures and eventual economic normalisation with Russia. Some governments, such as those in the Baltics, will want to accelerate Ukraine’s integration into the EU and the European defence economy. Yet others, like Poland, will worry that Ukraine’s accession—and its agricultural exports, corruption, security needs—could transform the bloc in ways it cannot control.
These divisions will shape security policy and domestic debates. Russia will try to exploit them. Any post-war arrangement must therefore manage Europe as much as it manages Russia. It must prevent European disunity from becoming an instrument of Russian strategy.
Ukraine itself will form a further source of disorder. It will depend on American and European weapons and money for years after the fighting stops—creating leverage but also resentment. If Ukraine concludes that a post-war order locks in partition while offering only vague promises of future integration, it may resist the whole idea. If Europe concludes that Ukraine is using its support to pursue military aims that Europe cannot sustain, European commitment may fracture. This arrangement, therefore, cannot simply constrain Ukraine. It must give Ukraine a visible future: a defensible state, deepening European integration, reconstruction and a credible non-military path to eventual territorial restoration.
Russia will create the most obvious source of disorder, but not necessarily through renewed invasion. Moscow may accept a ceasefire because it believes time is on its side. It may calculate that Ukraine will become politically divided, that European publics will tire, that American attention will wander and that sanctions will erode. It may use the pause in fighting to rebuild forces, probe American and European resolve, influence European politics and normalise its gains—all while formally conceding nothing. A ceasefire may therefore mark not the end of Russian revisionism, but its movement into a different register.
American and European policymakers should not assume Russia fears disorder the way they do. Disorder may serve Russian purposes. Ambiguity can help Moscow test thresholds. For instance, hybrid operations impose costs on the West while preserving deniability. Political interference can weaken European unity without triggering a military response. For America and Europe, deterring a second invasion of Ukraine may well be the easier task; the harder one will be to curb Russia’s appetite for exploiting turbulence around Europe’s borders.
The post-war order will also face regional spillover. Ukraine will remain the epicentre of the confrontation with Russia, but Moldova, the Black Sea and the Arctic could face intensified coercion too. Africa and the Middle East may offer Russia opportunities to punish Europe indirectly through migration, mercenary activity, energy disruption or political leverage. A system that manages only the line of contact in Ukraine will not contain all of the disorder stemming from the conflict.
China will add another layer of complexity. Its economic weight can cushion Russia from Western pressure, but Beijing’s interest in stability also constrains Moscow’s options.
The final source of disorder will come from the absence of accepted leaders. During the cold war, the US claimed and largely exercised the role of Western leader. That world will not return. Europe cannot yet replace America: the EU cannot speak with the speed or unity of a state. NATO can deter, but it cannot resolve every political dispute a bad ceasefire creates. Individual European leaders may speak to officials in Moscow, Washington or Kyiv, but none can credibly represent the whole continent. In that vacuum, others will try to manage the disorder: private envoys, Gulf intermediaries, business figures, transactional American negotiators or ad hoc coalitions formed in crisis. Without rules, the system will fill with middlemen.
These sources of disorder will keep producing flashpoints that risk a return to war. Maintaining stability in post-conflict Europe will take conscious, active management. A comprehensive settlement to the Russia question remains out of reach for now, so the aim should be to prevent a bad and incomplete peace from decaying into a more dangerous confrontation.
The incentives that will shape a settlement
Managed disorder will hold together only as long as its incentives do. America and Europe, Ukraine, Russia, Turkey and China each bring different interests, so the system of managed disorder must align incompatible motives around a limited common interest: avoiding a return to uncontrolled war.
Ukraine is the hinge
Stabilising and strengthening Ukraine is the foundation of the entire system. For that, Ukraine must want to comply with it rather than be forced to because it needs American and European money and weapons to rebuild itself and deter Russia. The benefits need to be tangible and politically defensible at home. Therefore, in addition to sustained military aid, joint defence production and reconstruction funding, a stable system must offer Ukraine a path into the EU and a credible route to recovering lost territory without renewed fighting. Ukraine will not abide by the rules of managed disorder if it experiences it only as a restraint on its actions rather than as a route to a stronger Ukrainian state.
The main part of that route goes through EU membership. Europe should tie the pace of Ukraine’s accession—market access, regulatory alignment, reconstruction funding—to its conduct within this system. Cooperation opens the door; obstruction closes it. No Ukrainian government can afford to turn its back on a European future.
That pull is real, but it has limits. EU membership is economic and political; the bloc’s mutual-assistance clause, Article 42.7, carries none of NATO’s integrated command structure or binding defence commitments. However, Ukrainian officials under domestic pressure may present accession as delivering that protection anyway, leaving the public expecting a NATO-style military response that Article 42.7 was never built to provide. Any actual security guarantee will need its own separate instrument with defined triggers, scope and decision-making process.
In any case, Ukraine will benefit more from sustained American and European military aid, joint defence production and a homegrown arms industry than from any ambiguous or unenforceable security guarantee. The country will need artillery, air defence, drones and the factories to build them for decades to come. But offensive or long-range systems—capable of striking deep into Russian territory—should come from Western allies only if Russia attacks again, keeping the line between defending Ukraine and arming it for renewed war visible to Moscow and to sceptical Western publics.
Ukraine’s own expanding arms industry will blur that line. Washington and European capitals can condition their weapons transfers, but they cannot control what Ukraine builds. To manage disorder, therefore, they should tie reconstruction, defence-industrial cooperation and military assistance to rules about defensive posture and escalation.
The territorial question needs careful handling. A settlement must preserve Ukraine’s claim to the occupied lands—legally, politically and morally. Refusing to recognise Russia’s conquests should remain a core principle. But America and Europe must be honest too: Ukraine cannot retake its territory by force. Restoration will come through Ukrainian resilience, European integration, legal non-recognition, diplomacy and long-term shifts in the balance of power—not a bet on a better war later. Ukraine can keep hoping for its territory back without believing that another war is the way to get it.
