Ukrainian forces reportedly conducted the largest series of drone strikes against targets within Russia
on the night of August 31 to September 1. The Russian Ministry of Defense (MoD) claimed that Russian air
defenses destroyed 158 Ukrainian drones over 16 oblasts: 46 drones over Kursk Oblast, 34 over Bryansk
Oblast, 28 over Voronezh Oblast, 14 over Belgorod Oblast, nine over Moscow City and Oblast, eight over
Ryazan Oblast, five over Kaluga Oblast, four over Lipetsk Oblast, three over Tula Oblast, two over Tambov
and Smolensk oblasts each, and a drone each over Oryol, Tver, and Ivanovo oblasts. Moscow Mayor Sergei
Sobyanin claimed that Russian forces shot down two Ukrainian drones near the Moscow Oil Refinery in
Kapotnya and that drone debris damaged a technical room at the facility and caused a fire. Russian
sources posted footage of the Ukrainian drone striking the Moscow Oil Refinery and a small fire in the
area, although some characterized the fire as a normal gas flare at the facility. Kashira Raion Head
Mikhail Shuvalov stated that Ukrainian forces targeted the Kashira State District Power Plant in Kashira
Raion, Moscow Oblast with three drones, and Russian sources amplified footage of Russian air defense
activating and explosions near the plant. The Tver Oblast press service stated that a Ukrainian drone
caused a fire in Konakovo Raion, and Russian sources amplified footage of the drone striking the Konakovo
State District Power Plant, a subsequent large fire at the plant, and damage within the plant. Russian
opposition outlet Astra reported that there was also a fire at the Konakovo gas distribution network
along the "KGMO-Konakovo" main gas pipeline following Ukrainian drone strikes in Tver Oblast. Kaluga
Oblast Governor Vladislav Shapsha claimed that a Ukrainian drone damaged a cell tower in Tarusa Raion,
Kaluga Oblast. Russian opposition outlet Vazhnye Istorii noted that data available from NASA FIRMS shows
heat anomalies at the Novolipetsk Metallurgical Plant (NLMK) in Lipetsk Oblast, a military facility for a
unit of the 106th Airborne (VDV) Division in Tula Oblast, two cement plants in Voskresensk and Kolomna,
Moscow Oblast, and the Ferzikovo cement plant in Kaluga Oblast on the night of August 31 to September 1.
Only the FIRMS data from the site in Tula Oblast appears to be anomalous, as the other facilities
routinely give off heat signatures due to normal industrial activities.
Ukrainian forces
continued to conduct assaults in Kursk Oblast on September 1, but there were no confirmed Ukrainian
advances. Russian sources claimed that Ukrainian forces conducted assaults near Korenevo; east of
Korenevo near Matveyevka; northeast of Korenevo near Aleksandrovka; northwest of Sudzha near Malaya
Loknya and Pogrebki; north of Sudzha near Kamyshevka; and northeast of Sudzha near Nizhnyaya Parovaya,
Bakhtinka, and Nechayev. A Russian milblogger claimed that Ukrainian forces marginally advanced west of
Pogrebki, and geolocated footage published on September 1 indicates that Ukrainian forces were recently
operating within Pogrebki. Another Russian milblogger claimed that Russian forces failed to establish a
foothold in Borki (southeast of Sudzha) and continue to attack Ukrainian positions within the settlement.
A Russian source claimed that Russian forces pushed Ukrainian forces back from Korenevo, cleared
Komarovka (southwest of Korenevo), and counterattacked near Kauchuk (northeast of Korenevo). Elements of
the Chechen Akhmat Spetsnaz's "Varvar" detachment are reportedly operating near Cherkasskoye Porechnoye
(north of Sudzha). Elements of the Russian 810th Naval Infantry Brigade (Black Sea Fleet, Southern
Military District ), the 155th Naval Infantry Brigade (Pacific Fleet, Eastern Military District
), the 56th Airborne (VDV) Regiment (7th VDV Division), and the Chechen Akhmat Spetsnaz's "Aida"
group are reportedly operating in Kursk Oblast.
Key Takeaways:
• Ukrainian
forces reportedly conducted the largest series of drone strikes against targets within Russia on the
night of August 31 to September 1.
• Ukrainian forces continued to conduct assaults in Kursk
Oblast on September 1, but there were no confirmed Ukrainian advances.
• Recent Russian
domestic polls suggest that Ukraine's incursion into Kursk Oblast has not yet degraded Russian domestic
support of the war in Ukraine in the short-term following the Kursk incursion and that Russian support
for the war has remained high since 2022.
• Armenian Prime Minister Nikol Pashinyan confirmed
at an August 31 press conference that "Armenia has frozen its participation in the CSTO at all levels," after Armenia has effectively abstained
from participating in the CSTO for nearly a year.
• Russian forces recently advanced north of
Kharkiv City, southeast of Kupyansk, southeast of Pokrovsk, and southwest of Donetsk City.
Iran is expected to “imminently” deliver ballistic missiles to Russia to support the Russian invasion of
Ukraine. NOTE: A version of this text appears in the September 2 ISW-CTP Iran Update. An unspecified
European official told Bloomberg on September 2 that Iran could begin shipping ballistic missiles to
Russia "within a matter of days.” European intelligence sources previously told Reuters in August 2024
that Iran and Russia signed a contract in December 2023 for Iran to deliver Ababil close-range ballistic
missiles and Fateh-360 short-range ballistic missiles (SRBMs) to Russia. The intelligence sources added
that dozens of Russian military personnel are currently in Iran training to operate Fateh-360 missiles.
Russia’s acquisition of Ababil or Fateh-360 ballistic missiles would likely allow Russian forces to
strike Ukrainian near-rear targets while preserving Russia's stockpiles of domestically-produced
missiles, such as Iskanders, for deep-rear Ukrainian targets, as CTP-ISW previously assessed.
Russian President Vladimir Putin gave an interview to Mongolian outlet Unuudur ahead of his visit to
Mongolia on September 2-3, emphasizing historical and modern Russian-Mongolian relations and current
trilateral economic and energy initiatives with Mongolia and the People's Republic of China (PRC). Putin
emphasized Soviet-Mongolian relations and the 2019 Russian-Mongolian comprehensive strategic partnership
agreement in the interview published on September 2. Putin also highlighted economic and energy
cooperation initiatives to deepen relations between Russia, Mongolia, and the PRC and expressed
confidence in developing the Russia-Mongolia-China Economic Corridor and the Power of Siberia 2 gas
pipeline, which will run from Russia through Mongolia to the PRC upon its completion. Putin also asserted
that the Russia-led Eurasian Economic Union (EAEU) and Mongolia have made significant progress in
drafting a temporary free trade agreement. Putin notably published articles in North Korean and
Vietnamese state newspapers before his visits to the countries in June 2024 and is likely attempting to
pursue stronger relations with countries that historically had friendly ties to the Soviet Union to form
a coalition to act as an alternative to the West.
Russian authorities detained Leningrad
Military District (LMD) Deputy Commander Major General Valery Mumindzhanov on corruption charges on
September 2. Kremlin newswire TASS reported that the Russian Investigative Committee suspects that
Mumindzhanov accepted bribes worth over 20 million rubles (about $222,000) while he was the Resource
Provision Head within the Russian Ministry of Defense (MoD) and oversaw contracts for the supply of
Russian military uniforms. A Russian insider source, who has previously correctly predicted several
command changes within the Russian MoD, claimed that Mumindzhanov was a direct subordinate of former
Russian Deputy Defense Minister Army General Dmitry Bulgakov, whom Russian authorities arrested on
corruption charges on July 26. The insider source also claimed that Mumindzhanov had ties to current
Russian Security Council Secretary and former Russian Defense Minister Sergei Shoigu. A prominent,
Kremlin-affiliated Russian milblogger claimed that Mumindzhanov's arrest indicates that the Kremlin does
not intend to curtail current Russian Defense Minister Andrei Belousov's efforts to "cleanse" the Russian
MoD and that arrests are not limited to several high-profile MoD officials but have been ongoing for five
months. The milblogger also claimed that continued investigations into high-ranking Russian MoD officials
will satisfy the public's demand for justice and the fight against corruption.
Key
Takeaways:
• Iran is expected to “imminently” deliver ballistic missiles to Russia to support
the Russian invasion of Ukraine.
• Russian President Vladimir Putin gave an interview to
Mongolian outlet Unuudur ahead of his visit to Mongolia on September 2-3, emphasizing historical and
modern Russian-Mongolian relations and current trilateral economic and energy initiatives with Mongolia
and the People's Republic of China (PRC).
• Russian and Mongolian officials indicated that the
International Criminal Court (ICC) warrant for Putin's arrest will not impact Putin's ongoing visit to
Mongolia, despite Mongolia's legal obligation to enforce this warrant.
• Russian authorities
detained Leningrad Military District (LMD) Deputy Commander Major General Valery Mumindzhanov on
corruption charges on September 2.
• Russian forces recently regained lost positions east of
Korenevo amid continued Ukrainian assaults in Kursk Oblast on September 2.
• Russian forces
recently advanced in the Siversk, Chasiv Yar, and Pokrovsk directions and southwest of Donetsk City.
• Russian Ministry of Defense (MoD) officials are highlighting Russian military training
capabilities, likely in an attempt to promote military recruitment and as part of long-term efforts to
rebuild the Russian officer corps.
• Russian occupation officials announced the start of the
school year in occupied Ukraine, highlighting Russia's various efforts to coopt the educational system
and forcibly Russify and militarize Ukrainian children and youth.
Russian forces struck civilian infrastructure and a military educational facility in Poltava City with
two Iskander-M ballistic missiles, killing and wounding a significant number of people, as part of a
wider strike series on the night of September 2 to 3. The Ukrainian Air Force reported that Russian
forces launched three Iskander-M/North Korean KN-23 ballistic missiles from occupied Crimea, a Kh-59/69
cruise missile from Kursk Oblast, and 35 Shahed-136/131 drones from Kursk Oblast and occupied Cape
Chauda, Crimea. The Ukrainian Air Force reported that Ukrainian forces downed 27 Shahed drones over Kyiv,
Odesa, Kharkiv, Mykolaiv, Kherson, Poltava, Chernihiv, and Sumy oblasts, that six Shaheds did not strike
their target, and that two Shahed drones flew toward Belgorod Oblast and occupied Donetsk Oblast.
Ukrainian President Volodymyr Zelensky and Ukrainian Commander-in-Chief General Oleksandr Syrskyi
reported that two Iskander missiles struck a military educational institution and a nearby hospital in
Poltava City, partially destroying a building at the Poltava Military Communications Institute. Ukrainian
President Volodymyr Zelensky stated the strike killed at least 51 and injured at least 271. Zelensky
highlighted Ukraine's need for more air defense systems and interceptors and called on Western countries
to lift restrictions on Ukrainian forces conducting long-range strikes against military targets within
Russia as such restrictions inhibit Ukraine from defending against long-range Russian strikes. Ukrainian
Foreign Minister Dmytro Kuleba told CNN on September 3 that only Patriot and SAMP/T air defense systems
are capable of intercepting Russia's ballistic missiles. Russian milbloggers celebrated the strike and
amplified footage of the strike and its aftermath.
The wider impacts of the Ukrainian
incursion into Kursk Oblast on the war and any envisioned diplomatic solution to the war are not yet
clear, and assessments of these impacts are premature. Ukrainian President Volodymyr Zelensky stated
during an interview with NBC on September 3 that Ukrainian forces are "conceptually" planning to hold
territory in Kursk Oblast for an unspecified period of time, but did not offer further details about
Ukraine's objectives for the incursion due to concerns about operational security. Zelensky reiterated
that the Ukrainian incursion is an aspect of Ukraine's "victory plan" to end the war on just terms and
bring Russia to the negotiating table. Zelensky noted that Ukraine intends to exchange Russian prisoners
of war (POWs) captured in Kursk Oblast for Ukrainian POWs currently in Russian captivity and reiterated
that one of the goals of the incursion was to force Russia to redeploy troops from the frontline
throughout Ukraine, particularly eastern Ukraine. Zelensky stated that Russia has diverted roughly 60,000
troops from Ukraine to Kursk Oblast, and Ukrainian Commander-in-Chief General Oleksandr Syrskyi reported
on August 27 that Russia has redeployed over 30,000 troops from the frontline in Ukraine to Kursk Oblast.
ISW has observed indications for several weeks that the Russian military command was redeploying forces
from northern Kharkiv Oblast, the Kupyansk-Svatove-Kreminna line, and western Zaporizhia Oblast to Kursk
Oblast and recently observed indications that the Russian military command is redeploying forces likely
intended for future higher priority offensive operations in the Pokrovsk direction to Kursk Oblast.
Russian President Vladimir Putin has thus far avoided redeploying the type of combat effective and
experienced frontline units that will likely be necessary to push Ukrainian forces from Kursk Oblast, and
Zelensky's statement suggests that Ukrainian forces will likely maintain positions in the over 1,100
square kilometers of territory where Ukrainian forces are reportedly operating in Kursk Oblast until
Putin chooses to commit such forces. ISW assesses that Putin is attempting to preserve the Russian drive
on Pokrovsk at the expense of delaying the clearing of Kursk but that the incursion is likely to have a
variety of other important impacts on Russian military operations over various time periods regardless of
its impact on the current Pokrovsk operation.
While the Ukrainian incursion into Kursk Oblast
appears to be having operational-level impacts on the Russian military, the incursion has likely not yet
shifted Putin's strategic-level thinking. ISW assesses that Putin maintains that Russia can slowly and
indefinitely subsume Ukraine through grinding advances and that Russia can achieve its goals through a
war of attrition against Ukrainian forces and by outlasting Western support for Ukraine — assessments
that make Putin averse to peace negotiations on terms other than Ukrainian and Western capitulation to
his demands.
Attempts to assess the impacts of the Ukrainian incursion at this premature stage
will likely come to partial and inaccurate conclusions about Ukraine's ability to change the trajectory
of the conflict and the Kremlin's appetite for peace negotiations on acceptable terms. Ukrainian
counteroffensives in Fall 2022 both successfully pushed the frontline back from Kharkiv City – Ukraine's
second largest city – and liberated Kherson City and established a defensible frontline along the Dnipro
River. Ukraine demonstrated its ability to conduct operationally significant counteroffensive operations
and liberate large swaths of territory when properly aided and equipped by the West in Fall 2022, and the
assumption that Ukraine is permanently unable to conduct future counteroffensive operations that result
in operationally significant gains with timely and reliable deliveries of Western aid is premature.
Delays in the provision of Western aid, among other factors, hindered the Ukrainian 2023 counteroffensive
and generated a military crisis in Ukraine in 2024 from which Ukraine is still attempting to recover.
Russian forces were able to make tactically significant advances in northern Kharkiv Oblast and Donetsk
Oblast in Spring and early Summer 2024 in large part because of the shortages of artillery and air
defense munitions caused by the suspension of US military assistance. ISW continues to assess that prompt
and reliable Western security assistance will be critical to Ukraine's ability to conduct future
counteroffensive operations, and that the US and wider Western alliance can make decisions to redress
Ukrainian materiel constraints caused by delays in Western security assistance.
Key
Takeaways:
• Russian forces struck civilian infrastructure and a military educational facility
in Poltava City with two Iskander-M ballistic missiles, killing and wounding a significant number of
people, as part of a wider strike series on the night of September 2 to 3.
• The wider impacts
of the Ukrainian incursion into Kursk Oblast on the war and any envisioned diplomatic solution to the war
are not yet clear, and assessments of these impacts are premature.
• Attempts to assess the
impacts of the Ukrainian incursion at this premature stage will likely come to partial and inaccurate
conclusions about Ukraine's ability to change the trajectory of the conflict and the Kremlin's appetite
for peace negotiations on acceptable terms.
• Reuters reported that the US is considering
providing Ukraine with long range Joint Air-to-Surface Standoff Missiles (JASSMs) but that Ukraine would
not receive the missiles for months.
• Russian President Vladimir Putin concluded his trip to
Mongolia by signing agreements that strengthen bilateral economic ties and trilateral energy relations
between Russia, Mongolia and the People's Republic of China (PRC).
• South African President
Cyril Ramaphosa and People's Republic of China (PRC) President Xi Jinping issued a joint statement
praising each other’s purported efforts to address the war in Ukraine.
• Russian forces
recently advanced near Toretsk and Pokrovsk and southwest of Donetsk City.
• Russian
occupation authorities continue to advertise Russian military service to civilians in occupied
Ukraine.
Russia appears to be relying on several countries, including India, Serbia, and the People’s Republic of
China (PRC), as part of its efforts to evade Western sanctions. The Financial Times (FT) reported on
September 4, citing leaks from Russian state correspondence, that Russia’s Industry and Trade Ministry
devised a plan to spend nearly $1 billion on securing critical electronic components in October 2022,
which reportedly included the possibility of building facilities in India to gain access to such
components. FT reported that the leaked documents reveal that Russia has been covertly acquiring
sensitive dual-use electronics from India with “significant reserves” of Indian rupees amassed by Russian
banks from increasing oil sales to India. The extent to which Russia has implemented this plan remains
unclear, although ISW assesses Russia is engaged in a wider effort to evade Western sanctions and procure
sanctioned electronic components and machinery necessary for Russia's defense industry production via
foreign actors.
Russian President Vladimir Putin met with Serbian Deputy Prime Minister
Aleksandar Vulin on September 4 on the sidelines of the Eastern Economic Forum (EEF) in Vladivostok,
Primorsky Krai. Putin and Vulin discussed the removal of bilateral trade barriers to reverse declining
trade levels, and Vulin stated that Serbia will not impose sanctions on Russia and will not allow its
territory to be used for “anti-Russian” actions. Vulin’s comment may have been intended in part to avert
some of Putin’s annoyance following Serbia’s recent purchase of 12 Rafale jets from France in a likely
effort to diversify the country’s arms suppliers away from Russia. Putin stated that he hopes to see
Serbian President Aleksandar Vucic at the upcoming October 2024 BRICS summit in Kazan. Putin also met PRC
Vice President Han Zheng on September 4 and emphasized that the EEF serves as a valuable platform for
enhancing mutual understanding and fostering Russia–PRC economic cooperation. Kremlin Spokesperson Dmitry
Peskov stated on September 3 that Putin briefed PRC officials about the outcomes of his recent trip to
Mongolia, during which Putin emphasized growing regional trade and cooperation with the PRC and Mongolia.
ISW has previously observed indications that foreign companies and banks, including in the PRC, have been
increasingly reluctant to conduct transactions with Russian actors due to fears of Western secondary
sanctions, which could be affecting Russia's sanctions evasion efforts.
Key Takeaways:
• Russia appears to be relying on several countries, including India, Serbia, and the People’s
Republic of China (PRC), as part of its efforts to evade Western sanctions.
• Russian forces
struck civilian infrastructure in Lviv City, Lviv Oblast and Kryvyi Rih, Dnipropetrovsk Oblast during
another mid-sized combined drone and missile strike on the night of September 3 to 4.
• Ukrainian authorities are investigating another report of apparent Russian war crimes against
Ukrainian soldiers.
• German Chancellor Olaf Scholz announced on September 4 that Germany will
provide 17 additional IRIS-T air defense systems to Ukraine by 2026.
• Ukrainian officials
announced a series of resignations and appointments among senior members of the Ukrainian cabinet on
September 3 and 4.
• Ukrainian forces reportedly made marginal advances in Kursk Oblast amid
continued fighting throughout the Ukrainian salient on September 4.
• Russian forces recently
advanced southeast of Pokrovsk and southwest of Donetsk City, and Ukrainian forces recently regained
positions west of Donetsk City.
• The Russian Ministry of Defense (MoD) continues to portray
itself as suitably addressing its obligations towards Russian veterans of the war in Ukraine.
Russian forces have recently intensified their longstanding offensive effort to eliminate the broad
Ukrainian salient west and southwest of Donetsk City and advance up to and along the H-15 (Donetsk
City-Zaporizhzhia City) highway. Apparently coordinated Russian offensive operations from the southern
flank of the Pokrovsk direction to the western flank of the Ukrainian defense around Vuhledar likely aim
to increase pressure on Ukrainian forces defending in western Donetsk Oblast and set conditions for
further gains in Russia's prioritized offensive effort in the Pokrovsk direction. Russian forces have
recently significantly intensified their offensive operations near Vuhledar as of September 1 (southwest
of Donetsk City) and have so far made marginal tactical gains in the area. Geolocated footage published
on September 5 indicates that Russian forces recently advanced into central Prechystivka (west of
Vuhledar) during a roughly company-sized mechanized assault. Additional geolocated footage published on
September 5 shows reported elements of the Russian 40th Naval Infantry Brigade (Pacific Fleet, Eastern
Military District ) raising a Russian flag in northwestern Prechystivka, indicating that Russian
forces have likely seized the settlement. Russian milbloggers claimed that Ukrainian forces have
withdrawn from Zolota Nyva (immediately west of Prechystivka) and that Russian forces are continuing to
advance in the area. Geolocated footage published on September 5 indicates that Russian forces recently
advanced immediately east of Vuhledar near the Pivdennodonbaska Mine No. 1. A Ukrainian open-source
account published additional footage showing Russian forces conducting several platoon-sized mechanized
assaults near Makarivka (south of Velyka Novosilka and west of Vuhledar) and Prechystivka in recent days.
The Ukrainian account stated that elements of the Russian 60th Motorized Rifle Brigade (5th Combined Arms
Army , EMD), 394th Motorized Rifle Regiment (127th Motorized Rifle Division, 5th CAA, EMD), and
218th Tank Regiment (127th Motorized Rifle Division, 5th CAA, EMD) attacked near Makarivka and that
elements of the 40th Naval Infantry Brigade, 5th Tank Brigade (36th CAA, EMD), 37th Motorized Rifle
Brigade (36th CAA, EMD), and 430th Motorized Rifle Regiment (likely a mobilized unit) are attacking near
Prechystivka. Russian President Vladimir Putin acknowledged the intensified Russian offensive operations
in the area during a speech at the Eastern Economic Forum in Vladivostok, Primorsky Krai on September 5,
claiming that the Russian Eastern Grouping of Forces (responsible for the front roughly from Vuhledar to
Hulyaipole) seized "a triangle" of territory five to seven kilometers deep on September 3.
Russian forces are conducting relatively intensified offensive operations elsewhere southwest and west
of Donetsk City, and the intensification of Russian offensive operations near Vuhledar likely does not
presage decreased Russian offensive tempo elsewhere in western Donetsk Oblast in the near-term. A
Ukrainian airborne brigade operating southwest of Donetsk City published footage on September 4 of
Ukrainian forces repelling a reinforced company-sized Russian mechanized assault comprised of four tanks
and 17 armored combat vehicles near Kostyantynivka. Russian forces intensified both the regularity and
size of mechanized assaults west and southwest of Donetsk City in late July 2024 and have since routinely
conducted relatively large mechanized assaults in the area — although these assaults have only resulted
in marginal tactical gains. Russian forces appeared to initially intensify offensive operations southwest
of Donetsk City in late July in order to achieve their longstanding tactical objective of cutting the
0-0532 (Kostyantynivka-Vuhledar) highway, but have since continued large mechanized assaults in the area
after achieving this objective. Intensified Russian efforts to exploit gains in the Pokrovsk direction
and Russian redeployments in response to the Ukrainian incursion into Kursk Oblast have yet to disrupt
the Russian offensive tempo west and southwest of Donetsk City, however. Continued large and costly
Russian mechanized assaults suggest that the Russian military command has tasked elements of both the
Eastern and Southern Grouping of Forces in the area with a wider operational objective.
Key
Takeaways:
• Russian forces have recently intensified their longstanding offensive effort to
eliminate the broad Ukrainian salient west and southwest of Donetsk City and advance up to and along the
H-15 (Donetsk City-Zaporizhzhia City) highway.
• Apparently coordinated Russian offensive
operations from the southern flank of the Pokrovsk direction to the western flank of the Ukrainian
defense around Vuhledar likely aim to increase pressure on Ukrainian forces defending in western Donetsk
Oblast and set conditions for further gains in Russia's prioritized offensive effort in the Pokrovsk
direction.
• Russian forces are conducting relatively intensified offensive operations
elsewhere southwest and west of Donetsk City, and the intensification of Russian offensive operations
near Vuhledar likely does not presage decreased Russian offensive tempo elsewhere in western Donetsk
Oblast in the near-term.
• Russian forces intensified offensive operations near Vuhledar
shortly after starting to widen the southern flank of the Pokrovsk salient, suggesting that Russian
forces intend to conduct mutually reinforcing offensive operations along the southern flank of the
Pokrovsk direction, immediately west of Donetsk City, along the 0-0532 highway, and near Vuhledar.
• The Russian military command likely aims for the intended seizure of Kurakhove and Vuhledar to
allow Russian forces to make more rapid tactical gains up to and along the H-15 highway, although Russian
forces will likely face challenges in leveraging the envisioned seizure of these settlements to eliminate
the broad Ukrainian salient in western Donetsk Oblast.
• The Russian military command
continues to prioritize the offensive effort on Pokrovsk and will likely treat the intensified effort in
western Donetsk Oblast as a secondary effort. The Russian military command likely intends for this
secondary effort, regardless of its success, to fix Ukrainian forces in western Donetsk Oblast and
prevent Ukrainian redeployments to reinforce the defense of Pokrovsk.
• Russian President
Vladimir Putin continues to downplay the theater-wide operational impacts of the Ukrainian incursion into
Kursk Oblast and continues efforts to convince the Russian people that the Kremlin's delayed and
disorganized response to the Kursk incursion is an acceptable price to pay for further Russian advances
in Donetsk Oblast.
• The Ukrainian incursion into Kursk Oblast has had theater-wide impacts
and these impacts will likely continue to affect Russian offensive and defensive capabilities beyond the
culmination of the Pokrovsk offensive.
• Putin's informational efforts are likely intended to
convince the Russian public that an ongoing Ukrainian presence in Kursk Oblast is tolerable in exchange
for the Russian seizure of Pokrovsk.
• Russian offensive operations in Donetsk Oblast do not
portend the imminent collapse of the frontline throughout Ukraine, despite Putin's efforts to portray the
advances in Donetsk Oblast as dramatic.
• Russian forces recently advanced near Chasiv Yar,
southeast of Kupyansk, and in the Kherson direction and Ukrainian forces recently regained positions
north of Kharkiv City.
• Russian forces continue to forcibly redeploy mobilized Russian
military personnel from occupied Ukraine to frontline positions to bolster Russia's crypto-mobilization
efforts.
US and European officials reported that Iran delivered hundreds of short-range ballistic missiles to
Russia to support Russian President Vladimir Putin’s invasion of Ukraine. An anonymous US official
confirmed to the Wall Street Journal (WSJ) that Iran delivered the missiles to Russia and a senior
European official stated that more shipments of Iranian missiles to Russia are expected. Iran and Russia
previously signed a contract in December 2023 to send Iranian Ababil close-range ballistic missiles and
Fateh-360 short-range ballistic missiles to Russia. It is unclear, however, exactly what kind of missiles
are included in the recently delivered shipment to Russia. Reuters reported on July 7 that Iran expanded
at least two of its defense industrial sites outside Tehran since August and October 2023 to support the
production of drones and missiles, some of which are meant to go to Russia. Russia recently intensified
missile and drone attacks against Ukraine, notably continuing to use Iranian-developed Shahed-131/136
drones and North Korean ballistic missiles. Russia will likely use Iranian-provided ballistic missiles to
target Ukrainian energy. military, and civilian infrastructure over the coming fall and winter to further
destabilize Ukrainian society and disrupt Ukraine’s defense industrial base (DIB).
US Defense
Secretary Lloyd Austin stated on September 6 that no specific weapon would be a "game changer" for
Ukraine and that allowing Ukrainian forces to use US-provided weapons for long-range strikes against
Russian military targets within Russia would not change the status of the war. Austin is correct that no
single weapon system will change the course of the war, but his comments ignore how weapon systems and
their accompanying rules of engagement do affect Ukrainian capabilities, and that changes in capabilities
can change the course of wars. Western military assistance remains crucial for Ukraine's ability to
defend itself, and Austin’s statement ignores the Ukrainian long-range strike capability requirement
necessary to disrupt Russian rear staging areas. Austin reiterated a Biden Administration talking point
that since Russia has moved aircraft conducting glide bomb strikes out of range of US-provided ATACMS
missiles, it somehow renders Ukraine’s request to use ATACMS in Russian territory against hundreds of
known stationary military objects moot. ISW has previously noted there are at least 209 of 245 (over 85
percent) known Russian military objects in range of ATACMS that are not air bases and not within range of
US-provided HIMARS that the US does allow Ukraine to use in Russia under limited circumstances. Austin
also argued that Ukraine has its own domestically produced capabilities that can attack Russian targets
well beyond the range of Western-provided Storm Shadow cruise missiles. Most of Ukraine's long-range
strike capabilities come from domestically produced long-range drones, which Ukraine cannot use to cause
the same level of damage as long-range missiles due to drone payload limitations. Russian forces can also
more easily harden facilities against Ukrainian drones than Western-provided missiles. Ukraine has begun
to produce and successfully field long-range precision weapons with payloads more comparable to
Western-provided long-range missiles but currently lacks the quantity of these domestically produced
systems to significantly threaten Russian military targets within Russia at scale.
Ukraine
therefore can only use a limited number of domestically produced long-range strike systems and
Western-provided HIMARS to significantly threaten a limited number of Russian military objects within
Russia. This scarcity is not reflective of all the long-range strike capabilities that Ukraine possesses,
and Western decision-making continues to artificially suppress Ukraine's overall long-range strike
capability. ISW has assessed at length that long-range strikes against Russian military targets within
Russia would degrade Russia's ability to leverage sanctuary space in Russia for offensive operations in
Ukraine and place significant operational pressures on the deployment of Russian air defense, electronic
warfare (EW), logistics, command and control (C2), and military support assets. Russia, on the contrary,
continues to actively expand its ability to maintain deep precision strikes against Ukraine by
increasingly procuring ballistic missiles from Iran and North Korea, and continuing to expand its missile
production.
Key Takeaways:
• US and European officials reported that Iran delivered
hundreds of short-range ballistic missiles to Russia to support Russian President Vladimir Putin’s
invasion of Ukraine.
• The transfer of Iranian ballistic missiles is part of the deepening
strategic partnership between Iran and Russia.
• US Defense Secretary Lloyd Austin stated on
September 6 that no specific weapon would be a "game changer" for Ukraine and that allowing Ukrainian
forces to use US-provided weapons for long-range strikes against Russian military targets within Russia
would not change the status of the war.
• Austin is correct that no single weapon system will
change the course of the war, but his comments ignore how weapon systems and their accompanying rules of
engagement do affect Ukrainian capabilities, and that changes in capabilities can change the course of
wars. Western military assistance remains crucial for Ukraine's ability to defend itself, and Austin’s
statement ignores the Ukrainian long-range strike capability requirement necessary to disrupt Russian
rear staging areas.
• Ukraine's Western partners pledged additional military aid to Ukraine
during the Ukraine Defense Contact Group at Ramstein Airbase in Germany on September 6, a significant
portion of which will reportedly not be delivered in the immediate future.
• Russian forces
are increasingly executing surrendering Ukrainian soldiers throughout the frontline likely in part
because Russian commanders appear to be endorsing the proliferation of such war crimes.
• Russian officials attempted to use a meeting with International Atomic Energy Agency (IAEA) Director
General Rafael Mariano Grossi to pursue longstanding efforts to legitimize Russia's occupation of the
Zaporizhzhia Nuclear Power Plant (ZNPP) and Zaporizhia Oblast, while also promoting false narratives
about a Ukrainian threat to the Kursk Nuclear Power Plant (KNPP) to weaken Western support for Ukraine's
incursion into Kursk Oblast.
• Russian federal censor Roskomnadzor published and immediately
deleted a draft procedure to implement a recently adopted law designed to deanonymize Russian Telegram
channels, possibly after receiving backlash from the Russian ultranationalist Telegram community.
• The Kremlin signaled its commitment to establish full control over the Russian information
space in the future and will likely reattempt to deanonymize Russian social media and Telegram channels
even though Roskomnadzor withdrew its recently proposed regulations for now.
• The Kremlin
continues to appoint Russian Presidential Administration Deputy Head Sergei Kiriyenko to positions
overseeing Russia's informational efforts as part of efforts aimed at shaping Russian identity and
ideology.
• Russia continues efforts to develop a capability to use information operations on
social media platforms to trigger kinetic activity and has been using the Ukrainian information space for
several years to hone this capability.
• Russian forces recently regained lost positions in
Kursk Oblast amid continued fighting throughout the Ukrainian salient on September 6.
• Ukrainian forces recently regained lost positions near Pokrovsk, and Russian forces recently advanced
near Toretsk.
• Open-source tracking of confirmed Russian military deaths in Ukraine suggests
that more Russian volunteers have died in Ukraine than Russian convict recruits and mobilized
personnel.
Ukraine's Main Military Intelligence Directorate (GUR) Head Lieutenant General Kyrylo Budanov noted that
Ukraine's incursion into Kursk Oblast is having theater-wide impacts on Russian offensive operations in
Ukraine and addressed the prospects for continued Russian offensive operations in Winter 2024–2025.
Budanov stated during an interview published on September 7 that the Ukrainian incursion into Kursk
Oblast complicated Russia's plans for offensive operations in August 2024 and later this fall. Budanov
noted that the Russian military command is committing any available manpower and equipment to achieve
their objective in Russia's "main direction," likely referring to the seizure of Pokrovsk, and that
Russian forces are focusing their attention on this direction. Russian forces recently intensified
offensive operations and made further advances near Pokrovsk and west and southwest of Donetsk City, but
ISW has not observed intensified Russian offensive operations in other frontline areas in Ukraine. The
Russian military command has almost certainly decided to prioritize Russian advances near Pokrovsk and is
committing available manpower and materiel to the area at the expense of Russian offensive operations in
other directions. A Russian milblogger claimed that manpower constraints are forcing the Russian military
command to adjust their plans in Donetsk and Kursk oblasts and that Russian officials do not have a
"systemic solution" to generate the forces necessary to reinforce offensive operations in Ukraine and
repel Ukraine‘s incursion into Kursk Oblast. The milblogger noted that Russian advances in the Pokrovsk
direction have begun to slow as Russian units are suffering personnel losses and are increasingly
understaffed and that Russian forces are continuing offensive operations in the area despite being
"exhausted." The Russian military command will likely be able to funnel enough forces into the area to
continue Russia's ongoing offensive operations and possibly eventually seize Pokrovsk, although Russian
forces may culminate before seizing the city.
Budanov noted during the interview that winter
weather conditions will likely complicate Russian offensive operations in the coming months, but that
this does not mean that Russian forces will completely stop assaults on Ukrainian positions. The fall mud
season has historically hampered Russian and Ukrainian ground maneuver, but periods of prolonged freezing
temperatures that typically begin in late December freeze the ground and allow armored vehicles to move
more easily than in autumn and spring months. Russian forces notably fought to seize the initiative and
pursued offensive operations in Fall 2023 during the most challenging weather conditions of the year
instead of waiting for improved weather conditions later in Winter 2023–2024, however. Fall and winter
weather conditions will likely complicate Russian and Ukrainian battlefield activity but are very
unlikely to completely stall activity along the frontline.
Iran reportedly recently delivered
more than 200 Fateh-360 short-range ballistic missiles to Russia. UK outlet The Times, citing a Ukrainian
military intelligence source, reported on September 6 that a Russian ship delivered the Fateh-360
missiles to an undisclosed port in the Caspian Sea on September 4. US and European officials recently
confirmed that Iran began supplying Russia with short-range ballistic missiles, and ISW assessed that
Russian forces will likely use the Iranian-supplied missiles to target Ukrainian energy, military, and
civilian infrastructure over the coming fall and winter.
Key Takeaways:
• Ukraine's Main Military Intelligence Directorate (GUR) Head Lieutenant General Kyrylo Budanov noted
that Ukraine's incursion into Kursk Oblast is having theater-wide impacts on Russian offensive operations
in Ukraine and addressed the prospects for continued Russian offensive operations in Winter 2024–2025.
• Iran reportedly recently delivered more than 200 Fateh-360 short-range ballistic missiles to
Russia.
• Ukraine continues to successfully adapt and develop its anti-drone capabilities,
allowing Ukrainian forces to leverage lower-end systems to offset Russian pressures on Ukraine's limited
air defense umbrella.
• Russian forces recently regained territory and Ukrainian forces
recently advanced in Kursk Oblast amid continued Ukrainian offensive operations in the area on September
7.
• Russian forces recently advanced near Kupyansk, Pokrovsk, and Donetsk City and in the
Dnipro River Delta.
• Russian officers continue to mistreat and abuse their subordinates
likely due to poor command training and discipline.
Central Intelligence Agency Director (CIA) William Burns cautioned the West against concern about
boilerplate Russian nuclear saber-rattling, which ISW has long identified as part of a Kremlin effort to
promote Western self-deterrence and influence key moments in Western policy debates about support for
Ukraine. Burns stated during a panel with United Kingdom Secret Intelligence Service (MI6) Chief Richard
Moore on September 7 that Russian President Vladimir Putin will continue to issue periodic threats of
direct confrontation against the West but that these threats should not intimidate the West. Burns stated
that the CIA had assessed that Russian forces may have considered using tactical nuclear weapons in
Ukraine in the fall of 2022 and that he was in contact with Russian Foreign Intelligence Service (SVR)
Director Sergei Naryshkin on the matter. The CIA's assessment of possible Russian readiness to use
tactical nuclear weapons in Ukraine in the fall of 2022 corresponded with intensified Russian rhetoric
about nuclear confrontation amid the successful Ukrainian counteroffensive operations in Kherson and
Kharkiv oblasts. This rhetoric was likely more a part of a routine information operation designed to
deter Western security assistance to Ukraine than an indicator of Russian readiness to use nuclear
weapons, however. The Kremlin has repeatedly invoked thinly veiled threats of a nuclear confrontation
between Russia and the West during key moments in Western political discussions about further military
assistance to Ukraine, such as in the fall of 2022, to induce fear among decision makers. ISW continues
to assess that Russia is very unlikely to use nuclear weapons in Ukraine or elsewhere.
