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UkraineAlert

September 17, 2026 • 4:19pm ET

Putin is escalating against NATO but a Baltic incursion remains unlikely

By James Rice

Putin is escalating against NATO but a Baltic incursion remains unlikely

The recent escalation in Russian sabotage operations and gray zone aggression across Europe has sparked a lively debate over how far the Kremlin may be prepared to go. US intelligence reports cited in August claimed that Moscow could even launch a “limited incursion” in the coming months to test NATO’s resolve. This is fueling a new round of speculation over a possible Russian attack on Baltic states Estonia, Latvia, and Lithuania.

Talk of a limited Russian military incursion into the Baltic region is nothing new. Soon after the occupation of Ukraine’s Crimean peninsula in 2014, a series of articles appeared discussing whether the Baltic states would be Putin’s next targets. This pattern was repeated in the wake of Russia’s full-scale Ukraine invasion eight years later. However, while Baltic security experts recognize the heightened security threat posed by today’s expansionist Russia, many take exception to suggestions that their countries are virtually defenseless.

Baltic analysts are particularly rankled by the prominence of hypothetical scenarios that exhibit little understanding of the local situation and ignore the significant security capabilities of the three Baltic states. Discussion of the potential Russian threat often assumes that everything would hinge of the broader NATO response to any Russian attack. In fact, Baltic policymakers have taken careful note of Russian tactics employed in Ukraine since 2014, ramping up internal security and border defenses accordingly.

Nor are the circumstances in today’s Baltic region directly comparable to the situation in Ukraine when Russian aggression began in 2014. While Latvia and Estonia have sizable Russian-speaking populations, the invasion of Ukraine has had a major impact on the outlook of these communities. A minority are still influenced by Kremlin propaganda and remain sympathetic to Russian nationalism, but the appeal of Putin’s imperial agenda is severely limited due to the fact that Russian-speakers in the Baltic region enjoy far higher standards of living than across the border in Russia itself. As a result, the potential for local separatist movements is regarded as minimal. Baltic security services also keep a close eye on any potential troublemakers.

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International concerns over a possible Russian incursion are often based on a poor understanding of the security situation in the Baltic region. Some commentators seem to be under the mistaken impression that Russian forces could simply cross the Narva River and disappear into the forests of Estonia undetected. In reality, the Baltic nations have cooperated to create the Baltic Defense Line, which features a series of fences, tank obstacles, patrolled roads, and natural barriers, all monitored with electronic sensors. A repeat of the “little green men” tactics used by Russia against Ukraine in 2014, with Kremlin agents and military personnel crossing the border surreptitiously to stoke conflict, would not be possible in the Baltic region today.

Any open incursion by the Russian military in the Baltic region would face immediate opposition. The Kremlin would need to muster a force large enough to overcome the Estonian, Latvian, and Lithuanian armed forces, who would not wait for a united NATO response before fighting back.

Baltic intelligence assessments indicate that Russia would require more men and equipment than Moscow currently has available amid the ongoing invasion of Ukraine. Due to this shortfall, Tallinn, Riga, and Vilnius all believe that the Kremlin cannot mount a successful military incursion until it has resolved the manpower deficit in Ukraine. All eyes are currently on a possible new Russian mobilization, while any military buildup close to the Baltic border will be carefully monitored.

This does not mean the Baltic states are complacent. They know Russia has a high risk tolerance and recognize that the possibility of a major miscalculation remains. It is enough to recall how badly the Kremlin misjudged Ukraine’s willingness and capacity to resist the full-scale invasion of 2022. Putin fixates on US military posture and tends to dismiss the agency of smaller countries. This may help to convince him that a limited attack would succeed in securing a frontier foothold in NATO territory.

As long as Ukraine continues to defend itself against Putin’s invasion, the consensus in the Baltic states is that a Russian attack remains unlikely. This is one of the key reasons why Ukraine’s Baltic partners are among the leading providers of military aid in relation to GDP. Russia’s current efforts to intimidate Europe are widely viewed in the Baltic as an attempt to deter support for Ukraine and isolate Kyiv. If a ceasefire agreement is reached and Russia is no longer bogged down in Ukraine, security assessments in Baltic capitals will likely undergo a rapid change, with the threat level rising.

Rather than obsessing over the idea of a possible Russian land incursion, European security analysts should pay more attention to the intelligence assessments coming from the Baltic region regarding the diverse threats posed by Russia and the escalating campaign of aggressive actions that is already underway. In parallel, it is crucial to keep the focus firmly on maintaining support for Ukraine.

Vladimir Putin only understands the language of strength. Failure to push back against increasing Russian provocations will only embolden Moscow and encourage further escalation. The Baltic states understand Russian realities better than most and have plenty of proposals for steps to effectively counter the Kremlin. Whether the rest of Europe can muster the necessary political will remains to be seen.

James Rice is a doctoral student at the Institute of World Politics and former legislative director for US Senator Chuck Grassley.

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The views expressed in UkraineAlert are solely those of the authors and do not necessarily reflect the views of the Atlantic Council, its staff, or its supporters.

The Eurasia Center’s mission is to enhance transatlantic cooperation in promoting stability, democratic values, and prosperity in Eurasia, from Eastern Europe and Turkey in the West to the Caucasus, Russia, and Central Asia in the East.

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Image: Estonian Police and Border Guard officer patrols Estonian-Russian border near Saatse, Estonia June 17, 2026. (REUTERS/Ints Kalnins)