Coalition dynamics will shape compliance with managed disorder too. Poland, Lithuania, Latvia and Estonia—Ukraine’s strongest backers—will have to be part of any difficult trade-offs. If these countries can support a compromise, Ukrainian leaders can argue that managed disorder strengthens Ukraine rather than abandons it, and western European governments can show that restraint does not mean appeasement. If they oppose it, critics in Kyiv and across Europe will portray the arrangement as a deal made over Ukraine’s head and at the expense of Europe’s most vulnerable states. In that case, neither Ukrainian nor European leaders could easily sell compliance at home.
In the end, Western policymakers must design Ukraine’s decision space, not just hope it will make the right decisions. They must show that cooperation deliversEU integration, reconstruction, military assistance, long-term deterrence and a path to restoring territory by weakening Russia over time—West Germany pulled off exactly that with the East, decades later. Obstruction delivers economic stagnation, dwindling aid, isolation and an indefinite war footing with nothing to show for it. The goal is to make cooperation the rational, defensible choice for any government in Kyiv.
Russia’s calculations
This paper does not assume that Moscow wants peace or even managed disorder. The only assumption is that a ceasefire would reveal some Russian interest in pausing large-scale war. The task is to exploit that pause to make restraint more attractive to Moscow than going back to war.
The logic is structured choice. Russia should know exactly what it gets for playing by the rules and what it loses for breaking them. If Russia complies, the rewards should be tangible—for instance, sanctions relief is immediate but reversible. If Russia violates the rules, the costs should be just as immediate—for example, suspended sanctions snap back automatically.
Military realities can reinforce this logic. The war has cost Russia dearly in soldiers, equipment, ammunition and political attention. Yet Russian weakness should not lull the US and Europe into assuming that Moscow’s appetite for aggression has diminished. Russia’s calculation will change only if Ukraine, armed by Europe, can defend itself. A second full-scale invasion would offer no easy win. Russia would confront a better-prepared Ukraine, a more fortified eastern flank and a Western sanctions system built to escalate rather than merely restore previous penalties.
Economic incentives can also matter, though they will not by themselves drive Russian policy. The Kremlin has shown it will sacrifice prosperity for war and ideology. But Russians value access to markets, targeted relief and the ability to travel, which shape interests inside the system, especially once the immediate demands of wartime mobilisation recede. Sanctions can thus create constituencies for restraint. Relief should remain selective, staged and reversible. It should reward observable behaviour, not political promises. And it should be designed so that renewed escalation hurts the specific people and networks that benefit from playing along.
None of this guarantees Russian cooperation. Moscow may still conclude that exploitable disorder serves it better than regulated confrontation, particularly if it can strike a bilateral understanding with Washington over Europe’s head. Western policymakers should therefore expect Russian violations and aim to narrow Russia’s room to exploit ambiguity.
Moscow does not need to like managed disorder to live with it. It only needs to face a world in which restraint brings some gains and cheating brings higher costs. Of course, the Russian government has not always responded to such incentives. No amount of pressure guarantees good behaviour. All any arrangement can do is make every alternative worse.
Turkey as a partner
Turkey belongs in this system because the Black Sea cannot be managed without it. Ankara controls access to the Black Sea through the Bosphorus and Dardanelles Straits, has direct interests in maritime security and commerce, and has maintained working channels with both Russia and Ukraine throughout the war. Any post-war arrangement that touches naval access, grain routes, energy transport, Russian warship movements, or the security of Ukraine’s southern coast will require Turkish participation. Ankara can either reinforce the framework or complicate it. Managed disorder should therefore treat Turkey as a necessary regional partner.
China in the background
The other major power shaping Russia’s future options is China. The two are not formal allies, but their partnership is more than a marriage of convenience. Russia needs Chinafor markets, technology, diplomatic cover and long-term economic resilience. Moscow’s options depend as much on what Beijing will tolerate as on what Washington and European capitals will permit.
China need not endorse managed disorder for its interests to tacitly reinforce it. Beijing benefits from a stable Russia that checks American and European power, but not from a Russia that collapses or continually destabilises Europe. Endless war raises energy prices, invites secondary sanctions and risks escalation that could disrupt China’s own growth and global positioning. A structured post-war settlement that freezes borders, channels competition and conditions economic reintegration offers China predictability without forcing political alignment. If American and European sanctions tie relief to Russian conduct and penalises circumvention, Beijing may find it cheaper to let the system work than to help Russia rearm—provided the system leaves Russia viable as a geopolitical ally for China and a source of natural resources.
Economic interests pull in the same direction. Beijing values access to European markets and reconstruction opportunities in Ukraine. Western leaders should therefore make clear that stability unlocks better China-Europe economic ties, while a collapse of managed disorder would push Europe toward militarisation, protectionism and tighter technological coordination with the United States. China can benefit from this arrangement without choosing between Europe and Russia, so long as it prefers predictability and stability to escalation and sanctions spirals.
Managed disorder also needs a China clause. If Russia uses China to rearm and restock its munitions, the consequences cannot fall on Moscow alone. Europe should tighten its China policy, deepen coordination with America and target Chinese firms enabling violations with economic pressure. China must understand that helping Russia evade these rules costs Beijing more than it benefits it, while tolerating stability keeps the door to European markets open.
In this sense, China is neither an adversary nor an essential partner, but a structural constraint that can reinforce, undermine or passively enable whatever security order emerges in Europe. A system that links market access to stability, invites selective Chinese participation and penalises circumvention turns Beijing, intentionally or not, into a stakeholder in restraint.