Ukrainian officials continued to announce a series of appointments among senior members of the
Ukrainian cabinet on September 8. Ukrainian President Volodymyr Zelensky signed presidential decrees on
September 8 appointing Iryna Vereshchuk and Viktor Mykyta to the positions of Deputy Heads of the
Presidential Office and appointing Oleksandr Kamyshin and Dmytro Lytvyn as his advisors. Kamyshin will
advise Zelensky on strategic issues, and Lytvyn will advise him on communications. Zelensky reassigned
Mykyta from his previous position as the Head of the Zakarpattia Oblast Military Administration on
September 8 and Vereshchuk resigned from her previous post as Ukrainian Minister for Reintegration of
Temporarily Occupied Territories (TOT) on September 3.
Key Takeaways:
• Central
Intelligence Agency Director (CIA) William Burns cautioned the West against concern about boilerplate
Russian nuclear saber-rattling, which ISW has long identified as part of a Kremlin effort to promote
Western self-deterrence and influence key moments in Western policy debates about support for Ukraine.
• Russian milbloggers continue to offer insights into how the Kremlin is co-opting select
milbloggers to regulate the spread of information in Russia.
• The Kremlin has not yet
succeeded in co-opting or silencing all Russian milbloggers, however.
• The milbloggers’
insights into such incidents suggest that the Kremlin is attempting to co-opt milbloggers or encourage
them to self-censor, as opposed to a more aggressive policy of direct censorship.
• The
Russian Investigative Committee is investigating a "mass brawl" between Russian ultranationalists and
Central Asian residents in Afipsky, Krasnodar Krai, amid increased xenophobia against migrants and ethnic
minorities in Russia.
• Ukrainian officials continued to announce a series of appointments
among senior members of the Ukrainian cabinet on September 8.
• Russian forces conducted
counterattacks in Kursk Oblast amid continued Ukrainian offensive operations in the area on September
8.
• Russian forces recently advanced near Toretsk and marginally advanced near Chasiv Yar.
• A Russian milblogger who formerly served as a "Storm-Z" unit instructor claimed on September 8
that the Russian military needs to improve the training of drone unit commanders.
Russian Foreign Minister Sergei Lavrov attended the Russia–Gulf Cooperation Council (GCC) Joint
Ministerial Meeting of Strategic Dialogue in Saudi Arabia on September 9, likely as part of Kremlin
efforts to advance the creation of its envisioned “Eurasian security architecture.” Lavrov held talks
with GCC Secretary General Jasem Mohamed Al-Budaiwi, Saudi Foreign Minister Prince Faisal bin Farhan, and
Saudi Crown Prince and Prime Minister Mohammad bin Salman on the sidelines of the Russia-GCC Strategic
Dialogue and emphasized Russia’s interest in enhancing cooperation with Gulf states. Lavrov and Saudi
officials discussed strengthening trade, cultural relations, and bilateral investments, and Lavrov
invited bin Salman to the BRICS summit in Kazan, Russia in October 2024. Lavrov claimed in July 2024 that
Russia and the People's Republic of China (PRC) are advocating within the GCC for the creation of a
Eurasian security architecture, and Lavrov likely used his meetings with Gulf state leaders to promote
this agenda. ISW previously assessed that Russia's proposal of a Eurasian security architecture is
consistent with Russia's long-term strategic goal of disbanding Western unity, disbanding NATO from
within, and destroying the current world order.
Kremlin officials are likely trying to shape
international peace mediation efforts in the war in Ukraine while demonstrating Russia's unwillingness to
engage in good-faith negotiations with Ukraine. Russian Foreign Minister Sergei Lavrov met with Brazilian
Foreign Minister Mauro Vieira and Indian Foreign Minister Subrahmanyam Jaishankar on the sidelines of the
Russia-Gulf Cooperation Council (GCC) meeting in Saudi Arabia on September 9. The Russian Ministry of
Foreign Affairs (MFA) claimed that Lavrov discussed the war in Ukraine with Vieira and Jaishankar but did
not offer details. Brazil and the People's Republic of China (PRC) have promoted their "Political
Settlement of the Ukraine Crisis" six-point peace plan — whose key principles favor Russia — since May
2024. Indian Prime Minister Narendra Modi notably recently reaffirmed India's support for peace in
Ukraine based on principles of international law such as respect for territorial integrity and the
sovereignty of states. Lavrov, however, reiterated boilerplate Kremlin narratives on September 9
demonstrating Russia's unwillingness to engage in good-faith negotiations with Ukraine, claiming that
Ukrainian President Volodymyr Zelensky's Peace Formula — which is indeed based on principles of
international law — is an "ultimatum" and that Russia has never seriously considered the plan. Ukrainian
officials have openly invited a Russian representative to attend Ukraine's second peace summit later in
2024.
Key Takeaways:
• Russian Foreign Minister Sergei Lavrov attended the
Russia-Gulf Cooperation Council (GCC) Joint Ministerial Meeting of Strategic Dialogue in Saudi Arabia on
September 9, likely as part of Kremlin efforts to advance the creation of its envisioned “Eurasian
security architecture.”
• Kremlin officials are likely trying to shape international peace
mediation efforts in the war in Ukraine while demonstrating Russia's unwillingness to engage in
good-faith negotiations with Ukraine.
• The Kremlin leveraged Russian regional elections from
September 6 to 8 to integrate trusted Russian military veterans of the war in Ukraine into the Russian
government, likely as part of an ongoing attempt to appease Russian servicemembers, boost domestic
support for the war, and build out a cadre of Kremlin-affiliated local officials.
• The
Kremlin refrained from replacing Acting Kursk Oblast Governor Alexei Smirnov during the Russian regional
elections, likely in support of an ongoing effort to downplay the societal impacts of Ukraine’s incursion
into Kursk Oblast.
• Ukrainian officials continue to warn that Russian forces are increasingly
using chemical weapons in Ukraine.
• Russian forces recently regained lost positions in Kursk
Oblast amid continued Ukrainian offensive operations in the area on September 9.
• Russian
forces recently advanced along the Kupyansk-Svatove line, near Siversk, near Pokrovsk, and southwest of
Donetsk City, and Ukrainian forces recently regained positions near Siversk.
• Russian
President Vladimir Putin expanded Russian Defense Minister Andrei Belousov’s powers on September 9 by
allowing him to grant eligible parties within the Russian Ministry of Defense (MoD) access to Russian
state secrets (classified information).
US President Joe Biden stated on September 10 that the presidential administration is working on lifting
restrictions on Ukraine's ability to use US-provided weapons to strike military objects within Russia.
Biden stated that his administration is "working that out now," in response to a question about whether
the United States would lift restrictions prohibiting Ukraine from using US-provided long-range weapons
to strike within Russia. US Secretary of State Antony Blinken stated earlier on September 10 during a
press conference with UK Foreign Secretary David Lammy that Biden and UK Prime Minister Keir Starmer will
likely discuss lifting these restrictions during a meeting on September 13. House Foreign Affairs
Committee Chair Michael McCaul stated on September 10 that he believes that Blinken will use the visit to
Kyiv to inform Ukrainian officials that the United States will allow Ukrainian forces to use US-provided
ATACMS missiles to strike within Russia.
Russia and the People's Republic of China (PRC)
continue to pursue various avenues of military-technical cooperation. US Deputy Secretary of State Kurt
Campbell told POLITICO on September 10 that the PRC is giving Russia's defense industry "very
substantial" support in exchange for secretive Russian military technologies. Campbell emphasized that
the PRC is not just supplying dual-use products to Russia but is instead engaged in a "substantial
effort....to help sustain, build, and diversify elements of the Russian war machine." Campbell warned
that Russia is sending the PRC safeguarded submarine, aeronautical design, and missile technologies in
return, which Russia has previously been reluctant to share with Beijing. PRC officials continue to deny
their support for the Russian war effort and claim that the PRC remains "impartial" when it comes to
Russia's war in Ukraine, despite frequent Western reporting of the PRC's material support for Russian
defense industrial output and geospatial intelligence capabilities. Reports of more direct PRC support to
Russia come against the backdrop of the Russia-led "Okean-2024" international naval exercises, which are
currently taking place in the Pacific and Arctic oceans and Mediterranean, Caspian, and Baltic seas with
the involvement of three ships, one vessel, and 15 aircraft of the PRC's People's Liberation Army (PLA).
Russian President Vladimir Putin announced the start of Okean-2024 on September 10 and accused the US of
placing pressure on Russia and the PRC, necessitating the conduct of joint naval exercises. PLA and
Russian forces are also currently conducting the "Northern/Interaction-2024" joint "strategic
collaboration" exercise, comprised of air force and naval drills in the Sea of Japan and Sea of Okhotsk,
and a joint maritime patrol in the Pacific.
Ukrainian forces conducted a large series of drone
strikes in Russia on the night of September 9 to 10. The Russian Ministry of Defense (MoD) claimed that
Russian forces intercepted 144 Ukrainian drones in total, including 72 drones over Bryansk Oblast, 20
drones over Moscow Oblast, 14 drones over Kursk Oblast, 13 drones over Tula Oblast, eight drones over
Belgorod Oblast, seven drones over Kaluga Oblast, five drones over Voronezh Oblast, four drones over
Lipetsk Oblast, and one drone over Oryol Oblast. Footage published on September 10 reportedly shows the
aftermath of a drone strike in Ramenskoye, Moscow Oblast, and Ramenskoye Urban Raion Acting Head Eduard
Malyshev claimed that Ukrainian drones damaged two buildings in the raion. Moscow Oblast Governor Andrei
Vorobyov claimed that Russian forces shot down 14 drones near Podolsk, Ramenskoye, Lyubertsy, Domodedovo,
and Kolomna. Domodedovo Urban Raion Head Yevgenia Krustaleva claimed that falling drone debris blocked a
section of the Kashirskoye Highway from Domodedovo to Moscow City. Russian Federal Aviation Agency
Rosaviatsiya stated that it introduced temporary restrictions at the Vnukovo, Domodedovo, and Zhukovsky
airports near Moscow City and limited airport operations in Kazan, Tatarstan Republic in response to the
drone strikes. Tula Oblast authorities stated that drone debris fell on an unspecified fuel and energy
facility in an unspecified location in Tula Oblast but did not damage the facility. Russian milbloggers
criticized Russian regional authorities for claiming that falling "debris" caused damage to
infrastructure during the strikes and reiterated calls for Russian authorities to allow the Russian
military, Rosgvardia, border guards, and private security companies to create mobile fire groups to repel
drone strikes.
Key Takeaways: • US Secretary of State Antony Blinken confirmed on
September 10 that Iran has sent short-range ballistic missiles (SRBMs) to Russia amid growing
international condemnation of Tehran's support for Russia's war in Ukraine. • Russia and the
People's Republic of China (PRC) continue to pursue various avenues of military-technical cooperation.
• Ukrainian forces conducted a large series of drone strikes in Russia on the night of September 9
to 10. • US President Joe Biden stated on September 10 that the presidential administration is
working on lifting restrictions on Ukraine's ability to use US-provided weapons to strike military
objects within Russia. • The Kremlin is reportedly allocating roughly 59 billion rubles (about $648
million) to strengthen its technical ability to restrict internet traffic on its sovereign internet. • Ukrainian forces recently advanced in Kursk Oblast amid continued Ukrainian offensive operations in
the area on September 10. • Russian forces recently advanced near Kreminna, Siversk, Toretsk,
Pokrovsk, and Donetsk City. • The German-based Kiel Institute for the World Economy published a
report on September 9 warning that Russia has significantly increased its defense industrial base (DIB)
capabilities since 2022 and that depleting weapons and equipment stockpiles may not significantly impact
future Russian DIB production.
Russian forces began counterattacks along the western edge of the Ukrainian salient in Kursk Oblast and
reportedly seized several settlements northeast and south of Korenevo on September 10 and 11. The size,
scale, and potential prospects of the September 11 Russian counterattacks in Kursk Oblast are unclear and
the situation remains fluid as of this report. It is premature to draw conclusions about Russia’s new
counterattacks and ISW will continue following the situation. Geolocated footage published on September
11 indicates that Russian forces retook positions east of Zhuravli (northeast of Korenevo). Additional
geolocated footage published on September 10 indicates that elements of the Russian 51st Airborne (VDV)
Regiment (106th VDV Division) advanced north and northeast of Snagost (south of Korenevo) during a
company-sized mechanized assault. Russian milbloggers claimed that Russian forces launched the mechanized
counterattack from the north near Korenevo and that Russian forces quickly advanced into Snagost. Several
Russian sources claimed that Russian forces fully seized Snagost, but ISW has not observed visual
confirmation of these claims. Russian sources claimed that elements of the Russian 51st VDV Regiment and
155th Naval Infantry Brigade (Pacific Fleet, Eastern Military District ) advanced northwest of
Snagost and seized Krasnooktyabrskoye; advanced west of Snagost and seized Komarovka and Vishnevka;
advanced southwest of Snagost and seized Apanasovka and 10-y Oktyabr; advanced southeast of Snagost and
seized Obukhovka; and advanced south of Snagost and seized Byakhovo, Vnezapnoye, and Gordeevka. A Russian
milblogger claimed that elements of the Russian 200th Motorized Rifle Brigade (14th Army Corps ,
Leningrad Military District ) seized Olgovka (just east of Korenevo).
Ukrainian forces
reportedly began new attacks against the Russian counterattack west of Snagost and throughout the
Ukrainian salient in Kursk Oblast. A Ukrainian brigade reportedly operating in Kursk Oblast reported on
September 11 that Ukrainian forces began attacking Russian forces' flank west of Snagost after the
initial Russian counterattack into Snagost. An open-source X (formerly Twitter) user claimed that
Ukrainian forces are operating near Kulbaki (southwest of Snagost and roughly five kilometers from the
international border), suggesting that Ukrainian forces recently advanced near the settlement, reportedly
after crossing the international border. Russian milbloggers also claimed that Ukrainian forces are
conducting small mechanized cross-border assaults into Glushkovo Raion near Medvezhye (southwest of
Snagost and along the international border) and in another unspecified area along the international
border. The Russian Ministry of Defense (MoD) and Russian milbloggers claimed that Russian forces
repelled Ukrainian attacks south of Snagost near Apanasovka; east of Korenevo near Kremyanoye; and
southeast of Sudzha near Cherkasskaya Konopelka, Fanaseyevka, and Borki. It remains unclear how much
force Ukraine has committed to the reported Ukrainian counterattack.
Available visual evidence
suggests that Russian forces counterattacking in Kursk Oblast are operating in company-sized units and
may be using elements of more combat-experienced units to conduct counterattacks. Geolocated footage
published on September 10 shows elements of the Russian 51st Airborne (VDV) Regiment (106th VDV Division)
conducting a company-seized mechanized assault north of Snagost. A Russian milblogger claimed that
Russian naval infantry and airborne "battalion tactical groups" (BTGs) are conducting offensive
operations in Kursk Oblast, although ISW has only observed geolocated footage of a company-sized
mechanized assault. The milblogger could be referring to a BTG-sized force (roughly a unit with the
strength of a reinforced battalion but not necessarily operating in the structure of a traditional BTG),
and Russian forces could theoretically deploy a detached company from a BTG. Russian forces notably have
not utilized BTGs at scale on the battlefield since mid-2022, following the widespread failure of BTGs to
accomplish Russian offensive objectives in the early stages of the war, as well as damage accrued to BTGs
during costly Russian offensive operations on Kyiv, Severodonetsk, Mariupol, and Lysychansk. The Russian
military has transitioned away from using BTGs in the past two years as a task-organized unit and their
re-emergence in Kursk Oblast, if confirmed, would be a noteworthy inflection. ISW has not observed any
confirmation that Russian forces in Kursk Oblast are operating BTG as of this publication. Russian
milbloggers claimed that elements of the Russian 56th VDV Regiment (7th VDV Division) and 155th Naval
Infantry Brigade (Pacific Fleet, Eastern Military District ) are operating in Kursk Oblast and
involved in the counterattacks. The Russian 155th Naval Infantry Brigade most notably participated in the
failed Russian push for Vuhledar in late 2022 to early 2023, then fought southwest of Donetsk City near
Marinka, and deployed to participate in the Russian offensive north of Kharkiv City in May 2024 — largely
without significant rest, and the 155th Naval Infantry Brigade has been degraded to the point of being
reconstituted several times. Elements of the 56th VDV Regiment participated in repelling Ukrainian
counteroffensive operations near Verbove in Summer 2023 and were reportedly still operating in the area
as of July 2024. The Russian military may be relying on relatively combat-experienced units to conduct
assault operations in Kursk Oblast, although it is unclear how effective these operations will be since
these units, especially units which have been heavily degraded and reconstituted many times, like the
155th Naval Infantry Brigade. It is also unclear if Russian forces have enough forces necessary to fully
repel Ukrainian forces — or defend against reported Ukrainian counterattacks — from Kursk Oblast since
the Russian military command likely deployed elements of these units, instead of the entire formations,
to Kursk Oblast, making it premature to assess the longer-term strategic-level effects of the Ukrainian
incursion.
Key Takeaways: • Russian forces began counterattacks along the western edge of
the Ukrainian salient in Kursk Oblast and reportedly seized several settlements northeast and south of
Korenevo on September 10 and 11. • Available visual evidence suggests that Russian forces
counterattacking in Kursk Oblast are operating in company-sized units and may be using elements of more
combat-experienced units to conduct counterattacks. • Russian forces may intend to temporarily
bisect the Ukrainian salient in Kursk Oblast before beginning a more organized and well-equipped effort
to push Ukrainian forces out of Russian territory. • US Secretary of State Antony Blinken and UK
Foreign Secretary Davit Lammy arrived in Kyiv on September 11 and reiterated support for Ukraine but did
not clarify current Western policy on Ukraine’s ability to strike military objects in Russia with
Western-provided weapons. • The People's Republic of China (PRC) continues to promote its
alternative peace plan for the war in Ukraine. • Turkish President Recep Tayyip Erdogan reiterated
his support for Ukraine on September 11. • Russian forces recently advanced southeast of Kupyansk,
near Toretsk, and near Pokrovsk. • Ukrainian Kharkiv Group of Forces Spokesperson Colonel Vitaly
Sarantsev reported on September 11 that Russian forces are replenishing their tactical, operational, and
strategic reserves. • Russian occupation authorities illegally held regional elections in occupied
Crimea on September 6 to 8 and likely fabricated increased voter turnout numbers to claim that residents
broadly support Russia's illegal occupation of Crimea.
Russian forces continued counterattacking throughout the Ukrainian salient in Kursk Oblast on September
12 but made only marginal gains, likely due to continued Ukrainian offensive operations and defensive
counterattacks in the area. Geolocated footage published on September 12 indicates that Russian forces
made marginal advances west of Vishnevka (southwest of Korenevo) and in northern Krasnooktyabrskoye
(southwest of Korenevo). The Russian Ministry of Defense (MoD) claimed that Russian forces have
recaptured 10 settlements south and southwest of Korenevo since starting counterattacks on the night of
September 10 to 11, including Apanasovka, Byakhovo, Vishnevka, Viktorovka, Vnezapnoye, Gordeevka,
Krasnooktyabrskoye, Obukhovka, Snagost, and 10-y Oktyabr. All of these settlements are within the
existing claimed limit of Russian advances, and ISW has yet to observe visual confirmation that Russian
forces have recaptured any of these settlements except parts of Snagost and Krasnooktyabrskoye. Russian
milbloggers claimed that Russian forces continued advancing southeast of Korenevo and northeast of
Snagost (southwest of Korenevo), although ISW has not observed visual confirmation of these claims.
Ukrainian forces continued counterattacking in areas where Russian forces have launched counterattacks
and launched additional attacks outside of the salient, making gains in Glushkovsky Raion (west of
Korenevsky Raion). Geolocated footage published September 12 indicates that Ukrainian infantry have
advanced across the border and into southwestern Tetkino (about 40km southwest of the current Ukrainian
salient in Kursk Oblast). Additional geolocated footage published on September 12 shows Ukrainian armored
vehicles and infantry bypassing Russian dragon's teeth anti-tank obstacles on the Russian-Ukrainian
border southwest of Novy Put (southwest of Glushkovo) unopposed, indicating that Ukrainian forces have
advanced in the area and that Russian forces were not prepared to leverage the obstacles to repel
cross-border Ukrainian assaults. Russian sources claimed that Ukrainian forces continued assaults near
Novy Put, Medvezhye (southeast of Glushkovo), Snagost, Olgovka (east of Korenevo), and Fanaseyevka
(southeast of Sudzha).
Russian forces have so far advanced in areas of Kursk Oblast that
Ukrainian forces were not yet fully controlling nor attempting to control, and Russian forces will likely
face more difficulty when counterattacking further into areas of the salient where Ukrainian forces do
have control. ISW uses the doctrinal definition of "control" when referring to control of terrain in
which "control is a tactical mission task that requires a commander to maintain physical influence over a
specified area to prevent its use by an enemy or to create conditions necessary for successful friendly
operations." Russian forces have advanced roughly 58 square kilometers in areas where ISW has observed
either maximalist claims or visual evidence of Ukrainian forces operating since starting counterattacks
on the night of September 10 to 11. ISW previously was not mapping control of terrain within the
Ukrainian salient in Russia, and Russian forces have not advanced in recent days through areas which ISW
formally assessed were under Ukrainian control. ISW has been mapping the maximalist extent of claims and
unverified reports about Ukrainian advances, however, and ISW's mapping never excluded the possibility
that Russian forces were operating in areas within the maximalist extent of claimed Ukrainian advances.
Ukrainian forces have not attempted to consolidate positions everywhere in their salient in Kursk Oblast,
and it is likely that Ukrainian forces had fewer consolidated positions in forward areas at the edges of
the salient where Russian forces have recently advanced. Ukrainian forces most certainly control
territory within some areas of the salient in Kursk Oblast, although ISW will continue to refrain from
mapping Ukrainian control of terrain in Russia. Russian counterattacks against better prepared and
consolidated positions in territory where Ukrainian forces exert control will likely be far less
successful than the counterattacks Russian forces launched on September 10 to 11.
Key
Takeaways: • Russian forces continued counterattacking throughout the Ukrainian salient in Kursk
Oblast on September 12 but made only marginal gains, likely due to continued Ukrainian offensive
operations and defensive counterattacks in the area. • Russian forces have so far advanced in areas
of Kursk Oblast that Ukrainian forces were not yet fully controlling nor attempting to control, and
Russian forces will likely face more difficulty when counterattacking further into areas of the salient
where Ukrainian forces do have control. • A Ukrainian HIMARS strike reportedly damaged a temporary
pontoon bridge across the Seym River and wounded a group of nearby Russian troops on September 12. • Russian authorities have reportedly deployed additional elements of the Russian 106th Airborne (VDV)
Division to Kursk Oblast and may begin redeploying more combat experienced forces to support ongoing
Russian counterattacks and future counteroffensive operations against Ukrainian forces in Russia. • The United Kingdom (UK) will reportedly allow Ukraine to use UK-provided long-range Storm Shadow
missiles to strike military objects in Russia in the coming days. • Russian President Vladimir
Putin continues rhetorical efforts aimed at influencing the ongoing Western policy debate about granting
Ukraine permission to use Western-provided weapons against military objects in Russia, although Russia
has not previously escalated militarily against perceived Western violations of Russia's "red lines." • Russian forces struck a civilian cargo ship transiting through the Ukrainian grain corridor in the
western Black Sea on September 11, likely as part of a renewed Russian effort to undermine international
confidence in the safety of the corridor. • Russia continued its efforts to enhance relations with
non-Western countries at the meeting of BRICS high-ranking security officials and advisors in St.
Petersburg. • Iran and Russia are downplaying their disagreement over the Zangezur Corridor project
in the Caucasus. • Russia is continuing to balance its relationships with Iran and the Gulf states.
• Russian investigative outlet Dossier Center published an investigation on September 12 into the
Kremlin's efforts to consolidate its influence over the Russian information space via Telegram ahead of
the full-scale invasion of Ukraine. • Russian forces recently north of Chasiv Yar, southeast of
Pokrovsk, and west of Donetsk City. • Former Roscosmos (Russian space agency) head and Zaporizhia
Oblast occupation senator Dmitry Rogozin claimed on September 12 that the first group of the newly-formed
"BARS-Sarmat" volunteer detachment (Russian Combat Army Reserve) signed military service contracts with
the Russian MoD and are training for deployment to the frontline in Ukraine.
The Ukrainian incursion into Kursk Oblast has reportedly spoiled planned Russian offensive operations
along the international border area that likely aimed to expand the area of active combat operations
across a broader front in northeastern Ukraine. Ukrainian President Volodymyr Zelensky stated on
September 13 that the Ukrainian operation in Kursk Oblast stopped Russian plans to create several buffer
zones along the Ukrainian border "from the east to the north," including in Sumy Oblast. Zelensky stated
that Russian forces wanted to launch major offensives to seize regional centers, likely referring to the
regional capitals of Sumy and Kharkiv cities. Sumy and Kharkiv cities are roughly 25 and 30 kilometers
from the international border, respectively – significantly further than the approximately six to 10
kilometers that Russian forces currently occupy near Lyptsi (north of Kharkiv City) and Vovchansk
(northeast of Kharkiv City).
Zelensky's statement suggests that Russian forces planned to
start new offensive operations aimed at penetrating at least 25 kilometers deep into Sumy and Kharkiv
oblasts and activating along a much wider front between at least Sumy and Kharkiv cities. Ukrainian
Commander-in-Chief General Oleksandr Syrskyi similarly stated on September 5 that the Ukrainian incursion
spoiled a planned Russian attack into Sumy Oblast and "reduced the threat" of Russian incursions into
northern Ukraine. ISW previously assessed that the Russian offensive operation in northern Kharkiv Oblast
aimed to fix Ukrainian manpower and materiel along the northern border, granting Russian forces
opportunities to re-intensify offensive operations in other higher-priority areas of the theater.
Ukrainian forces have largely stabilized the frontline in the Kharkiv direction since Summer 2024 and
continue to contest the tactical initiative through counterattacks that have regained limited positions
in northern Kharkiv Oblast. The Russian military command may have intended for additional offensive
operations along a wider and more continuous front in northeastern Ukraine to significantly stretch
Ukrainian forces along the international border following the Ukrainian stabilization of the frontline
north and northeast of Kharkiv City.
Zelensky noted that the Ukrainian incursion into Kursk
Oblast has also impacted Russian offensive operations in Donetsk Oblast. Zelensky stated that the
Ukrainian incursion "slowed" Russian advances throughout Donetsk Oblast and reduced the advantage in
artillery ammunition that Russian forces in the Pokrovsk direction had over Ukrainian forces from 12-to-1
to 2.5-to-1. ISW is unable to verify Zelensky’s statement, though the rate of Russian advance in the
Pokrovsk area has notably slowed since the start of September 2024. Ukraine's Main Military Intelligence
Directorate (GUR) Head Lieutenant General Kyrylo Budanov stated during an interview published on
September 7 that Ukraine’s incursion into Kursk Oblast complicated Russia's plans for offensive
operations, including in Russia's "main direction" (likely referring to the Pokrovsk direction), in
August 2024 and later this fall. ISW has recently observed indications that Russian authorities have
transferred limited elements of likely Russian reserve units from Donetsk Oblast, including from the
Pokrovsk direction, to Kursk Oblast to counter the Ukrainian incursion. Such limited redeployments are
unlikely to have an immediate impact on the tempo of Russian offensive operations, although Russian
forces may struggle to maintain their current offensive tempo into the future if Russian authorities
conduct additional redeployments from reserve forces in Donetsk Oblast.
Russian forces
continue to counterattack throughout the Ukrainian salient in Kursk Oblast, but the Russian military will
likely have to redeploy additional elements from elsewhere in the theater to Kursk Oblast to establish a
force grouping capable of pursuing a sustained counteroffensive operation. Ukrainian President Volodymyr
Zelensky reiterated on September 13 that Russian forces have begun counteroffensive operations in Kursk
Oblast, and Pentagon Spokesperson Major General Patrick Ryder stated on September 12 that the US has
observed Russian units beginning to try to conduct "some type of counteroffensive" operation that Ryder
described as "marginal." ISW continues to track observable Russian counterattacks in Kursk Oblast but has
not yet observed large-scale combat operations indicating that Russian forces have started a large-scale
concerted counteroffensive operation aimed at completely expelling Ukrainian forces from Kursk Oblast.
Zelensky stated that Russian forces have concentrated 40,000 personnel in Kursk Oblast but did
not specify the composition of the Russian grouping, and it remains unclear whether Zelensky’s count is
representative exclusively of combat-effective Russian soldiers or a joint force that includes contract
soldiers, plus less effective conscripts, irregular forces, border guards, Rosgvardia elements, and
Russian Interior Ministry forces. Ukrainian military observer Kostyantyn Mashovets stated on September 13
that there are roughly 33,000 to 35,000 Russian personnel in Kursk Oblast. Zelensky stated that the
Russian military command intends to concentrate 60,000 to 70,000 personnel in Kursk Oblast, a number
notably higher than the 50,000 personnel that US officials reportedly assessed that Russia would need to
push Ukrainians out of Kursk Oblast. Russian authorities have largely relied on poorly-trained and
equipped conscripts and small elements of Russian regular and irregular forces to address the Ukrainian
incursion into Kursk Oblast thus far, and it is unlikely that most of the current Russian force grouping
in Kursk Oblast is comprised of combat experienced units.
A Russian counteroffensive operation
to retake territory seized by Ukrainian forces in Kursk Oblast will very likely require even more
manpower and materiel than Russia has already concentrated in the area — especially if most of the
already committed units lack combat experience. Russian Airborne (VDV) forces that recently redeployed to
Kursk Oblast from the frontline in Ukraine currently appear to be heavily responsible for counterattacks
in Kursk Oblast, suggesting that the Russian military command may intend to field units perceived to be
more "elite" or combat effective to regain territory. The Russian military will most certainly have to
redeploy units already committed to ongoing offensive operations or operational reserves from Ukraine to
Kursk Oblast in order to field the combat-effective units needed for a large counteroffensive operation
and then subsequently guard the international border against future Ukrainian incursion.
Key
Takeaways:
The Ukrainian incursion into Kursk Oblast has reportedly spoiled planned Russian
offensive operations along the international border area that likely aimed to expand the area of active
combat operations across a broader front in northeastern Ukraine.
Russian forces continue to
counterattack throughout the Ukrainian salient in Kursk Oblast, but the Russian military will likely have
to redeploy additional elements from elsewhere in the theater to Kursk Oblast to establish a force
grouping capable of pursuing a sustained counteroffensive operation.
Russian forces appear to
be testing more effective mechanized assault tactics west of Donetsk City, although Russian armored
vehicles remain vulnerable to Ukrainian strike and drone capabilities.
Ukraine and Russia
conducted their second prisoner of war (POW) exchange since the Ukrainian incursion into Kursk Oblast on
September 13.
Russia continues efforts to strengthen strategic military ties with the People’s
Republic of China (PRC), North Korea, and Iran to support its war effort in Ukraine.
Russian
and Ukrainian forces recently advanced in Kursk Oblast amid continued Russian and Ukrainian assaults in
the area on September 13.
Russian forces recently marginally advanced near Kupyansk, Chasiv
Yar, Toretsk, and Pokrovsk.
Russian authorities continue attempts to coerce minorities and
Ukrainian youth living in occupied Ukraine to sign contracts with the Ministry of Defense (MoD) to avoid
conducting a wider mobilization.
Ukrainian officials and sources indicated that Ukraine's incursion into Kursk Oblast has prompted the
Russian authorities to increase the size of the Russian force grouping in Kursk Oblast by upwards of a
factor of three. Ukrainian Pivnich (Northern) Operational Command Spokesperson Vadym Mysnyk stated on
September 14 that Russian forces had 11,000 personnel deployed in Kursk Oblast at the start of Ukraine's
incursion in early August 2024. Mysnyk stated that there are various estimates that place the current
size of the Russian grouping in Kursk Oblast between 30,000 and 45,000 personnel. Ukrainian President
Volodymyr Zelensky stated on September 13 that Russian forces have concentrated 40,000 personnel in Kursk
Oblast and aim to concentrate a total of 60,000 to 70,000 personnel in the area. The individual number
breakdown for each of the Russian services (Rosgvardia, border guards, regular units, irregular units,
and conscript forces) contributing to these figures remains unclear. Ukrainian military observer
Kostyantyn Mashovets stated on September 14 that there are roughly 61 various Russian units of various
sizes comprised of roughly 35,500 Russian personnel within the Russian Northern Grouping of Forces' Kursk
Group (which has responsibility for Glushkovsky, Korenevsky, Sudzhansky, Rylsky, Lgovsky, Kurchatovsky,
and Kursky raions). The reported growth in the size of the Russian grouping in Kursk Oblast is reflective
of how operational pressures caused by the incursion have forced the Russian military command to redeploy
elements from Ukraine to Kursk Oblast and commit newly generated forces from within Russia to the area
instead of the frontline in Ukraine. A Russian counteroffensive operation to retake territory seized by
Ukrainian forces in Kursk Oblast will very likely require even more manpower and materiel than Russia has
already concentrated in the area and therefore additional Russian redeployments from Ukraine.
Ukraine and Russia conducted a prisoner of war (POW) exchange on September 14 — the third POW exchange
since the Ukrainian incursion into Kursk Oblast, which appears to have generated the short-term effect of
increasing incentives for Russia to engage in POW exchanges. Ukrainian officials reported that Russia
returned 103 prisoners to Ukraine including Ukrainian servicemembers who defended the Azovstal Steel
Plant in Mariupol in early 2022, servicemembers of the Ukrainian National Police and State Border
Service, servicemembers of the Ukrainian State Transport Special Service, and other Ukrainian military
personnel. The Russian Ministry of Defense (MoD) claimed on September 14 that Ukraine returned 103
individuals to Russia whom Ukrainian forces captured in Kursk Oblast. Russian sources suggested that the
returned Russian prisoners were conscripts. The POW swap directly follows a similar exchange that Russia
and Ukraine conducted on September 13, during which they returned 49 prisoners each. Ukrainian officials
have repeatedly emphasized that the Kursk incursion has enhanced Ukraine’s negotiating power in POW
exchanges with Russia, following the Kremlin's consistent rejection of Ukraine's attempt to negotiate
exchanges. The frequency of POW exchanges between Ukraine and Russia has significantly increased since
the Ukrainian incursion into Kursk Oblast on August 6, with both sides exchanging a total of 267 POWs
each in three separate exchanges. Russia and Ukraine only conducted three other POW exchanges,
encompassing roughly 405 Ukrainian POWs and 423 Russian POWs, between January 1 and August 6, 2024.
Key Takeaways:
Ukrainian officials and sources indicated that Ukraine's incursion into
Kursk Oblast has prompted the Russian authorities to increase the size of the Russian force grouping in
Kursk Oblast by upwards of a factor of three.
Ukraine and Russia conducted a prisoner of war
(POW) exchange on September 14 — the third POW exchange since the Ukrainian incursion into Kursk Oblast,
which appears to have generated the short-term effect of increasing incentives for Russia to engage in
POW exchanges.
Some Russian field commanders continue to make decisions that degrade the
overall quality of their subordinate forces—prioritizing infantry-led frontal assault tactics over
cultivating technical specialists who would allow the Russian military to better field technologies and
innovations in combat operations.
The Kremlin continues efforts to leverage global
informational instruments of influence to develop new capabilities to conduct election interference,
destabilization measures, and sanctions evasion schemes.
Officials of Georgia’s ruling Georgia
Dream party continue to elevate narratives echoing Kremlin information operations justifying Russia’s
occupation of internationally recognized Georgian territories.
Russian forces recently
advanced near Chasiv Yar, Pokrovsk, and Vuhledar.
Russian forces are reportedly repairing
captured Soviet-era Ukrainian equipment to replenish Russian vehicle stocks.
