Escalation Without Rules: Why Energy Strikes, Ship Seizures, and Broken Treaties Now Define the War
by Jaffa Levy
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Published
· Updated
When war shifts from front lines to systems, from soldiers to heat, power, shipping, and deterrence architecture, escalation becomes harder to manage and easier to miscalculate.
The past week suggests that this shift is no longer theoretical. It is happening.
What is happening at sea
A new escalation lane is opening that does not run through the Donbas. It runs through boarding ladders, helicopters, and the law of the sea.
This month, reporting described a United States operation involving the seizure of a Russian flagged oil tanker linked to Venezuelan oil flows.
Moscow framed the move as unlawful seizure. Washington framed it as enforcement.
For the wider pattern, see
Theft on the High Seas: How the US Is Taking Venezuelan Tankers Without War, Mandate, or Law.
The strategic risk is mechanical. Once seizure becomes normal, targets harden.
Ships acquire armed security, boarding attempts become confrontations, and the chance of shots fired at sea rises sharply.
That is escalation decided in minutes by people holding weapons, not in days by leaders drafting statements.
Over the past week, the war in Ukraine has looked less like a map problem and more like a pressure campaign built around infrastructure,
signalling weapons, maritime contact, and thinning legal guardrails.
Winter as leverage
Kyiv suffered a major strike wave that disrupted electricity, heating, and water supplies during a deep cold snap.
Emergency shutdowns and delayed restoration followed as engineers struggled to stabilise a damaged grid.
Residents improvised with generators and stoves. Officials spoke in the language of systems repair, not battlefield manoeuvre.
A fuller narrative treatment of the heating strike logic is set out in
The Night the Gas Failed: Inside Russia’s Winter Attack on Ukraine’s Heat.
What made this episode different was the public warning that followed.
Kyiv’s mayor, Vitali Klitschko, urged residents who could do so to temporarily leave the city for places with alternative heating and power.
When a wartime mayor tells people to leave their own capital because the system cannot reliably keep them warm,
the war has moved inside the machinery of daily life.
What is happening on land
The centre of gravity is shifting from trenches to systems.
Infrastructure pressure is scalable and cumulative.
It can be intensified without territorial expansion while generating displacement, industrial paralysis, and political stress.
This is not battlefield manoeuvre.
It is war by system failure, applied most effectively in winter.
Russia has acknowledged striking Ukrainian energy and fuel facilities.
That alignment between action and stated purpose points toward coercive degradation:
pressure applied not primarily to defeat armies, but to compress civilian life, logistics, and industry.
The signal weapon
Alongside infrastructure pressure came a second message: the renewed use of the Oreshnik missile.
Reported as rare and politically charged, it is not being used as routine battlefield ordnance.
It is being used as a signal.
The message is straightforward.
Reach and speed exist.
Restraint is not absence of capability.
It is a choice.
Read together, the doctrine becomes clearer.
Apply maximum pressure inside Ukraine while demonstrating capability to NATO,
but avoid strikes on NATO territory that would unify the alliance or trigger direct confrontation.
The most dangerous shift: contact escalation
The most underappreciated escalation risk did not come from missiles or power stations.
It came from the sea.
Maritime seizures create physical contact.
Physical contact breeds miscalculation.
Once interdiction becomes routine, ships harden, boarding attempts meet resistance,
and administrative enforcement turns into kinetic risk.
Guardrails thinning
These events unfold against a longer term structural change:
the steady erosion of arms control and the guardrails that once slowed escalation.
The ABM Treaty ended. The INF Treaty ended. New START approaches expiry.
The cumulative effect is not a single collapse but a thinning of predictability.
Why America’s credibility is being questioned
The argument is not simply that Washington is hostile,
but that it is signalling it is unconstrained by what it signed yesterday.
The capture of Venezuela’s president is presented as a power act rather than a rule bound process,
reinforcing perceptions abroad that legal formality is contingent.
In Moscow and Beijing, the inference is caution.
Commitments may be tactical.
Treaties may be reversible.
Trust must be replaced by capability.
Systems war cuts both ways
Ukraine has pursued its own infrastructure strikes, including attacks on Russian energy facilities,
framed as efforts to constrain fuel supply and war capacity.
That symmetry confirms the diagnosis.
This is a systems war.
The NATO fracture incentive
If Russia’s long term concern is a unified NATO, then NATO disunity is a strategic gain that requires no strike on alliance territory.
In that frame, restraint beyond Ukraine is not weakness.
It is rational strategy.
The same credibility logic now plays out inside Western alliances as well, where treaty based access and cooperation can be treated as insufficient and replaced by pressure politics.
See
Greenland Is a Test of Alliance Discipline, Not American Power.
Where this leads
Wars expand through precedent, not proclamation.
Utilities fail, cities empty, ships are seized, treaties expire.
Each step shortens decision time and narrows room for restraint.
This is escalation doctrine in the modern era:
pressure through systems,
risk through contact,
and fewer rules to slow the slide.
Once wars are fought that way, they do not stay local for long.