The path to managed disorder
How the war in Ukraine ends will go a long way towards deciding the path to managed disorder. A fully disarmed or “neutralised” Ukraine is unacceptable to Kyiv and unsustainable for Europe. A permanently offensive Ukraine capable of striking deep into Russian territory would risk escalation and be unacceptable to Moscow. The same would be true if Ukraine were to host Western troops.
Between these poles lies the most workable model: a defensible, resilient Ukraine that is armed to deter, but not configured for offensive operations. This “steel porcupine” posture follows the same logic as cold war West Germany: strong enough to make conquest costly but not positioned as a launchpad for offensive war. It separates Ukraine’s legal and political claim to territorial restoration from the military means that could reignite the war, without conceding Russia’s territorial gains.
Europe is likely to bear long-term responsibility for Ukraine’s rebuilding, military assistance and eventual integration into European institutions. Even a supportive United States may commit fewer resources over time. A framework for managed disorder must ensure that Europe can sustain Ukrainian security on its own if America steps back, while leaving room for deeper US involvement should political conditions allow.
To reach that state, American and European policymakers will need to work amid mistrust, division and partial compliance. They must create a system in which Ukrainian restraint earns visible progress, and Russian violations bring consequences and compliance rewards. Importantly, they should also ensure European disagreement does not become paralysis and American involvement strengthens the system without owning it.
Designing around a divided West
Washington and European capitals share core interests yet diverge in priorities, attention and risk tolerance. The challenge will be to design a system that can operate with those differences built in.
America
A future American administration, whether populist or merely pragmatic, is likely to approach Russia as a file to manage rather than a sustained strategic priority beyond its nuclear dimension. To the extent it figures in US strategic calculations, Russia is more likely to be seen as part of America’s larger competition with China. Commitments to European security that once seemed permanent will depend on electoral cycles and budgetary politics.
That is why managed disorder should rely on European initiative and pre-agreed processes rather than sustained American focus: durability must be built into the mechanism itself, not assumed from Washington’s resolve.
Europe
European nations will see the landscape through a nearer lens. Russia is not a distant power but a neighbour capable of altering borders by force. European governments agree that Ukraine must survive yet disagree on what survival means: integrated or merely defended, heavily armed or cautiously defensible, anchored fully to Europe or held at strategic arm’s length. Populist and anti-migrant parties are often averse to sustained defence expenditure and will sometimes be open to friendly relations with Russia.
Given the European disagreements and the American focus on China, a genuine transatlantic consensus on a post-war order is unlikely to emerge. What is achievable and necessary is interoperability: a structure in which Europe and the US can act together when aligned and continue functioning when they are not. A framework to achieve managed disorder will therefore need to do two things. First, its stages, tracks and certification mechanisms should be designed to keep working whether or not Washington and European capitals are pulling in the same direction. Second, it should be designed for a permanently divided Europe. Its purpose should be to prevent disagreement from becoming paralysis.
That means creating aEuropean core group: a few countries that can negotiate sanctions positions, military support thresholds, monitoring standards and responses to Russian violations before each crisis arrives. It should include the countries with the greatest military weight, financial capacity and geographic exposure—France, Germany, Poland and the UK, as well as the Nordic and Baltic states. The core group should drive the security logic; EU institutions should anchor the economic, sanctions, enlargement and legitimacy logic.
How to stop Russia from setting the security debate
Russia will seek to widen any post-war process beyond the line of contact in Ukraine. It will want to discuss NATO enlargement, American and Western European basing, missile deployments, military exercises, the Black Sea and the military balance along its western frontier. Europe and the US should expect these demands, but they should neither dismiss them reflexively nor accept them on Russia’s terms. Some issues do raise genuine risks of miscalculation between Russia and NATO. Large military exercises near borders, missile deployments, ambiguous troop movements, air and naval incidents, cyber operations against critical infrastructure and uncontrolled activity in the Black Sea can create crises regardless of the justice of the underlying political claims.
To stop Russia from setting the terms of the debate, European leaders should pursue two distinct negotiations. The first would revolve around the ceasefire and subsequent security arrangement in Ukraine, and must preserve Ukraine as a principal actor. The second concerns the wider Russia-Europe security environment and must prevent either Moscow or Washington from treating Europe as an object of negotiation. Russia will try to conflate the two tracks so that it can use NATO-Russia talks to extract constraints on Ukraine or claim that whatever Kyiv gives up, the West gave up too. European policymakers should resist this and keep the two discussions separate, though separation also has risks: if either track collapses, the other will suffer because both tracks are needed to ensure regional security. The first maintains immediate stability along the line of contact between Russia and Ukraine; the second tackles the wider geopolitics.
Russia will prefer to discuss regional security with America rather than with Europe. It will try to cast Europe as the object of negotiation, not a participant in it. If the American leadership is distracted by other priorities or tempted by bilateral deals with Moscow, it might even support that Russian position. The answer for Europe is to define the terms of engagement with Russia in advance, with frontline states fully involved and with clear limits on what can and cannot be negotiated.
To do that, Europeans need the core group to define common positions before the United States and Russia enter any serious dialogue. European leaders cannot prevent every American side channel with Moscow, but they can limit the damage by insisting in advance on the principles that should govern any regional security conversation. These might include no recognition of territorial conquest, no Russian veto over its neighbours’ alliance decisions, no limits on Ukraine’s sovereign choices and no economic relief without behavioural restraint.
This regional security agenda will make many European leaders uncomfortable. Frontline states will fear that any discussion of basing, exercises, missiles or notification requirements gives Moscow a path back to influence over their security. They have reason to worry. Russia has used previous security conversations to claim rights over its neighbours. It has, for example, consistently used the indivisible security clause of the 1999 Charter for European Security to assert that it has the right to deny its neighbours membership in Western security organisations such as NATO. Despite this record, to exclude regional security from the framework would leave Moscow free to raise it bilaterally with Washington or exploit it during crises.