Russia reportedly aims to achieve a decisive victory in Ukraine by 2026 before likely medium- to
long-term economic and force generation constraints begin to significantly degrade Russia's ability to
sustain its war effort in Ukraine. Ukrainian Main Military Intelligence Directorate (GUR) Head Lieutenant
General Kyrylo Budanov announced on September 15 at the 20th Yalta European Strategy meeting in Kyiv that
the Kremlin considers 2025 to be a pivotal year because failure to secure a victory in Ukraine by early
2026 will undermine Russia’s aspirations of remaining a global superpower for the next 30 years. Budanov
noted that Russia anticipates a worsening economic and socio-political situation by mid-2025, alongside
increasing difficulties with military recruitment. Budanov stated that the Russian military is
experiencing personnel shortages and a decrease in the number of new volunteers signing contracts. Recent
significant rises in one-time payments to contract military personnel (kontraktniki), with at least 36
Russian federal subjects (regions) reportedly having increased their one-time payments to kontraktniki in
2024 and at least 11 federal subjects paying Russian kontraktniki one million rubles ($11,000) or more,
are likely evidence of mounting costs and difficulties with the Russian military's ability to continue
recruiting personnel. Budanov also stated that the Ukrainian incursion into Kursk Oblast, coupled with
constant Ukrainian strikes into Russian territories, has demoralized Russian citizens and eroded the
Russian public’s perception of Russian invincibility. Budanov assessed that mounting issues will force
Russian President Vladimir Putin to make a critical decision: either launch another risky and
controversial mobilization or reduce the intensity of combat operations in Ukraine. Budanov’s assessment
implicitly assumes that Western states will maintain support for Ukraine at current levels over the next
one to two years. It remains unclear what Putin may do between now and 2026 or how effective Putin’s
efforts to offset the impacts of Russia’s war in Ukraine, including via foreign partners like Iran, North
Korea, and the People's Republic of China (PRC), will be. ISW continues to assess that Putin remains
averse to announcing another partial mobilization out of fear of domestic discontent and will likely
continue to instruct the Ministry of Defense (MoD) to pursue ongoing crypto-mobilization efforts until
such efforts begin to fall far short of operational requirements in Ukraine. Putin maintains the option
to call another round of mobilization - as he did in Fall 2022 - despite his desire to avoid having to do
so. ISW continues to assess that the Kremlin is also unwilling to accept reducing the intensity of
Russian forces’ combat operations because the Kremlin sees maintaining the theater-wide initiative as a
strategic imperative. It remains unclear whether Putin will respond with another round of mobilization if
faced with another crisis similar to or worse than the crisis the Kremlin faced in Fall 2022, as Russia’s
investments to grow Russia’s force generation system, war economy, and international defense
relationships have matured over the past two years, and likely will continue to do so through 2026.
Key Takeaways:
- Russia reportedly aims to achieve a decisive victory in Ukraine by
2026 before likely medium- to long-term economic and force generation constraints begin to significantly
degrade Russia's ability to sustain its war effort in Ukraine.
-Russia will likely face
growing challenges in the production and procurement of the materiel that Russian operations in Ukraine
require, and the Kremlin will likely become increasingly reliant on foreign partners to meet its materiel
needs.
-Ukrainian Presidential Advisor Oleksandr Kamyshin stated on September 15 that Ukraine
has started domestic serial production of 155mm artillery shells.
-The Russian Ministry of
Defense (MoD) promptly responded to ultranationalists' outcry surrounding the controversial deaths of two
drone operators in Ukraine, highlighting how Russian authorities continue to be highly attentive to
backlash from the ultranationalist community.
-Russian ultranationalist milbloggers praised
the Russian MoD's response to the drone operators' deaths but expressed concern about the MoD's ability
to solve the systemic issues that led to the deaths.
-Chechen Akhmat Spetsnaz Commander Apty
Alaudinov aggravated Kremlin efforts to conduct prisoner of war (POW) exchanges for soldiers who defended
against the Ukrainian incursion into Kursk Oblast while balancing his attempts to appeal to both the
Russian Ministry of Defense (MoD) and hardline facets of Chechen society.
-Ukrainian forces
reportedly advanced in Glushkovsky Raion, Kursk Oblast, and Russian forces reportedly recently recaptured
territory in the area as of September 15. Ukrainian forces continued offensive operations throughout
their salient in Kursk Oblast, and Russian forces recently advanced in the salient.
-Russian
forces recently advanced near Svatove, Siversk, and Donetsk City.
-Russian authorities
continue to strengthen coercive mechanisms to support ongoing crypto-mobilization efforts in order to
avoid conducting a wider mobilization.
Ukraine has taken steps to address its manpower shortages, but delays and insufficiencies in Western
military aid to Ukraine continue to limit its ability to generate effective combat units that can defend
critical areas and contest the theater-wide initiative. Ukrainian President Volodymyr Zelensky stated in
an interview with CNN on September 13 that Ukraine "needs 14 brigades to be ready" for an unspecified
requirement and that Ukraine has not been able to equip "even four" of these brigades with slowly
arriving Western aid. Zelensky noted that Ukraine has been increasing its domestic production of drones
and transferring equipment from warehouses or reserve brigades to attempt to offset insufficient Western
military assistance to Ukraine. Zelensky stated that these insufficient provisions, particularly of
armored vehicles and artillery ammunition, have led to Ukrainian personnel losses. Ukrainian Verkhovna
Rada Defense Committee Chairperson Oleksandr Zavitnevych told the Financial Times on September 16 that
Ukrainian mobilization is "on track" and that newly trained forces could "impact" the battlefield likely
in three months. Ukrainian Ground Forces Commander Lieutenant General Oleksandr Pavlyuk stated in May
2024 that Ukraine was working to stand up 10 new Ukrainian brigades but that equipment, not manpower, was
the main bottleneck in Ukraine's defensive operations. ISW has long assessed that Ukraine's ability to
defend against Russian offensive operations and challenge the theater-wide initiative heavily depends on
both the Western provision of miliary aid and Ukraine's efforts to reconstitute existing units and create
new ones — the latter of which Ukraine has taken significant steps to resolve. Ukrainian forces have
partially mitigated the artillery ammunition shortages that resulted from delays in Western aid
provisions by using first-person view (FPV) drones to blunt Russian infantry and armored vehicle
assaults, but current FPV drones are unable to offset the tactical requirements of traditional field
artillery. Ukraine has taken steps to boost its domestic production of 155mm artillery ammunition, but
Ukraine has had to build these industries largely from scratch during wartime. Ukraine has also been
working to increase its production of armored vehicles, including armored personnel carriers (APCs),
since 2022, but Ukraine cannot manufacture complete tanks. The US and other foreign allies likely can
greatly increase the effectiveness of Ukrainian force-generation and force-reconstitution efforts by
providing Ukrainian forces with more mechanized equipment, such as M113 armored personnel carriers,
Bradley infantry fighting vehicles, and main battle tanks. Ukraine’s 155th Infantry Brigade was recently
upgraded to a mechanized infantry brigade after the brigade was equipped with Leopard tanks, for example.
The generation of more Ukrainian infantry without a commensurate increase in mechanized equipment will
not substantially increase Ukraine’s combat power or increase Ukraine’s warfighting capabilities.
Key Takeaways: • Ukraine has taken steps to address its manpower shortages, but delays and
insufficiencies in Western military aid to Ukraine continue to limit its ability to generate effective
combat units that can defend critical areas and contest the theater-wide initiative. • Zelensky
reiterated that Ukraine's incursion into Kursk Oblast has forced Russia to redirect some resources from
Ukraine to defend in Russia but that Ukraine still needs sufficient resources and Western permission to
strike military targets in Russia to mitigate the theater-wide strain on Ukrainian forces. • Russia
continues to build out its long-term military capacity by gradually increasing the size of its armed
forces. • Iran is simultaneously setting conditions to build a nuclear weapon while continuing to
signal its willingness to resume nuclear negotiations with the West. • Select Russian Ministry of
Defense (MoD) officials continue to face corruption charges as the Russian military leadership is
undertaking a wider effort to root out corruption in the MoD. • Ukrainian forces advanced in
Glushkovsky Raion, Kursk Oblast, and Russian forces recaptured territory in the area as of September 16.
Ukrainian and Russian forces recently advanced in the Kursk salient. • Ukrainian forces regained
territory near Kharkiv City and Pokrovsk. • Russian forces advanced near Kreminna, Chasiv Yar,
Pokrovsk, and Vuhledar. • Russia reportedly continues to coerce migrants to fight in the Russian
military.
Russian Security Council Secretary Sergei Shoigu arrived in Iran for an unannounced visit on September 17
following recent visits to Syria and North Korea amid ongoing Russian efforts to secure military
cooperation and support from non-Western allies. Shoigu met with Iranian Supreme National Security
Council Secretary Ali Akbar Ahmadian and Iranian President Masoud Pezeshkian during a previously
unannounced visit to Tehran on September 17 and conveyed an unspecified message from Russian President
Vladimir Putin. The Islamic Republic of Iran Broadcasting (IRIB) reported that Shoigu and Ahmadian
discussed upcoming bilateral agreements and emphasized that Iran continues to support Iran's official
policy regarding corridors and communication routes with Azerbaijan. Pezeshkian told Shoigu that the
Iranian government will work to increase cooperation and deepen bilateral relations between the two
countries to reduce the impact of Western sanctions. Shoigu also met with Syrian President Bashar
al-Assad in Damascus, Syria on September 16 and discussed strengthening bilateral relations and regional
and international security issues. Shoigu previously recently visited Pyongyang, North Korea on September
13 and met with North Korean President Kim Jong Un for unspecified bilateral discussions. Shoigu's
international visits are coming against the backdrop of Iran's recent delivery of over 200 Fateh-360
short-range ballistic missiles (SRBMs) to Russia, ongoing North Korean military support for the Russian
war in Ukraine, and Ukrainian reports that Russia is hiring Syrian mercenaries to fight in Ukraine.
Russia’s deepening engagement with the People's Republic of China (PRC), North Korea, and Iran is part of
a wider Kremlin effort to establish a coalition of friendly states which can bolster Russia's defense
industrial base (DIB) and secure strategic economic cooperation to support its war in Ukraine.
Russian Foreign Minister Sergei Lavrov met with North Korean Foreign Minister Choe Son-hui in Moscow on
September 17. Lavrov and Choe discussed further developing Russian-North Korean bilateral relations in
unspecified manners, and the Russian Ministry of Foreign Affairs (MFA) noted that Choe will attend the
BRICS Women's Forum on the sidelines of the Eurasian Women's Forum in St. Petersburg on September 18-20.
Lavrov has recently fostered increased dialogue and cooperation with Russia's non-Western partners
through various meetings on the ministerial level, including with Saudi Minister of Hajj and Umrah Tawfiq
bin Fawzan Al-Rabieh on September 11, a BRICS foreign ministers meeting on September 12, and a meeting
with Egyptian Foreign Minister Badr Abdelatty on September 16.
Key Takeaways:
-The
Ukrainian Prosecutor General's Office opened an investigation into another case of apparent Russian abuse
and execution of a Ukrainian prisoner of war (POW).
-Leaked documents outlining large-scale
Kremlin information operation campaigns targeting Ukraine and the West continue to demonstrate the
Kremlin's commitment to leveraging its global information instruments to advance Moscow’s interests using
social media.
-Russian Security Council Secretary Sergei Shoigu arrived in Iran for an
unannounced visit following recent visits to Syria and North Korea amid ongoing Russian efforts to secure
military cooperation and support from non-Western allies.
-Russian Foreign Minister Sergei
Lavrov met with North Korean Foreign Minister Choe Son-hui in Moscow.
-Russian forces recently
advanced near Toretsk and Pokrovsk and southwest of Donetsk City.
-Ukraine's Main Military
Intelligence Directorate (GUR) reported on September 17 that Russia continues to recruit citizens from
Syria to fight in Ukraine.
Originalbeitrag RE: ISW: Ukraine has taken steps to
address its manpower shortages Ukraine has taken steps to address its manpower shortages, but delays
and insufficiencies in Western military aid to Ukraine continue to limit its ability to generate
effective combat units that can defend critical areas and contest the theater-wide initiative. Ukrainian
President Volodymyr Zelensky stated in an interview with CNN on September 13 that Ukraine "needs 14
brigades to be ready" for an unspecified requirement and that Ukraine has not been able to equip "even
four" of these brigades with slowly arriving Western aid. Zelensky noted that Ukraine has been increasing
its domestic production of drones and transferring equipment from warehouses or reserve brigades to
attempt to offset insufficient Western military assistance to Ukraine. Zelensky stated that these
insufficient provisions, particularly of armored vehicles and artillery ammunition, have led to Ukrainian
personnel losses. Ukrainian Verkhovna Rada Defense Committee Chairperson Oleksandr Zavitnevych told the
Financial Times on September 16 that Ukrainian mobilization is "on track" and that newly trained forces
could "impact" the battlefield likely in three months. Ukrainian Ground Forces Commander Lieutenant
General Oleksandr Pavlyuk stated in May 2024 that Ukraine was working to stand up 10 new Ukrainian
brigades but that equipment, not manpower, was the main bottleneck in Ukraine's defensive operations. ISW
has long assessed that Ukraine's ability to defend against Russian offensive operations and challenge the
theater-wide initiative heavily depends on both the Western provision of miliary aid and Ukraine's
efforts to reconstitute existing units and create new ones — the latter of which Ukraine has taken
significant steps to resolve. Ukrainian forces have partially mitigated the artillery ammunition
shortages that resulted from delays in Western aid provisions by using first-person view (FPV) drones to
blunt Russian infantry and armored vehicle assaults, but current FPV drones are unable to offset the
tactical requirements of traditional field artillery. Ukraine has taken steps to boost its domestic
production of 155mm artillery ammunition, but Ukraine has had to build these industries largely from
scratch during wartime. Ukraine has also been working to increase its production of armored vehicles,
including armored personnel carriers (APCs), since 2022, but Ukraine cannot manufacture complete tanks.
The US and other foreign allies likely can greatly increase the effectiveness of Ukrainian
force-generation and force-reconstitution efforts by providing Ukrainian forces with more mechanized
equipment, such as M113 armored personnel carriers, Bradley infantry fighting vehicles, and main battle
tanks. Ukraine’s 155th Infantry Brigade was recently upgraded to a mechanized infantry brigade after the
brigade was equipped with Leopard tanks, for example. The generation of more Ukrainian infantry without a
commensurate increase in mechanized equipment will not substantially increase Ukraine’s combat power or
increase Ukraine’s warfighting capabilities.
Key Takeaways: • Ukraine has taken steps to
address its manpower shortages, but delays and insufficiencies in Western military aid to Ukraine
continue to limit its ability to generate effective combat units that can defend critical areas and
contest the theater-wide initiative. • Zelensky reiterated that Ukraine's incursion into Kursk
Oblast has forced Russia to redirect some resources from Ukraine to defend in Russia but that Ukraine
still needs sufficient resources and Western permission to strike military targets in Russia to mitigate
the theater-wide strain on Ukrainian forces. • Russia continues to build out its long-term military
capacity by gradually increasing the size of its armed forces. • Iran is simultaneously setting
conditions to build a nuclear weapon while continuing to signal its willingness to resume nuclear
negotiations with the West. • Select Russian Ministry of Defense (MoD) officials continue to face
corruption charges as the Russian military leadership is undertaking a wider effort to root out
corruption in the MoD. • Ukrainian forces advanced in Glushkovsky Raion, Kursk Oblast, and Russian
forces recaptured territory in the area as of September 16. Ukrainian and Russian forces recently
advanced in the Kursk salient. • Ukrainian forces regained territory near Kharkiv City and
Pokrovsk. • Russian forces advanced near Kreminna, Chasiv Yar, Pokrovsk, and Vuhledar. • Russia
reportedly continues to coerce migrants to fight in the Russian military.
Ukrainian forces conducted a successful drone strike against a Russian missile and ammunition storage
facility near Toropets, Tver Oblast on September 18. A source within Ukrainian special services told
Ukrainian outlet Suspilne on September 18 that drone operators from Ukraine's Security Service (SBU),
Ukraine's Main Military Intelligence Directorate (GUR), and Ukraine's Special Operations Forces (SSO)
struck a facility at the Russian Ministry of Defense (MoD) Main Missile and Artillery Directorate's 107th
Arsenal in Toropets, Tver Oblast. Suspilne's sources stated the facility stores Iskander missiles,
Tochka-U ballistic missiles, anti-aircraft missiles, and artillery ammunition and that there were
significant secondary detonations following the initial Ukrainian drone strike. Head of Ukraine's Center
for Combatting Disinformation, Andriy Kovalenko, stated that Russian forces may have also stored
ammunition for Grad multiple launch rocket systems (MLRS), S-300 and S-400 air defense missiles, and
North Korean KN-23 ballistic missiles at the facility. Footage published on September 16 shows large
secondary detonations, presumably of missile stockpiles and artillery ammunition, following the initial
drone strike. Geolocated footage published on September 18 shows several large smoke plumes over the
facility and satellite imagery shows significant damage to the building in the southern part of the
facility, although most of the facility is obscured by smoke. Russian authorities claimed that wreckage
from a downed Ukrainian drone struck the facility and prompted the secondary detonations, and Russian
authorities temporarily evacuated the area near the facility. Russian milbloggers largely criticized
Russian authorities for poorly constructing the facility and accused Russian forces of possibly
mishandling missiles and artillery ammunition stockpiles at the facility. Milbloggers accused the
detained former Russian Deputy Defense Minister Army General Dmitri Bulgakov of engaging in corrupt
practices leading to poor construction quality at the facility.
Continued Ukrainian strikes
against rear Russian logistics facilities within Russia will generate wider operational pressures on the
Russian military beyond the individual destruction of ammunition stockpiles and logistics facilities.
Suspilne's sources noted that Ukrainian strikes are undermining Russia's ability to conduct long-range
missile strikes against Ukraine. Ukrainian forces conducted a series of HIMARS strikes against Russian
ammunition depots throughout occupied Ukraine in Summer 2022, prompting Russian forces to disperse
ammunition storage facilities and degrading the efficiency of Russian logistics at the time. Repeated
strikes against ammunition depots within Russia that cause similar levels of damage to the strike in
Toropets may force a similar decision point on the Russian military command to reorganize and disperse
support and logistics systems within Russia to mitigate the impact of such strikes. Russian forces may
not have addressed vulnerabilities at many logistics facilities within Russia due to the sanctuary space
that restrictions on Ukraine's use of Western-provided weapons have generated, although the Toropets
facility is not within range of Western systems fired from Ukraine. The lifting of restrictions on the
use of Western systems and the continued development of Ukraine's own long-range strike capabilities may
allow Ukrainian forces to more effectively exploit such Russian vulnerabilities. Ukrainian forces struck
another Russian ammunition depot near Sergeevka, Voronezh Oblast in July 2024 and continued Ukrainian
strikes against Russian ammunition and missile storage facilities could also destroy an important portion
of Russia's materiel reserves. Ukrainian strikes against facilities within Russia could impact offensive
operations throughout the theater in Ukraine if Ukrainian forces have the materiel, capabilities, and
permission to conduct such a strike campaign against logistics and supports facilities within Russia at
scale.
Key Takeaways:
• Ukrainian forces conducted a successful drone strike
against a Russian missile and ammunition storage facility near Toropets, Tver Oblast on September 18. • Continued Ukrainian strikes against rear Russian logistics facilities within Russia will generate
wider operational pressures on the Russian military beyond the individual destruction of ammunition
stockpiles and logistics facilities. • Russian authorities arrested the head of the Central
Military District (CMD)'s armor service on September 18 on suspicion of receiving a large bribe, marking
yet another corruption case against a high-ranking Russian military official since the April 2024
appointment of Andrei Belousov as Russian Defense Minister. • An unsuccessful armed assault against
several offices of Russia's largest online retailer Wildberries in Moscow City highlights the fragility
of Russia's domestic stability. • Armenian officials continue to criticize the Russian-led
Collective Security Treaty Organization (CSTO) amid worsening Armenia-Russia bilateral relations. • Russian Foreign Ministry Spokesperson Maria Zakharova condemned Israel for simultaneously detonating
thousands of pagers belonging to Lebanese Hezbollah (LH) members across Lebanon and Syria on September
17, signaling Russia's continued rhetorical alignment with Iran's Axis of Resistance against Israel. • Ukrainian forces recently advanced in the Kursk Oblast salient. • Russian forces regained
positions within Kursk Oblast salient. • Russian forces recently advanced along the
Kupyansk-Svatove-Kreminna line, within Toretsk, east and southeast of Pokrovsk, southwest of Donetsk
City, and in eastern Zaporizhia Oblast. • The Russian State Duma announced on September 18 that it
approved a bill in its first reading that proposes releasing Russian servicemembers serving in Ukraine
from criminal punishment associated with cases actively being tried in Russia courts.
Russian President Vladimir Putin reportedly declined a request from the Russian Ministry of Defense (MoD)
to offset Russian losses by declaring another mobilization wave in spring 2024 likely to avoid political
costs associated with involuntary reserve call-ups. Putin has since remained committed to his crypto
mobilization campaign, constraining Russia's mobilization potential. The Wall Street Journal (WSJ),
citing a source “briefed” on an exchange between Putin and Russian MoD officials several months prior to
the presidential inauguration in May 2024, reported that Putin dismissed the Russian MoD’s calls for
another mobilization wave. The source claimed that Putin instead stated his intent to only recruit people
who were voluntarily signing military service contracts but that more Russian officials are convinced
that mobilization is inevitable. The source added that the Russian military's current manpower is
insufficient to achieve Russia's long-term goal of occupying all of Ukraine, degrading overall Ukrainian
combat capability, and protecting the Russian state border. Kremlin Spokesperson Dmitry Peskov reiterated
that Russia continues to rapidly recruit contract servicemen (kontraktniki) and volunteers and that these
forces are sufficient for Russia's aggression against Ukraine in response to a request from WSJ. Putin
has avoided declaring another partial mobilization call-up of reservists since his decision to mobilize
300,000 troops in late September 2022 in response to successful Ukrainian counteroffensive operations,
and Russia appears to lack the necessary manpower resources to simultaneously sustain the scale and tempo
of Russian offensive operations in Ukraine and defensive efforts in Russian border regions. A mobilized
Russian servicemember and milblogger claimed in late August 2024 that the Russian government continues to
rely on the remnants of regular military forces, mobilized personnel, and deceived short-term volunteers
to continue Russian offensive operations in Ukraine, even though these elements are ill-prepared and have
been suffering significant losses since October 2023.
Mobilization in Russia remains unlikely
in the near to medium term due to Putin’s personal fear that mobilization is a direct threat to his
regime’s stability. ISW observed reports speculating about the possibility of Russia declaring another
mobilization wave prior to Putin’s inauguration and following the Ukrainian incursion into Kursk Oblast
in August 2024, but Putin has not yet authorized such mobilization. Russian opposition outlet Meduza
reported that sources close to the Russian government claimed that the Kremlin entertained the idea of
mobilization immediately after Ukraine's incursion, but that the Russian Cabinet of Ministers and
Kremlin-affiliated businessmen opposed these considerations. Putin has also been consistently signaling
throughout the incursion his commitment to recruiting volunteers by boasting about the number of
volunteers interested in fighting in Ukraine and meeting with Russian volunteers in response to the
incursion. Putin notably did not seize on the incursion as an opportunity to condition Russian society
for mobilization in the immediate to medium term, instead choosing to form new irregular formations and
expand Russian volunteer recruitment efforts. The Kremlin and the Russian MoD notably shocked Russian
society with the declaration of partial mobilization in late September 2022, and Putin likely seeks to
avoid societal backlash in response to a new mobilization wave at this time.
Key Takeaways:
Russian President Vladimir Putin reportedly declined a request from the Russian Ministry of
Defense (MoD) to offset Russian losses by declaring another mobilization wave in spring 2024 likely to
avoid political costs associated with involuntary reserve call-ups. Putin has since remained committed to
his crypto mobilization campaign, constraining Russia's mobilization potential.
Mobilization
in Russia remains unlikely in the near to medium term due to Putin’s personal fear that mobilization is a
direct threat to his regime’s stability.
Russian authorities have reportedly tasked Russian
forces with pushing Ukrainian forces out of Kursk Oblast by mid-October 2024 and establishing a "buffer
zone" into Ukrainian border areas along the international border with Russia in northeastern Ukraine by
the end of October — significant undertakings that the Russian military is very unlikely to achieve in
such a short period of time.
The Kremlin continues to signal its commitment to improving
Russian drone operations in Ukraine and drone production capabilities amid efforts to offset the social
and economic impacts of a protracted Russian war effort.
Putin claimed that Russia must ensure
that there are "no barriers" to the movement of Russian citizens between mainland Russia and Kaliningrad
Oblast.
The reported transfer of Indian artillery shells through European intermediaries to
Ukraine is reportedly generating tensions within the Russian-Indian relationship.
The European
Parliament called on member states to lift restrictions on Ukraine's ability to use Western-provided
long-range systems to strike military objects in Russia.
Ukrainian forces recently marginally
advanced in Kursk Oblast.
Ukrainian forces recently advanced near Pokrovsk, and Russian forces
recently advanced near Kharkiv City, Svatove, Siversk, Chasiv Yar, Pokrovsk, and Hulyaipole.
Russian President Vladimir Putin indicated during a meeting on the development of the Russian Armed
Forces on September 18 that the Kremlin aims to improve Russia's federal level training system.
European Commission President Ursula von der Leyen announced two new loan mechanisms worth up to 45
billion euros (roughly $50 billion) and 35 billion euros (roughly $39 billion) respectively during a
visit to Kyiv on September 20. Ukrainian President Volodymyr Zelensky met with von der Leyen in Kyiv and
stated afterward that Ukraine will use part of the 35 billion euro European loan to purchase domestically
produced long-range missiles and drones, address Ukraine's energy needs, and construct bomb shelters to
defend Ukrainian schools against Russian strikes. The European Commission will distribute the 35 billion
euro loan to Ukraine in one installment before December 31, 2024, and Ukraine can further disburse the
money in one or more tranches before December 31, 2025. Ukrainian Defense Minister Rustem Umerov stated
on September 14 that Ukraine will be able to domestically produce $20 billion worth of defense equipment
in 2025 if Ukraine receives additional funding from its partners. Umerov noted that Ukraine's defense
industrial production capabilities significantly exceed the amount of investment that Ukraine can provide
alone.
Russian authorities were reportedly aware of the threat of a future Ukrainian incursion
into Kursk Oblast in the months leading up to August 2024 but failed to take adequate steps to address
such a threat. The Guardian, citing Russian government and military documents that Ukrainian forces
seized in Kursk Oblast, reported on September 20 that Russian forces stationed in Kursk Oblast repeatedly
warned the Russian military command about the possibility of a Ukrainian incursion into Kursk Oblast
beginning in late 2023. The documents, which The Guardian reviewed but could not independently verify,
show that local military commanders repeatedly ordered additional training exercises for Russian military
personnel serving in Kursk Oblast, the construction of additional fortifications, and the preparation of
decoy trenches and military equipment in preparation for a future Ukrainian incursion. One of the
documents noted that Russian military units stationed along the international border were only staffed at
between 60 and 70 percent of their intended end strength on average and were primarily staffed by poorly
trained reservists as of June 2024. Russian authorities do not appear to have made any substantive
efforts to improve the preparedness of the Russian military units serving in border areas of Kursk Oblast
or construct additional fortifications along the international border prior to the incursion, and Russian
authorities may have decided to ignore these requests due to a miscalculation of Ukraine's ability to
advance deep into Kursk Oblast.
These documents support ISW's recent assessment that Ukrainian
forces achieved operational surprise during the incursion into Kursk Oblast despite Russian authorities'
reported awareness of the possibility of an incursion. The American doctrinal definition of surprise is
to "attack the enemy in a time or place or in a manner for which he is unprepared." Although Russian
forces were likely aware of various points along the international border at which Ukraine could conduct
an incursion, Ukrainian forces were able to leverage ambiguity around their operational intent and
capabilities to maintain operational surprise. Ukrainian forces also reportedly experimented with
innovative techniques integrating ground activity and unmanned systems that ISW will not cover in-depth
to maintain Ukrainian operational security. ISW has previously noted that both Russian and Ukrainian
forces have struggled to achieve operational surprise over the past year and a half due to the partially
transparent battlefield in Ukraine. Ukraine's campaign in Kursk Oblast demonstrates that surprise is
still possible even on a partially transparent battlefield where an adversary can observe force
concentrations but not reliably discern an enemy's operational intent and capabilities.
Key
Takeaways:
European Commission President Ursula von der Leyen announced two new loan
mechanisms worth up to 45 billion euros (roughly $50 billion) and 35 billion euros (roughly $39 billion)
respectively during a visit to Kyiv on September 20.
Russian authorities were reportedly aware
of the threat of a future Ukrainian incursion into Kursk Oblast in the months leading up to August 2024
but failed to take adequate steps to address such a threat.
These documents support ISW's
recent assessment that Ukrainian forces achieved operational surprise during the incursion into Kursk
Oblast despite Russian authorities' reported awareness of the possibility of an incursion.
Russian officials attempted to use a meeting with the International Committee of the Red Cross (ICRC)
to legitimize Russia's occupation of Ukraine and promote false narratives about alleged Ukrainian human
rights abuses.
Russian forces recently advanced near Vovchansk, Kreminna, Toretsk, and
Pokrovsk, and Ukrainian forces recently regained lost positions in Vovchansk and Siversk.
Russian state media is increasingly emphasizing the participation of foreign nationals in the Russian
war effort in Ukraine, likely to reassure domestic audiences that Russia continues to recruit sufficient
manpower and will not need to declare another mobilization wave.
Ukrainian forces conducted another successful drone strike against Russian missile and ammunition storage
facilities as well as a mobile radar system in Russia overnight on September 20 to 21. The Ukrainian
General Staff reported on September 21 that drone operators of the Ukrainian military, Ukrainian Security
Service (SBU), Special Operations Forces (SSO), and Unmanned Systems Forces struck the Tikhoretsk Arsenal
just north of Kamenny, Krasnodar Krai and the Russian Main Artillery Directorate of the Ministry of
Defense's (MoD) 23rd Arsenal near Oktyabrsky, Tver Oblast (14km south of Toropets). Footage published on
September 20 and 21 shows explosions and secondary detonations at both arsenals, and fires continued at
both locations during the day on September 21. The Ukrainian General Staff reported that the Tikhoretsk
Arsenal contained at least 2,000 tons of munitions, including munitions from North Korea, at the time of
the strike. An SBU source told Ukrainian outlet Hromadske that the Russian 23rd Arsenal contained
Iskander and Tochka-U ballistic missiles and that Ukrainian forces also struck the Shaykovka Airfield in
Kaluga Oblast, and Hromadske included footage of an explosion though it is unclear whether the footage
shows the Shaykovka Airfield. The Russian MoD claimed that Russian forces intercepted 101 Ukrainian
drones overnight, including 18 drones over Krasnodar Krai and three drones over Tver Oblast. Krasnodar
Krai regional authorities blamed the Tikhoretsk Arsenal explosion on falling Ukrainian drone debris,
declared a local state of emergency, altered railway schedules and routes, and evacuated about 1,200
civilians from the area. The United Kingdom (UK) MoD reported that the Russian Main Artillery
Directorate's 103rd Arsenal near Toropets, which Ukrainian forces struck on September 17 to 18, had
recently undergone modernization because Russian forces had been improperly storing munitions at their
arsenals, causing explosions at several depots.
The Ukrainian General Staff reported that
Ukrainian forces also struck a Russian Podlet K1 mobile long-range radar system that was protecting the
Tikhoretsk Arsenal, and this system is at least the fifth Podlet K1 system that Ukrainian forces have
reportedly damaged or destroyed since February 2022. The Podlet K1 system can detect up to 200 aerial
targets simultaneously at a range of up to 300 kilometers and the Russian military introduced the system
into service in 2015. Russian forces use the Podlet K1 system to detect air targets at low and very low
altitudes for Russian air defenses, including S-300 and S-400 systems. Ukrainian forces have reportedly
damaged or destroyed at least four other Russian Podlet K1 systems since the onset of the full-scale
invasion, including in Lazurne, Kherson Oblast as of July 20, 2022; near Zelenotropynske, Kherson Oblast
as of July 24, 2022; in Belgorod Oblast as of November 1, 2023; and in an unspecified location as of
April 27, 2024. Ukrainian forces also found a destroyed Russian Podlet K1 system in Chornobaivka, Kherson
Oblast on November 14, 2022, following Ukraine's liberation of west (right) bank Kherson Oblast as of
November 11, 2022, though the cause of this Podlet K1's destruction was unclear.
Key
Takeaways:
Ukrainian forces conducted another successful drone strike against Russian missile
and ammunition storage facilities as well as a mobile radar system in Russia overnight on September 20 to
21.
The Kremlin appears to be reorganizing Russia's decentralized, regional volunteer
recruitment campaigns into a federal effort, indicating that Russia is struggling to meet the manpower
demands of its war in Ukraine despite previous claims that the Ukrainian incursion into Kursk Oblast
caused a spike in Russia's volunteer recruitment.
The Russian military leadership and
government are continuing to reduce the class of semi-independent Russian military innovators,
specialists, and irregular commanders to advance force centralization objectives, maintain the offensive
tempo in Donetsk Oblast, and compensate for personnel shortages.
Iran reportedly did not send
mobile launchers for the Fateh-360 short-range ballistic missiles it recently supplied to Russia, likely
due a decision to prioritize sending additional missiles over bulky and easily replaceable launchers.
Russian officials have designated 47 countries as having opposing and dangerous moral attitudes
to Russia, highlighting that the Kremlin is reviving a Soviet era tactic and mindset that defines a clear
ideological division in the world.
Russian milblogger analyses of Russia’s war in Ukraine
continue to suggest that the Kremlin perceives Western commitment to Ukraine as feeble.
Russian forces recently advanced in Kursk Oblast.
Russian forces advanced north of Kharkiv
City and near Kupyansk, Kreminna, Tortesk, and southwest of Donetsk City.
The Kremlin has not
fully suppressed localized protests organized by wives of Russian mobilized servicemen since declaring
partial mobilization on September 21, 2022.
Ukraine's September 18 strike against a Russian missile and ammunition storage facility near Toropets,
Tver Oblast reportedly destroyed enough Russian munitions to affect Russian operations in the coming
months. Estonian Defense Forces Intelligence Center Head Colonel Ants Kiviselg stated on September 20
that the strike caused 30,000 tons of munitions to explode, noting that the size of the explosion equates
to 750,000 artillery shells and that Russian forces on average fire 10,000 shells per week. His
calculations suggest the Ukrainian strike destroyed two to three months of Russia’s ammunition supply.
Ukrainian outlet Suspilne reported on September 18 that a source within Ukrainian special services stated
that the Toropets facility stored Iskander missiles, Tochka-U ballistic missiles, glide bombs, and
artillery ammunition. It is unclear if Kiviselg's statement about 30,000 tons of explosives includes both
missiles and artillery ammunition, but the strike destroyed significant Russian materiel stockpiles in
any case. ISW continues to assess that continued Ukrainian strikes against rear Russian logistics
facilities within Russia will generate wider operational pressures on the Russian military, including
forcing the Russian military command to reorganize and disperse support and logistics systems within
Russia to mitigate the impact of such strikes.
The Kremlin is reportedly reconsidering the
effectiveness of nuclear saber-rattling as part of its efforts to influence the ongoing Western policy
debate about supporting Ukraine and specifically permitting Ukraine to use Western-provided weapons
against military objects in Russia. The Washington Post, citing officials close to senior Russian
diplomats, stated that Russian President Vladimir Putin may be realizing that Russian nuclear threats are
starting to lose their power over Western officials and that Putin may be developing an unspecified more
nuanced and limited informational response to future Western approval of long-range strikes into Russia.
An unnamed Russian official claimed that Russian officials have realized that nuclear threats "don't
frighten anyone," and a Russian academic with close ties to senior Russian diplomats claimed that
Russia's partners in the "Global South" are dissatisfied with Russia's nuclear threats. ISW cannot
independently verify the veracity of the Washington Post's sources, but these reports are consistent with
ISW's various assessments about how the Kremlin uses nuclear saber-rattling to promote Western
self-deterrence and that such statements are not an indication of Russia's willingness to use nuclear
weapons. ISW continues to assess that the Kremlin's thinly veiled threats of nuclear confrontation are
aimed at disrupting and delaying key decision points in Western political discussions about further
military assistance to Ukraine. ISW continues to assess that Russia is very unlikely to use nuclear
weapons in Ukraine or elsewhere.
Key Takeaways:
Ukraine's September 18 strike
against a Russian missile and ammunition storage facility near Toropets, Tver Oblast reportedly destroyed
enough Russian munitions to affect Russian operations in the coming months.
The Kremlin is
reportedly reconsidering the effectiveness of nuclear saber-rattling as part of its efforts to influence
the ongoing Western policy debate about supporting Ukraine and specifically permitting Ukraine to use
Western-provided weapons against military objects in Russia.
Satellite imagery of damage at
the Plesetsk Cosmodrome in Arkhangelsk Oblast captured on September 21 suggests that the Russian military
recently conducted an unsuccessful RS-28 "Sarmat" nuclear-capable intercontinental ballistic missile
(ICBM) test.
Ukrainian Defense Minister Rustem Umerov stated on September 21 that Ukraine will
increase its production of drones by "several times" in 2025 in order to maintain Ukraine's quantitative
superiority over Russian drone production.
Russian Ministry of Foreign Affairs (MFA)
Spokesperson Maria Zakharova announced on September 22 that Russia will not participate in Ukraine's
second peace summit later in 2024 or in any "such summits."
Russia is reportedly expanding
intelligence operations in Mexico to undermine the United States and support for Ukraine.
Ukrainian forces recently advanced near Svatove. Russian forces recently marginally advanced near
Toretsk and Pokrovsk, southwest of Donetsk City, and in the Donetsk-Zaporizhia Oblast border area.
A Ukrainian officer in a drone crew stated on September 22 that the Russian military command is
forcing soldiers to dig trenches at Russian positions in unspecified areas of Ukraine without weapons and
sometimes without armor, helmets, or military uniforms.
Ukrainian President Volodymyr Zelensky arrived in the United States on September 23 and reiterated
Ukraine's need for timely and uninterrupted US military assistance. Zelensky visited the Scranton Army
Ammunition Plant in Pennsylvania and discussed the need for timely delivery of Western aid to Ukraine,
the importance of starting joint American-Ukrainian weapons production in Ukraine as well as the
possibility of US investments in the Ukrainian defense industrial base (DIB). The Scranton plant
significantly increased its production of 155mm artillery shells in 2024, and Zelensky noted that the
plant employs 400 people. Ukrainian Zaporizhzhia Oblast Military Administration Head Ivan Fedorov met
with Pennsylvania Governor Josh Shapiro and signed a cooperation agreement between Zaporizhzhia Oblast
and the Commonwealth of Pennsylvania that calls for interaction between state bodies, scientific
institutions, civil society organizations, and businesses in the fields of energy, agriculture, digital
technologies, and defense. The agreement also calls for Pennsylvania to support the reconstruction of
Zaporizhzhia Oblast. Ukraine has signed five similar agreements with US states previously: between Kyiv
Oblast and Washington and Utah, between Zhytomyr Oblast and Indiana, and between Chernihiv Oblast and
Minnesota.
