Senior White House officials designing the strategy to confront Russia have begun quietly debating a new concern: that the avalanche of sanctions directed at Moscow, which has gained speed faster than they imagined, is cornering President Vladimir Putin and may prompt him to lash out, perhaps expanding the conflict beyond Ukraine.

In Situation Room meetings in recent days, the issue has come up repeatedly, according to three officials. Putin’s tendency, U.S. intelligence officials have told the White House and Congress, is to double down when he feels trapped by his own overreach. So they have described a series of possible reactions, ranging from indiscriminate shelling of Ukrainian cities to compensate for the early mistakes made by his invading force, to cyberattacks directed at the U.S. financial system, to more nuclear threats and perhaps moves to take the war beyond Ukraine’s borders.

The debate over Putin’s next moves is linked to an urgent reexamination by intelligence agencies of the Russian leader’s mental state, and whether his ambitions and appetite for risk have been altered by two years of COVID-19 isolation.