Regional security therefore is one of the central tests of managed disorder. If the US and Europe refuse to discuss it at all, Russia will use the refusal to justify probing, escalating and direct talks with America over Europe’s head. If they discuss it on Moscow’s terms, it will legitimise coercion and weaken the states most exposed to its power. The only viable course lies between those failures: to create a framework that channels Russian security demands into reciprocal, verifiable and limited mechanisms.
A framework for managed disorder
Every actor has reason to tolerate managed disorder over the alternatives, but tolerance does not sustain itself; it has to be built into rules. Managed disorder therefore rests on at least three mutually reinforcing principles:
Separate where necessary:Europe should first reduce its exposure to Russia with stronger defences and less dependence on Russian energy. Ukraine should tie itself economically more closely to Europe and be able to hold its ground militarily. Effective deterrence is a precondition for any dialogue.
Compartmentalise where you can:Certain issues—nuclear risk, Arctic exploitation, climate change and counter-proliferation—are in everyone’s interest to manage together. Even Russia wants to avoid, say, nuclear war or environmental collapse. The parties should fence such issues off from more neuralgic ones, such as Ukrainian sovereignty, to prevent crises from cascading into areas of mutual benefit. Cooperation here is a limited and mutually beneficial transaction, not the embryo of a broader relationship.
Make engagement conditional: Russia should earn sanctions relief, diplomatic reintegration and economic access by meeting specific, verifiable benchmarks. These rewards should be reversible and calibrated, so that, for Russia, compliance pays and violations are costly. This system does not require faith—just working mechanisms.
Within these pillars, Europe can emphasise defensive resilience and sanctions, while America manages nuclear and global issues. Both are compatible with the same architecture, if properly sequenced.
The stages of managed disorder
Managed disorder will not arrive by some grand bargain. It must grow semi-organically from whatever unsatisfactory deal ends the Ukraine conflict. Progress will be uneven and contingent: each stage will require stability in the previous one and give Russia incentives to value restraint over escalation. Optimistically, it will take years to move from ceasefire management to durable rules, and probably a decade or more before habits, institutions and political constituencies for restraint begin to take root. The framework will thus also need to “fail well” in the sense that Ukraine and Europe need to be able to bounce back if there is a setback.
The sequencing below shows how war-termination mechanisms can become stabilisation tools, then arms-control practice, then institutions. This is deliberate. America and Europe should commit openly to this trajectory, making clear that progress depends on Russia sticking to core principles. Even so, however technical the criteria for moving from one stage to the next may look, all the parties will accept progress only if their domestic politics allow it.
Stage 0: Secure a ceasefire (prerequisite)
A ceasefire, negotiated principally between Ukraine and Russia, is the prerequisite for everything that follows. It would be good if that ceasefire laid the groundwork for a more stable peace, but experience suggests that it will only nod in that direction and leave much unsaid. In the end, the purpose of a ceasefire is to stop the shooting rather than to ensure permanent peace. In Ukraine, that would be an accomplishment in itself and would at least open the door to the more sustainable process outlined below.
Stage 1: Freeze the status quo (~years 0-2 after ceasefire)
The first phase is about preventing a return to large-scale violence, preserving Ukraine’s survival and creating minimum conditions for a wider managed confrontation. It should embed the principle that behaviour has consequences. Monitoring and verification should come first—they enable later agreements by normalising inspections, data exchanges and the idea of measurable compliance. Those, in turn, provide the basis for rewarding Russian restraint.
This phase should establish baseline rules and mechanisms.
Military movements
No renewed large-scale offensive action.
No forcible changes to a clearly delineated line of control.
No systematic attacks on European critical infrastructure.
No escalatory hybrid campaign against EU or NATO states.
Restrictions on long-range missiles and strike platforms near the line of contact.
The goal is to contain friction along the line of control and normalise external verification so that incidents do not spiral.
Communication and monitoring
Humanitarian corridors and prisoner-of-war exchanges as first channels of dialogue.
A Russian-Ukrainian military hotline with protocols for reporting ceasefire violations, troop movements, drone incidents and humanitarian emergencies.
A joint or tripartite monitoring mechanism, potentially with UN endorsement even if not UN-staffed.
Monitoring in this phase should not be confused with Western intelligence assessments. A ceasefire mechanism needs visible procedures that both Russia and Ukraine can invoke when incidents occur. The American and European governments will also rely on classified intelligence, satellite imagery and Ukrainian reporting to assess whether Russia is preparing to attack again, but Russia need not accept those assessments for America and Europe to act on them. The two systems serve different purposes: the ceasefire mechanism manages incidents and referees disputes; intelligence assessments guide deterrence and enforcement.
Administrative
A process for property claims, compensation and occupied-territory inventories.
Property claims will likely be one of the war’s most politically corrosive legacies. The framework must acknowledge them early, even if it cannot resolve them. Ukrainians have lost homes, businesses and land in occupied territories. Russian state assets and other linked private assets are frozen or seized across Europe. European nationals, companies and institutions have outstanding claims from pre-war investments. Left unaddressed, these grievances will curdle into domestic pressure against any government trying to sustain the framework. Experience from other post-conflict settlements suggests that unresolved property claims only get harder to settle and easier for spoilers to exploit the longer they sit.
This stage should therefore set up a dedicated arbitration channel for property claims, compensation and an inventory of assets in occupied territories. It should give affected populations a visible, legitimate process they can trust to address their claims eventually, even if immediate restitution is impossible. Otherwise, these issues become structural weaknesses that Russia, populist parties or affected lobbies can later exploit to fracture European cohesion.
No formal milestone marks the end of Stage 1—readiness to advance is a practical judgement. Triggers for progression to the next stage could include six to twelve months without major violations, inspectors consistently granted access or functioning communication demonstrated during minor incidents.