The Kremlin continues to publicly signal its disinterest in any peace settlement
short of total capitulation of the Ukrainian government and destruction of the Ukrainian state. Zelensky
stated in an interview with the New Yorker about Ukraine’s “Victory Plan” published on September 22 that
Russia is not interested in ending the war on any reasonable terms and is feigning interest in
negotiations. Zelensky highlighted that Ukraine invited Russia to attend Ukraine's second peace summit
but that the Kremlin had not demonstrated any interest in participating. Kremlin Spokesperson Dmitry
Peskov notably stated on September 22 that there is "no alternative" to Russian victory in Ukraine,
reiterating Russia's unwillingness to negotiate on terms other than Ukrainian capitulation. Peskov also
identified NATO and the West as a “collective enemy.” Russian Ministry of Foreign Affairs (MFA)
Spokesperson Maria Zakharova recently announced that Russia will not participate in the second Ukrainian
peace summit or any "such summits." ISW continues to assess that the Kremlin is not interested in good
faith peace negotiations with Ukraine and that the Kremlin will only invoke the concept of “peace plans”
and “negotiations” to prompt the West to pressure Ukraine into preemptive concessions on Ukraine's
sovereignty and territorial integrity.
Key Takeaways:
Ukrainian President Volodymyr
Zelensky arrived in the United States on September 23 and reiterated Ukraine's need for timely and
uninterrupted US military assistance.
The Kremlin continues to publicly signal its disinterest
in any peace settlement short of total capitulation of the Ukrainian government and destruction of the
Ukrainian state.
Russian forces conducted glide bomb strikes against Zaporizhzhia City for the
first time overnight on September 22 to 23.
A high-ranking Russian Aerospace Forces (VKS)
commander reportedly recently committed suicide due to conflicts within his unit's leadership.
Russian forces recently advanced near Hlyboke, Kupyansk, and Pokrovsk. Ukrainian forces recently
advanced in Kursk Oblast.
The Russian government informally supported a bill on September 23
that would allow Russian authorities to fine individuals who promote “child-free propaganda,” likely as
part of an ongoing Kremlin effort to address Russia’s demographic problem.
Russian forces have reached the outskirts of Vuhledar amid what appears to be an intensified offensive
push near the settlement, but the capture of Vuhledar is unlikely to afford Russian forces any particular
operational edge for further offensive operations in western Donetsk Oblast. Geolocated footage published
on September 24 shows that Russian forces advanced into eastern Vuhledar up to 12 Desantnykiv Street,
confirming reports from Russian and Ukrainian sources that Russian troops broke into eastern Vuhledar
between September 23 and 24. Russian forces are additionally trying to advance on Vuhledar's northeast
flank via Vodyane and southwestern flank via Prechystivka, likely in an effort to encircle the Ukrainian
grouping in Vuhledar and force it to withdraw. ISW geolocated footage published on September 24 that
additionally indicates that Russian forces, likely assault elements of the 29th Combined Arms Army (CAA)
(Eastern Military District ), seized the Pivdennodonbaska Mine No. 3 in western Vodyane, which
creates a sharper salient about five kilometers north of Vuhledar in the area west of Vodyane. Several
Russian sources claimed that Russian forces have fire control (the ability to prosecute close-range
artillery fires on an area to inhibit movement) over the C-051134 Vuhledar-Bohoyavlenka road, which is
reportedly Ukraine's final supply route into Vuhledar. Western media and Ukrainian military experts and
journalists widely warned on September 23 and 24 that constant Russian assaults and advances on the
flanks of Vuhledar are threatening to encircle the Ukrainian garrison within the settlement, which may
force Ukrainian troops to withdraw from the area, which has been an important Ukrainian stronghold for
over two years.
Russian forces may manage to seize all of Vuhledar, but how quickly or easily
they are able to do so will likely be contingent partially on Ukrainian decision-making. If the Ukrainian
command decides that the risk of a Russian encirclement of Vuhledar or the costs of defending the
settlement itself in urban combat are too great, Ukrainian forces may withdraw, allowing Russian forces
to seize Vuhledar relatively rapidly and without engaging in close combat fighting. If Ukrainian forces
decide to defend Vuhledar and can prevent Russian efforts to envelop or encircle it, however. Russian
forces may struggle to fight through a settlement that Ukrainian forces have had over two years to
fortify. If the Russians do not take the settlement relatively rapidly, Russian maneuver along the flanks
of Vuhledar may also be impacted by the onset of autumn rains, which would make it much more difficult
for Russian forces to advance through the mainly rural and agricultural terrain surrounding Vuhledar as
it becomes much muddier. Russian milbloggers have identified Vuhledar's fortifications and the terrain
along its flanks as major obstacles to Russia's ability to advance in the area, both during previous
offensive efforts and during the current set of attacks. Russia attempted at least two major offensive
efforts to seize Vuhledar in late 2022 and early 2023, both of which led to considerable Russian
personnel and equipment losses while affording Ukrainian forces the ability to further commit to
fortifying the settlement and observe how the Russian grouping in this area plans and prosecutes
offensive operations. Elements of the EMD, particularly the Pacific Fleet's 40th Naval Infantry Brigade,
have notably been committed to this area and engaged in offensive efforts on Vuhledar since 2022, and the
Ukrainian brigade and other Ukrainian formations that have been defending Vuhledar during the same time
period have likely learned certain valuable lessons about how these Russian formations fight.
Russia's potential seizure of Vuhledar is unlikely to fundamentally alter the course of offensive
operations in western Donetsk Oblast, however. Vuhledar is not a particularly crucial logistics
node—Russian forces already control most of the main roads running into Vuhledar (the T0509
Vuhledar-Prechystivka road, the C050524 Pavlivka-Vuhledar road, and the T0524 Vuhledar-Marinka road) and
are likely already credibly threatening the C051134 route into Bohoyavlenka with close range artillery
fires, so the capture of the settlement would not immediately offer Russian forces access to a new
roadway, nor cut Ukrainian forces off from a roadway that is crucial to their logistical supply. The
potential seizure of Vuhledar will also not necessarily afford Russian forces a beneficial position from
which to launch subsequent offensive operations elsewhere in western Donetsk Oblast. Vuhledar is 23
kilometers south of the H-15 highway, which runs from Donetsk City to the Donetsk-Zaporizhia Oblast
border area, but the area between Vuhledar and the highway is mainly comprised of open fields that would
require Russian forces to conduct successful mechanized assaults across areas that may soon become too
muddy to make more rapid tactical gains. Vuhledar is also about 30 kilometers south of the areas
southeast of Pokrovsk that Russian forces are currently prioritizing, and Russian forces would have to
maneuver across more than 30 kilometers of open terrain to meaningfully support offensive efforts
southeast of Pokrovsk. ISW previously assessed that Russian offensive efforts near Vuhledar and Pokrovsk
are mutually reinforcing and intended to stretch Ukrainian forces along a wider front in Donetsk Oblast,
but the hypothetical Russian seizure of Vuhledar would not necessarily be operationally significant
enough to stretch Ukrainian forces even further in this area.
Recent Ukrainian strikes against
Russian rear ammunition depots demonstrate the extent to which Russian military logistics still benefit
from Western-provided sanctuary that secures Russia’s rear. Maxar collected satellite imagery
demonstrating dramatic damage to three large Russian ammunition depots in western and southwestern Russia
following Ukrainian strikes in September 2024. The imagery of the damage at the Oktyabrskii and Toropets
depots in Tver Oblast and the Tikhoretsk depot in Krasnodar Krai depicts the destruction of dozens of
ammunition storage buildings, rail cars that Russian forces likely used to transport ammunition to the
depots, and masses of probable rocket canisters and other material that Russian forces had haphazardly
left in the open. Such a crowded disposition of massed materiel underscores the lack of operational
security in Russia’s rear supply depots, demonstrating the extent to which Western restrictions
prohibiting Ukraine from firing Western-provided weapons into Russia has granted the Russian command
flexibility to not properly protect its rear areas. This flexibility has granted Russia the ability to
optimize large rear staging facilities to marshal massed materiel to Ukraine at scale.
Key
Takeaways:
Russian forces have reached the outskirts of Vuhledar amid what appears to be an
intensified offensive push near the settlement, but the capture of Vuhledar is unlikely to afford Russian
forces any particular operational edge for further offensive operations in western Donetsk Oblast.
Recent Ukrainian strikes against Russian rear ammunition depots demonstrate the extent to which
Russian military logistics still benefit from Western-provided sanctuary that secures Russia’s rear.
Russia continues to expand and leverage its bilateral relations with the People’s Republic of
China (PRC) in order to support its war effort in Ukraine.
The Russian Ministry of Defense
(MoD) has failed to appease the Russian ultranationalist milblogger community by downplaying the Russian
military command’s responsibility for its insistence on misusing technical specialists in infantry-led
frontal assaults in eastern Ukraine.
Ukrainian forces recently advanced west of the Kursk
Oblast salient.
Ukrainian forces recently advanced within Vovchansk and in eastern Toretsk.
Russian opposition outlet Meduza, citing its own conversations with various unspecified Russian
officials close to the Russian Presidential Administration, an interlocutor in the federal government,
and regional officials, reported on September 24 that mobilization is a very sensitive topic among
Kremlin officials.
Russian President Vladimir Putin continues to threaten the possibility of a nuclear confrontation between
Russia and the West in order to exert further control over Western decision-making and discourage the
West from allowing Ukraine to use Western-provided weapons to strike military objects in Russia. Putin
claimed during the first public meeting of the Russian Security Council's standing conference on nuclear
deterrence on September 25 that Russia is adjusting its nuclear doctrine to introduce "clarifications"
regarding necessary preconditions for Russia to use a nuclear weapon. Putin shared two "clarifications"
to the nuclear doctrine: that the Kremlin will consider using nuclear weapons in the case of "aggression
against Russia by a non-nuclear state with support or participation from a nuclear state" or in the case
of "the receipt of reliable information about the massive launch of air and space weapons" against Russia
and these weapons crossing Russia's borders. Putin specified that these "air and space weapons" that
could justify Russian nuclear weapons use include strategic and tactical aviation, cruise missiles,
drones, and/or hypersonic missiles. Putin likely intends for the hyper-specificity of his nuclear threats
to breathe new life into the Kremlin's tired nuclear saber-rattling information operation and generate a
new wave of panic among Western policymakers during a particularly critical moment in Western policy
discussions about Ukraine's ability to use Western-provided weapons. Kremlin officials routinely invoke
thinly veiled threats of nuclear confrontation between Russia and the West during key moments in Western
political debates regarding further military assistance to Ukraine — such as the ongoing debate about
Ukraine's right to use Western-provided systems to conduct long-range strikes against Russian military
objects — to induce fear among decision makers. US Central Intelligence Agency Director (CIA) William
Burns cautioned Western policymakers on September 7 against fearing boilerplate Russian nuclear
saber-rattling, and ISW has long identified Russia's nuclear saber-rattling as part of the Kremlin's
effort to promote Western self-deterrence and not as indicative of Russia's willingness to use nuclear
weapons. ISW continues to assess that Russia is very unlikely to use nuclear weapons in Ukraine or
elsewhere.
Ukrainian President Volodymyr Zelensky warned that Russia is preparing for
potential strikes against Ukraine’s three remaining operational nuclear power plants ahead of the coming
winter, highlighting the Kremlin's unwillingness to engage in good-faith negotiations and continued
commitment to the destruction of the Ukrainian state and its people. Zelensky gave speeches to the United
Nations Security Council (UNSC) and General Assembly (UNGA) on September 25 stating that Ukrainian
intelligence found that Russia aims to target Ukraine's three operational nuclear power plants in order
to degrade Ukraine’s energy infrastructure and power generation capacity before winter 2024–2025 and
cause “nuclear disaster.” Zelensky recently noted that Russia is using unspecified Chinese satellites to
photograph Ukraine’s nuclear power plants in preparation for strikes and emphasized in his UNGA speech
that Russia's previous winter strike campaigns against Ukrainian energy infrastructure have already
destroyed Ukraine's thermal power generation capacity and severely degraded its hydroelectric power
generation capacity. Russian authorities and sources have repeatedly falsely accused Ukrainian forces of
targeting Russian and Russian-occupied nuclear power plants likely as part of Russia’s overarching
informational effort to falsely paint Ukraine and the Zelensky government as illegitimate actors and war
criminals with whom Russia cannot engage in peace negotiations. Zelensky’s UN speeches also emphasized
the principles of international law and the UN Charter as the main avenue through which Ukraine can
achieve peace and highlighted the illegality of Russia’s war under international law alongside Russia’s
ongoing destabilizing global efforts to enhance its war in Ukraine.
Key Takeaways:
Russian President Vladimir Putin continues to threaten the possibility of a nuclear confrontation
between Russia and the West in order to exert further control over Western decision-making and discourage
the West from allowing Ukraine to use Western-provided weapons to strike military objects in Russia.
Ukrainian President Volodymyr Zelensky warned that Russia is preparing for potential strikes
against Ukraine’s three remaining operational nuclear power plants ahead of the coming winter,
highlighting the Kremlin's unwillingness to engage in good-faith negotiations and continued commitment to
the destruction of the Ukrainian state and its people.
A Russian company is reportedly
collaborating with entities in the People’s Republic of China (PRC) to develop an attack drone for
Russia's war in Ukraine.
Russia continues to deepen its relationship with Iran's Axis of
Resistance, this time reportedly via Iran-brokered talks facilitating Russian missile transfers to
Yemen's Houthi rebels.
Neither Russian nor Ukrainian forces made confirmed advances in Kursk
Oblast.
Ukrainian forces continued to regain positions in Vovchansk.
Russian forces
advanced northwest of Kreminna, in Toretsk, and southeast of Pokrovsk.
Russian forces
reportedly advanced within and around Vuhledar (southwest of Donetsk City) amid continued offensive
efforts to seize the settlement.
Veterans of Russia's war in Ukraine continue to commit crimes
upon returning to Russia.
Germany, France, and the US announced several immediate and more long-term aid packages for Ukraine on
September 25 and 26. The German Ministry of Development announced on September 25 that it will provide
support to Ukraine this winter for heat and energy in a package totaling around 70 million euros ($78.2
million). Germany will provide Ukrainian cities and municipalities with combined heat and power plants,
boiler systems, generators, and solar-power systems to support communities that have been most affected
by heat and electricity shortages resulting from heavy Russian strikes. The German Bundestag also
announced on September 25 a 400 million euro ($447 million) increase in military funding for Ukraine to
enable the purchase of additional air defense systems, tanks, drones, ammunition, and spare parts. French
President Emmanuel Macron said during a meeting with Zelensky on September 25 that France will train and
fully equip a Ukrainian brigade in the "near future."
The US Department of Defense (DoD)
announced on September 25 that the Pentagon will send an additional military assistance package to
Ukraine worth roughly $375 million and that the package will include: air-to-ground munitions; HIMARS
ammunition; 155mm and 105mm artillery ammunition; Tube-launched, Optically-tracked, Wire-guided (TOW)
missiles; Javelin and AT-4 anti-armor systems; M1117 armored security vehicles; Mine Resistant Ambush
Protected (MRAP) vehicles; light tactical vehicles; armored bridging systems; small arms, patrol boats;
demolitions equipment and munitions; and other miscellaneous equipment and support materiel. US President
Joe Biden announced on September 26 that he directed the DoD to allocate all of the remaining security
assistance funding to Ukraine (roughly $8 billion) by the end of Biden's presidential term, including
funding from the Ukraine Security Assistance Initiative, and that he authorized $5.5 billion in
Presidential Drawdown Authority to fund the drawdown of US equipment for Ukraine and replenish US
stockpiles. Biden stated that the DoD will also announce an additional assistance package worth $2.4
billion to provide Ukraine with additional air defense systems, unmanned aerial systems, and
air-to-ground munitions; strengthen Ukraine's defense industry; and support Ukraine's maintenance and
sustainment requirements. Biden also announced that the US will provide Ukraine with Joint Standoff
Weapon (JOW) long-range munitions, a refurbished Patriot air defense battery, and additional Patriot
missiles and will expand F-16 training capabilities to accommodate training 18 additional Ukrainian
pilots in 2025. Biden noted that he will also convene a meeting of the Ukraine Defense Contact Group in
October 2024 to coordinate further Western support for Ukraine.
Key Takeaways:
Germany, France, and the United States announced several immediate and more long-term aid packages for
Ukraine on September 25 and 26.
The Russian Federal Security Service (FSB) is reportedly
struggling to coordinate combat tasks with the Russian military despite having control over the
counterterrorism operation against the Ukrainian incursion in Kursk Oblast.
Russian and
Ukrainian forces continued assaults in Kursk Oblast but neither side made further advances in the
area.
Russian forces recently advanced north of Kharkiv City and Chasiv Yar and east and
southeast of Pokrovsk.
Russian milbloggers criticized the Russian military command for holding
joint military exercises with Laos, arguing that such exercises demonstrate that Russia is not learning
from its battlefield experience in Ukraine.
Ukrainian forces repelled a reinforced battalion-size Russian mechanized assault in the Kupyansk
direction on September 26 — the first large Russian mechanized assault along the
Kupyansk-Svatove-Kreminna line since Winter 2024. A Ukrainian battalion operating near Pishchane
(northwest of Svatove and southeast of Kupyansk) posted geolocated footage on September 26 showing
Ukrainian forces repelling the reinforced battalion-size Russian mechanized assault in fields around
Pishchane and reported that Russian forces attacked in the direction of Kolisnykivka and Kruhlyakivka
(west of Pishchane and directly on the Oskil River). The Ukrainian battalion reported that Russian forces
used 50 armored vehicles in the assault, and the Ukrainian Airborne Assault Forces Command reported that
Russian forces attacked Ukrainian positions in two columns, one with 37 armored vehicles and the other
with 13. The Ukrainian battalion reported that Ukrainian forces destroyed three tanks and 11 armored
vehicles and damaged 10 tanks and 16 armored vehicles. The Ukrainian Airborne Assault Forces Command
posted footage showing damaged and destroyed Russian armored vehicles crowded close to one another,
suggesting that Russian armored vehicles attacked in tight columns and became jammed once Ukrainian fire
elements started to strike the column— a common occurrence in failed Russian mechanized assaults.
Ukrainian military sources reported that Ukrainian forces repelled Russian forces back to their starting
positions near Pishchane, and none of the geolocated footage that ISW has observed of the assault
indicates that Russian forces advanced during the assault.
The Russian Western Grouping of
Forces conducted several large mechanized assaults between January and February 2024 at the start of the
Russian offensive operation along the Kupyansk-Svatove-Kreminna line, with the last observed
battalion-size Russian mechanized assault occurring west of Kreminna in late January. Russian forces have
since conducted infantry assaults and occasional roughly platoon-size mechanized assaults along the
Kupyansk-Svatove-Kreminna line, and the tempo of the Russian offensive operation along this sector of the
front has generally been much lower than Russian offensive operations elsewhere in Ukraine.
Russian forces may be intensifying their efforts to reach the Oskil River, although Russian advances on
the east (left) bank of the Oskil River will likely continue to be relatively gradual. Russian forces
have created a small tactical salient around Pishchane in recent weeks and have focused on advancing
toward Kolisnykivka and Kruhlyakivka. Russian forces advanced along a ravine running east of Pishchane
and in fields south and north of the settlement but have struggled to advance in the fields immediately
east of Kolisnykivka and Kruhlyakivka. The command of the Western Grouping of Forces may have intended
for the large mechanized assault to allow Russian forces to advance rapidly through these fields and
consolidate positions within Kolisnykivka and Kruhlyakivka and enable Russian infantry to establish a
more enduring foothold within the two settlements on the Oskil River.
Russian forces are
likely focusing on establishing a foothold directly on the Oskil River because it would allow Russian
forces to envelop Ukrainian positions on the east bank of the river both to the north and south -
creating a narrower Ukrainian salient between Kupyansk-Vuzlovyi and Hlushkivka and a wider Ukrainian
salient south of Kruhlyakivka since the Oskil River acts as a barrier. The Western Grouping of Forces has
conducted the offensive operation along the Kupyansk-Svatove-Kreminna line in four mutually supporting
axes of advance (northeast of Kupyansk, northwest of Svatove, southwest of Svatove, and west of Kreminna)
specifically so that Russian territorial gains on any route of advance would generate opportunities to
create Ukrainian salients on the east bank of the Oskil River and envelop Ukrainian positions both to the
north and south of any advance. The desired Russian seizure of Kolisnykivka and Kruhlyakivka does not
ensure that Russian forces would be able to more quickly reduce the potential Ukrainian salient between
Kupyansk-Vuzlovyi and Hlushkivka nor increase the pace of advance south of Kruhlyakivka, however. Russian
forces have not demonstrated the ability to quicken the pace of their advance along the
Kupyansk-Svatove-Kreminna line in recent months, and Russian forces have also failed to make even
marginal gains on other axes of advance, notably spending weeks to enter small settlements like Nevske
and Makiivka (both northwest of Kreminna). Russian sources claimed as of September 27 that Ukrainian
forces are actively counterattacking near Nevske, and Ukrainian forces have previously conducted
tactically successful counterattacks in the Kreminna area — suggesting that Ukrainian forces have more
flexibility to contest the tactical initiative in the area than elsewhere in eastern Ukraine.
Key Takeaways:
Ukrainian forces repelled a reinforced battalion-size Russian mechanized
assault in the Kupyansk direction on September 26 — the first large Russian mechanized assault along the
Kupyansk-Svatove-Kreminna line since Winter 2024.
Russian forces may be intensifying their
efforts to reach the Oskil River, although Russian advances on the east (left) bank of the Oskil River
will likely continue to be relatively gradual.
The Russian military command has demonstrated
that it will likely accept continued gradual gains along the Kupyansk-Svatove-Kreminna line, however.
The Western Grouping of Forces likely has limited capacity to maintain an intensified offensive
effort along the Kupyansk-Svatove-Kreminna line or conduct effective combat operations that result in
more rapid gains.
Russian authorities appear to be expending a significant amount of effort to
influence the Western debate about allowing Ukraine to use Western-provided weapons to conduct long-range
strikes against military objects in Russia. This Russian effort suggests a deep concern with the
operational pressures that such strikes into Russia would generate on Russian offensive operations in
Ukraine, although US officials remain hesitant to permit Ukraine to conduct such strikes.
The
benefits of allowing Ukraine to use Western-provided long-range strike systems against Russia may
outweigh the risk of Russian retaliation more than Western policymakers are currently considering.
Russian Defense Minister Andrei Belousov met with Kremlin-affiliated milbloggers on September 27,
likely as part of the ongoing Kremlin effort to coopt Russian milbloggers and downplay recent backlash in
the ultranationalist information space over the death of two prominent drone operators.
The
People's Republic of China (PRC) announced a new initiative to draw international support for its
alternative peace plan for Ukraine amid increasing cooperation with Russia.
Ukrainian
President Volodymyr Zelensky continued to meet with US officials about the war in Ukraine during his
visit to the US on September 26 and 27.
Russian and Ukrainian forces continued assaults in
Kursk Oblast, but neither side made further advances.
Russian forces recently advanced within
and around Toretsk and southeast of Pokrovsk.
Western officials continue to highlight efforts by the People's Republic of China (PRC) to support the
Russian war effort in Ukraine. The Times reported on September 27 that Western officials revealed that an
unspecified PRC company is sending a range of military drones to Russia for testing and eventual use by
Russian forces in Ukraine. A Western official reportedly stated that the PRC company signed the agreement
with Russia in 2023 and that there is "clear evidence that PRC companies are supplying Russia with deadly
weapons for use in Ukraine." The Times reported that the Western official confirmed a September 25 report
from Reuters about Russia's secret weapons program in the PRC to develop long-range attack drones for use
in Ukraine. US Secretary of State Antony Blinken stated on September 27 that roughly 70 percent of
Russian imports of machine tools and 90 percent of microelectronic imports come from the PRC and Hong
Kong and that Russia is using these imports to produce missiles, rockets, armored vehicles, and
munitions. Blinken stated that the PRC's actions do not "add up" since the PRC speaks about wanting peace
in Ukraine but is allowing PRC companies to take actions that are helping the Russian war effort. The PRC
has repeatedly attempted to depict itself as a neutral mediator in the war in Ukraine, and continued
reports of PRC aid to Russia's war effort undermine this claim.
The Russian Ministry of
Foreign Affairs (MFA) strongly condemned on September 28 Israel’s “political assassination” of Hezbollah
Secretary General Sayyed Hassan Nasrallah. The Russian MFA responded to the Israeli airstrike on Beirut,
Lebanon that killed Nasrallah and advocated for an immediate cessation to hostilities, stating that
Israel will bear full responsibility for any subsequent escalation in the Middle East. Russian Foreign
Minister Sergei Lavrov also issued a joint condemnation of Israel’s airstrikes in Syria on September 28
during a meeting with the Turkish and Iranian foreign ministers.
Key Takeaways:
Western officials continue to highlight efforts by the People's Republic of China (PRC) to support the
Russian war effort in Ukraine.
Ukrainian media reported on September 28 that unspecified
Russian resistance movements, in coordination with the Ukrainian Main Military Intelligence Directorate
(GUR), killed the Head of the Russian Ministry of Defense's (MoD) 924th State Center for Unmanned
Aviation Colonel Aleksei Kolomeystev in Koloma, Moscow Oblast.
The Russian Ministry of Foreign
Affairs (MFA) strongly condemned on September 28 Israel’s “political assassination” of Hezbollah
Secretary General Sayyed Hassan Nasrallah.
Russian forces recently marginally advanced in
Kursk Oblast.
Russian forces recently advanced near Kupyansk, Selydove, and Vuhledar.
Russia is reportedly implementing legislation that allows Russian authorities to release those accused
of crimes from criminal liabilities if the accused signs a contract with the Russian Ministry of Defense
(MoD).
Western countries continue to invest in the growth of Ukraine's defense industrial base (DIB). The Danish
Ministry of Defense (MoD), in collaboration with the Danish DIB, announced on September 29 the
establishment of a defense industrial hub at the Danish embassy in Kyiv with the aim of enhancing
Danish-Ukrainian defense industrial cooperation. The Danish initiative aims to support Danish defense and
dual-use companies that want to establish production or partnerships with Ukraine. Ukrainian Defense
Minister Rustem Umerov and Danish Defense Minister and Deputy Prime Minister Troels Lund Poulsen also
signed a Letter of Intent on September 29 that pledges Danish financial support for defense production in
Ukraine. Denmark will allocate a total of 575 million euros ($641 million) for investment in the
Ukrainian DIB, with 175 million euros ($195 million) coming directly from the Danish budget and an
additional 400 million euros ($446 million) from profits from frozen Russian assets. Ukrainian Defense
Minister Rustem Umerov stated on September 14 that Ukraine will be able to domestically produce $20
billion worth of defense equipment in 2025 if Ukraine receives additional funding from its partners. ISW
has assessed the importance of sustained and timely Western military support for Ukraine, particularly
Western assistance to develop Ukraine’s DIB, so that Ukraine can become more self-sufficient and reduce
its reliance on Western military aid in the long-term.
Ukrainian forces reportedly struck a
Russian ammunition depot and missile storage facility near Kotluban, Volgograd Oblast on September 29.
The Ukrainian General Staff and Ukrainian media reported on September 29 that drone operators of the
Unmanned Systems Forces, Special Operations Forces (SSO), Ukrainian Main Military Intelligence
Directorate (GUR), and Ukraine's Security Service (SBU) struck the facility and suggested that a shipment
of an unspecified number of Iranian missiles recently arrived at the facility. The Ukrainian General
Staff noted that the strike caused a fire and secondary ammunition denotations at the facility. Satellite
imagery captured on September 29 shows that the strikes likely caused a fire just northwest of the
facility, and data available from NASA FIRMS shows heat anomalies in this area. Kotluban Head Igor
Davydenko stated that Ukrainian drones attempted to strike the area but did not cause any damage to the
facility, although a local Volgograd Oblast outlet reported that firefighters extinguished a fire caused
by falling drone debris near an unspecified military facility. Russian opposition outlet Astra noted that
internet sources are falsely attributing footage from a 2021 explosion in Dubai, United Arab Emirates to
the Kutluban strike. Astra also reported that its sources in Rostov Oblast's emergency services stated
that Russian forces shot down over 20 Ukrainian drones targeting the Millerovo Air Base on the night of
September 28 to 29 and noted that data available from NASA FIRMS shows heat anomalies near the air base.
Footage published on September 29 purportedly shows a fire near the Millerovo Air Base. A Russian insider
source published footage purportedly showing a fire near the Yeysk Air Base in Krasnodar Krai, but ISW
cannot confirm the authenticity of this footage. The Russian Ministry of Defense (MoD) claimed that
Russian forces shot down 125 Ukrainian drones on the night of September 28 to 29, including 67 drones
over Volgograd Oblast, 17 drones over Voronezh Oblast, and 18 drones over Rostov Oblast.
Key
Takeaways:
Western countries continue to invest in the growth of Ukraine's defense industrial
base (DIB).
Ukrainian forces reportedly struck a Russian ammunition depot and missile storage
facility near Kotluban, Volgograd Oblast on September 29.
The Russian government is reportedly
planning to further increase defense spending in 2025, although Kremlin officials appear to be
highlighting planned social spending while avoiding discussions of increased defense spending.
Ukrainian forces recently advanced in Glushkovsky Raion, west of the Ukrainian salient in Kursk
Oblast.
Russian forces recently advanced in the Toretsk and Pokrovsk directions.
The Russian government plans to spend 17 trillion rubles ($183 billion) on national security and defense
in 2025 — about 41 percent of its annual expenditures. The Russian government submitted a bill on the
federal budget for 2025 to 2027 to the State Duma on September 30. The bill projects federal revenues to
be 40.3 trillion rubles ($433 billion) in 2025 and federal expenditures to amount to 41.5 trillion rubles
($446 billion). The budget calls for 13.5 trillion rubles ($145 billion) to go towards "National Defense"
expenditures in 2025 and projects that defense spending will decrease to 12.8 trillion rubles ($137
billion) in 2026 but increase to 13 trillion rubles ($139 billion) in 2027. The 2025 budget also calls
for 3.5 trillion rubles ($37 billion) towards "National Security" — meaning that Russia plans to commit
about 41 percent of its expenditures in 2025 to combined "defense" and "security" expenses. The budget
notably allocates 14.03 billion rubles ($151 million) annually from 2025 to 2027 to the creation of a
mobilization reserve in the Russian Armed Forces. The bill calls for about 40 billion rubles ($430
million) in 2025 to fund the "Defenders of the Fatherland Fund," which supports Russian veterans and
their families. The Russian government is also earmarking significant funding towards developing new
technologies. The 2025–2027 budget allocates 6.1 trillion rubles ($65 billion) for measures to "achieve
technological leadership," 234.4 billion rubles ($2.5 billion) for machine-tool production, 112.1 billion
rubles ($1.2 billion) for the "Unmanned Aircraft Systems" production project, 46.9 billion rubles ($504
million) for the development of new nuclear and energy technologies, and 175.3 billion rubles ($1.8
billion) for the development of radio and microelectronics. Increases in defense spending do not
necessarily equate to increased military capabilities, however, especially when significant funding is
going towards paying benefits to Russian soldiers, veterans, and their families.
The Russian
budget will continue to support various social programs, including the Kremlin's pro-natalist programs,
but a continued focus on defense spending is likely affecting the effectiveness and sustainability of
these programs. The "Social Policy" section of the 2025 budget accounts for 6.4 trillion rubles ($69
billion). The bill allocates about 4 trillion rubles ($43 billion) between 2025 and 2027 for payments to
people with children and about 1.7 trillion rubles ($18 billion) for Russia's maternity capital program
through 2030. The budget accounts for 1.57 trillion rubles ($16 billion) for education in 2025, and
healthcare spending accounts for 1.86 trillion rubles ($20 billion) in 2025 and 2026. The Russian
government has allocated 824 billion rubles ($8.8 million) for the payment of state pensions in 2025 and
1.36 trillion rubles ($14 billion) for recently announced pension increases. Russian opposition outlet
Meduza noted that the Russian government press release highlighted funding for pregnant women, families
with children, national projects, and regional support but did not mention defense spending. Kremlin
officials similarly highlighted social spending while avoiding discussions of increased defense spending
on September 29 when the Cabinet of Ministers initially approved the draft federal budget, likely due to
the Kremlin's wariness about war fatigue among the Russian population. Sustained high levels of defense
spending in the coming years during a protracted war in Ukraine and continued military preparations for a
possible conflict with NATO will make it more difficult for the Kremlin to sustain funding for the social
programs that the Russian population cares about, such as pension increases and healthcare. Increased
defense spending will also affect the long-term effectiveness of the Kremlin's efforts to use financial
incentives to increase Russia's birth rate and reverse Russia's demographic crisis. Popular demands for
increased social and decreased defense funding in the future may also hamper the Kremlin's ability to
sustain its war in Ukraine as Russian President Vladimir Putin must take his regime's stability and
domestic support into account.
Key Takeaways:
The Russian government plans to spend
17 trillion rubles ($183 billion) on national security and defense in 2025 — about 41 percent of its
annual expenditures. The Russian budget will continue to support various social programs, including the
Kremlin's pronatalist programs, but a continued focus on defense spending is likely affecting the
effectiveness and sustainability of these programs.
Russian President Vladimir Putin promoted
Presidential Aide and close personal ally Alexei Dyumin to the Russian Security Council alongside three
other officials.
The Kremlin continues to use state and regional awards to coopt previously
critical milbloggers as part of wider efforts to gain control over the information space. Russian
Prime Minister Mikhail Mishustin arrived in Tehran on September 30 to meet with various Iranian officials
and highlight Russo-Iranian economic cooperation.
Russian forces recently advanced in
Glushkvosky Raion, Kursk Oblast, and Ukrainian and Russian forces recently advanced within the Ukrainian
salient in Kursk Oblast.
Russian forces recently advanced near Svatove, Chasiv Yar, Toretsk,
Pokrovsk, and Donetsk City.
Russian President Vladimir Putin signed on September 30 the decree
on Russia’s usual semi-annual fall conscription for 133,000 draftees.
Russian forces likely seized Vuhledar as of October 1 following a reported Ukrainian withdrawal from the
settlement, though it is unclear if Russian forces will make rapid gains beyond Vuhledar in the immediate
future. Geolocated footage published on September 30 and October 1 shows Russian forces planting Russian
flags and freely operating in various parts of Vuhledar, and Russian milbloggers claimed on October 1
that Russian forces seized the settlement. A Ukrainian servicemember reported on October 1 that a part of
the Ukrainian force grouping conducted a planned withdrawal from Vuhledar to avoid encirclement, and
Russian milbloggers claimed that Ukrainian forces began to withdraw from Vuhledar as of the end of
September 30. Russian milbloggers claimed that Russian forces did not completely interdict Ukrainian
egress routes before Ukrainian forces withdrew but that Russian artillery and drones inflicted
unspecified losses on withdrawing Ukrainian personnel. The scale of Ukrainian casualties is unknown at
this time, however, but the widespread reports of Ukrainian withdrawal suggest that the larger Ukrainian
contingent likely avoided a Russian encirclement that would have generated greater casualties. Russian
sources credited elements of the Russian 40th Naval Infantry Brigade (Pacific Fleet, Eastern Military
District ), 36th Motorized Rifle Brigade (29th Combined Arms Army , EMD), 5th Tank Brigade and
37th Motorized Rifle Brigade (both part of 36th CAA, EMD), 430th Motorized Rifle Regiment (likely a
mobilized unit of the 29th CAA), and 14th Spetsnaz Brigade (Special Forces of the Main Directorate of the
General Staff of the Russian Armed Forces ) for directly seizing or assisting in the seizure of
Vuhledar. Russian sources also claimed that Russian forces continued to advance west of Vodyane
(northeast of Vuhledar).
The Russian seizure of Vuhledar follows a series of costly, failed
Russian assaults near the settlement over the past two and a half years. A prominent Russian milblogger
celebrated reports of Vuhledar’s seizure by recalling an alleged conversation he had with a Russian
high-ranking officer, who told him that the Russian decision to attack in the Vuhledar direction in March
2022 was ill-advised because Russian forces would get “stuck” on the settlement. The milblogger implied
that the officer was wrong given that Russian forces eventually seized Vuhledar, although the milblogger
failed to acknowledge that Russian forces struggled to advance in the Vuhledar area for over two years.
Russia attempted at least two major offensive efforts to seize Vuhledar in October-November 2022 and
January-February 2023, both of which resulted in heavy personnel and military equipment losses. Russia's
previous defeats around Vuhledar notably resulted in the attrition of the 155th Naval Infantry Brigade
(Pacific Fleet, EMD).
Key Takeaways:
Russian forces likely seized Vuhledar as of
October 1 following a reported Ukrainian withdrawal from the settlement, though it is unclear if Russian
forces will make rapid gains beyond Vuhledar in the immediate future.
Some Russian sources
expressed doubts that Russian forces would be able to rapidly advance and achieve
operationally-significant breakthroughs immediately after seizing Vuhledar.
Ukrainian
officials continue to highlight how Ukraine is reducing Russia's battlefield artillery ammunition
advantage, likely in part due to recent Ukrainian strikes on Russian ammunition depots.
The
United Nations Office of the High Commissioner for Human Rights (UN OHCHR) issued its June-August 2024
report detailing Ukrainian civilian casualties, systemic Russian mistreatment of Ukrainian prisoners of
war (POWs), and limited Ukrainian mistreatment of Russian POWs. The UN OHCHR report highlighted the
difference between official Russian and Ukrainian reactions to the mistreatment of POWs, and Russian
state media largely misrepresented the report by ignoring assessments about Russia's systemic
mistreatment of Ukrainian POWs.
The Russian federal budget for 2025-2027 has carved out
funding to support online platforms belonging to a prominent Kremlin propagandist and a former opposition
outlet, further highlighting the Kremlin's efforts to adapt its propaganda machine to Russians’ growing
reliance on social media for information.
Russian forces recently advanced near Vovchansk,
Kreminna, Toretsk, Pokrovsk, and Vuhledar.
Russian authorities are reportedly planning to
increase recruitment within Russian pre-trial detention centers.
Ukraine continues efforts to expand domestic production of significant military equipment and maintain
its drone advantage over Russia. Ukrainian President Volodymyr Zelensky stated on October 1 that
Ukrainian companies can currently produce four million drones annually and that Ukraine has already
contracted the domestic production of 1.5 million drones (presumably in 2024). Russian President Vladimir
Putin recently claimed that Russia plans to increase drone production by tenfold to 1.4 million drones in
2024, which will be lower than the two million drones that Ukraine aims to produce in 2024. Zelensky also
stated that Ukraine can produce 15 "Bohdan" self-propelled artillery systems every month and recently
conducted a successful flight test for an unspecified domestically produced ballistic missile. Ukrainian
Defense Minister Rustem Umerov stated on October 2 that Ukraine will continue prioritizing domestic
production of drones and long-range missiles, including ballistic missiles. Ukrainian Prime Minister
Denys Shmyhal stated on October 2 that Ukraine has allocated $7 billion for the purchase of weapons and
military equipment in the Ukrainian draft 2025 state budget — a 65 percent increase from the 2024 state
budget. Shmyhal stated that Ukraine increased domestic weapons production by a factor of three in 2023
and by factor of two in the first eight months of 2024. ISW continues to assess that Ukrainian efforts to
expand domestic military production will allow Ukraine to reduce its dependence on Western military
assistance in the long-term, but that Ukraine still requires considerable Western assistance for the next
several years in order to defend against Russian aggression and liberate strategically vital areas that
Russian forces currently occupy.
Russian Deputy Foreign Minister Mikhail Bogdanov condemned
the Israel Defense Force's (IDF) ground operation in southern Lebanon during a meeting with the Lebanese
ambassador to Russia on October 1. Bogdanov met with Lebanese Ambassador Shawki Bou Nassar and discussed
the military-political situation in the Middle East. Bogdanov expressed "strong condemnation of Israel's
ground invasion of Lebanon and emphasized Russia's opposition to alleged Israeli political
assassinations. Bogdanov highlighted the importance of providing humanitarian assistance to Lebanon and
safely evacuating Russian citizens from Lebanon. Russian Ambassador to Israel Anatoly Viktorov called for
an immediate end to the conflict in the Middle East, and Russian Foreign Minister Sergei Lavrov met with
ambassadors of unspecified Arab states and called for the immediate end of military operations in the
Israeli-Palestinian conflict area. The Kremlin likely seeks to take advantage of the conflict in the
Middle East to promote Russian-dominated international structures, including some connected to the
Kremlin's effort to establish an alternative "Eurasian security architecture." Russian Deputy Foreign
Minister Sergei Ryabkov stated on October 2 that Palestinian Authority (PA) President Mahmoud Abbas has
accepted Russia's invitation to attend the BRICS summit in Kazan on October 22–24 and that participants
will discuss the situation in the Middle East. The Russian Ministry of Foreign Affairs (MFA) recently
condemned Israel’s “political assassination” of Hezbollah Secretary General Sayyed Hassan Nasrallah,
Israel's decision to simultaneously detonate thousands of pagers belonging to Lebanese Hezbollah (LH)
members across Lebanon and Syria, and previous Israeli strikes against Iran.
Key
Takeaways:
Ukraine continues efforts to expand domestic production of significant military
equipment and maintain its drone advantage over Russia.
Russian Deputy Foreign Minister
Mikhail Bogdanov condemned the Israel Defense Force's (IDF) ground operation in southern Lebanon during a
meeting with the Lebanese ambassador to Russia on October 1.
Latvian forces enhanced air
defense near the Russian border following a recent Russian drone crash in the country.
Russian
and Ukrainian forces continued assaults in Kursk Oblast.
Russian forces recently marginally
advanced near Svatove, Siversk, and Vuhledar and east and southeast of Pokrovsk
Russian
defense enterprises are recruiting tens of thousands of new workers due to acute personnel shortages amid
increased production of weapons due to the war in Ukraine.
The Russian offensive effort in eastern Ukraine that began in fall 2023 continues to produce gradual
Russian tactical gains in specific sectors of the front, but operationally significant gains will likely
continue to elude Russian forces. Ukrainian forces are conducting an effective defense in depth along the
frontline, inflicting significant losses upon Russian forces while slowly giving ground but preventing
the Russian military from making more rapid gains on the battlefield. Ukrainian forces do face serious
operational challenges and constraints, which are providing Russian forces with opportunities to pursue
tactically significant gains. Russian forces do not have the available manpower and materiel to continue
intensified offensive efforts indefinitely, however, and current Russian offensive operations in eastern
Ukraine will likely culminate in the coming months, if not weeks, as Ukrainian officials and ISW have
previously assessed.
Russian forces have recently made notable tactical gains but have not
demonstrated a capacity to seize operationally significant objectives. ISW distinguishes between tactical
gains, which are relevant at the tactical level of war in the near vicinity of the fighting, and
operational gains, which are significant at the operational level of war and affect large sectors of the
entire frontline. Russian forces seized Vuhledar in western Donetsk Oblast as of October 1, and the
settlement will likely afford Russian forces an improved tactical position for pursuing their operational
effort to advance towards the H-15 (Donetsk City–Zaporizhzhia City) highway and eliminate the wide
Ukrainian salient in western Donetsk Oblast. The Russian seizure of Vuhledar will not on its own
radically change the operational situation in western Donetsk Oblast, however, and Russian forces will
likely struggle to achieve their operational objectives in the area during the ongoing offensive
operation in western Donetsk Oblast. Russian offensive operations that are pursuing operationally
significant objectives, like the Russian effort to seize Chasiv Yar or to push Ukrainian forces off the
left (east) bank of the Oskil River, have either stalled or are resulting in particularly gradual gains
over long stretches of time, respectively. Russian forces continue to prioritize their offensive push
towards Pokrovsk, and the operational significance of seizing the city will likely in part depend on the
Russian military's ability to leverage the city in wider operational maneuver in Donetsk Oblast.Russian
forces have tried and failed to conduct wide operational maneuver across several axes throughout Donetsk
Oblast on several occasions during the full-scale invasion and are currently conducting intensified
offensive operations in pursuit of more limited objectives on only two mutually supporting sectors of the
frontline in Donetsk Oblast (western Donetsk Oblast and the Pokrovsk direction).
Key
Takeaways:
The Russian offensive effort in eastern Ukraine that began in fall 2023 continues
to produce gradual Russian tactical gains in specific sectors of the front, but operationally significant
gains will likely continue to elude Russian forces.
Ukrainian forces are conducting an
effective defense in depth along the frontline, inflicting significant losses upon Russian forces while
slowly giving ground but preventing the Russian military from making more rapid gains on the
battlefield.
Ukrainian forces do face serious operational challenges and constraints, which
are providing Russian forces with opportunities to pursue tactically significant gains.
Russian forces do not have the available manpower and materiel to continue intensified offensive
efforts indefinitely, however, and current Russian offensive operations in eastern Ukraine will likely
culminate in the coming months, if not weeks, as Ukrainian officials and ISW have previously assessed.
Russian forces have recently made notable tactical gains but have not demonstrated a capacity to
seize operationally significant objectives.
The Russian military command prepared the ongoing
Russian summer 2024 offensive operation for months in advance and accumulated operational reserves and
resources for the operation that the recent months of attritional fighting have likely heavily
degraded.
Russian forces have reportedly committed a significant portion of their intended
operational reserves to offensive operations in Donetsk and northern Kharkiv oblasts, indicating that the
Russian military command may have prioritized forming operational reserves to support offensive
operations in priority sectors of the frontline over developing theater-wide strategic reserves for the
entire offensive campaign in Ukraine.
The Russian military command is continuing to prioritize
offensive operations in priority sectors of the frontline over long-term planning for Russia's
theater-wide campaign in Ukraine, but the Ukrainian incursion into Kursk Oblast appears to have
significantly complicated the development of Russia's operational reserves.
Russian President
Vladimir Putin appears to be using the "Time of Heroes" veteran support program to militarize regional
and local government administrations and further solidify a pro-war ideology into the Russian state and
society.
Russian authorities continue to arrest Russian officials on charges related to
mismanagement and corruption within the Russian Ministry of Defense (MoD).
Strikes reportedly
targeted an ammunition depot near Russia's Hmeimim Airbase in Latakia Province, Syria overnight on
October 2 to 3.
Russian forces recently advanced south of Siversk and east and southeast of
Pokrovsk in Donetsk Oblast.
Russian authorities continue to nationalize Russian enterprises
for the benefit of the federal government.
Ukrainian forces struck a fuel storage facility in Anna, Voronezh Oblast on the night of October 3 to 4.
The Ukrainian General Staff reported that the Ukrainian Security Service (SBU) and Ukrainian military
struck at least one vertical fuel reservoir at the Annaneftprodukt fuel and oil storage facility and that
Ukrainian military officials are still clarifying the damage at the facility. Voronezh Oblast Governor
Alexander Gusev claimed that Russian electronic warfare (EW) interference caused a Ukrainian drone to
fall onto the fuel storage facility and start a fire at an empty fuel reservoir. Footage published on
October 4 shows a fire at a purported fuel storage facility near Anna.
Key Takeaways:
Ukrainian forces struck a fuel storage facility in Anna, Voronezh Oblast on the night of October 3 to
4.
Russian forces recently advanced in Vovchansk, near Kreminna, Toretsk, Pokrovsk, and
Donetsk City.
The Russian Government plans to allocate 90 billion rubles ($948 million) to one-time payments for
concluding a military contract with the Russian Ministry of Defense (MoD) between 2025 and 2027,
indicating that the Kremlin plans to continue relying on ongoing crypto-mobilization efforts to meet the
manpower requirements of its war in Ukraine for as long as the crypto-mobilization system works. The
Russian federal government currently offers 400,000 rubles ($4,200) one-time payments for signing a
military contract (in addition to one-time payments offered by regional governments, some of which
recently exceed one million rubles), suggesting that the Kremlin intends to recruit 225,000 new personnel
through contract service between 2025 and 2027, assuming current rates hold, which is unlikely given
these rates have steadily increased since 2022. Russian authorities have significantly increased
financial incentives, particularly one-time payments, in recent months for signing military contracts,
and the Kremlin may have allocated 90 billion rubles to one-time payments with the intent of further
raising federal payments between 2025 and 2027. Russian authorities have reportedly expressed concerns
that ongoing recruitment efforts are producing diminishing results, however, and the significant increase
in financial incentives in recent months suggests that existing recruitment efforts were insufficient for
maintaining the consistent generation of new forces that the Russian military relies on for sustaining
its offensive tempo in Ukraine. ISW assesses that there are medium- to long-term constraints on how many
recruits the ongoing Russian crypto-mobilization campaign can generate, and increased financial
incentives are unlikely to significantly address these constraints. Russian President Vladimir Putin
remains committed to the ongoing crypto-mobilization campaign in order to avoid declaring another widely
unpopular partial mobilization call-up of reservists, although he maintains the option to call another
round of partial mobilization — as he did in Fall 2022. Putin and the Russian military command appear
unwilling to accept reducing the intensity of Russian combat operations in Ukraine since they view
maintaining the theater-wide initiative as a strategic imperative, and it remains unclear whether Putin
will respond with another round of mobilization if faced with another crisis similar to or worse than the
crisis the Kremlin faced in Fall 2022.
A recent Ukrainian missile strike near occupied Donetsk
City reportedly killed several North Korean military officials. Unspecified sources in Ukraine's
intelligence community told the Kyiv Post that an October 3 Ukrainian missile strike near occupied
Donetsk City killed 20 Russian soldiers, including six unidentified North Korean officers "who came to
confer with their Russian counterparts," and injured three other North Korean soldiers. The Kyiv Post,
citing Russian social media posts, reported that Russian forces were demonstrating infantry assault and
defense training to the North Korean military personnel. ISW cannot independently confirm the presence of
North Korean military officials in occupied Donetsk City. ISW has previously observed unconfirmed reports
in June 2024 that North Korea planned to dispatch a large-scale engineering force to occupied Donetsk
Oblast as early as July 2024. ISW also observed reports in July 2024 that a delegation from North Korea's
Kim Il Sung Military University visited Russia, which against the backdrop of deepening bilateral
relations, suggests that the North Korean military likely intends to learn from the Russian military's
experience in the war in Ukraine.
Key Takeaways:
The Russian Government plans to
allocate 90 billion rubles ($948 million) to one-time payments for concluding a military contract with
the Russian Ministry of Defense (MoD) between 2025 and 2027, indicating that the Kremlin plans to
continue relying on ongoing crypto-mobilization efforts to meet the manpower requirements of its war in
Ukraine for as long as the crypto-mobilization system works.
Ukrainian officials continue to
provide statistics regarding Russian war crimes, shedding light on the extent of violations committed by
Russian forces and authorities.
The Russian government appears to have amended its plan to
deanonymize Russian social media accounts following significant backlash within the Russian
ultranationalist information space.
A recent Ukrainian missile strike near occupied Donetsk
City reportedly killed several North Korean military officials.
Russian forces recently
advanced within the main Ukrainian salient in Kursk Oblast, near Toretsk, near Pokrovsk, and southwest of
Donetsk City.
Russian forces have reportedly lost at least five divisions’ worth of armored vehicles and tanks in
Pokrovsk Raion since beginning their offensive operation to seize Avdiivka in October 2023 and during
intensified Russian offensive operations in western Donetsk Oblast in Summer 2024. An open-source X
(formerly Twitter) user tracking visually confirmed Russian vehicle and equipment losses in Ukraine
stated on October 4 that the user has confirmed that Russian forces have lost 1,830 pieces of heavy
equipment in Pokrovsk Raion since October 9, 2023. The X user stated that Russian forces have lost a
total of 539 tanks (roughly a division and a half's worth of Russian tanks) and 1,020 infantry fighting
vehicles (roughly four to five mechanized infantry divisions’ worth of vehicles) during offensive
operations in Pokrovsk Raion and specified that Ukrainian forces destroyed 381 of the 539 Russian tanks
and 835 of the 1,020 armored vehicles. The X user noted that Russian forces have also lost 26 infantry
mobility vehicles, 22 multiple launch rocket systems (MLRS), 11 towed artillery systems, and 92 unarmored
trucks. The X user noted that he confirmed that Russian forces lost 25 tanks and 59 armored vehicles
(roughly two battalions' worth of mechanized equipment) in Pokrovsk Raion since September 6, 2024.
Russian forces launched an intensified four-month-long offensive operation to seize Avdiivka in October
2023 and later continued assaults west of Avdiivka and west and southwest of Donetsk City in spring and
summer 2024, and the user's data should reflect Russian vehicle losses accrued during these offensive
efforts. The X user’s assessment based on visually confirmed vehicle losses is likely conservative given
that not all Russian vehicle losses are visually documented. The actual number of Russian vehicle losses
in the Pokrovsk area is likely higher than reported.
The Russian military command may not be
willing or able to accept the current scale and rate of vehicle loss in the coming months and years given
the constraints in Russia's defense industrial production, limits to Russia’s Soviet-era vehicle
stockpiles, and the Russian military's failure to achieve operationally significant territorial advances
through mechanized maneuver. Russian forces expended a significant number of armored vehicles during the
first weeks of their offensive effort to seize Avdiivka in October 2023 and later limited their armored
vehicle usage while fighting within Avdiivka's administrative boundaries. Russian forces appear to have
limited their armored vehicle use in the area immediately west of Avdiivka in recent months, although
Russian forces have simultaneously intensified their offensive operations west and southwest of Donetsk
city and frequently conduct largely unsuccessful platoon- and company-sized mechanized assaults in the
area. Russian forces have conducted several battalion-sized mechanized assaults in western Donetsk Oblast
since July 2024, the majority of which resulted in significant armored vehicle losses in exchange for
marginal territorial advances. The commander of a Ukrainian bridge operating in the Donetsk direction
recently reported that Russian forces are losing up to 90 percent of the vehicles used in mechanized
assaults in the Donetsk direction. The British International Institute for Strategic Studies (IISS) think
tank previously estimated that Russian forces were losing over 3,000 armored fighting vehicles annually
as of February 2024, although Russia's current rate of armored vehicle losses may be higher given that
the X user's data notably does not account for Russian equipment losses throughout the entire frontline.
Russian forces have only advanced about 40 km in the Avdiivka/Pokrovsk operational direction since
October 2023 and a loss of over five divisions’ worth of equipment for such tactical gains is not
sustainable indefinitely without a fundamental shift in Russia‘s capability to resource its war.
Russian forces have likely accumulated a large amount of equipment for these assaults, although the
medium- to long-term constraints of Russia's armored vehicle stocks and production rates alongside
mounting equipment losses may force the Russian military to rethink the benefit of intensified mechanized
activity in this sector over Russia's longer-term war effort in Ukraine. The Russian military command's
willingness to pursue limited tactical advances in exchange for significant armored vehicle losses will
become increasingly costly as Russian forces burn through finite Soviet-era weapons and equipment stocks
in the coming months and years. Russia will likely struggle to adequately supply its units with materiel
in the long term without transferring the Russian economy to a wartime footing and significantly
increasing Russia's defense industrial production rates — a move that Russian President Vladimir Putin
has sought to avoid thus far.
Key Takeaways:
• Russian forces have reportedly lost
at least five divisions’ worth of armored vehicles and tanks in Pokrovsk Raion since beginning their
offensive operation to seize Avdiivka in October 2023 and during intensified Russian offensive operations
in western Donetsk Oblast in Summer 2024.
• The Russian military command may not be willing or
able to accept the current scale and rate of vehicle loss in the coming months and years given the
constraints in Russia's defense industrial production, limits to Russia’s Soviet-era vehicle stockpiles,
and the Russian military's failure to achieve operationally significant territorial advances through
mechanized maneuver.
• Ukrainian officials continue to document and prosecute Russian war
crimes committed against Ukrainian forces.
• Russian authorities reportedly arrested the
administrator of the Russian Telegram channel Thirteenth, who has previously criticized the Kremlin and
Russian Ministry of Defense (MoD), on October 5.
• Russian forces recently advanced southeast
of Pokrovsk.
Ukrainian forces struck an oil terminal in occupied Feodosia, Crimea on the night of October 6 to 7. The
Ukrainian General Staff reported on October 7 that Ukrainian forces struck an oil terminal in occupied
Feodosia causing a fire near the facility and that Ukrainian authorities are clarifying the damage to the
facility. The Ukrainian General Staff also reported that Feodosia houses the largest oil terminal in
occupied Crimea and that Russia uses this terminal to transport petroleum products to the Russian
military. Feodosia occupation mayor Igor Tkachenko acknowledged the fire at the oil depot and claimed
that it did not cause an oil spill. A Crimea-focused source claimed that the Russian military had
deployed a Pantsir-S1 air defense system to the area in June 2024 to protect the Feodosia oil terminal.
Footage published on October 7 shows a fire purportedly at the Feodosia oil terminal.
Ukrainian Verkhovna Rada Human Rights Commissioner Dmytro Lyubinets reported on October 7 that
Ukrainian authorities are investigating another case of Russian forces' unjust abuse and execution of
Ukrainian prisoners of war (POWs). Lyubinets reported that he sent letters to the United Nations (UN) and
the International Committee of the Red Cross (ICRC) in response to recent aerial footage of Russian
forces torturing and executing three unarmed Ukrainian POWs near Niu York, Donetsk Oblast. Lyubinets
noted that a Ukrainian brigade operating in the area published the footage on October 6 and highlighted
that the highest levels of the Russian military command appear to be tolerating Russian war crimes in
Ukraine. The Geneva Convention on POWs prohibits the "mutilation, cruel treatment, and torture" of POWs,
as well as the execution of POWs or persons who are clearly rendered hors de combat. Head of the
Ukrainian Department for Combating Crimes in Conditions of Armed Conflict Yuri Bilousov stated on October
4 that Ukrainian sources documented evidence indicating that Russian forces have executed 93 Ukrainian
prisoners of war (POW) on the battlefield since the start of the full-scale invasion and that 80 percent
of the recorded cases occurred in 2024. Bilousov noted on October 5 that these war crimes are systemic
and that Russian authorities clearly condone these crimes. ISW has extensively reported on previous
footage and reports of Russian servicemembers executing Ukrainian prisoners of war (POWs) and observed a
wider trend of Russian abuses against Ukrainian POWs across various sectors of the front that appeared to
be enabled, if not explicitly endorsed, by individual Russian commanders and unpunished by Russian field
commanders.
Key Takeaways:
• Ukrainian forces struck an oil terminal in occupied
Feodosia, Crimea on the night of October 6 to 7.
• Ukrainian Verkhovna Rada Human Rights
Commissioner Dmytro Lyubinets reported on October 7 that Ukrainian authorities are investigating another
case of Russian forces' unjust abuse and execution of Ukrainian prisoners of war (POWs).
• Russian authorities announced an "unprecedented" cyberattack against Russian state media
infrastructure on October 7.
• Russian forces recently advanced in northern Kharkiv Oblast, in
Donetsk Oblast, and in western Zaporizhia Oblast.
Ukrainian forces reportedly struck a Shahed drone storage facility in Krasnodar Krai and an ammunition
warehouse in the Republic of Adygea on October 9 and 10. The Ukrainian General Staff reported on October
9 that Ukrainian naval forces and Ukraine's Security Service (SBU) struck a Russian Shahed drone storage
facility near Oktyabrsky, Krasnodar Krai and that Russian forces stored around 400 Shahed drones at the
facility. The Ukrainian General Staff reported that there were secondary detonations at the facility
immediately following the strike, and footage published on October 10 shows a large fire and secondary
detonations near the facility. Krasnodar Krai officials stated on October 9 that Ukrainian drone strikes
damaged several houses near Oktyabrsky and that unspecified warehouses in the area caught fire but
claimed that the strike did not significantly damage the facilities. The Ukrainian General Staff reported
on October 10 that drone operators from the SBU, Ukraine's Main Military Intelligence Directorate (GUR),
and Ukraine's Special Operations Forces (SSO) struck an ammunition warehouse at the Khanskaya Air Base in
the Republic of Adygea. The Ukrainian General Staff reported that Russian forces base Su-34
fighter-bombers and Su-27 fighter aircraft at the Khanskaya Air Base, and Ukrainian outlet Suspilne
reported that sources within Ukrainian special services stated that there were 57 Russian training and
combat aircraft and helicopters at the airfield at the time of the strike. Suspilne's sources stated that
Russian forces use the Khanskaya Air Base to refuel planes during air strikes against frontline Ukrainian
units and settlements. Ukrainian forces are still determining the extent of the strike's damage to the
airfield, and it is unclear whether Ukrainian forces struck any Russian aircraft at the Khanskaya Air
Base as of the time of this report. Russian sources published footage on October 10 purportedly showing
Ukrainian drones striking the airfield and noted that the Russian 272nd Training Aviation Base of the
Krasnodar Higher Military Aviation School of Pilots is based at the Khanskaya Air Base.
Russian forces have reportedly struck three civilian vessels docked in Ukrainian ports since October 5,
likely as part of intensified Russian military, political, and economic pressure to undermine confidence
in Ukraine's grain corridor, Western support for Ukraine, and push Ukraine into premature negotiations.
Ukrainian Odesa Oblast Military Administration Head Oleh Kiper stated on October 9 that Russian ballistic
missiles struck port infrastructure in Odesa Raion and that Russian missiles struck a civilian container
ship under the flag of Panama. Kiper noted that this was the third Russian strike on a civilian vessel in
the last four days and stated that these strikes are an attempt to disrupt Ukraine's grain corridor, kill
civilians, and destroy Ukrainian infrastructure. Ukrainian officials reported that a Russian ballistic
missile struck a civilian vessel under the flag of Palau in Odesa's port on October 7 and that Russian
missiles damaged a civilian cargo ship on the night of October 5 to 6 near Odesa City. Russian sources
have attempted to justify the recent Russian strikes against civilian ships by claiming that the ships
were carrying weapons, but ISW has not observed independent confirmation of these claims. Ukrainian
officials reported that Russian forces conducted a cruise missile strike against a civilian cargo ship
under the flag of St. Kitts and Nevis transporting Ukrainian wheat to Egypt as it was leaving Ukrainian
territorial waters in the Black Sea on the night of September 11. Russian forces have previously heavily
targeted Ukrainian ports and grain infrastructure in southern Ukraine and have engaged in threatening
military posturing in the Black Sea in an effort to damage Ukrainian grain exports and undermine
international confidence in Ukraine's grain corridor. Russian strikes against civilian vessels in the
grain corridor are almost certainly intended to undermine confidence in Ukraine's ability to enforce and
defend the corridor, influence ongoing Western discussions about long-term Western support for Ukraine,
and negatively impact Ukraine's efforts to economically recover amid the ongoing war.|
Key
Takeaways:
• Ukrainian forces reportedly struck a Shahed drone storage facility in Krasnodar
Krai and an ammunition warehouse in the Republic of Adygea on October 9 and 10.
• Russian
forces have reportedly struck three civilian vessels docked in Ukrainian ports since October 5, likely as
part of intensified Russian military, political, and economic pressure to undermine confidence in
Ukraine's grain corridor, Western support for Ukraine, and push Ukraine into premature negotiations.
• An unspecified senior US defense official stated on October 9 that Russian forces have suffered
over 600,000 casualties since the start of the full-scale invasion in February 2022 — a stark increase
from a prior US intelligence assessment that Russian forces suffered about 315,000 casualties in Ukraine
as of December 2023.
• An Iranian outlet affiliated with former Islamic Revolutionary Guards
Corps (IRGC) Commander Major General Mohsen Rezaei claimed on October 8 that Russia provided Iran with an
S-400 air defense system and a squadron of Su-35 fighter jets but provided no evidence for this claim.
• Ukrainian forces recently advanced near Toretsk. Russian forces recently advanced in Kursk
Oblast and near Chasiv Yar, southeast of Pokrovsk, and southwest of Donetsk City.
• The
Russian military appears to be increasingly recruiting older Russian volunteers in order to sustain
ongoing crypto-mobilization efforts.
Russian forces intensified their ongoing effort to dislodge Ukrainian forces from Kursk Oblast around the
evening of October 10 and have recently advanced further into the main Ukrainian salient in Kursk Oblast
while reportedly eliminating almost the entirety of the smaller Ukrainian salient in Glushkovsky Raion.
Russian forces reportedly simultaneously intensified counterattacks in Glushkovksy Raion, on the left
flank of the main Ukrainian salient in Korenevsky Raion, and on the right flank of the main Ukrainian
salient in Sudzhansky Raion on the evening of October 10. Geolocated footage published on October 10
indicates that Russian forces recently advanced into central Kremyanoye (east of Korenevo) and to the
northern outskirts of Zeleny Shlyakh (southeast of Korenevo) and enveloped Ukrainian positions near
Lyubimovka (southeast of Korenevo). Russian milbloggers claimed that Russian forces operating in
Korenevsky Raion seized Olgovka (east of Korenevo) and Nizhny Klin (southeast of Korenevo and
Lyubimovka), advanced up the outskirts of Tolsty Lug and Novoivanovka (both southeast of Korenevo), and
broke through Ukrainian defenses near Lyubimovka during an alleged battalion-sized mechanized assault.
ISW has yet to observe confirmation that Russian forces recently conducted a battalion-sized
mechanized assault in the area or recaptured any settlements. Russian milbloggers widely claimed that
Russian forces enveloped Ukrainian forces in Lyubimovka and Tolsty Lug, although some milbloggers claimed
that Russian forces have encircled up to two Ukrainian battalions in Korenevsky Raion. ISW has not
observed confirmation that Russian forces have encircled any Ukrainian units in Kursk Oblast, however.
Elements of the Russian 155th Naval Infantry Brigade (Pacific Fleet, Eastern Military District ) and
810th Naval Infantry Brigade (Black Sea Fleet, Southern Military District ) are reportedly
conducting these intensified counterattacks in Korenevsky Raion.
Russian milbloggers claimed
that Russian forces operating in Sudzhansky Raion broke through Ukrainian defenses near Martynovka and
Mykhailivka (both northeast of Sudzha), advanced two kilometers deep north of Malaya Loknya (north of
Sudzha), and are enveloping Ukrainian positions near Plekhovo (southeast of Sudzha). A Russian milblogger
claimed that elements of the 155th Naval Infantry Brigade advanced up to the northwestern outskirts of
Sudzha, although a prominent Kremlin-affiliated milblogger repeatedly denied these reports. ISW has not
observed any visual confirmation of Russian advances in Sudzhansky Raion since the start of intensified
Russian counterattacks in the area on the evening of October 10. Elements of the 810th Naval Infantry
Brigade, 40th Naval Infantry Brigade (Pacific Fleet, EMD), 11th Airborne (VDV) Brigade, 1220th Motorized
Rifle Regiment (likely a mobilized unit), and unspecified Chechen Akhmat units are reportedly conducting
the intensified counterattacks in Sudzhansky Raion.
Russian milbloggers claimed that Russian
forces pushed Ukrainian forces out of most of Glushkovksy Raion on October 10 and 11, although ISW has
yet to observe visual confirmation of these alleged Russian advances. Russian milbloggers claimed that
Russian forces operating south of Glushkovo pushed Ukrainian forces back from Veseloye, advanced near
Medvezhye, and approached the international border with Sumy Oblast. Russian milbloggers claimed that
Ukrainian forces only retain limited positions near Krasnooktyabrskoye and on the outskirts of Novy Put
(both south of Glushkovo and immediately on the border with Sumy Oblast) and declared the Ukrainian
offensive effort in Glushkovsky Raion a failure. Ukrainian forces began ground assaults into Glushkovsky
Raion on September 11, 2024, following the start of Russian counterattacks in Kursk Oblast on September
10, 2024, but have not yet established a significant foothold in the area. Elements of the Russian 155th
Naval Infantry Brigade, 1434th Akhmat "Chechnya" Regiment, 56th VDV Regiment (7th VDV Division), 83rd VDV
Brigade, and 106th VDV Division are reportedly conducting intensified counterattacks in Glushkovsky
Raion.
Key Takeaways:
• Russian forces intensified their ongoing effort to dislodge
Ukrainian forces from Kursk Oblast around the evening of October 10 and have recently advanced further
into the main Ukrainian salient in Kursk Oblast while reportedly eliminating almost the entirety of the
smaller Ukrainian salient in Glushkovsky Raion.
• Intensified Russian counterattacks likely
aim to push Ukrainian forces out of Kursk Oblast before poor weather conditions in Fall 2024 and early
Winter 2024-2025 begin to constrain battlefield maneuver.
• The Russian military command
likely aims to rapidly push Ukrainian forces out of Kursk Oblast in order to free up combat power for its
priority offensive operations in Donetsk Oblast and to ease the theater-wide operational pressures that
the Ukrainian incursion has generated.
• South Korean and Ukrainian officials reportedly
continue to identify North Korean military personnel already fighting in Ukraine as well as training in
Russia for possible future deployments alongside the Russian military.
• Western partners
continue to announce and provide new military assistance to Ukraine.
• Ukrainian President
Volodymyr Zelensky continues diplomatic efforts to establish and clarify Ukraine’s strategic vision for
peace.
• Chechen Republic Head Ramzan Kadyrov declared a "blood feud" against Russian
legislators, suggesting that Kadyrov is becoming increasingly emboldened in his personal political
disputes.
• Ukrainian officials confirmed that Ukrainian journalist Viktoriya Roshchyna died
in Russian captivity.
• Ukrainian officials announced new appointments in the Ministry of
Defense (MoD).
• Russian forces recently advanced near Pokrovsk and Kurakhove.
• The Kremlin is deceptively recruiting young African women to assemble Iranian-designed Shahed drones
in the Republic of Tatarstan, likely to address labor shortages in Russia.
Russian forces are reportedly relying on illicitly obtained Starlink terminals to improve combat
coordination and the effectiveness of their tactical reconnaissance strike complex (TRSC) in Ukraine as
part of an overarching effort to reach technological parity with Ukrainian forces. Ukrainian military
personnel operating in Donetsk Oblast told the Washington Post in an article published on October 12 that
Starlink terminals have increasingly appeared at Russian frontline positions and that the illicitly
obtained technology is helping Russian forces fix persisting issues with combat coordination and
communications while improving the precision of Russian tactical fires. The commander of a Ukrainian
drone platoon operating near Novohrodivka (southeast of Pokrovsk) told the Washington Post that Ukrainian
reconnaissance drones started widely recording Starlink terminals at Russian positions in the area in
September 2024 and that the arrival of the terminals corresponded with a decrease in intercepted Russian
radio transmissions in which Russian soldiers relayed incomplete or incorrect battlefield information to
their commanders. Another Ukrainian soldier reportedly stated that Russian forces in the Pokrovsk
direction appear to have enough Starlink terminals to give individual tactical groups their own terminal.
Ukrainian soldiers reportedly credited recent Russian battlefield gains, including the Russian seizure of
Vuhledar in late September 2024, partially to the Russian use of Starlink terminals. Russian forces have
mainly relied on radio and other insecure communication technologies for organizing combat coordination
and relaying targeting information to fire and strike elements, and Russian forces have yet to field
modern battlefield management systems at scale to organize their TRSC as many Ukrainian units have.
Ukrainian access to Starlink has afforded Ukrainian forces a technological edge to conduct more effective
combat coordination and field new developments in the TRSC ahead of Russian forces, and Russian forces
are likely trying to degrade these Ukrainian advantages by scaling up their own use of the terminals.
Ukraine is currently pursuing a strategy to offset Russian manpower and materiel advantages through
technological innovation and adaptation, and technological parity between Ukrainian and Russian forces
will undermine this effort.
A Russian milblogger claimed that a Ukrainian F-16 downed a
Russian Su-34 fighter aircraft in an unspecified area of the theater on October 12. ISW cannot verify the
claim that a Ukrainian F-16 was involved in the reported loss of the Russian Su-34. A Russian milblogger
closely affiliated with Russian aviation published a tribute to a lost Su-34 aircraft on October 12 but
did not provide additional details about the incident. A prominent Russian milblogger also confirmed that
the Su-34 crew died but claimed that this loss was not related to Ukrainian activity, and other
milbloggers speculated that the Su-34 could have crashed as a result of technical malfunction or human
error. A Russian Telegram channel, which claims to be managed by Russian airborne (VDV) officers and
staff of the Russian “Dnepr” Grouping of Forces, claimed that a Ukrainian F-16 fighter jet presumably
shot down the Russian Su-34 fighter aircraft while the Su-34 was dropping FAB glide bombs with unified
planning and correction modules (UMPC) at a distance of about 50 kilometers from the frontline. The
Telegram channel later responded to the claims that the Su-34 could have crashed due to technical
malfunction or human error, noting that such hypothetical scenarios still highlight a problem with the
wear and tear of Russian aircraft, unprofessionalism among pilots, and pilot exhaustion. The Telegram
channel accused Kremlin-affiliated milbloggers of lying about the Su-34 crash and preventing Russian
forces from developing plans to counter the Ukrainian F-16 threat. The Telegram channel claimed in March
2024 that Russian federal censor Roskomnadzor filed a complaint against the channel for “discrediting” a
Russian military commander. ISW cannot independently confirm the Telegram channel’s claim, but if
confirmed, this incident would mark the first Ukrainian shootdown of a Russian manned aircraft with a
Western-provided F-16 fighter jet.
Key Takeaways:
• Russian forces are reportedly
relying on illicitly obtained Starlink terminals to improve combat coordination and the effectiveness of
their tactical reconnaissance strike complex (TRSC) in Ukraine as part of an overarching effort to reach
technological parity with Ukrainian forces.
• A Russian milblogger claimed that a Ukrainian
F-16 downed a Russian Su-34 fighter aircraft in an unspecified area of the theater on October 12, but ISW
cannot verify the claim that a Ukrainian F-16 was involved in the reported loss of the Russian Su-34.
• Unknown actors opened fire on personnel of the Russian Ministry of Internal Affairs' (MVD)
Center for Combating Extremism in Nazran, Republic of Ingushetia on the night of October 11.
• Indian enterprises are reportedly increasing exports of dual-use technologies to Russia, in part
thanks to large Russian reserves of rupees from oil sales to India.
• Russian forces recently
advanced near Kupyansk, Donetsk City, and Robotyne.
• Russian forces are reportedly struggling
to conduct effective counterbattery fires.