Stage 2: Stabilise the front (~years 2-4)
Once violence subsides, the next task is to keep it that way. This requires partial demilitarisation and transparency along the Ukraine-Russia and NATO-Russia contact lines. The logic resembles the earliest cold war confidence-building measures: small, technical arrangements that reduce risk without requiring political alignment.
Two tracks
Stage 2 creates, as noted, the two parallel negotiation tracks with Russia: one on the Ukraine-Russia contact line, Track A, and the other on NATO-Russia, Track B. Progress or failure in one track should have no bearing on the other, and the scope of Track B explicitly excludes Ukraine’s sovereign choices. Ukraine should be consulted before any Track B arrangement that materially affects its security. It should have no veto over NATO decisions, but it should not be treated as an object of them either.
The purpose of the negotiations would be to make the signs towards confrontation easier to read. Russia should be able to tell which US and European actions reflect routine deterrence from those signalling preparation for escalation, just as America and Europe need a clear read on which Russian moves stay within declared force posture and which mark renewed aggression. Ukraine, in turn, should know what kinds of Russian movements will trigger US and European responses—and frontline European states should trust that de-escalation measures will not come at their expense. The framework seeks to reduce the danger that military ambiguity becomes political panic.
Transparency measures and limits on destabilising deployments would increase predictability without weakening deterrence. The test is practical: a measure belongs in the framework if it reduces miscalculation while preserving the ability to defend Ukraine and NATO territory.
Examples of measures for each track include:
Track A—Contact line management (Ukraine-Russia, Western-facilitated)
Reduced-force and weapon-limited zones on both sides of the line of contact.
Restrictions on long-range strike systems or designated platforms near the line.
Direct communication channels between local Ukrainian and Russian commanders, with agreed protocols for use during incidents.
On-the-ground monitoring and inspection access, potentially with neutral observers.
Verified pullbacks of heavy artillery or long-range systems from designated exclusion belts.
Track B—NATO-Russia military transparency (NATO-led, Ukraine consulted)
Advance notification of exercises above a defined unit size along NATO’s eastern flank.
Hotlines between NATO and Russian military commands with agreed rules of use.
Observer arrangements for major exercises under agreed formats.
Early data exchange on force levels and positions where this increases predictability without weakening deterrence.
Technology-enabled transparency—such as satellite imagery, opensource intelligence aggregation, pattern detection—to support rather than replace agreed notification and inspection procedures.
A restart of American-Russian strategic stability talks.
Crisis channels
Stage 2 should also expand crisis communications into separate channels, each with a limited purpose. A Ukraine-Russia channel should manage incidents along the line of contact. Exercises, air and naval encounters, forward deployments and missile notifications would run through a separate NATO-Russia military channel. A political channel—bringing together the European core group, the US, Ukraine and Russia—should handle cases that risk triggering sanctions snapback or military escalation. And the Black Sea requires a fourth channel, covering naval movements, commercial shipping, mine clearance, port access and other maritime incidents, with Turkey centrally involved.
The Black Sea requires special attention. Ukraine’s security depends on its land frontier as much as it does on Odesa—the country’s principal port and the conduit for the bulk of its grain exports, without which Ukraine would be cut off from global maritime trade. Turkey’s control of the Black Sea and its diplomatic channels to both Moscow and Kyiv make it indispensable here.
These channels should be linked by notification rules but should not be merged into a single negotiation. Their value lies precisely in compartmentalisation: failure in one channel should not bring down the rest.
Overall, these measures create predictability rather than normality. The metrics are practical: fewer surprises, lower risk of misinterpretation, calmer borders. Communication at the tactical level buys stability at the strategic one. The aim of the monitoring is to make suspicious behaviour visible enough, early enough that American and European governments can respond before ambiguity becomes paralysis.
Informal progression to Stage 3 could follow after 9–18 months of ceasefire compliance, a functioning inspection regime or verified pullbacks of heavy artillery or long-range systems from designated exclusion belts.
Stage 3: Manage deterrence (~years 4-7)
If stabilisation holds, America and Europe should shift their focus from military capability to deterrence. The relationship with Russia may remain adversarial, but it must be clear why and, within limits, predictable.
This stage should distinguish rearmament from deployment. At first, it should leave Europe, Ukraine and Russia to rebuild their armed forces. Capping rearmament outright would be unpopular, difficult to verify and potentially damaging to deterrence. The early aim is narrower: to curb the most destabilising forms of rearmament by regulating where forces are placed, how movements are notified, which exercises require observers, which long-range systems create escalation risks and what kinds of external assistance to Russia would trigger penalties. In short, managed disorder should allow rearmament but make it less surprising, less offensive in posture and less likely to spark a crisis.
Hybrid activity is a harder problem because Moscow has made it part of its regional strategy. Disinformation and cyberattacks cannot be managed through traditional arms control. The US and Europe cannot negotiate a clean cyber or hybrid non-aggression pact with Russia, but they can set conditions for participation in a wider framework. Russia cannot stop the drone war in Ukraine while continuing an infrastructure war across Europe and still expect sanctions relief and cooperation. A reduction in major hybrid attacks should become part of the price of entry into the framework.
This will require clear thresholds. Not every disinformation campaign warrants a crisis response, and not every cyber incident will carry a signature that all governments accept. But hybrid attacks on critical infrastructure, electoral processes, or political figures should carry consequences when evidence reaches agreed standards. The US and Europe should create a certification process that assesses such activity and links it to sanctions, diplomatic access and the pace of wider engagement. Attribution will remain contested, but the absence of perfect attribution cannot excuse permanent grey-zone coercion.