Russian forces have recently resumed tactical offensive attacks in the Donetsk-Zaporizhia Oblast border
area and have made tactical gains in localized assaults, but this activity so far does not appear to be a
part of a larger operational offensive effort to support the wider Russian offensive operation in western
Donetsk Oblast. Russian and Ukrainian sources stated on October 12 and 13 that elements of the Russian
336th Naval Infantry Brigade (Baltic Fleet, Leningrad Military District ) and the 394th Motorized
Rifle Regiment (127th Motorized Rifle Division, 5th Combined Arms Army , Eastern Military District
) launched assaults near Levadne (southwest of Velyka Novosilka) and broke through Ukrainian
defenses. A Ukrainian military observer noted that Russian forces reached the outskirts of Levadne and
advanced in the direction of Novodarivka (southwest of Novodarivka). Russian milbloggers widely claimed
that Russian forces seized Levadne and advanced up to the southern outskirts of Novodarivka, although ISW
has not observed confirmation of these Russian claims.
These tactical gains are not the result
of a sudden or unexpected Russian breakthrough. The Ukrainian General Staff reported that Russian forces
began conducting renewed ground assaults southwest of Velyka Novosilka beginning around October 11.
Ukrainian Khortytsia Group of Forces Spokesperson Colonel Vladyslav Voloshyn reported on October 3 that
Russian forces were preparing assaults groups for offensive operations in Zaporizhia Oblast in the near
future but that Ukrainian forces had not identified large Russian force concentrations in southern
Ukraine. Voloshyn added that the planned Russian offensive activity aimed to improve Russian tactical
positions and establish tactical footholds for continued offensive actions. Russian forces activated on a
long dormant sector of the front in western Zaporizhia Oblast near Kamyanske (south of Stepnohirsk) in
early October, but this activity has so far been limited and has resulted in only marginal tactical
gains. Russian forces may be reactivating in less active sectors of the front in southern Ukraine to
divert Ukrainian attention away from Russia's priority offensive operations in Donetsk Oblast and to fix
Ukrainian forces along the front in southern Ukraine and prevent Ukraine from redeploying forces to
Donetsk Oblast.
Key Takeaways:
• Russian forces have recently resumed tactical
offensive attacks in the Donetsk-Zaporizhia Oblast border area and have made tactical gains in localized
assaults, but this activity so far does not appear to be a part of a larger operational offensive effort
to support the wider Russian offensive operation in western Donetsk Oblast.
• Russian forces
recently executed nine Ukrainian prisoners of war (POWs) in Kursk Oblast amid a theater-wide increase in
Russian executions of Ukrainian POWs.
• Russian milbloggers largely glorified the Russian
execution of the Ukrainian POWs, reinforcing a cultural norm to justify and celebrate war crimes within
the broader Russian ultranationalist community.
• Ukrainian forces recently regained lost
positions near Selydove, and Russian forces recently advanced near Toretsk, Donetsk City, and Velyka
Novosilka.
>• Russian forces recently executed nine Ukrainian prisoners of >war (POWs) in Kursk Oblast
amid a theater-wide increase in >Russian executions of Ukrainian POWs. > >• Russian milbloggers largely glorified the Russian execution >of the Ukrainian POWs,
reinforcing a cultural norm to justify >and celebrate war crimes within the broader Russian >ultranationalist community.
Und nachher wird in Rußland dann keiner etwas davon
gewußt haben.
Russian Defense Minister Andrei Belousov arrived in the People's Republic of China (PRC) for an official
visit on October 14, highlighting continued Russia-PRC defense cooperation against the backdrop of
bilateral naval exercises in the Pacific Ocean. Belousov met with PRC Defense Minister Dong Jun in
Beijing on August 14 and discussed the role of bilateral cooperation in enhancing each state's respective
defensive capabilities and maintaining global security and regional stability. Dong emphasized that
Russia and the PRC share a common desire to develop military cooperation and open new avenues for
unspecified joint defense cooperation. The Russian Ministry of Defense (MoD) notably published footage on
October 14 of ongoing joint Russia-PRC People's Liberation Army (PLA) anti-submarine naval exercises in
the northwestern Pacific Ocean and claimed that a detachment of Russian and PLA naval vessels are
conducting a joint patrol of the Asia–Pacific region. Such joint naval exercises are manifestations of
intensified Russia-PRC defense cooperation, as each party can learn valuable lessons from one another
during combined exercises, improving interoperability and potentially shaping military doctrine in the
future. Russian forces have experience repelling Ukrainian autonomous naval drone strikes against Russian
naval and port infrastructure, and the PLA may hope to absorb some of these lessons in planning for the
PRC's potential future actions against Taiwan. Taiwan's MoD warned that the PRC launched "massive
military drills" encircling Taiwan with warships on October 14, which overlapped with Belousov's
visit.
Russian forces struck civilian vessels docked at Ukrainian ports for the fourth time
since October 5, part of an apparent Russian strike campaign targeting port areas to undermine Ukraine's
grain corridor, spoil international support for Ukraine, and push Ukraine into premature negotiations.
Odesa Oblast officials reported that Russian forces struck the port of Odesa with a ballistic missile
during the day on October 14, hitting the civilian vessels NS Moon flying the Belize flag and the Optima
dry cargo vessel flying the Palau flag, as well as port infrastructure and a grain warehouse. The
officials stated that Russian strikes on October 7 already damaged the Optima. Ukrainian sources reported
that Russian forces most recently struck civilian vessels docked at the port of Odesa overnight on
October 5 to 6 and on October 7 and 9. Russian ultranationalist milbloggers responded to the October 9
strike with rhetoric supporting existing Kremlin narratives aimed at undermining confidence in the grain
corridor as well as attempting to justify the strike. Milbloggers explicitly called for further Russian
strikes against Ukrainian grain infrastructure, civilian vessels at Ukrainian ports, and other targets
that would further degrade Ukraine's economic potential. ISW recently assessed that Russian strikes
against civilian vessels and other grain corridor infrastructure are almost certainly intended to
undermine Western confidence in Ukraine's ability to enforce and defend the corridor, influence ongoing
Western discussions about long-term support for Ukraine, and impede Ukraine's ability to survive
economically during the war.
Key Takeaways:
• Russian Defense Minister Andrei
Belousov arrived in the People's Republic of China (PRC) for an official visit on October 14,
highlighting continued Russia-PRC defense cooperation against the backdrop of bilateral naval exercises
in the Pacific Ocean.
• Russian forces struck civilian vessels docked at Ukrainian ports for
the fourth time since October 5, part of an apparent Russian strike campaign targeting port areas to
undermine Ukraine's grain corridor, spoil international support for Ukraine, and push Ukraine into
premature negotiations.
• Russian sources claimed that Russian forces recaptured positions in
Kursk Oblast.
• Ukrainian forces recently regained positions in central Toretsk.
• Russian forces recently conducted a reduced battalion-sized mechanized assault in the Kurakhove
direction and recently made confirmed advances northeast of Vuhledar.
• Russian opposition
outlet Verstka reported on October 11 that sources within the Russian Presidential Administration stated
that the Kremlin's "Time of Heroes" program, which places veterans of the war in Ukraine into government
positions after returning to Russia, is meant to increase the popularity of contract military service and
boost recruitment.
• Russian occupation officials continue to pathologize Ukrainian identity
in an effort to indoctrinate children in occupied Ukraine.
The Kremlin is likely leveraging the recent June 2024 Russia-North Korea comprehensive strategic
partnership agreement in part to offset Russian force generation and border security requirements—further
cementing Russian President Vladimir Putin's commitment to avoiding mobilization for as long as possible.
Ukrainian outlets Suspilne and Liga reported on October 15, citing anonymous military intelligence
sources, that the Russian 11th Airborne (VDV) Brigade is forming a 3,000-person “battalion” staffed by
North Korean citizens (the numerical strength is far beyond a battalion’s). Ukrainian intelligence
sources assessed that the “battalion” will likely be involved in ongoing Russian defensive operations in
Kursk Oblast and reported that up to 18 North Korean soldiers have already deserted their positions in
Bryansk and Kursk oblasts before the unit has been committed to combat operations. ISW cannot
independently confirm the veracity of these reports, but Russian officials notably did not deny them on
October 15. Putin submitted the text of the Russia-North Korea comprehensive strategic partnership
agreement, which both countries signed in June 2024, to the Russian State Duma for ratification on
October 14. Kremlin Spokesperson Dmitry Peskov emphasized in a comment to Kremlin newswire TASS that the
Russia-North Korea agreement is "unambiguous" in its provision of "mutual defense and security
cooperation." The Kremlin is likely using the "mutual defense" provision of the agreement to provide the
legal justification for the deployment of North Korean soldiers to the combat zone in Russia in response
to the Ukrainian incursion into Kursk Oblast. ISW has recently observed reports that a small contingent
of North Korean personnel was operating near occupied Donetsk City.
Key Takeaways:
• The Kremlin is likely leveraging the recent June 2024 Russia-North Korea comprehensive strategic
partnership agreement in part to offset Russian force generation and border security requirements—further
cementing Russian President Vladimir Putin's commitment to avoiding mobilization for as long as
possible.
• The Kremlin has elected to address the recent controversy regarding its reliance
on conscripts to repel Ukraine’s incursion into Kursk Oblast by offering financial incentives to any
personnel involved in defending the state border.
• Russian President Vladimir Putin signed a
law allowing Russian Investigative Committee Head Alexander Bastrykin to stay in his position despite
reaching retirement age (again) demonstrating Putin's continued preference for keeping curated loyalists
from his inner circle in positions of power.
• Russian forces recently advanced in Kursk
Oblast and near Kupyansk, Toretsk, and Pokrovsk.
• A former Russian Storm-Z instructor and
milblogger heavily criticized Russian forces' reliance on the partially-encrypted communications platform
Discord following Russia's recent ban of the platform.
Ukrainian President Volodymyr Zelensky presented Ukraine's five-part Victory Plan aimed at winning the
war by the end of 2025 to the Verkhovna Rada on October 16, which includes a promise to contribute
experienced Ukrainian troops to defending NATO's eastern flank following the resolution of the war in
Ukraine. Zelensky stated that Ukraine's Victory Plan is intended to end the war "no later than" 2025 and
is composed of five points, including: an immediate invitation to join NATO; continued Western support
and aid including equipping Ukrainian brigades, supporting Ukraine's ability to use Western-provided
weapons to strike military targets in Russia and increasing intelligence sharing with Ukraine; Western
and Ukrainian non-nuclear strategic deterrence against Russia; Western investment in Ukraine's strategic
economic growth; and a promise that Ukrainian forces will "replace" certain Western military contingents
currently stationed in Europe after the war's conclusion. Zelensky stated that Ukrainian forces will use
their experience in the war to strengthen NATO's defense and ensure security in Europe and noted that
Ukrainian units could replace unspecified contingents of US forces in Europe in the future. Zelensky
noted that there are several secret aspects of the plan that he has shared with Ukraine's Western allies.
Zelensky stated that Ukraine's fate is connected to the fate of its neighbors in the Baltics, Balkans,
Caucasus, and Central Asia and warned that Ukraine and the West must support Ukraine's sovereignty and
territorial integrity or risk future Russian aggression. Ukrainian and Western officials expressed
support for Zelensky's plan on October 16, and Zelensky noted that he will present the plan to the
European Council on October 17.
Key Takeaways:
• Ukrainian President Volodymyr
Zelensky presented Ukraine's five-part Victory Plan aimed at winning the war by the end of 2025 to the
Verkhovna Rada on October 16, which includes a promise to contribute experienced Ukrainian troops to
defending NATO's eastern flank following the resolution of the war in Ukraine.
• Russian
President Vladimir Putin's current theory of victory in Ukraine seeks to protract the war and posits that
Russian forces can outlast Western support for Ukraine and collapse Ukrainian resistance by winning a war
of attrition. Russia will likely face serious medium- and long-term constraints that will undermine this
strategic effort, however.
• Imprisoned ardent nationalist and former Russian officer Igor
Girkin notably questioned the Kremlin's articulated theory of victory and assessed that 2025 and possibly
late 2024 will be “a serious test” for Russia because the Kremlin has yet to address medium- to long-term
force-generation and defense-industrial-capacity constraints.
• Girkin also assessed that
Russian Summer–Fall 2024 offensive campaign did not accomplish its goals in the entire theater and is
unlikely to do so ahead of the muddy season, although Russian forces are continuing intense offensive
operations in several operational directions in Ukraine.
• US President Joe Biden announced a
new military assistance package for Ukraine worth $425 million following a phone call with Ukrainian
President Volodymyr Zelensky on October 16.
• The South Korean Ministry of Defense (MoD)
stated on October 16 that it is "closely" monitoring indications that North Korean troops are directly
supporting Russia's war effort in Ukraine amid reports that the Russian military is training North Korean
soldiers.
• Russian forces recently advanced in northern Kharkiv Oblast, near Kreminna, near
Siversk, and near Toretsk.
Russian sources reported on October 16 that unspecified actors killed the deputy commander of Russia's
Special Operations Forces (SSO) Training Center, Nikita Klenkov, near Moscow City. Klenkov reportedly
fought in the war in Ukraine as part of military unit 43292 and was a high-ranking officer of the Russian
Main Military Intelligence Directorate (GRU). Russian authorities claimed that Klenkov's murder was a
planned contract killing and opened a criminal investigation into the murder but have yet to accuse
Ukraine or other Western actors of being involved in the murder. ISW cannot independently verify these
claims.
The European Union (EU) issued a statement on October 16 condemning Russian executions
of Ukrainian prisoners of war (POWs) and noted that at least 177 Ukrainian POWs have died in Russian
captivity since February 2022. The EU called Russia's increasingly frequent executions of Ukrainian POWs
a grave breach of the Geneva Convention, highlighting that the executions demonstrate Russia’s systemic
disregard for international law. The Geneva Convention on POWs prohibits the inhumane treatment and
execution of POWs or persons who are clearly rendered hors de combat. ISW has recently observed an
increase in Russian forces executing Ukrainian POWs throughout the theater of war. Head of the Ukrainian
Department for Combating Crimes in Conditions of Armed Conflict Yuri Bilousov stated on October 4 that
Ukrainian sources documented evidence indicating that Russian forces have executed 93 Ukrainian POWs on
the battlefield since the start of the full-scale invasion and that 80 percent of the recorded cases
occurred in 2024.
Key Takeaways:
• Russian sources reported on October 16 that
unspecified actors killed the deputy commander of Russia's Special Operations Forces (SSO) Training
Center, Nikita Klenkov, near Moscow City.
• The European Union (EU) issued a statement on
October 16 condemning Russian executions of Ukrainian prisoners of war (POWs) and noted that at least 177
Ukrainian POWs have died in Russian captivity since February 2022.
• Ukrainian forces recently
advanced near Toretsk and Pokrovsk.
• Russian forces recently advanced in Kursk Oblast and
near Chasiv Yar, Pokrovsk, and Kurakhove.
South Korea's National Intelligence Service (NIS) reported that North Korea transferred roughly 1,500
North Korean special forces to eastern Russia, where they are reportedly training before deploying to
participate in Russia's war against Ukraine. The NIS stated on October 18 that seven Russian Pacific
Fleet ships transported roughly 1,500 North Korean special forces from Chongjin, Hamhung, and Musudan in
North Korea to Vladivostok, Russia between October 8 and 13 and that North Korea will send a second batch
of military personnel to Russia soon. The NIS stated that North Korean servicemembers are currently
stationed in Vladivostok, Ussuriysk, Khabarovsk, and Blagoveshchensk in eastern Russia. The NIS stated
that the Russian military has issued the North Korean personnel Russian uniforms, weapons, and fake
identification cards claiming that the North Koreans are residents of the Sakha and Buryatia republics.
The NIS posted satellite imagery showing a Russian transport ship near North Korea and an estimated 640
North Korean personnel gathered at Russian military facilities in Ussuryisk and Khabarovsk on October 16.
South Korea's Yonhap News Agency reported on October 18 that the NIS also stated that North Korea
recently decided to send four brigades totaling 12,000 personnel to the war in Ukraine. Ukraine's Main
Military Intelligence Directorate (GUR) Head Lieutenant General Kyrylo Budanov told The War Zone on
October 17 that there are nearly 11,000 North Korean infantry troops training in eastern Russia and that
they will be ready to fight in Ukraine by November 1. Budanov stated that the first cadre of 2,600 North
Korean soldiers will deploy to Kursk Oblast but that it is unclear where the remaining troops will
deploy. ISW cannot independently verify these statements but has no basis to question the veracity of
these intelligence reports, which are consistent with previous reports from South Korean and Ukrainian
officials about North Korean troops training in Russia before deploying to the war in Ukraine, including
to Kursk Oblast. ISW has also observed recent reports that a limited number of North Korean military
personnel, mainly engineering personnel, are likely operating near occupied Donetsk City.
A
number of sources provided footage purporting to substantiate these intelligence reports. The footage
appears consistent with reports of North Korean troop deployments to Russia but does not independently
validate the intelligence reports. A Russian Telegram channel posted footage on October 18 purportedly
showing North Korean soldiers marching at a Russian training ground, and the footage was later geolocated
to Sergeevka, Primorsky Krai. Ukrainian outlet Suspilne, along with Vox Ukraine's fact-checking project
VoxCheck, reported that they could neither confirm nor deny that the soldiers in the footage are North
Korean as the speech in the video is hard to hear and there are no clear external signs to indicate that
the soldiers are North Korean. The Ukrainian Center for Strategic Communications (Stratcom) posted
additional footage on October 18 reportedly showing Russian forces outfitting North Korean troops with
Russian uniforms and equipment at the Sergeevka training ground. ISW cannot independently verify the
presence of North Korean troops in either of the videos and cannot verify the location of the second
video.
Suspilne stated that the footage of North Korean troops marching was filmed at the base
of the Russian 127th Motorized Rifle Division (5th Combined Arms Army, Eastern Military District) in
Sergeevka. ISW has observed reports that elements of the 127th Division's 143rd Motorized Rifle Regiment
were operating in Kursk Oblast as of late August 2024, while other elements of the division, including
its 394th Motorized Rifle Regiment, have been operating in the Donetsk-Zaporizhia Oblast border area
since at least June 2024. Both the 394th and 143rd motorized rifle regiments are based in Sergeevka. ISW
continues to assess that the Kremlin is likely leveraging its June 2024 Russia-North Korea comprehensive
strategic partnership agreement, which Russian President Vladimir Putin submitted for ratification on
October 14, to in part offset Russian force generation and border security requirements – further
cementing Putin's commitment to avoiding mobilization for as long as possible.
Key
Takeaways:
• South Korea's National Intelligence Service (NIS) reported that North Korea
transferred roughly 1,500 North Korean special forces to eastern Russia, where they are reportedly
training before deploying to participate in Russia's war against Ukraine.
• A number of
sources provided footage purporting to substantiate these intelligence reports. The footage appears
consistent with reports of North Korean troop deployments to Russia but does not independently validate
the intelligence reports.
• Russian forces appear to be further intensifying mechanized
activity in western Donetsk Oblast amid initial reports of the start of autumnal muddy ground
conditions.
• Russian President Vladimir Putin continues to signal his disinterest in
meaningful peace negotiations with Ukraine while using the upcoming BRICS summit to legitimize Kremlin
information operations falsely portraying Ukraine as unwilling to negotiate.
• Putin used
ongoing conversations about security guarantees in Ukraine's Victory Plan to further boilerplate nuclear
saber-ratting information operations that aim to discredit Ukraine to its Western partners and prevent
Western aid to Ukraine.
• Western partners continue to announce new military assistance to
Ukraine.
• The US Department of State (DoS) program Rewards for Justice offered a reward of up
to $10 million for information leading to the identification or location of foreigners involved in
interfering in US elections, including members of prominent Kremlin-awarded milblogger channel Rybar.
• Ukrainian Human Rights Ombudsman Dmytro Lubinets reported on October 18 that Ukraine has
recorded more than 100 confirmed cases of Russian forces executing Ukrainian prisoners of war (POWs) amid
a recent theater-wide increase in Russian executions of Ukrainian POWs.
• Russian forces
recently advanced in Kursk Oblast and near Kupyansk, Kreminna, Kurakhove, and Velyka Novosilka.
Ukrainian drones reportedly struck the "Kremniy El" microelectronic plant in Bryansk City on the night of
October 18 to 19. Russian opposition outlet Astra reported on October 19 that Ukrainian drones struck the
plant and noted that "Kremniy El" is one of Russia's largest microelectronic manufacturers and that the
Russian Ministry of Defense (MoD) is one of the company's main customers. Head of the Ukrainian Center
for Countering Disinformation Lieutenant Andriy Kovalenko acknowledged the report of the strike and
stated that the plant manufactures microelectronics for Russian Pantsir air defense systems, Iskander
missiles, radars, electronic warfare (EW) systems, and drones. Ukrainian outlet RBC Ukraine and Ukrainian
open-source intelligence group CyberBoroshno published photos showing the aftermath of the strike and
damage to a building at the plant. Bryansk Oblast Governor Alexander Bogomaz claimed on October 19 that
debris from a downed Ukrainian drone struck and caused a fire at a "non-residential building" in Bryansk
Oblast, possibly referring to the plant.
Ukraine and Russia conducted a one-for-one prisoner
of war (POW) exchange on October 18 - the fourth exchange since the start of Ukrainian operations in
Kursk Oblast in August 2024. Ukrainian President Volodymyr Zelensky announced on October 19 that Ukraine
returned 95 POWs, including Ukrainian servicemembers who defended the Azovstal Steel Plant in Mariupol in
early 2022, Ukrainian National Guardsmen, servicemembers of the Ukrainian State Border Service, and other
Ukrainian military personnel. The Russian MoD claimed on October 18 that Russian authorities also
returned 95 Russian POWs and that the United Arab Emirates (UAE) mediated the exchange. The Ukrainian
Coordination Headquarters for the Treatment of POWs noted that many of the returned Ukrainian POWs had
serious illnesses and severe injuries and experienced weight loss due to torture and malnutrition in
Russian captivity. ISW previously observed that the frequency of POW exchanges between Ukraine and
Russia has significantly increased since the start of the Ukrainian incursion into Kursk Oblast on August
6, with both sides exchanging a total of 267 POWs each in three separate exchanges prior to the most
recent October 18 POW exchange. Russia and Ukraine only conducted three POW exchanges between January 1
and August 6, 2024, in comparison. ISW continues to assess that the Ukrainian incursion into Kursk Oblast
has likely increasingly incentivized Russia to engage in POW exchanges.
Key Takeaways:
• Ukrainian drones reportedly struck the "Kremniy El" microelectronic plant in Bryansk City on
the night of October 18 to 19.
• Ukraine and Russia conducted a one-for-one prisoner of war
(POW) exchange on October 18 - the fourth exchange since the start of Ukrainian operations in Kursk
Oblast in August 2024.
• Ukraine's Prosecutor General's Office reported on October 18 that
Ukrainian authorities opened an investigation into the execution of a Ukrainian prisoner of war (POW) in
Bakhmut Raion in September 2024.
• Russian forces recently advanced within the main Ukrainian
salient in Kursk oblast and near Toretsk, Pokrovsk, and Donetsk City.
Ukrainian forces conducted drone strikes against the Lipetsk-2 Air Base near Lipetsk City and Russian
state-owned defense enterprise Sverdlov in Dzerzhinsk, Nizhny Novgorod Oblast on the night of October 19
to 20. The Ukrainian General Staff reported that forces from Ukraine's Security Service (SBU), Main
Military Intelligence Directorate (GUR), and Special Operations Forces (SSO) struck the Lipetsk-2 Air
Base and caused a fire and secondary explosions. The Ukrainian General Staff stated that Ukrainian forces
targeted ammunition depots, fuel storage, and aircraft and noted that the Russian military bases Su-34
fighter-bomber, Su-35 fighter, and MiG-31 interceptor/fighter fixed-wing aircraft at the base. Lipetsk
Oblast Governor Igor Artamonov claimed that Russian forces intercepted drones over Lipetsk City and
Oblast and that a crashed drone caused a fire in an unspecified area. The Ukrainian General Staff
reported that forces from Ukraine's SBU, GUR, and SSO also struck the Sverdlov Plant, causing secondary
explosions. The Sverdlov plant produces chemicals for artillery ammunition and stores and produces glide
bombs, and sources in Ukrainian intelligence told Western and Ukrainian news outlets that the plant is
one of Russia's largest explosives factories. Geolocated footage published on October 20 shows an
explosion near the Sverdlov Plant. The US imposed sanctions on the Sverdlov Plant in July 2023 for its
support of Russia's war effort in Ukraine. Nizhny Novgorod Oblast Governor Gleb Nikitin claimed that
Russian forces repelled a Ukrainian drone strike on the Dzerzhinsk industrial zone and that several plant
employees received minor injuries.
Key Takeaways:
• Ukrainian forces conducted
drone strikes against the Lipetsk-2 Air Base near Lipetsk City and Russian state-owned defense enterprise
Sverdlov in Dzerzhinsk, Nizhny Novgorod Oblast on the night of October 19 to 20.
• Moldovan
authorities have yet to announce the results of the October 20 presidential election and European Union
(EU) referendum, but both the election and referendum have passed the required voter turnout threshold to
be valid.
• Russian sources claimed on October 20 that former Russian Yukos Oil Company Vice
President for Corporate Management Mikhail Rogachev was found dead in a possible suicide after falling
from a window in Moscow.
• Ukrainian forces recently advanced north of Sudzha and Russian
forces recently marginally advanced near Toretsk and Selydove.
Moldova's October 20 European Union (EU) referendum passed by an extremely narrow margin in large part
due to support from the Moldovan diaspora, and current Moldovan President Maia Sandu will face Alexandr
Stoianoglo in a second round of voting on November 3. Several Moldovan and European officials reported
potential Russian interference in the election, and the Kremlin and its affiliates in Moldova will likely
continue their malign influence efforts in the leadup to the November 3 runoff. The Moldovan Central
Election Commission (CEC) completed the vote count on October 21 and reported that 50.46 percent
(751,235) voted in favor of the EU referendum and that 49.54 percent (737,639) voted against — a
difference of only 13,596 votes. The CEC reported that Sandu took first place in the presidential
election with 42.45 percent (656,354) and Stoianoglo took second with 25.98 percent (401,726). Sandu
failed to gain the majority vote required to win in the first round, and she and Stoianoglo will move to
the second round. Moldovan authorities counted votes from polling stations abroad last, during which the
number of votes in favor of the referendum and Sandu greatly increased. Sandu stated early on October 21
while Moldovan authorities were still counting votes that "criminal groups" and "foreign forces" — likely
referring to Russia and Kremlin-linked Moldovan opposition politician Ilan Shor — used tens of millions
of euros to spread propaganda to destabilize Moldova. Sandu stated that Moldovan authorities have
evidence that the criminal groups wanted to buy 300,000 Moldovan votes and that the scale of fraud was
"unprecedented." The European Network of Election Monitoring Organizations' (ENEMO) International
Election Observation Mission reported on October 21 that it found "massive malign foreign interference
attempts" ahead of the October 20 election despite Moldovan authorities' efforts to counter
misinformation and vote buying schemes. The BBC reported that it witnessed at least one instance of vote
buying at a polling station in the pro-Russian breakaway Moldovan republic of Transnistria after a voter
exited the poll and asked where she would receive her promised payment. Moldovan authorities previously
reported that Shor used a Russian state bank to distribute at least $15 million to Shor-affiliated
regional leaders and voters in Moldova in September 2024 alone.
Kremlin officials and Russian
milbloggers claimed that Moldovan authorities falsified the results of the election and referendum and
continued to promote long-standing Kremlin narratives targeting Moldova's path towards European
integration. Russian Ministry of Foreign Affairs (MFA) Spokesperson Maria Zakharova claimed that Moldovan
authorities used "totalitarian" methods during the election campaign and that the number of votes
supporting the referendum "inexplicably" began to increase during the later stages of counting. Zakharova
claimed that the West is trying to turn Moldova into a "Russophobic NATO appendage deprived of
sovereignty." Kremlin Spokesperson Dmitry Peskov accused Moldovan authorities of persecuting opposition
forces and claimed that Russian authorities are monitoring the allegedly questionable increase in the
number of votes for Sandu and in support of the referendum. Several Russian milbloggers, including
Kremlin-affiliated milbloggers, claimed that Moldovan authorities falsified the election results and
adjusted the referendum's voter turnout numbers. One milblogger called for Russian authorities to create
a network of "analytical and information centers" that will study how to influence processes in Moldova
and promote Russia's state interests in Russia.
Key Takeaways:
• Moldova's October
20 European Union (EU) referendum passed by an extremely narrow margin in large part due to support from
the Moldovan diaspora, and current Moldovan President Maia Sandu will face Alexandr Stoianoglo in a
second round of voting on November 3. Several Moldovan and European officials reported potential Russian
interference in the election, and the Kremlin and its affiliates in Moldova will likely continue their
malign influence efforts in the leadup to the November 3 runoff.
• Kremlin officials and
Russian milbloggers claimed that Moldovan authorities falsified the results of the election and
referendum and continued to promote long-standing Kremlin narratives targeting Moldova's path towards
European integration.
• US Secretary of Defense Llyod Austin travelled to Kyiv on October 21
and announced a new $400 million military aid package for Ukraine.
• Russia appears to be
scrambling to reduce tensions with South Korea following credible reports of intensified North Korean
cooperation with Russia, including South Korean and Ukrainian intelligence warnings that a contingent of
North Korean troops has deployed for training to Russia.
• Russian forces continue to
systematically perpetrate war crimes, including the continued executions of Ukrainian prisoners of war
(POWs) and use of chemical weapons.
• Ukrainian forces recently advanced in the western part
of the Kursk Oblast salient.
• Russian forces advanced west of Kreminna, southeast of
Pokrovsk, and southeast of Kurakhove.
• Russian forces recently conducted several mechanized
attacks of various echelons in the Kurakhove direction.
• Russian occupation authorities
continue to coerce occupied Ukrainian populations into signing contracts with the Russian Ministry of
Defense (MoD).
Ukrainian forces conducted a series of drone strikes on the night of October 21 to 22 targeting
distilleries in Russia that reportedly manufacture products for the Russian military. Tula Oblast
Governor Dmitry Milyaev claimed that a Ukrainian drone strike damaged distilleries in Yefremov and
Luzhlovsky. Russian opposition outlet Astra reported that the Ukrainian drone strike also damaged local
Ministry of Internal Affairs (MVD) and Federal Security Service (FSB) buildings near the distillery in
Yefremov. Russian opposition and insider sources posted footage showing a fire near the Yefremov
distillery, synthetic rubber plant (just northwest of the distillery), and thermal power plant (just
northeast of the distillery). Tambov Oblast Governor Maksim Egorov claimed that a drone struck the
Biokhim enterprise in Rasskozovo, starting a fire. Biokhim produces ethyl alcohol, and its website claims
that it manufactures products that are of "strategic importance to the state." Voronezh Oblast
Governor Aleksander Gusev claimed that Russian forces "suppressed" a drone that then fell on an
unspecified industrial enterprise in Voronezh Oblast, damaging a workshop. Head of the Ukrainian Center
for Countering Disinformation Andriy Kovalenko stated that Russia uses alcohol factories to manufacture
fuel for military needs and explosives.
South Korea may be considering directly sending
weapons and intelligence personnel to Ukraine in response to the reported deployment of North Korean
troops to Russia to participate in Russia's war in Ukraine. South Korea's Yonhap News Agency reported on
October 22 that a South Korean government source stated that South Korea is considering sending South
Korean military personnel, likely from intelligence units, to Ukraine to monitor North Korean forces'
tactics and combat capabilities and to question captured North Koreans. The source also reportedly stated
that South Korea will prioritize giving Ukraine defensive weapons over lethal aid but, if South Korea
were to provide lethal weapons, Seoul will first try to find a way to provide them indirectly to Ukraine.
South Korean National Security Director Chang Ho-jin stated on June 20 following the initial creation of
the Russian-North Korean strategic partnership agreement on June 19 that the agreement had encouraged
South Korea to change its long-standing policy prohibiting the transfer of arms to Ukraine, and Yonhap
News Agency reported on June 21 that South Korea was considering sending 155mm artillery shells and
unspecified air defense systems to Ukraine. South Korea's continued consideration of sending lethal aid
to Ukraine comes against the backdrop of threats from Russian President Vladimir Putin on June 20, when
Putin stated that Seoul would be making "a very big mistake" if it decided to supply arms to Ukraine.
Ukraine's Main Military Intelligence Directorate (GUR) Head Lieutenant General Kyrylo Budanov
told The War Zone on October 22 that the first North Korean military personnel are expected to arrive in
Kursk Oblast on October 23 but that it is unclear how large the force grouping will be or how they will
be equipped. Newsweek reported that a South Korean government official stated that North Korea sent
fighter pilots to Vladivostok, Primorsky Krai in September 2024, possibly to train on Russian combat
aircraft that Russia has allegedly supplied to North Korea, or to supplement Russia's pilot shortages.
Thirty-six world leaders, including from the People’s Republic of China (PRC), India, South
Africa, and Iran, arrived in Kazan, Republic of Tatarstan, for the 16th annual BRICS summit held from
October 22 to 24 during which Russia will likely seek to establish mechanisms to enhance its war effort
in Ukraine. UN Secretary General Antonio Guterres, the Taliban’s Minister of Trade and Industry Nooruddin
Azizi, Serbian Deputy Prime Minister Aleksandar Vulin, Turkish President Recep Tayyip Erdogan, and other
world leaders also arrived in Kazan on October 22. Russian President Vladimir Putin met with PRC
President Xi Jinping on the sidelines of the BRICS summit during which both leaders emphasized the
importance of multifaceted Russia-PRC relations while Xi highlighted BRICS as a format for global
strategic cooperation. Putin also met with Indian Prime Minister Narendra Modi and South African
President Cyril Ramaphosa with whom he discussed bilateral ties, the creation of a multipolar world
order, and the use of national currencies in mutual trade settlements. Modi reiterated the need to find
"the earliest possible" peaceful solution to the war in Ukraine and reaffirmed India’s role as a
potential mediator.
Key Takeaways:
• Ukrainian forces conducted a series of drone
strikes on the night of October 21 to 22 targeting distilleries in Russia that reportedly manufacture
products for the Russian military.
• South Korea may be considering directly sending weapons
and intelligence personnel to Ukraine in response to the reported deployment of North Korean troops to
Russia to participate in Russia's war in Ukraine.
• Thirty-six world leaders, including from
the People’s Republic of China (PRC), India, South Africa, and Iran, arrived in Kazan, Republic of
Tatarstan, for the 16th annual BRICS summit held from October 22 to 24 during which Russia will likely
seek to establish mechanisms to enhance its war effort in Ukraine.
• A recent Russian opinion
poll suggests that Russian President Vladimir Putin enjoys widespread support among Russian citizens even
though many do not agree with some of the Kremlin's policies, including about the war.
• Russian forces recently advanced in Kursk Oblast and near Kurakhove and Vuhledar.
• Russian forces conducted multilateral military exercises with international partners. Iran hosted
Russian and Omani naval forces as part of the "IMEX 2024" naval drills, which took place between October
19-20 in the Indian Ocean.
The adoption of the Kazan Declaration on the second day of the BRICS summit in Kazan, Republic of
Tatarstan on October 23 demonstrated that Russia has not yet secured the international support nor
created the alternative security structure that the Kremlin desires. The Kazan Declaration notably only
mentioned Russia's war in Ukraine once. The declaration states that all signatories should act in
accordance with the principles of the UN Charter — including the provision on respect for territorial
integrity — and that BRICS states welcome "relevant" offers of mediation aimed at ensuring a peaceful
settlement of the war through dialogue and diplomacy. Ukraine has emphasized that the "principles of the
UN Charter" is a main avenue through which Ukraine can achieve peace and highlighted the illegality of
Russia's war under international law. The Ukrainian Ministry of Foreign Affairs (MFA) responded to the
Kazan Declaration, stating that it shows that Russia failed to "export" its views on changing the world
order and global security architecture to BRICS summit participant states. The Ukrainian MFA stated that
the declaration also demonstrates that BRICS states are not unified around Russia's war against Ukraine,
likely since many of these countries support the UN Charter's principles. Ukraine's Foreign Intelligence
Service similarly assessed that the BRICS summit will not result in the international community's
approval of an alternative system of international settlements that Russia wants and stated that India,
the United Arab Emirates (UAE), Brazil, and South Africa opposed the transformation of BRICS into an
anti-US coalition.
People’s Republic of China (PRC) President Xi Jinping reiterated the PRC’s
longstanding position calling for de-escalation in Russia’s war in Ukraine and discouraged the
involvement of third parties in the war amid reports of Russia preparing to deploy North Korean troops to
Ukraine. Xi emphasized the need to promote “a rapid de-escalation" of Russia’s war in Ukraine and avoid
“adding fuel to the fire” during the 16th annual BRICS summit in Kazan on October 23. Xi also stated that
BRICS members must prevent the spreading of the war to “third parties” and avoid the escalation of
hostilities. Xi stated that the PRC, Brazil and countries of the Global South created a group of “Friends
of Peace,” which aims to unite voices in support of a peaceful resolution of Russia’s war in Ukraine. Xi
had previously called for de-escalation of the war and attempted to position the PRC as an impartial
third-party mediator for a negotiated peace settlement between Russia and Ukraine. Russia has been
increasingly leveraging partnerships with North Korea and Iran, and Ukrainian President Volodymyr
Zelensky has accused Russia of directly involving North Korea in the war amid reports of North Korean
combat forces training in Russia for possible participation in the war.
Iranian President
Masoud Pezeshkian reiterated Iran’s intentions to increase ties with Russia and the People’s Republic of
China (PRC) at the BRICS Summit in Kazan, Russia, on October 23. NOTE: This text also appears in
ISW-CTP's October 23 Iran Update. Pezeshkian met with Russian President Vladimir Putin to discuss
Russo-Iranian economic and strategic relations on the sidelines of the summit. Pezeshkian stated that the
two officials will finalize and sign memorandums soon, suggesting that both states will sign the new
comprehensive strategic partnership agreement. Putin authorized the signing of the deal on September 18.
It is in Iran’s interests to have a formalized agreement with Russia. Iran presumably will seek greater
international support as Israel’s ground and air offensives on the Gaza Strip and Lebanon have disrupted
some elements of Iran’s proxy network. This disruption is particularly notable given that Hezbollah’s
capabilities — which now appear degraded by Israeli action at a minimum — have long served as Iran’s
principal deterrence against Israeli attack. Russia has discouraged Israeli attack on nuclear facilities,
demonstrating the advantages of strong Iranian relations with Russia. The Pezeshkian administration’s
policy continues former President Ebrahim Raisi’s "neighborhood policy.” This policy is centered on
building relations with regional and extra-regional states, thus demonstrating the administration’s
efforts to mitigate the impact of international sanctions and bolster the Iranian economy. The Iranian
regime calculates that mitigating the impact of sanctions increases domestic stability and regime
credibility. Russo-Iranian cooperation has accelerated since the start of Russia’s offensive campaign in
Ukraine due to Iran’s military support in the war.
Key Takeaways:
• The adoption
of the Kazan Declaration on the second day of the BRICS summit in Kazan, Republic of Tatarstan on October
23 demonstrated that Russia has not yet secured the international support nor created the alternative
security structure that the Kremlin desires.
• People’s Republic of China (PRC) President Xi
Jinping reiterated the PRC’s longstanding position calling for de-escalation in Russia’s war in Ukraine
and discouraged the involvement of third parties in the war amid reports of Russia preparing to deploy
North Korean troops to Ukraine.
• Iranian President Masoud Pezeshkian reiterated Iran’s
intentions to increase ties with Russia and the People’s Republic of China (PRC) at the BRICS Summit in
Kazan, Russia, on October 23.
• Russian forces have made significant tactical advances into
and around Selydove in recent days, but the Russian military command's apparent focus on securing
Selydove has come at the expense of Russian forces' ability to sustain a meaningful offensive drive
directly on Pokrovsk — Russia's self-defined operational objective on this sector of the front.
• The Pentagon and White House confirmed the deployment of North Korean troops to Russia.
• Russia and Belarus announced plans to conduct the “Zapad-2025” command staff exercise on an
unspecified date in 2025 against the backdrop of deepening Russian-Belarusian security integration within
the Union State framework.
• Ukrainian and Russian forces recently advanced in Kursk
Oblast.
• Russian forces recently advanced near Kupyansk, Pokrovsk, and Vuhledar.
• The Russian military is reportedly coercing Russian conscripts into contract service in the Russian
military by issuing enlistment bonuses to conscripts who never signed military service contracts with the
Russian Ministry of Defense (MoD).
Russian President Vladimir Putin failed to deny the presence of North Korean military personnel in Russia
on October 24, amid official Ukrainian reports that the first North Korean military units arrived in
Kursk Oblast on October 23. Ukraine's Main Military Intelligence Directorate (GUR) reported on October 24
that the first units of North Korean personnel arrived in Kursk Oblast on October 23. The GUR reported
that the North Korean personnel trained at the Baranovsky military training ground in Ussuriysk,
Primorsky Krai; the Donguz military training ground in Ulan-Ude, Republic of Buryatia; the
Yekaterinoslavsky military training ground in Yekaterinslavka, Amur Oblast; the 248th military training
ground in Knyazye-Volkonskoye, Khabarovsk Krai; and the 249th military training ground in Primorsky Krai.
The GUR reported that the Russian military spent several weeks coordinating with the North Korean
military units. The GUR reported that North Korea has transferred roughly 12,000 North Korean personnel,
including 500 officers and three generals, to Russia and that Russian Deputy Defense Minister Colonel
General Yunus-Bek Yevkurov is responsible for overseeing the training and adaptation of the North Korean
military personnel. The GUR noted that the Russian military is providing ammunition and other personal
kit to the North Korean personnel. Russian President Vladimir Putin responded to a question at a press
conference after the BRICS summit in Kazan, Republic of Tatarstan, regarding recently released South
Korean intelligence satellite imagery reportedly showing North Korean troops in Russia. Putin wryly
responded that "photos are a serious thing" and "reflect something." Putin reiterated the mutual defense
article in the Russian-North Korean strategic partnership agreement with North Korea, announced in June
2024 and officially ratified by the Russian State Duma on October 24, 2024.
Belarusian
President Alexander Lukashenko strongly hinted that Belarusian forces will not fight in Ukraine and
appeared to question Russian President Vladimir Putin's likely efforts to introduce North Korean forces
into Russia's war against Ukraine in the process. Lukashenko answered a question from the BBC on October
23 about reports of North Korean troops going to fight alongside Russian forces in Ukraine, claiming that
these reports are "rubbish," that Russian President Vladimir Putin would "never try to persuade" another
state to involve its army in Russia's war in Ukraine, and that the deployment of armed forces from any
state – including from Belarus – to the frontline in Ukraine would be a "step towards the escalation" of
the war. Lukashenko claimed that if "we" (Belarussians) got involved in the war, this would be the "path
to escalation" and that NATO would deploy forces to Ukraine in response to another country's involvement.
Lukashenko continued to deny that Belarus was involved in the Russia's launch of its full-scale invasion
of Ukraine in part from Belarussian territory. Lukashenko also gave an interview on October 23 to Russian
state-run TV channel Rossiya 1 in which he claimed that he did not think that the Russian leadership or
military needs North Korean troops as there are enough Russian forces on the front and Russia has
significant mobilization resources. Lukashenko claimed that Moscow understands that the deployment of
North Korean forces to the war would be "undesirable for Russia" and that the West will respond by
sending NATO troops to Ukraine. Kremlin newswire TASS notably did not report on Lukashenko's statements
about how the use of North Korean forces in Russia's war against Ukraine is not in Russia's interests and
only reported on his claims that NATO would deploy troops to Ukraine in response to the participation of
North Korean forces in the war.
The Kremlin is reportedly attempting to portray the BRICS
summit in Kazan, Republic of Tatarstan as evidence of widespread international support for Russia –
especially to domestic audiences in Russia. Russian opposition outlet Meduza reported on October 24 that
it reviewed the Russian Presidential Administration's manual to Russian state media and propagandists
with guidelines about how to frame the ongoing BRICS summit in Kazan. The manual reportedly highlighted
three themes: Russian President Vladimir Putin is the "informal lead of the world majority," Western
elites are "panicking," and "anxiety" is prevalent in the West generally. The Kremlin reportedly told
media outlets to report that the BRICS summit "has the world's attention" and proves that "attempts to
isolate" Russia after its full-scale invasion of Ukraine have "failed." Meduza reported that media
outlets are supposed to highlight how Putin establishes "strategic ties that are not limited to one
direction" in contrast to the West's alleged "fleeting alliances" (NATO celebrated its 75th anniversary
this year). Russian state media and propagandists recently published articles highlighting many of these
themes, sometimes even word for word as reportedly written in the manual." Russian opposition outlet
Verstka reported on October 24 that pro-Russian bots on Russian social media site VKontakte (VK) have
left over 10,000 comments in two days about the BRICS summit – reportedly one of the largest Kremlin bot
efforts recently. The bots were promoting the idea that Russia is not internationally isolated, that
BRICS' influence is growing, that anti-Russian sanctions are decreasing in importance, and that Russian
forces are achieving successes in Ukraine. A Russian insider source claimed on October 24 that
unspecified Kremlin-linked sources stated that BRICS states largely do not support Russia's position on
its war in Ukraine, forcing the Kremlin to push this topic into the background in order to achieve some
kind of "serious international association." The insider source claimed that multiple meetings during the
summit discussed the People's Republic of China's (PRC) and Brazil's peace proposals – which favor Russia
– but that these discussions "ultimately led to nothing." ISW assessed on October 23 that the adoption of
the Kazan Declaration on the second day of the BRICS summit demonstrated that Russia has not yet secured
the international support nor created the alternative security structure that the Kremlin desires.
Key Takeaways:
• Russian President Vladimir Putin failed to deny the presence of North
Korean military personnel in Russia on October 24, amid official Ukrainian reports that the first North
Korean military units arrived in Kursk Oblast on October 23.
• Belarusian President Alexander
Lukashenko strongly hinted that Belarusian forces will not fight in Ukraine and appeared to question
Russian President Vladimir Putin's likely efforts to introduce North Korean forces into Russia's war
against Ukraine in the process.
• The Kremlin is reportedly attempting to portray the BRICS
summit in Kazan, Republic of Tatarstan as evidence of widespread international support for Russia –
especially to domestic audiences in Russia.
• Russian President Vladimir Putin attempted to
project Russian confidence in the Russian military's ability to repel the Ukrainian incursion into Kursk
Oblast at a press conference after the BRICS summit on October 24.
• Ukrainian authorities are
investigating another execution of Ukrainian prisoners of war (POWs) by Russian forces in the Pokrovsk
direction against the backdrop of Russian forces' increasingly frequent POW executions across the
theater.
• Ukrainian forces recently advanced in Kursk Oblast and near Toretsk and
Pokrovsk.
• Russian forces recently advanced near Kreminna and Siversk.
• The
Russian Ministry of Internal Affairs (MVD), Ministry of Defense (MoD), and Rosgvardia reportedly each
have their own Akhmat units that perform different functions in different sectors of the front and
rear.
Ukrainian President Volodymyr Zelensky warned that Russia will imminently deploy North Korean forces to
unspecified combat zones on October 27 and 28, as Russian and North Korean officials continued to issue
vague yet suggestive statements regarding the possible presence of North Korean troops in Russia.
Zelensky stressed that Russia's involvement of North Korean forces in combat is an escalatory step and
urged the international community to apply pressure on Moscow and Pyongyang. Dutch Defense Minister Ruben
Brekelmans confirmed on October 25 that Dutch intelligence assesses that Russia is deploying at least
1,500 North Korean forces likely to Kursk Oblast. Ukraine’s Main Military Intelligence Directorate (GUR)
published an intercepted audio recording on October 25 in which elements of the Russian 810th Naval
Infantry Brigade (Black Sea Fleet, Southern Military District ) operating in Kursk Oblast reportedly
expressed concerns about the ability of North Korean troops to adjust to Russian command culture and
language upon their deployment to the region. A spokesperson of a Ukrainian air assault brigade operating
in the Kursk direction stated that Ukrainian forces have not yet observed North Korean troops in Kursk
Oblast and emphasized that North Korean forces do not have experience fighting in large-scale,
technologically-driven wars. Head of Ukraine’s Center for Military Legal Research Oleksandr Mysyenko
stated on October 25 that Russia’s efforts to directly involve North Korean forces in the war are
ultimately indicative of Russia's inability to recruit sufficient personnel amid systematic yet likely
unsuccessful attempts to recruit volunteers domestically.
North Korean Vice Foreign Minister
Kim Jong Gyu failed to deny reports of North Korean troop deployments to Russia but claimed that such
deployments would be in line with principles of international law. Russian President Vladimir Putin once
again failed to deny the presence of the North Korean troops in Russia during an interview with Russian
state TV channel Rossiya 1 on October 25 following the conclusion of the BRICS summit in Kazan, Republic
of Tatarstan and stated that it is Russia’s sovereign decision to activate the Treaty on Comprehensive
Strategic Partnership between Russia and North Korea signed on June 18, 2024. Russian Deputy Foreign
Minister Sergei Ryabkov similarly claimed that the provision of military assistance under the treaty is a
signal of deterrence and that military assistance will be activated only in the event of “aggression”
against any of the parties to the treaty. The participation of North Korean troops in combat operations
in Kursk Oblast or frontline areas in Ukraine would make North Korea an active combatant and belligerent
in Russia's war in Ukraine. The Kremlin may be setting information operations to accuse Ukraine of being
the aggressor in Russia's invasion of Ukraine to justify its use of North Korean forces as combatants in
its war.
Russian President Vladimir Putin signaled that Western “Ukraine fatigue” is
encouraging Russia to continue its full-scale invasion of Ukraine and pursue its theory of victory
predicated on Russia outlasting Western support for Ukraine. Putin responded to a question during an
interview with Russian state TV channel Rossiya 1 on October 25 following the conclusion of the BRICS
summit in Kazan, Republic of Tatarstan on whether exhausted Ukrainian troops, Western war fatigue, or
Russian military’s power is contributing to the success of Russian theater-wide offensive operations.
Putin responded by stating that Russia should continue to double down on its war effort in Ukraine and
not pay attention to discussions of the enemy's fatigue. Putin added that the West is “beginning to
realistically assess the situation around Ukraine” and “change its rhetoric” about the need for Russia’s
“strategic defeat,” and that Russia can “only praise” the West for this rhetorical shift away from
complete Russian defeat in Ukraine. Putin later stated in the interview that any outcome of Russia’s war
in Ukraine must be in Russia’s favor and be based on the "realities on the battlefield," indicating that
Russia remains committed to its original goal of forcing the Ukrainian government to capitulate and
destroying Ukraine’s statehood and military and that Western hesitance in support for Ukraine only
encourages Russia's commitment to this goal. ISW continues to assess that Putin’s theory of victory rests
on a critical assumption that the West will abandon Ukraine to Russian victory, either of its own accord
or in response to Russian efforts to persuade the West to do so, and that it is far from clear that the
West will do so.
Key Takeaways:
• Ukrainian President Volodymyr Zelensky warned
that Russia will imminently deploy North Korean forces to unspecified combat zones on October 27 and 28,
as Russian and North Korean officials continued to issue vague yet suggestive statements regarding the
possible presence of North Korean troops in Russia.
• Russian President Vladimir Putin
signaled that Western “Ukraine fatigue” is encouraging Russia to continue its full-scale invasion of
Ukraine and pursue its theory of victory predicated on Russia outlasting Western support for Ukraine.
• Putin also continued to exaggerate Russian progress in Kursk Oblast, likely in an attempt to
reassure domestic audiences of the Russian military's ability to suppress Ukraine's incursion into Kursk
Oblast.
• Russian President Vladimir Putin promoted former Donetsk People’s Republic (DNR)
“Sparta” Battalion Commander and Plenipotentiary Representative in the Urals Lieutenant Colonel Artyom
Zhoga to the Russian Security Council, likely in an ongoing effort to establish younger, pro-war figures
within the Kremlin.
• Kremlin Spokesperson Dmitry Peskov claimed that Russia does not seek to
“influence” elections of other countries "unlike the West" amid continued evidence to the contrary.
• Russian authorities swiftly responded to xenophobic riots in Korkino, Chelyabinsk Oblast on
October 25, a marked change from Russian authorities' slow and disorganized response to the October 2023
antisemitic riots in the Republic of Dagestan.
• German arms manufacturer Rheinmetall
announced on October 24 that it recently delivered 20 additional Marder infantry fighting vehicles to
Ukraine and noted that Germany financed the delivery of the vehicles.
• Ukrainian forces
advanced near Borki and regained lost territory near Chasiv Yar and Toretsk.
• Russian forces
advanced near Siversk, Pokrovsk, and regained territory near Obukhovka.
• The Kremlin is
continuing to forge new state-affiliated veteran societies and organizations likely in an ongoing effort
to replace veteran organizations that have been critical of Russia’s conduct of war in Ukraine.
Bloomberg reported on October 25, citing South Korean intelligence documents, that a second group of
North Korean soldiers will soon deploy to Russia. Bloomberg reported that it viewed South Korean
intelligence documents from an unspecified date that assessed that the first group of 1,500 North Korean
"elite special forces" had arrived in Vladivostok, Primorsky Krai between October 8 and 13 and that this
first group was part of a planned deployment of roughly 10,000 North Korean soldiers in total. Bloomberg
also reported that the documents assessed that North Korea has sent roughly 8 million rounds of 122mm and
152mm shells to Russia since August 2023, roughly 100 KN-23 Hwasong-11 ballistic missiles, and an
unspecified number of Bulsae-4 anti-tank weapons. Bloomberg, citing two people familiar with the matter,
stated that South Korean officials will share South Korea's assessments about North Korean-Russian
cooperation with NATO officials at an October 28 NATO meeting. The New York Times (NYT), citing one
unnamed Ukrainian official and two unnamed US officials, reported on October 25 that "several thousand"
North Korean soldiers arrived at Kursk Oblast to participate in an upcoming Russian counteroffensive
operation to push Ukrainian forces from their salient in Kursk Oblast. The officials stated that North
Korean forces have not engaged in combat operations yet and that the North Korean forces' task in Kursk
oblast is unclear. The officials noted that a significant contingent of North Korean forces would help
the Russian military to avoid pulling additional forces from eastern Ukraine to participate in
counteroffensive operations in Kursk Oblast. A senior Ukrainian official told the NYT that a maximum
number of 5,000 elite North Korean troops had likely arrived in Russia by October 21. The participation
of North Korean troops in combat operations in Kursk Oblast or frontline areas in Ukraine would make
North Korea an active combatant and belligerent in Russia's invasion of Ukraine.
German arms
manufacturer Rheinmetall announced preparations to open additional defense industrial plants in Ukraine.
Rheinmetall CEO Armin Papperger announced on October 26 that Rheinmetall already opened one plant in
Ukraine that serves as a maintenance and production facility for infantry fighting vehicles and main
battle tanks and is on track to build a powder factory and a munitions manufacturing plant in Ukraine.
Papperger added that Rheinmetall expects to begin the production of the Lynx infantry fighting vehicles
at the recently operational plant in Ukraine by the end of 2024. Rheinmetall also reportedly plans to
open a joint production facility for air defense systems in Ukraine. Rheinmetall announced in March 2024
that it plans to open at least four weapons manufacturing plants in Ukraine.
Key Takeaways:
• Bloomberg reported on October 25, citing South Korean intelligence documents, that a second
group of North Korean soldiers will soon deploy to Russia. • German arms manufacturer Rheinmetall
announced preparations to open additional defense industrial plants in Ukraine. • Russian forces
recently advanced in Glushkovsky Raion, Kursk Oblast and near Pokrovsk and Vuhledar. • Russian
military command is reportedly continuing to commit military specialists to assault operations and
incurring unnecessary losses, likely in an effort to centralize control over Russian forces and maintain
the tempo of Russian offensive operations throughout the theater.
Was sagt die Wagenknecht…. die Russen kriegen von den Iranern Drohnen, Raketen, usw, die Chinesen
liefern die Elektronik und alles mögliche an Ausrüstung, die Nordkoreaner Soldaten, dies alles ohne
Fragen und sogenannte rote Linien. Und die Ukrainer betteln seit Monaten, dass sie Raketen auf
militärische Ziele in Russland richten dürfen, von denen sie täglich mit Bomben und Drohnen attackiert
werden. Israel? verstehe das muss man differenziert betrachten Die Ukrainer können einem echt
leid tun.
>die Russen kriegen von den Iranern Drohnen, Raketen, usw, die >Chinesen liefern die
Elektronik und alles mögliche an >Ausrüstung, die Nordkoreaner Soldaten, dies alles ohne
Fragen >und sogenannte rote Linien.
Ja, aber wenn beide Seiten massiv aufrüsten
kommt es auch nicht zum Frieden. Wie ich schon vor einiger Zeit gesagt habe, du kannst gegen solche
Mächte(Russland, China etc.) auf Dauer, ohne wirklicher Ausrüstung und Armee, keinen Krieg führen. Oder
wie US-Senatoren drauf bestehen "bis zum letzten Mann".
Russia's economy and war effort is coming under increasing strain, which will pose increasingly acute
challenges to Russian President Vladimir Putin's ability to sustain the war over the long term. The
Washington Post reported on October 27 that the Russian economy is "in danger of overheating," noting
that Russia's excessively high military spending has fueled economic growth in a way that has forced
Russian companies to artificially raise their salaries in order to fulfill labor demands by remaining
competitive with Russia’s high military salaries. The Washington Post quoted Russian Central Bank Head
Elvira Nabiullina, who warned in July 2024 that Russia's labor force and production capacity are "almost
exhausted." The Washington Post noted that private Russian companies are struggling to keep up with
Russian military salaries and are increasingly having to offer wages several times higher than the
typical industry averages. ISW has recently reported that Russian regional authorities are significantly
increasing the one-time signing bonuses for Russian contract servicemembers in order to sustain Russia’s
rate of force generation (roughly 30,000 troops per month), which underscores the fact that Russia does
not have an indefinite pool of manpower and must financially and socially reckon with the ever-growing
costs of replenishing its frontline losses via various force-generation avenues. The Washington Post also
noted that Russia's stringent migration policies, particularly after the March 2024 Crocus City Hall
attack, have further depleted Russia's labor pool and amplified economic frictions. This has particularly
become the case as migrant workers are increasingly identifying Russia as a hostile and unattractive
place to relocate for work. ISW has reported at length on the balance that Putin is trying to strike
between catering to his pro-war ultranationalist constituency, which espouses extreme anti-migrant
sentiments, and his practical need to leverage migrant labor both economically and militarily.
Putin very likely assesses that calling another partial mobilization wave, or introducing general
mobilization, will be too costly to his regime, and has therefore resorted to crypto-mobilization efforts
that appear to be placing greater and greater strains on the Russian wartime economy. The recent
appearance of North Korean troops in Russia, and their reported deployment to the combat zone in Kursk
Oblast, further suggests that Putin's entire force-generation system is very tenuous. The costs of
fueling the war will increase as Russia continues to burn through manpower and materiel on the frontline.
Russian resources are finite, and Putin cannot reckon with these costs indefinitely. Russia's economy
will reach a burnout point. That burnout point will inflict great costs on Russian society, which may
force Putin to make major decisions about how to resource Russia’s war or change Russia’s mode of
warfighting to preserve his regime’s stability.
Key Takeaways:
• Russia's economy
and war effort is coming under increasing strain, which will pose increasingly acute challenges to
Russian President Vladimir Putin's ability to sustain the war over the long term.
• Ukrainian
and Russian forces both advanced within the main Ukrainian salient in Kursk Oblast.
• Russian
forces advanced in and near Selydove and northwest of Vuhledar.
• Russian authorities are
using Cossack organizations to militarize Russian children and build out Russia's force generation
reserve in the long term.
NATO Secretary General Mark Rutte announced that South Korean intelligence officials shared evidence with
NATO officials on October 28 that North Korean units are operating in Kursk Oblast. Rutte stated that
senior representatives from South Korea's National Intelligence Service and Ministry of National Defense
and other Western allies shared intelligence assessments during a meeting on the morning of October 28
about North Korea's growing involvement in Russia's invasion of Ukraine. Rutte stated that the deployment
of North Korean forces represented a significant escalation in North Korea's involvement in Russia's
invasion of Ukraine, a breach of United National Security Council (UNSC) resolutions, and a “dangerous
expansion” of Russia's invasion of Ukraine. Rutte, on behalf of NATO, called for Russia and North Korea
to immediately cease these actions and stated that he will meet with South Korean President Yoon Suk Yeol
and Ukrainian Defense Minister Rustem Umerov later on October 28. Ukraine’s Main Military Intelligence
Directorate (GUR) reported on October 27 that Russian forces are transferring North Korean military
personnel along the E38 Kursk-Voronezh highway in vehicles with civilian license plates. Ukraine's
Pivnich (Northern) Operational Command Spokesperson Vadym Mysnyk stated on October 28 that Ukrainian
forces have not engaged North Korean forces in combat or taken North Korean forces as prisoners of war
(POWs), although Ukrainian intelligence has information indicating that North Korean forces have been
transferred to Kursk Oblast. ISW previously noted that the involvement of North Korean troops in combat
operations in Kursk Oblast or frontline areas in Ukraine would make North Korea an active combatant and
belligerent in Russia's invasion of Ukraine.
Ukrainian forces conducted another series of
drone strikes against Russian distilleries on the night of October 27 to 28, reportedly to reduce Russian
aviation capabilities. Voronezh Oblast Governor Aleksander Gusev claimed that falling drone debris
damaged two unspecified industrial enterprises in Anninsky and Novokhopersky raions. Geolocated footage
shows a fire in Krasnoye, Novokhopersky Raion. Russian opposition outlet Astra reported that Ukrainian
drones struck the Ethanol Spirit distillery in Krasnoye. Ukrainian Center for Countering Disinformation
Head Andriy Kovalenko posted footage of a drone strike against a distillery in Krasnoye and noted that
Russian distilleries produce rocket fuel and fuel for aviation brake systems, technical needs, and
anti-icing agents. Kovalenko stated that Ukrainian strikes against Russian distilleries are meant to
reduce Russian aviation capabilities. Ukrainian forces conducted a series of drone strikes on the night
of October 21 to 22 targeting distilleries in Tula Oblast.
Key Takeaways:
• NATO
Secretary General Mark Rutte announced that South Korean intelligence officials shared evidence with NATO
officials on October 28 that North Korean units are operating in Kursk Oblast.
• Ukrainian
forces conducted another series of drone strikes against Russian distilleries on the night of October 27
to 28, reportedly to reduce Russian aviation capabilities.
• Russian President Vladimir Putin
briefly acknowledged Russia's labor shortages on October 28, but highlighted Russia's low unemployment
rates in an attempt to reframe this challenge in a beneficial light and claim that the Russian economy is
able to sustain a long war in Ukraine.
• The Moldovan Constitutional Court stated it that it
will review the results of the October 20 European Union (EU) referendum on October 31, and the third
runner up in the first round of the presidential election announced that he would not endorse a candidate
in the runoff.
• Georgian civil society, opposition, and international election observers
continue to reject the results of the 2024 Georgian parliament elections amid a large-scale demonstration
in Tbilisi on October 28.
• Russian forces recently marginally advanced near Kupyansk,
southeast of Pokrovsk, and southwest of Donetsk City.
The rate of Russian advances in Ukraine has increased in recent weeks but remains slow and consistent
with positional warfare rather than with rapid mechanized maneuver—emphasizing how generally stagnant
Russian advances have been after over two and half years of war. Recent Western reporting linking the
Russian rate of advance in September 2024 with Russian advances at the start of the war is highly
misleading. ISW assesses that Russian forces advanced at an average rate of 1,265 square kilometers per
day in March 2022—roughly 90 times the roughly 14 square kilometers that ISW calculates that Russian
forces have taken per day in September 2024. Rapid Russian advances deep into Ukrainian territory,
including the temporary seizure of large portions of Kyiv, Chernihiv, Sumy, and Kharkiv oblasts
characterized the first month of the Russian full-scale invasion, whereas more recent Russian advances
have been characterized by small-scale, localized, tactical advances. Russian forces have been making
gains in eastern Ukraine recently, but comparing those gains to the initial deep Russian penetration into
Ukraine at the start of the war misleadingly frames these most recent advances. For example, Russian
forces seized the settlement of Vuhledar as of October 1, 2024, have continued to advance north and
northwest of Vuhledar, and have made significant tactical gains in and near Selydove (southeast of
Pokrovsk) over the course of the past week. These respective advances are tactically significant but do
not represent a general increase in the pace of Russian advances across the frontline, much of which
remains relatively stagnant, nor are they within two orders of magnitude of the rate of Russian advance
in the first stage of the war. The current rate of Russian advances is consistent, rather, with ISW's
recent assessment that the Russian command has likely ordered Russian forces to significantly increase
their tempo of mechanized attacks throughout the theater before the full onset of muddy ground conditions
in the fall months.
Russian officials and milbloggers are conducting information operations
that falsely portray the Georgian opposition's peaceful and legal challenges to the conduct of the
October 26 parliamentary election results as a Western- and Ukrainian-sponsored illegal coup d'état.
Russian state media claimed on October 29 that the West is supporting the transfer of Ukraine-trained
snipers to Georgia in order to organize false flag provocations and trigger a pro-Western coup akin to
the Ukrainian Revolution of Dignity that started in 2013, which Russian actors have often labeled a
Western-instigated illegal coup. Russian Security Council Deputy Chairperson Dmitry Medvedev called on
October 28 for the arrest of Georgian President Salome Zourabichvili, falsely claiming that she “called
for a coup.” Kremlin Spokesperson Dmitry Peskov and Russian Ministry of Foreign Affairs (MFA)
Spokesperson Maria Zakharova baselessly suggested that the West ordered the opposition protests, which
they claim are trying to destabilize Georgia. Russian milbloggers also widely claimed that the West and
Ukraine are sponsoring a revolution via the Georgian opposition and Zourabicvhili and that Georgian
opposition reports of Russian interference in the Georgian elections are false, Western-backed talking
points.
The Russian information space continues to closely echo the rhetoric of the ruling
Georgian Dream party. Georgian Prime Minister Kobakhidze rejected the claims of election irregularities
on October 28, and Georgian Dream member of parliament and Vice-Speaker of Parliament Nino Tsilosani
claimed on October 29 that the opposition is attempting to organize a coup. ISW previously assessed that
Georgian Dream’s rhetoric has increasingly echoed that of the Kremlin, particularly the Kremlin's
narratives that aim to justify Russia's violation of the territorial integrity and sovereignty of
post-Soviet countries that seek greater Western integration, including Georgia, Moldova, and Ukraine.
Key Takeaways: • The rate of Russian advances in Ukraine has increased in recent weeks but
remains slow and consistent with positional warfare rather than with rapid mechanized
maneuver—emphasizing how generally stagnant Russian advances have been after over two and half years of
war. • Russian President Vladimir Putin attempted to use an annual Russian nuclear deterrence
exercise to further boilerplate nuclear saber-rattling information operations that aim to influence
Western decision making. • Recent Russian polling suggests that Russian domestic support for local
government entities has somewhat declined over the past year, most likely in response to increased
crypto-mobilization force generation efforts at the regional level. • Russian officials and
milbloggers are conducting information operations that falsely portray the Georgian opposition's peaceful
and legal challenges to the conduct of the October 26 parliamentary election results as a Western- and
Ukrainian-sponsored illegal coup d'état. • The Georgian protests have been peaceful and legal - far
from the Russian claims of an illegal coup. • These concerted Russian efforts to baselessly
discredit the Georgian pro-Western opposition and civil society are part of a common Kremlin tactic aimed
at framing the valid and legal concerns of pro-Western political entities in the post-Soviet space as
illegitimate and violent. • Ukrainian forces recently advanced in Toretsk, and Russian forces made
advanced near Kupyansk, Pokrovsk, Kurakhove, and southwest of Donetsk City. • The Russian Ministry
of Defense (MOD) continues to rely on Russia's prison population to replace depleted Russian units on the
frontline.
Western intelligence officials reportedly stated that North Korean troops are in an unspecified area in
occupied Ukraine. CNN, citing two unspecified Western intelligence officials, reported on October 30 that
a small number of North Korean personnel are in occupied Ukraine but did not specify their location — the
first such confirmation from Western sources. The intelligence officials stated that they expect the
number of North Korean personnel in Ukraine to grow as they complete training in Russia. Ukrainian and
South Korean officials reported in early October 2024 the presence of a limited number of North Korean
personnel in occupied Donetsk City, mainly engineering personnel, who were likely repairing or somehow
improving the quality of a large amount of low-quality ammunition that North Korea provided to the
Russian military. The reports from Western intelligence officials could refer to the same group of North
Korean personnel or similar specialists conducting engineering work in occupied Ukraine. Financial Times
reported on October 30 that senior unspecified Ukrainian intelligence officials have stated that Russian
authorities transferred about 3,000 North Korean personnel to western Kursk Oblast from other areas in
Russia in civilian vehicles and that the group consisted of a few hundred special forces servicemembers
and regular troops. North Korean Foreign Minister Choe Son Hui visited Russia on October 29 but did not
specify the purpose of the visit. AP, citing South Korean intelligence, reported on October 29 that Choe
might have visited Russia to discuss the deployment of additional North Korean troops to Russia. Russian
Foreign ministry Spokesperson Maria Zakharova claimed that the arrival of the North Korean foreign
minister was pre-planned, in line with Russia–North Korea cooperation.
Ukrainian President
Volodymyr Zelensky highlighted enhanced Ukraine–South Korea cooperation amid since-retracted reports that
South Korea would consider providing direct military assistance to Ukraine. Zelensky reported on October
29 that he had discussed enhanced intelligence cooperation with South Korean President Yoon Suk Yeol in
order to develop an action plan and propose a set of countermeasures in response to Russian and North
Korean escalation of the war. Zelensky announced that the two countries will soon exchange delegations to
coordinate their actions and that they will involve common partners in their proposed intelligence
cooperation. South Korean news outlet The Dong-A Ilbo reported on October 30 that the South Korean
government was considering providing 155mm artillery shells directly to Ukraine, but the South Korean
presidential office denied these reports, stating that Ukrainian officials have not requested such
assistance.
Key Takeaways:
• Western intelligence officials reportedly stated that
North Korean troops are in an unspecified area in occupied Ukraine.
• Ukrainian President
Volodymyr Zelensky highlighted enhanced Ukraine-South Korea cooperation amid since-retracted reports that
South Korea would consider providing direct military assistance to Ukraine.
• The Kremlin is
reportedly struggling to prepare for the September 2026 Russian State Duma elections campaign due to
uncertainty about the course of the war in the Ukraine, suggesting that the Kremlin is not confident that
Russia will be able to win the war over the next two years.
• The Kremlin simultaneously
continues to militarize various levels of Russian government, likely in preparation for long-term war
efforts in Ukraine and confrontation against NATO despite the reported lack of preparation for the Duma
elections.
• The US Treasury and State departments sanctioned nearly 400 entities and
individuals from over a dozen countries on October 30 in one of the largest concerted efforts to address
Russian sanctions evasions via third parties to date.
• Ukrainian forces recently regained
positions near Pokrovsk.
• Russian forces recently advanced in Kursk Oblast and near Kreminna,
Chasiv Yar, Pokrovsk, and Kurakhove.
• Russian occupation authorities continue to advertise
Russian military service to civilians in occupied Ukraine.
North Korea and Russia signed an agreement on October 30 to cooperate in the sphere of digital
communications — the latest development in Russian-North Korean cooperation likely aimed at enhancing the
Kremlin's digital authoritarianism tools to increase domestic repressions. The North Korean Ministry of
Information Technology and the Russian Ministry of Digital Development, Communications, and Mass Media
signed a cooperation agreement on October 30 that includes cooperation in the fields of communications,
information technology, and digital development. Russia and North Korea signed an agreement on joint work
between the Russian and North Korean prosecutor generals' offices in July 2024, after which Russian
Prosecutor General Igor Krasnov stated that Russia wanted to learn about North Korean judicial practice,
particularly in the spheres of communication and information technology. ISW previously assessed that the
North Korean-Russian judicial agreement was likely part of Kremlin efforts to increase Russia's arsenal
of domestic control methods and consolidate control over the Russian information space, including via
messaging platforms and virtual private network (VPN) services. The details of the October 30 digital
communications agreement are unclear, but it is likely similarly aimed at increasing Russia's tools for
domestic information space repression.
The South Korean government reportedly intends to send
an unspecified number of South Korean personnel to Ukraine to monitor North Korean troops. South Korean
newspaper Hankyoreh reported on October 31 that a senior South Korean presidential office official stated
on October 30 that South Korea has a "legitimate need" to analyze North Korean military activities in the
war in Ukraine and "feels the need" to establish a team to monitor North Korean troops and the
battlefield situation. South Korean Defense Minister Kim Yong-hyun reportedly stated on October 31 that
the South Korean defense minister can make the decision about the monitoring team's deployment without
parliamentary approval. South Korea's Yonhap News Agency reported on October 22 that a South Korean
government source stated that South Korea was considering sending South Korean military personnel, likely
from intelligence units, to Ukraine to monitor North Korean forces' tactics and combat capabilities and
to question captured North Koreans. Ukrainian President Volodymyr Zelensky stated on October 29 that he
discussed enhanced intelligence cooperation with South Korean President Yoon Suk Yeol.
Key
Takeaways:
• North Korea and Russia signed an agreement on October 30 to cooperate in the
sphere of digital communications — the latest development in Russian-North Korean cooperation likely
aimed at enhancing the Kremlin's digital authoritarianism tools to increase domestic repressions.
• The South Korean government reportedly intends to send an unspecified number of South Korean
personnel to Ukraine to monitor North Korean troops.
• Russian President Vladimir Putin
continues to communicate that he is uninterested in a negotiated ceasefire and is committed to achieving
his goal of destroying Ukrainian statehood.
• Ukraine's Western partners continue to provide
military aid to Ukraine and ensure future aid provisions over the long-term.
• The Russian
military command continues to commit seriously wounded personnel to highly attritional infantry-led
“meat” assaults in the Kurakhove direction as Russian President Vladimir Putin attempts to posture
himself as deeply concerned with the medical treatment of Russian veterans.
• The Moldovan
Constitutional Court confirmed on October 31 the passing of the October 20 European Union (EU) referendum
with a 50.72 percent turnout rate.
• Russian forces recently advanced near Kupyansk, Svatove,
Pokrovsk, Kurakhove, and Vuhledar, and Ukrainian forces recently regained lost positions near
Kurakhove.
North Korea Joins Russia's War Against Ukraine: Operational and Strategic Implications in Ukraine and
Northeast Asia
North Korea has deployed a contingent of troops to Russia in support of
Russia's war in Ukraine —the latest development in intensified cooperation between the two countries
since Russia's full-scale invasion of Ukraine in February 2022. The Kremlin is likely to leverage North
Korean manpower to support its ongoing offensive efforts and offset requirements of Russia's domestic
force generation capacity. The impacts of the deployment of North Korean troops into the Ukrainian
theater of operations extend far beyond the battlefield in Ukraine, however. Pyongyang likely hopes that
North Korean military personnel will gain combat experience in the conditions of contemporary war —
experience that it may hope to apply to future conflicts it may fight. The alignment between North Korea
and Russia poses the distinct possibility of threatening the long-term stability of the Korean Peninsula
and the broader Asia-Pacific region.