Both sets of rules—on rearmament and on hybrid activity—belong to the same emerging arms-control agenda, which could include:
Geographically bounded force ceilings near Ukraine and NATO’s eastern flank.
Reciprocal notification of major troop movements and exercises.
Observer access to certain drills under agreed formats.
A dialogue on missile deployments and dual-use systems, initially without formal treaties.
Additional transparency measures for storage or deployment locations of sensitive weapons.
Agreed thresholds for major hybrid activity, including sabotage of critical infrastructure, coercive migration operations, cyber operations against essential services and attacks on defence production, linked to certification and penalties rather than formal arms-control limits.
The US would lead this part because of nuclear considerations, while Europe anchors the conventional posture. Russia may well test boundaries, so deterrence must remain credible. But even imperfect predictability is safer than total opacity.
Triggers for informal progression to the next stage could include routine functioning of transparency mechanisms, no large undisclosed deployments near the line or political space inside EU and US capitals for conditional economic measures.
Cooperation in limited areas can help keep the wider framework from collapsing. Even after a ceasefire in Ukraine, Russia will still be able to destabilise Europe indirectly through hybrid operations within European borders and its wider neighbourhood. A managed framework will therefore need to go beyond Ukraine without assuming that cooperation in one domain signals goodwill or leads to broader reconciliation.
The purpose of functional cooperation is twofold. First, it can give Russia limited, visible benefits from predictable behaviour. Moscow values status, access and the recognition that it is an indispensable interlocutor. Carefully chosen cooperation channels can provide these at relatively low cost, provided they remain conditional and reversible. Second, such channels can reduce Russia’s incentive to use theatres outside Europe as pressure points. If Russia gains a stake in, say, Arctic safety, it may have more to lose from turning it into a battlefield.
The US and Europe should choose these areas carefully. Cooperation should start soon after a ceasefire wherever interests overlap. It can include humanitarian and economic essentials—fertiliser and food exports, prisoner-of-war exchanges—alongside maritime and safety measures such as Black Sea commercial shipping and nuclear safety. The early purpose is to improve people’s safety and daily lives rather than to preserve the peace. If the framework holds, functional cooperation can institutionalise and spread into two further clusters: maritime and Arctic cooperation, such as search-and-rescue and maritime deconfliction; and technical safety cooperation, such as space debris monitoring, counter-proliferation and climate and environmental data exchange.
The Arctic presents a distinct challenge. Before the war, it was one of the few spaces where Russia, America and Europe cooperated despite wider tensions, but that cooperation has since collapsed. Finland and Sweden’s accession to NATO, Russia’s militarisation of the High North, competition over energy and shipping routes, and Chinese interest in Arctic access have turned the region into a sharper theatre of rivalry. A functional Arctic track could help prevent accidents, manage search-and-rescue obligations, preserve basic environmental data exchange, and reduce the risk that military incidents in the High North spill into wider confrontation.
Functional cooperation could also help manage the Black Sea, building on the channel already established in Stage 2. The aim should be to cut the risk that a naval incident spirals into a wider escalation.
These channels should also serve as tests of Russian behaviour. Russia cannot expect cooperation in the Arctic while sabotaging European energy infrastructure, or maritime deconfliction while strangling Ukraine’s economy in the Black Sea. Functional cooperation should therefore rest on a spoiler clause: major destabilisation in one domain should cut benefits in others, though minor incidents, such as temporary denial of port access, should not automatically break compartmentalised cooperation. The point is to preserve communication during confrontation, but without allowing these channels to become sanctuaries for Russian bad behaviour. A standing certification mechanism should assess whether Russian actions remain compatible with continued participation; major violations, such as sabotage of critical infrastructure or using mercenary forces to destabilise European interests abroad, should trigger wider consequences.
Functional silos can also discipline European divisions by allowing limited contact with Russia where it serves security, while preventing that contact from becoming a general political thaw. This distinction lets hardline states accept narrow, security-driven engagement without conceding that Russia has been forgiven, while allowing more accommodating states to engage practically without waiting for a broader reconciliation that may never come. Silos also give European publics a clear rationale: certain risks require communication even among enemies.
The task for the bilateral re-engagement is to prevent unconditional normalisation by channelling it: bilateral contacts should be registered, reported to the core group where security-relevant and subject to spoiler clauses. Left unmanaged, bilateral contacts could become the pathway through which sanctions erode and Europe fragments.
China may play a limited role in this stage in areas where its interests—Arctic access, nuclear stability, maritime trade—align with predictability. Beijing will understand that stability preserves the economic access it values; Russian defection narrows it.
After a sustained period of compliance, the framework should offer Russia visible but reversible dividends for restraint: expanded diplomatic channels, ministerial-level meetings, greater facilitation of agricultural and fertiliser exports, enhanced participation in Black Sea or nuclear-safety mechanisms, and broader bilateral contacts. The aim is to show that restraint changes the terms of engagement.
The trigger for the next stage might be two to four years of stable front lines, deterrence and transparency mechanisms working as intended, and proof that narrow cooperation holds without spilling over or being exploited.
If earlier stages mature and survive disruptions, an institutional architecture can begin to consolidate. Many elements may start earlier but will take shape over the long term. Institutionalisation marks a recognition that competition must be permanently managed. This day may never arrive, but it matters as an aspiration. Comparable cold war institutions took 25 years or more to emerge. For example, the Conference on Security and Co-operation in Europe (CSCE) was launched in the early 1970s but it only became a standing institution, the Organisation for Security and Co-operation in Europe (OSCE), in 1995.
Potential forms for institutions include:
A US-Europe-Russia Risk Reduction Commission meeting at ministerial and military-to-military levels.
A modular arms-control instrument replacing parts of the Conventional Armed Forces in Europe and Intermediate-Range Nuclear Forces frameworks, eventually bringing in other countries—notably China.
A dual-track diplomatic structure: Washington–Moscow for nuclear or global issues; Europe–Moscow for regional security and Ukraine arrangements.
A standing crisis-management protocol with predefined escalation control steps.
An institutional layer consolidating the crisis channels of earlier stages, created through standing bodies, regularised military contacts and agreed evidentiary standards.
This stage is ambitious, uncertain and far off. It would require political durability inside Russia, Ukraine, the US and Europe. But it should remain visible as the horizon. The framework must offer a picture of a stable destination even if the road there is long.
The path to stability runs through this framework; it structures a rivalry that will continue whether we prepare for it or not. The logic is incremental: ceasefire enables monitoring, monitoring enables transparency, transparency enables limits, limits enable rules, rules enable institutions. Each step must be earned through behaviour, not granted on faith. None of this works, however, if Europe cannot act as one.
How to overcome division paralysis in Europe
European cohesion will require a system that stops any single state from vetoing responses that the group has already agreed. The model should borrow from the Iran nuclear deal of 2015: participating states determine upfront what counts as a violation and what counts as a compliance milestone. Those criteria, once set, cannot be revised downward. The states most exposed to Russian pressure would write their red lines into the rules before the politics of the moment can erode them. A standing committee of the participating states then decides by qualified majority whether Russia has met a given criterion. If it has, the agreed reward or penalty follows automatically—unless a majority votes to block it.
This process flips the usual logic. The current system requires consensus to impose a snapback or advance a tranche of sanctions relief; the new one will require consensus to waive either. A hypothetical pro-Russian Hungarian or Slovak government seeking to delay consequences will need to openly vote to do so and bear public responsibility for that choice, rather than block it quietly through procedural abstention. Similarly, a frontline state such as Poland or a Baltic country will need to find a majority to block rewards once Russia demonstrably meets an agreed milestone. Frontline states appear to lose power here, but their red lines have already been written into the rules.
Spelling out in advance which consequences are appropriate for a breach would also help keep Europe united: cautious states will not tolerate escalation over every minor incident, and hawkish ones will not tolerate impunity for major violations. Proportionality will keep both cautious and hawkish states invested in the framework, rather than defecting to national responses. A three-tier system would make this balance work: minor procedural breaches might suspend talks or freeze a tranche of sanctions relief; material violations—such as denial of inspection access—may trigger limited snapback; major ones, such as attacks on defence production, should trigger full enforcement. This governance mechanism is only part of what will enable Europe to act cohesively within the framework; practical principles must also operate across every stage, beginning with crisis communication.
Operating rules
Several rules should apply throughout the framework. Managed disorder cannot rest on hopeful assumptions about Russian restraint or rationality. The framework must treat future violations as probable and place the burden on Russia to prove it is complying, not on America or Europe to show that it is not. In practice, that means adopting a presumption-of-violation approach: if, say, Russia denies inspectors access to a missile site, the refusal counts as a breach and triggers penalties. Sanctions relief, military deployments and cooperation channels continue only when Russia’s behaviour is visible and verifiable. If Moscow wants the benefits of a more predictable relationship, it must make compliance easy to see.
Crisis communication should begin from the outset. In a post-war environment, contact matters more than cooperation. Channels should allow the parties to clarify incidents and prevent local violence from escalating. These channels should be compartmentalised—for example, a line-of-contact mechanism should not depend on progress in NATO-Russia talks—so no single crisis can consume the whole framework.
Technology can help in this process, but monitoring cannot depend on it alone. Surveillance, satellite imagery, financial tracking, customs data, open-source intelligence and AI-assisted pattern detection can all improve visibility. But they cannot substitute for political judgment, agreed evidentiary standards and negotiated consequences.
In all stages, sanctions relief should be tied to periodic certification rather than ad hoc diplomacy. The certification mechanism described above—which includes the EU, the US, Ukraine and relevant European core group states—should govern the pace of sanctions relief, the triggering of snapback provisions, and the determination of whether conditions for stage progression have been met. It cannot eliminate political discretion, as that is impossible, but it can narrow it by defining operational and measurable criteria as precisely as possible. If Russia blocks inspections, moves forces without notification, conducts major hybrid attacks or violates agreed military limits, the default should be suspension or reversal of relief unless participating governments decide otherwise.
Why the alternatives are worse
Managed disorder will make no one happy. It will not deliver justice for Ukraine, reconciliation with Russia, strategic autonomy for Europe, or a restored US-European consensus on Russia. It will leave many questions unresolved and many grievances intact. But the relevant comparison is not with an ideal peace that cannot exist. The relevant comparison is with the conceivable alternatives. All of them are worse than managed disorder.
The alternatives below are ideal types. Few policymakers advocate for any of them in pure form. But examining each in isolation reveals why none can resolve the underlying problem and why mixing them without a governing framework tends to magnify their worst features.
The first alternative is regime change in Moscow. Many Europeans and Americans have concluded that no stable order with Russia can exist while Vladimir Putin or a Putinist system remains in power—a view with real force, given how central revisionism, militarism and hostility to the West have become to the current government’s legitimacy. But as a strategy, regime change offers no credible path from the world we inhabit to the world we want. Neither the US nor Europe can engineer a liberal transition in Moscow or build a European security order on the assumption that Russia will soon become a different country. Nor can they rely on sanctions, battlefield losses or elite discontent to produce a more palatable successor. A Russia after Putin could become less aggressive, but it could also become more nationalist, more chaotic or more determined to prove that the war was not lost.
The second alternative is permanent isolation. This approach would contain Russia through sanctions, diplomatic exclusion and military pressure. It has obvious appeal. Russia should pay a lasting price for aggression. But isolation alone will not manage the next phase. Sanctions will erode without a political strategy. European governments will divide over costs and enforcement. China, Turkey, the Gulf states and others will create channels around US and European pressure. Russia will adapt and wait for fatigue in the US and Europe. Permanent isolation may punish Russia, but it will not by itself create rules for regional security or Ukraine’s defence.
The third alternative is normalisation. This approach would treat a ceasefire as the end of the problem and move quickly toward restored diplomatic channels, trade and a wider European conversation with Moscow. Some governments and firms will want this as soon as large-scale fighting stops. They will argue that Europe needs stability to recover and a way to stop Russia from becoming still more dependent on China. Some engagement with Moscow will eventually prove necessary. But normalisation without conditions would reward aggression without securing restraint. It would tell Russia that conquest brings only a temporary crisis followed by eventual reintegration. It would weaken Ukraine, divide Europe and invite Moscow to test whether another round of coercion might yield another round of concessions. Engagement has value only when it forms part of a structure of leverage. Without that structure, it becomes appeasement by exhaustion.
The fourth alternative is unmanaged confrontation. This outcome is the most likely default because it requires no decision. Europe and America would continue to arm Ukraine unevenly, maintain sanctions haphazardly, talk to Russia episodically and respond to crises as they arise. NATO would reinforce some areas, neglect others and debate deployments after Russia tests them, leaving Ukraine dependent yet insecure. Russia, meanwhile, would keep probing European defences with hybrid tactics, even as Washington cuts its own deals with Moscow. European governments might denounce such freelancing while failing to offer a coherent alternative. In this world, rivalry persists and even grows, and no one sets the rules.
Unmanaged confrontation gives Russia more ambiguity to exploit, gives the United States more room to improvise over Europe’s head, and hands European governments more opportunities to defect from common positions. It also leaves Ukraine with less clarity about what the US and Europe will support and what they will not. Every crisis becomes a test of will, credibility and domestic politics. The result would not be principled firmness. It would be recurrent improvisation under pressure.
These alternatives also share a deeper flaw. Each assumes that one element of the problem can solve the whole: Russian transformation, Russian isolation, Russian reintegration or Western toughness. None can. The post-war confrontation will require deterrence and dialogue, punishment and incentives, European unity and coalitions of the willing, Ukrainian agency, American involvement and European hedging. Any strategy that chooses only one side of these tensions will collapse when reality supplies the other.
An operating system for a bad peace
If this trajectory does not take hold, the alternative is easy to imagine because it resembles the past decade: a ceasefire that freezes rather than manages the conflict, Russia regrouping and probing again when the balance shifts, Europe tiring under sanctions and domestic cost, the US distracted and inconsistent, and Ukraine trapped in recurrent wars. In such a world, escalation would be governed by crises rather than rules, and could arrive suddenly, triggered by accident, misunderstanding or opportunity.
America and Europe cannot choose a world without Russia, nor can they wish away their own disunity. But both Europeans and Americans can choose whether to confront Russia through chaos or through structure. Managed disorder is a strategy for containing escalation, preserving Ukrainian sovereignty, limiting Russian coercion and ensuring that rivalry remains predictable rather than world-ending.
The path forward begins in Ukraine. If policymakers treat war termination as the end of the problem, they will fail to respond to broader Russian concerns and leave Europe vulnerable to the next Russian offensive. If they instead treat war termination as the opening phase of a long process, they can shape the incentives and capacities that will govern the next decade.
A structured adversarial framework, rooted in credible deterrence and bounded by conditional cooperation, is the best available foundation. Managed disorder is not permanent peace, reconciliation or a just settlement. It is an operating system for a bad peace.
About the authors
Jeremy Shapiro is the research director of the European Council on Foreign Relations. His areas of focus include US foreign policy and transatlantic relations.
Samuel Charap is Distinguished Chair in Russia and Eurasia Policy and a senior political scientist at RAND. His research interests include the foreign policies of Russia and the former Soviet states; European and Eurasian regional security; and US-Russia deterrence, strategic stability and arms control.
Bob Deen is the General Director of the Netherlands Institute for International Relations “Clingendael” and specialises in matters of European security, with a focus on Eastern Europe, the Caucasus and Central Asia. Before joining Clingendael in 2020, he worked as Head of Section and Senior Adviser to the OSCE High Commissioner on National Minorities.
Hiski Haukkala is the director of the Finnish Institute of International Affairs. He is also an adjunct professor of international relations at Tampere University and a senior research associate at RAND Europe. He is the author of numerous books and articles on EU foreign policy, Russia and International Relations.
Ivan Krastev is chair of the Centre for Liberal Strategies, Sofia, and a permanent fellow at the Institute for Human Sciences, Vienna. He is the author of “Is It Tomorrow Yet? Paradoxes of the Pandemic”, among many other publications.
Hanna Notte is the director of the Eurasia programme at the James Martin Center for Nonproliferation Studies. Based in Berlin, she has written extensively about Russian foreign policy and is the author of We Shall Outlast Them: Putin’s Global Campaign to Defeat the West (W. W. Norton & Co).
Jim O’Brien is a distinguished visiting fellow at the European Council on Foreign Relations. He previously served as Assistant Secretary of State for European and Eurasian Affairs in the Biden administration.
Acknowledgments
This paper is the collaborative product of a working group that met several times over the course of more than a year, comprising the authors above and Michael Kimmage of the Kennan Institute. Jeremy Shapiro took the pen on this paper, but the working group shaped, debated and contributed to it in essential ways. All of the members of the working group except Michael Kimmage fully endorse the paper.
The authors would also like to thank Kat Fytatzi for her patient and incisive editing. Kat’s editing was painful, but in exactly the right way. Nastassia Zenovich applied her usual genius for the graphical representation of extremely verbal ideas to a paper that badly needed it. She has our eternal gratitude. We’d also like to thank the Andrew Carnegie Foundation for the funding and patience that made this project possible.