Key takeaways:
• The implications of a
long-term alignment between Russia and North Korea extend far beyond the battlefield in Ukraine and may
have long-term impacts on the stability of the Korean Peninsula and Asia-Pacific region.
• The
war in Ukraine will change the character of all future wars, and Pyongyang has evidently identified this
fact as a vital learning opportunity for its forces. North Korea's military has not experienced
large-scale conventional combat since 1953 and understands that its doctrine is unprepared to fight in a
modern war, especially against a sophisticated adversary such as South Korea.
• North Korea
likely hopes that its forces will have the opportunity to refine offensive doctrine, test their weapons
systems against a Western-provisioned adversary, gain command and control experience, and learn how to
operate drones and electronic warfare (EW) systems on the modern battlefield. Pyongyang likely hopes that
any skills its troops learn in the Ukraine war will give it an offensive edge in future conflicts,
including on the Korean Peninsula.
• The actual ability of North Korean forces to absorb,
disseminate, and institutionalize lessons learned on the battlefield is entirely contingent on how the
Russian command uses North Korean manpower. If Russia uses North Korean personnel as "cannon fodder," the
casualties that North Korean troops are sure to accrue will undermine whatever battlefield lessons
Pyongyang hopes to learn.
• North Korea may be using its increasing alignment with Russia to
reduce its reliance on the People's Republic of China (PRC), therefore reducing Beijing’s leverage over
the North Korean regime. A reduction of PRC leverage over North Korea will likely reduce the stability of
the Korean Peninsula and endanger the broader Asia-Pacific region, because the PRC uses its leverage to
restrain North Korea’s aggression.
• North Korea’s recent partnership agreement and
strengthening relations with Russia may help it advance the development of its nuclear weapons program,
even if Russian aid does not take the form of direct technical assistance to the program.
• Pyongyang may be trying to secure Russian defense commitments in the case of a conflict on the Korean
Peninsula as part of the larger quid pro quo for committing such a large contingent of North Korean
troops to an entirely foreign conflict. The 2024 Russia-North Korea mutual defense agreement may allow
Russia to avoid committing troops to an inter-Korean war, however.
• North Korea’s defense
agreement with Russia increases the credibility and effectiveness of its threats and coercion toward
South Korea.
Patriarch Kirill, head of the Kremlin-controlled Russian Orthodox Church Moscow Patriarchate (ROC MP),
highlighted ongoing social and ideological divides within Russian society while reiterating boilerplate
justifications for the war in Ukraine during a speech on October 31. Kirill offered his assessment of the
main external and internal threats to the Russian state during a meeting of the Bureau of the Presidium
of the World Russian People's Council, which include ethno-religious conflict, migration, and Russia's
ongoing invasion of Ukraine. Kirill noted that while the war in Ukraine is the "most pressing threat" to
the Russian state, some people within Russian society "prefer to ignore" what is happening on the
frontline in Ukraine and the struggles of people who live in Russian border areas closer to the combat
zone. Kirill criticized Russians who are unwilling to "give up their personal comforts" and who are
relying on "frivolous entertainment" to distract them from the reality of the war.
Kirill's
rebuke of Russians who are apathetic and disinterested in the war suggests that the Kremlin may be
increasingly concerned about the sustainability of Russian society's support for the war. Recent Russian
opinion polls have suggested that support for local Russian government entities and some Kremlin
policies, including the invasion of Ukraine, may be wavering, although Russian citizens continue to
widely support Russian President Vladimir Putin. Additional polling has suggested that most Russians,
particularly Russians who have not personally lost family members in Ukraine, are largely apathetic to
the invasion and are able to avoid thinking about the invasion entirely as long as it does not personally
affect them. The Kremlin may be concerned about the growing cleavage between Russian citizens who have
been immediately impacted by the invasion and Russians who have successfully insulated themselves and
their families from the invasion. The Kremlin may also be concerned about apathy towards the invasion in
the context of the possible societal reaction to conducting a second wave of mobilization, to which most
Russians remain averse. Kirill has previously acted as a key figure in injecting Kremlin narratives into
the Russian information space, and the Kremlin may be in the early stages of justifying and preparing
Russian society to support a future wave of mobilization.
Kirill also highlighted the growing
trend of brutality and cruelty in the Russian military and attempted to excuse this trend as the
emergence of a “neo-pagan” cult. Kirill stated on October 31 that neo-pagan preachers are trying to
revive paganism and instill a "cult of brute force and cruelty” in Russia. Kirill added that neo-pagans
are introducing a false belief that Christianity discourages personal heroism and valor and that "holy"
Russian servicemen disprove this belief with their conduct, but he then noted that "neo-paganism" is
present in the Russian army. Kirill concluded the segment by criticizing Halloween celebrations in
Russia, and Kirill likely used the occasion to introduce a discussion about Russian servicemen committing
brutal and cruel acts on the frontlines or upon their return to Russia from the frontlines.
ISW has observed numerous instances of Russian military personnel, especially former Wagner Group
fighters, committing gruesome acts against fellow Russian servicemen on the frontlines, Ukrainian forces
and civilians, and Russian citizens upon their return from the frontlines. Russia is likely to see a
significant rise of brutality and cruelty in its communities upon the arrival of more traumatized Russian
servicemen home as long as it continues to brutalize its soldiers; refuses to provide the necessary
psychological assistance to returning veterans; and militarizes its society, educational institutions,
and government.
Russian authorities also continue to identify conflict between ethnic Russians
and minority groups as a critical issue. Kirill identified "issues with migrants" and ethno-religious
tensions as key internal threats to the Russian state during his October 31 speech, and Russian Security
Council Deputy Chairperson Dmitry Medvedev noted on October 31 that Russia needs to address its migration
issues. Medvedev suggested that Russia should introduce "digital migrant profile," which would reportedly
allow Russian authorities to stop foreigners at any time and identify foreigners via electronic
immigration or travel documents. ISW has reported at length on the balance that Putin is trying to strike
between catering to his pro-war ultranationalist constituency, which espouses extreme anti-migrant
sentiments, and his practical need to leverage migrant labor both economically and militarily.
Key Takeaways:
• Patriarch Kirill, head of the Kremlin-controlled Russian Orthodox Church
Moscow Patriarchate (ROC MP), highlighted ongoing social and ideological divides within Russian society
while reiterating boilerplate justifications for the war in Ukraine during a speech on October 31.
• Kirill also highlighted the growing trend of brutality and cruelty in the Russian military and
attempted to excuse this trend as the emergence of a “neo-pagan” cult.
• Russian authorities
also continue to identify conflict between ethnic Russians and minority groups as a critical issue.
• Russian Foreign Minister Sergei Lavrov met with his North Korean counterpart Choe Son-hui in
Moscow on November 1, securing strong affirmations of North Korea's support for Russia amid updated
Western reports on the number of North Korean troops deployed to Russia.
• North Korean troops
are unlikely to present Russia with a long-term solution to its manpower concerns, despite Choe's
comments about Pyongyang's indefinite commitment to Russia's war effort.
• The US Department
of Defense (DoD) announced a new tranche of military assistance valued at $425 million to Ukraine on
November 1.
• Russian federal censor Roskomnadzor failed to enforce its plan to deanonymize
Russian social media accounts by its stated November 1 deadline.
• Ukrainian forces recently
advanced north of Sudzha.
• Both Ukrainian and Russian forces recently advanced within
central Vovchansk. Russian forces recently advanced northeast of Kupyansk and northwest of Kreminna.
• The Russian Ministry of Defense (MoD) introduced a new system on November 1 allowing Russian
veterans and their families to confirm their veteran statuses digitally.
Ukrainian forces have reportedly struck seven Russian radars and air defense systems since the night of
October 20 to 21. A Russian Telegram user, who claims to be an employee of an unspecified branch of the
Russian special services, claimed on November 2 that Ukrainian forces conducted an ATACMS strike against
a Russian S-300/400 air defense system near occupied Mospyne (just southeast of Donetsk City) and that
their sources are still clarifying the damage to the system. The Telegram user claimed that Ukrainian
forces targeted the air defense systems with six ATACMS missiles and that Russian forces downed three of
the missiles. The Telegram user claimed on October 31 that Ukrainian forces struck a Russian "Podlet"
radar station near occupied Cape Tarkhankut, Crimea with a drone on October 23 and that Russian forces
have not evacuated the damaged station for repairs yet. A Ukrainian division posted footage on October 31
purportedly showing a successful Ukrainian strike against a Russian Buk air defense system in an
unspecified frontline area, and the footage showed secondary detonations consistent with a successful
strike against such a system. The Ukrainian General Staff reported on October 25 that Ukrainian forces
struck a Russian Buk-M3 air defense system and destroyed the radar system of another Buk-M2 air defense
system in occupied Luhansk Oblast on the night of October 24 to 25. Official Ukrainian sources reported
that Ukrainian forces also struck a Buk-M2 system in southern Ukraine on October 23 and a Buk-M3 air
defense system on the night of October 20 to 21 in an unspecified frontline area. ISW has previously
observed indications that Russia has struggled to source the microelectronic components necessary to
produce complex weapons and air defense systems due to Western sanctions, and Russia may not be able to
produce or repair a sufficient number of air defense systems to maintain the current density of Russia's
air defense coverage over occupied Ukraine if Ukraine destroys a significant number of Russian systems.
Further degradation of Russia's air defense umbrella, particularly over occupied Ukraine, may impact how
close to the frontline Russian pilots are willing to operate and could limit Russia's ability to
effectively use glide bombs against both frontline areas and rear Ukrainian cities.
South
Korea signaled possible readiness to increase support for Ukraine amid continued Ukrainian intelligence
on the deployment of North Korean forces near the Russian border with Ukraine. South Korean Foreign
Minister Cho Tae-yul stated on November 1 that "all possible scenarios are under consideration" in
response to a question about possibly sending weapons to Ukraine following the deployment of North Korean
troops in Russia. Cho emphasized that South Korea will monitor North Korean troop involvement in Russia
and the "benefits" that North Korea receives from Russia to determine a course of action. Ukraine's Main
Military Intelligence Directorate (GUR) reported on November 2 that Russian forces transferred 7,000
additional North Korean personnel to unspecified areas near the border with Ukraine in the last week
(since about October 26). The GUR reported that Russian forces have armed North Korean soldiers with 60mm
mortars, AK-12 assault rifles, RPK/PKM machine guns, SVD/SVCh sniper rifles, Phoenix anti-tank guided
missiles (ATGMs), and RPG-7 anti-tank rocket launchers and have equipped North Korean forces with some
night vision devices, thermal imagers, and other optical equipment.
Key Takeaways:
• Ukrainian forces have reportedly struck seven Russian radars and air defense systems since the night
of October 20 to 21.
• South Korea signaled possible readiness to increase support for Ukraine
amid continued Ukrainian intelligence on the deployment of North Korean forces near the Russian border
with Ukraine.
• Russian federal censor Roskomnadzor implemented its plan to deanonymize
Russian social media accounts on November 2.
• Ukrainian and Russian forces marginally
advanced north of Sudzha, Kursk Oblast.
• Russian forces marginally advanced north of
Kurakhove in Donetsk Oblast.
• Chechen Republic Head Ramzan Kadyrov claimed to have rescinded
an order for his Akhmat Spetsnaz soldiers to not take Ukrainian servicemembers as prisoners in the war in
Ukraine.
Incumbent Moldova President Maia Sandu has claimed victory in the Moldovan presidential runoff election
held on November 3, 2024. Preliminary results reported by the Moldovan Central Election Commission (CEC)
show that Maia Sandu has won around 55 percent of the vote, defeating Kremlin-friendly presidential
candidate Alexandr Stoianoglo. The Moldovan CEC reported on November 3 that over 54 percent of the
Moldovan electorate voted in the presidential runoff elections compared to the approximately 51 percent
voter turnout during the first election round held on October 20, 2024. The reported voter turnout for
the runoff election is also over the minimum legal turnout requirement of 20 percent. ISW will cover the
final result of the runoff Moldovan presidential elections on November 4 after the Moldovan CEC finishes
counting all votes, including votes from the Moldovan diaspora voters whose votes take longer to count
due to time zone differences.
Moldovan authorities reported extensive Russian interference and
sabotage efforts during the runoff presidential elections held on November 3, 2024, in a likely effort to
favor pro-Kremlin Stoianoglo. Sandu’s National Security Advisor Stanislav Secrieru warned on November 3
of significant Russian interference in the runoff election, noting the organization of voter transport in
Transnistria (which is illegal under Moldovan law); the organization of buses and charter flights from
Russia to polling stations in Azerbaijan, Turkey, and Belarus; the distribution of vouchers to Moldovan
voters in Moscow; and cyberattacks against the Moldova CEC's voter education site. Moldovan Independent
Press Agency IPN reported on November 2 that Russian authorities preemptively transported 150 Moldovan
citizens from Russia to Moldova via Turkey for free in a concerted effort to maximize the voter base of
Kremlin-friendly Stoianoglo. Moldovan authorities also notified numerous Western countries about Russian
efforts to disrupt Moldovan diaspora voting abroad by creating false bomb threats at polling stations.
The Moldovan diaspora notably largely favored Sandu in the first round of the presidential elections.
Moldovan Prime Minister Dorin Recean stated that Moldovans throughout the country had received anonymous
“death threats” through phone calls, likely as part of a scare tactic to sway election results. ISW
previously reported on large-scale Russian intervention efforts in the first round of the 2024 Moldovan
presidential elections in order to enhance the outcome in favor of Stoianoglo and against Moldova’s
European Union (EU) referendum vote, which ultimately passed by a small margin. Sandu stated on October
21 that "criminal groups" and "foreign forces" — likely referring to Russia and Kremlin-linked Moldovan
opposition politician Ilan Shor — used tens of millions of euros to spread propaganda to destabilize
Moldova. Sandu also stated that Moldovan authorities had evidence that the criminal groups wanted to buy
300,000 Moldovan votes during the first round of presidential elections and that the scale of fraud was
"unprecedented.”
Key Takeaways:
• Incumbent Moldova President Maia Sandu has
claimed victory in the Moldovan presidential runoff election held on November 3, 2024.
• Moldovan authorities reported extensive Russian interference and sabotage efforts during the runoff
presidential elections held on November 3, 2024, in a likely effort to favor pro-Kremlin Stoianoglo.
• The Russian Ministry of Defense's (MoD) efforts to centralize control over informal Russian
drone operation units may degrade the effectiveness of Russian drone capabilities.
• Ukrainian
Human Rights Ombudsman Dmytro Lubinets refuted a Russian information operation about prisoner of war
(POW) exchanges aimed at destabilizing Ukrainian society and undermining Ukrainians' trust in their
government.
• Ukrainian Human Rights Ombudsman Dmytro Lubinets refuted a Russian information
operation about prisoner of war (POW) exchanges aimed at destabilizing Ukrainian society and undermining
Ukrainians' trust in their government.
• Russian forces recently advanced near Siversk,
Pokrovsk, Kurakhove, and Vuhledar in Donetsk Oblast.
• A Ukrainian official reported that
Russian naval infantry units cannot be considered “elite” due to a lack of specialized training for new
recruits and because Ukrainian forces have destroyed the main core of the Russian professional army since
the start of the Russian full-scale invasion.
Russian and pro-Kremlin actors launched an information operation on November 4 to discredit incumbent
Moldovan President Maia Sandu’s victory in the Moldovan presidential elections. The Moldovan Central
Election Commission (CEC) confirmed on November 4 that Sandu won 55.35 percent of the vote, defeating
Kremlin-friendly opponent Alexandr Stoianoglo. Numerous world leaders congratulated Sandu on November 3
and 4, and international election observers largely commended the conduct of the elections in spite of
Russian attempts to sway the outcomes against Sandu. Pro-Russian opposition parties and officials
attempted to discredit Sandu’s victory, with the Moldovan Socialist party calling her “an illegitimate
president”; Kremlin-affiliated Moldovan oligarch Ilan Shor telling Russian state TV channel Rossiya-24
that the Moldovan opposition has 'evidence' of mass falsifications in favor of Sandu; and pro-Kremlin
former Moldovan president Igor Dodon telling Kremlin newswire TASS that Sandu only won because of the
Moldovan diaspora vote. The Russian information space, including Russian milbloggers, echoed the words of
the pro-Russian Moldovan opposition claiming that Moldovan elections were controlled by 'European
bureaucrats' and that Moldovans had no agency in determining the outcome of the elections. ISW previously
reported on Russia’s systematic efforts to interfere in the Moldovan election in order to derail the
passage of Moldova’s European Union (EU) referendum and Sandu’s victory.
Key Takeaways:
• Russian and pro-Kremlin actors launched an information operation on November 4 to discredit
incumbent Moldovan President Maia Sandu’s victory in the Moldovan presidential elections.
• Georgian civil society and opposition resumed peaceful demonstrations on November 4 against the
highly contested October 26 Georgian parliamentary elections, calling for continued resistance and
further investigations into large-scale voting irregularities.
• Radio Free Europe/Radio
Liberty's (RFE/RL) Sistema project released an investigation on November 4 detailing Russia's initial
2022 demands for Ukraine's total capitulation, further supporting ISW's long-standing assessment that
Russia has never been willing to engage in good-faith negotiations with Ukraine on any terms but its
own.
• Russian drone and missile strikes against Ukrainian energy infrastructure in Summer
2024 reportedly significantly impacted Ukrainian electrical generation capacity compared to March 2024,
though it is unclear whether Russia had been able to inflict significant further damage on the Ukrainian
energy grid since.
• The Kremlin-awarded founder and director of the prominent Rybar Telegram
channel and social media project attempted to falsely portray himself as a non-Kremlin actor in the
Western media and confirmed the Kremlin’s efforts to establish “media schools” abroad.
• Russian authorities arrested Rosgvardia's Deputy Head of Logistics Major General Mirza Mirzaev for
bribery on November 3.
• Russian forces advanced near Novy Put, Kursk Oblast.
• Ukrainian forces advanced in Kharkiv Oblast and Russian forces advanced in the Kupyansk, Kreminna,
Pokrovsk, Kurakhove, and Vuhledar directions.
• The Russian Ministry of Defense (MoD)
continues attempts to form a cadre of loyal military journalists in an effort to control the pro-war
Russian information space and centralize control over Russia’s war coverage.
The first North Korean forces have likely officially engaged in combat against Ukrainian troops in Kursk
Oblast. Ukrainian Defense Minister Rustem Umerov stated in an interview with South Korean national
broadcaster KBS on November 5 that Ukrainian forces engaged in "small-scale" clashes with North Korean
troops in Kursk Oblast but emphasized that it will take more time for the entire contingent of North
Korean forces to deploy to Kursk Oblast and enter combat. A source in Ukraine's special services also
told Ukrainian outlet Suspilne that the first combat clashes between Ukrainian and North Korean forces
have occurred but stated that these are not "large connections" between Ukrainian and North Korean
forces. Umerov noted that it would be difficult for Ukrainian forces to quickly ascertain North Korean
casualty counts from the initial fighting because North Korean soldiers have been "mixed in" with the
Russian army and are "disguised" as soldiers from the Republic of Buryatia, which notably suggests that
the Russian military is trying to integrate North Korean combat power into the Russian force structure,
as opposed to maintaining separate North Korean units fighting under Russian command. North Korean force
structure under Russia’s command remains unclear, however. Umerov forecasted that more North Korean
personnel will finish deploying within a few weeks once they complete training in the Russian Far East.
Ukrainian President Volodymyr Zelensky estimated on November 4 that there are already 11,000 North Korean
personnel in Kursk Oblast, although the majority of this number is likely not yet on the frontline. ISW
continues to assess that Russia will likely leverage North Korean manpower to first and foremost repel
the Ukrainian incursion into Kursk Oblast, and that in return North Korean troops hope to gain combat and
military-technical experience in the conditions for a contemporary and technologically driven war.
Key Takeaways:
• The first North Korean forces have likely officially engaged in
combat against Ukrainian troops in Kursk Oblast.
• The Kremlin appointed the first-ever "Time
of Heroes" program participant to a federal-level position, furthering its ongoing effort to staff
government positions with pro-war veterans and set long-term conditions for the militarization of Russian
government bodies from local to federal levels.
• Russia launched two Iranian-made satellites
into orbit on November 5 via a Russian space-launch vehicle, furthering a trend of Russian-Iranian
bilateral space cooperation.
• Russian forces recently advanced southeast of Kupyansk,
northwest of Kreminna, in Chasiv Yar, near Toretsk, southeast of Pokrovsk, northeast of Kurakhove, near
Vuhledar, and north of Robotyne.
• Ukrainian forces recently regained lost positions south of
Chasiv Yar.
• The Russian military is struggling to maintain a sufficient number of quality
personnel within traditionally elite forces.
Russian President Vladimir Putin is attempting to shape US President-elect Donald Trump's foreign policy
and achieve another Russia–US reset on Russia's terms. Putin addressed the 21st annual meeting of the
Valdai Discussion Club on November 7 and advocated for a reset of US–Russia relations. Putin implied that
that Trump’s presidential campaign expressed a "desire to restore relations with Russia, to help end the
Ukrainian crisis" and later noted that Russia is open to the "possibility of restoring relations with the
United States." Putin attempted to blame the United States for undermining US–Russia relations, noting
that the United States imposed sanctions and restrictions on Russia, and chose to support Kyiv — without
mentioning that these measures were in response to Russia’s illegal and unprovoked full-scale invasion of
Ukraine. Putin's statement implies that Russia would only accept any reset in US–Russia relations if the
US dropped sanctions and restrictions against Russia and stopped supporting Ukraine — effectively
entirely on terms that benefit Russia at the expense of US interests. Putin reiterated the boilerplate
narrative that NATO is a "blatant anachronism," accused the West of maintaining a bloc-oriented
mentality, and deliberately misrepresented his invasion of Ukraine as NATO's efforts to remain relevant.
Putin attempted to frame BRICS as a non-bloc alternative to NATO and falsely implied that Russia is not
interested in becoming a hegemon, despite the fact that the Kremlin has been forming a new anti-Western
bloc composed of Iran, North Korea, and China.
Key Takeaways:
• Russian President
Vladimir Putin is attempting to shape US President-elect Donald Trump's foreign policy and achieve
another Russia–US reset on Russia's terms.
• A recent failed Russian assault northeast of
Siversk near Bilohorivka prompted outrage from some Russian ultranationalist milbloggers over Russian
command failures and the pervasive Russian military culture of exaggerating battlefield successes.
• A Russian brigade commander and a sniper platoon commander were reported killed in combat
recently in the Kurakhove and Chasiv Yar directions.
• Ukrainian authorities continue to
report systematic Russian executions of Ukrainian prisoners of war (POWs), noting a clear increase in
such executions in 2024.
• Ukrainian strikes on Russia and Western sanctions are reportedly
disrupting Russia's energy industry.
• Russian forces recently advanced near Siversk,
Pokrovsk, and Kurakhove.
• Russian authorities are reportedly creating "fake" non-combat
volunteer battalions in occupied Ukraine and merging them with existing Cossack organizations led by
occupation administrations.
Russian President Vladimir Putin appears to be assuming that US President-elect Donald Trump will defer
to the Kremlin's interests and preferences without the Kremlin offering any concessions or benefits in
return. Putin stated during his November 7 Valdai Club address that he is open to discussions meant to
"restore" US-Russia relations but that the United States must initiate these negotiations, and implied
that Russia will only consider a reset in US-Russia relations if the United States drops sanctions
against Russia and ceases supporting Ukraine – terms that exclusively benefit Russia and offer no benefit
to the United States. Kremlin Spokesperson Dmitry Peskov noted on November 8 that Putin's statement about
negotiating with the United States does not mean that Russia's military goals in Ukraine have changed and
that instead, Russia's goals remain the same. Putin may be attempting to posture himself as reaching out
to Trump, but Putin is signaling to his domestic audiences that the Kremlin is unwilling to concede any
aspect of its maximalist objectives in Ukraine or the wider global arena.
Russian opposition
outlet Meduza reported that the Kremlin issued a manual to state and pro-Kremlin media with instructions
to cover Putin's Valdai statements by highlighting the special role Russia plays in bringing about a
proposed "new world order" and portraying Putin as the "world's greatest leader" whose deep thinking,
"breadth of political thought," and role as the "voice of the global majority and new world order"
distinguish him from Western political leaders, presumably including Trump. Meduza noted that, by
contrast, the manual does not mention reporting Putin's statements about Trump or possible future
negotiations with the United States about the war in Ukraine, even though Putin largely aimed his Valdai
statements at shaping Trump's foreign policy and achieving another reset in US-Russian relations on
Russia's terms.
Putin's proposed "new world order" emphasizes an interconnected international
system without great powers or security blocs, but the Kremlin's actions contradict and undermine his
proposed ideals and principles. Putin presented a six-point plan for his "new world order," which
includes: an openness among states to interact with each other; the absence of universal dogmas; an
accounting for all countries' perspectives when making global decisions; the rejection of security blocs
that unite groups of states; "justice for all," including eradicating xenophobia and intolerance; and the
"sovereign equality" of all states. Putin's proposal ignores the Kremlin's ongoing efforts to increase
its power and influence in neighboring countries, including destabilization efforts in Moldova and
Georgia; courting a group of anti-Western states such as North Korea, the People's Republic of China
(PRC), and Iran; and conducting its illegal and unprovoked war of aggression in Ukraine. The Kremlin
likely aims to use this rhetoric to distract from and provide plausible deniability against the very real
Russian efforts to undermine pro-Western governments and exert its influence internationally, as well as
promote the expansion of BRICS and the so-called "new Eurasian security architecture" that the Kremlin
has created to oppose NATO.
Key Takeaways:
• Russian President Vladimir Putin
appears to be assuming that US President-elect Donald Trump will defer to the Kremlin's interests and
preferences without the Kremlin offering any concessions or benefits in return.
• Putin's
proposed "new world order" emphasizes an interconnected international system without great powers or
security blocs, but the Kremlin's actions contradict and undermine his proposed ideals and principles.
• Putin also acknowledged that Russia is dealing with a serious labor shortage and is largely
reliant on migrants to address it.
• Putin doubled down on an existing information operation
falsely claiming that Ukraine violated its neutral status in an attempt to justify Russia's illegal and
unprovoked invasion of Ukraine.
• Putin notably attempted to downplay Russia's burgeoning
relationship with North Korea during his November 7 Valdai Club statements, likely in an effort to
maintain some semblance of a relationship with South Korea and discourage South Korean support for
Ukraine.
• The Kremlin continues to build its relationship with Venezuela as a means of
consolidating and expanding its influence in the Western hemisphere.
• The Ukrainian General
Staff reported on November 8 that Ukrainian forces recorded 323 cases of Russian forces using ammunition
equipped with chemical agents banned by the Chemical Weapons Convention (CWC) in October 2024 alone.
• Ukrainian forces recently advanced in northern Novoivanovka, Kursk Oblast.
• Russian forces recently advanced south of Chasiv Yar, southeast of Kurakhove, and north of Vuhledar.
• Regional Russian authorities continued to promote the expansion of newly established
regional territorial defense formations by highlighting efforts to recruit women.
Ukrainian forces reportedly struck a Russian naval base in Kaspiysk, Republic of Dagestan for the first
time on November 6 damaging several missile ships of the Russia Caspian Sea Flotilla. Ukrainian media
outlets, citing Ukraine’s military intelligence, reported that the Ukrainian drones struck a naval base
in damaging the Tatarstan and Dagestan Gepard-class frigates (Project 11661) and possibly damaging
several nearby Buyan-class corvettes (Project 21631). Republic of Dagestan Head Sergei Melikov claimed on
November 6 that Russian forces downed a Ukrainian drone over Kaspiysk without specifying the
consequences. Satellite imagery collected on November 6 indicates the presence of three likely Russian
Buyan-class vessels, two likely Buyan-M-class vessels, one likely Tarantul-class vessel, one likely
Gepard-class vessel, and one likely Karakurt-class vessel present on the day of the strike in the port of
Kaspiysk, although the images are insufficient for identifying damage to ships or naval piers. Geolocated
footage published on November 6 shows drones striking near port infrastructure in Kaspiysk.
Key Takeaways:
• Ukrainian forces reportedly struck a Russian naval base in Kaspiysk,
Republic of Dagestan for the first time on November 6 damaging several missile ships of the Russia
Caspian Sea Flotilla.
• Ukrainian authorities reported that Russian forces executed at least
109 Ukrainian prisoners of war (POWs) since the start of the full-scale invasion amid new reports of
Russian executions of Ukrainian POWs.
• Russian forces recently advanced in the Kupyansk,
Svatove, Pokrovsk, Kurakhove, and Vuhledar directions.
• A prominent Russian brigade
commander and official indicated that Russian commanders and civilian leadership explicitly view Russian
military volunteers as expendable resources, consistent with high casualty rates across the frontline.
Russian forces reportedly lost almost 200 tanks, over 650 armored vehicles, and suffered an estimated
80,000 casualties in taking roughly 1,500 square kilometers during a period of intensified Russian
offensive operations in September and October 2024. United Kingdom (UK) Defense Secretary John Healey
told UK outlet The Telegraph on November 9 that UK defense intelligence estimates that Russian casualties
"reached a new high" in October 2024 and that Russian forces suffered an average daily casualty rate of
1,345 troops per day or about 41,980 casualties in October 2024. The UK Ministry of Defense (MoD), citing
data from the Ukrainian General Staff, previously reported that Russian forces suffered a record-high
average daily casualty rate of 1,271 troops per day or about 38,130 casualties in September 2024. Russian
forces have thus suffered an estimated 80,110 casualties over the last two months – roughly 20,000 more
casualties than US forces suffered during almost 20 years of operations in Iraq and Afghanistan. Data
compiled by Oryx founder Jakub Janovsky indicates that Russian forces also lost 197 tanks, 661 armored
personnel carriers (APCs), and 65 artillery systems larger than 100mm throughout the frontline in
September and October 2024. Russian forces seized and recaptured a total of 1,517 square kilometers--an
area less than a third the size of Delaware--throughout Ukraine and Kursk Oblast over the last two months
in exchange for these losses. Russian forces have intensified offensive operations near Kupyansk in
Kharkiv Oblast and Selydove, Kurakhove, and Vuhledar in Donetsk Oblast over the last two months and have
managed to advance at a marginally faster rate than Russian forces have advanced over the last two years.
Russian forces recently seized Vuhledar and Selydove but have yet to make operationally significant
advances, and Russian forces have made most of their advances during this time through open fields and
small settlements.
Russian forces will eventually make operationally significant gains if
Ukrainian forces do not stop ongoing Russian offensive operations, but the Russian military cannot
sustain such loss rates indefinitely, especially not for such limited gains. ISW previously observed data
indicating that Russian forces have lost at least five divisions' worth of armored vehicles and tanks in
Pokrovsk Raion alone since October 2023. Russian forces have likely accumulated a large amount of
equipment in priority frontline areas, but dwindling Soviet-era tank and armored vehicle stockpiles and
current armored vehicle production rates will likely make such losses prohibitive over the longer term.
US Defense Secretary Lloyd Austin stated on October 31 that Russian forces are suffering roughly 1,200
casualties per day or about 36,000 casualties per month, and ISW has recently observed indications that
the Russian military has been struggling to recruit enough soldiers to replace its frontline losses.
Russian President Vladimir Putin notably acknowledged Russia's ongoing labor shortages and dependence on
migrants to meet these labor shortages during his September 7 Valdai Club address, and ISW noted that
Russia also depends on coercing migrants to join the Russian military to meet its manpower requirements.
The Russian military almost certainly cannot indefinitely sustain a daily casualty rate of over 1,200
people so long as Putin remains committed to avoiding another involuntary call-up of reservists. Even an
involuntary reserve mobilization will not resolve the larger problem Putin apparently faces in finding
enough people to work in Russia's industries while also feeding the front.
Key Takeaways:
• Russian forces reportedly lost almost 200 tanks, over 650 armored vehicles, and suffered an
estimated 80,000 casualties in taking roughly 1,500 square kilometers during a period of intensified
Russian offensive operations in September and October 2024.
• Russian forces will eventually
make operationally significant gains if Ukrainian forces do not stop ongoing Russian offensive
operations, but the Russian military cannot sustain such loss rates indefinitely, especially not for such
limited gains.
• Ukrainian forces conducted drone strikes on the Aleksin Chemical Plant in
Tula Oblast on the night of November 8 to 9.
• Russian authorities are reportedly considering
merging Russia's three largest oil companies -- Rosneft, Gazprom Neft, and Lukoil, likely to help Russia
reach more advantageous energy deals with non-Western states.
• Russian authorities arrested a
former Russian Ministry of Defense (MoD) construction official for fraud on November 9.
• The
US Department of Defense (DOD) reportedly stated on November 8 that it will send a "small number" of US
defense contractors to rear areas of Ukraine to repair US-provided weapons and equipment.
• Ukrainian forces recently regained positions near Siversk and Pokrovsk, and Russian forces recently
advanced near Kreminna, Pokrovsk, and Kurakhove.
• Ukraine's Foreign Minister Andrii Sybiha
stated on November 9 that Ukrainian intelligence assesses that Russia will be able to produce 30 percent
more artillery shells than all European Union (EU) countries combined in 2025 should the EU fail to
implement additional measures, such as sanctions, against Russia's defense industrial base (DIB).
Ukrainian forces struck Russian ammunition warehouses in Bryansk Oblast during a large-scale Ukrainian
drone strike against Russia on the night of November 9 and 10. The Ukrainian General Staff reported that
drone operators of the Ukrainian Unmanned Systems Forces and Ukrainian Armed Forces struck Russian
ammunition warehouses at the Russian military's 1060th Logistics Center (formerly Russia's 120th Main
Missile and Artillery Management Arsenal) in Bryansk Oblast, causing initial explosions and secondary
detonations at the facility. Geolocated imagery published on November 9 and 10 shows two large fires
burning near the facility. Russian authorities claimed that Russian forces downed 32 to 34 Ukrainian
drones over Moscow Oblast and that debris from downed Ukrainian drones damaged civilian infrastructure in
Ramenskoye Raion. The Russian Ministry of Defense (MoD) claimed that Russian forces downed 84 Ukrainian
drones over Russia in total, and Russian milbloggers noted that this was one of the largest strikes
against Moscow Oblast since February 2022.
Ukrainian officials continue to report Russian
executions of Ukrainian prisoners of war (POWs). The Ukrainian Prosecutor General's Office reported on
November 9 that it was investigating a video showing Russian forces executing a captured and unarmed
Ukrainian servicemember in violation of the Geneva Convention on POWs. Ukrainian Ombudsman Dmytro
Lubinets stated that he sent a letter to the United Nations (UN) and the International Committee of the
Red Cross (ICRC) concerning the reported war crime. ISW has extensively reported on previous footage and
reports of Russian servicemembers executing Ukrainian POWs and observed a wider trend of Russian abuses
against Ukrainian POWs across various sectors of the front that appeared to be enabled, if not explicitly
endorsed, by individual Russian commanders and unpunished by Russian field commanders.
Key
Takeaways:
• Ukrainian forces struck Russian ammunition warehouses in Bryansk Oblast during a
large-scale Ukrainian drone strike against Russia on the night of November 9 and 10.
• Ukrainian officials continue to report Russian executions of Ukrainian prisoners of war (POWs).
• Russian forces recently advanced in the Pokrovsk direction.
Russian forces are successfully leveraging their recent seizure of Vuhledar to make tactically
significant gains south of Kurakhove in support of ongoing Russian offensive operations that aim to level
the frontline and eliminate the Ukrainian salient in western Donetsk Oblast. Russian forces intensified
offensive operations in western Donetsk Oblast in early September 2024 and are currently attempting to
envelop Kurakhove from the north and south and to level the frontline between Sontsivka (northwest of
Kurakhove) and Shakhtarske (northwest of Vuhledar). Russian forces seized Vuhledar as of October 1 and
have advanced north and northwest of Vuhledar in a series of successful mechanized and infantry assaults
over the last month. Russian forces have also marginally advanced northeast of Vuhledar near Antonivka
and Katerynivka, but ISW is yet to observe confirmation of Russian advances into Yelizavetivka and
further west along the C051104 highway. Russian forces are currently several kilometers south of the
Romanivka-Uspenivka-Sukhyi Yar line — a string to settlements north of Vuhledar that could pose a notable
challenge to Russian forces should Ukrainian forces be able to establish defenses in these settlements.
Russian forces appear to be attempting to bypass this line of settlements, however, as geolocated footage
published on November 10 indicates that Russian forces recently advanced northeast of Dalne (south of
Kurakhove and northwest of Yelizavetivka) and likely hold positions in the fields east and southeast of
Dalne. Russian milbloggers claimed that Russian forces advanced into Dalne itself, but ISW has not
observed visual confirmation of these maximalist claims. Further Russian advances into Dalne and west of
Dalne could force Ukrainian forces to withdraw from positions in the pocket north and northeast of
Vuhledar and allow Russian forces to advance along the C051104 highway relatively uncontested. Such
advances would allow Russian forces to further pressure Ukrainian positions in Kurakhove from the south.
ISW is revising its previous assessment that Russian forces would not likely be able to take advantage of
the seizure of Vuhledar for further offensive operations in western Donetsk Oblast. That assessment was
incorrect.
Key Takeaways:
• Russian forces are successfully leveraging their recent
seizure of Vuhledar to make tactically significant gains south of Kurakhove in support of ongoing Russian
offensive operations that aim to level the frontline and eliminate the Ukrainian salient in western
Donetsk Oblast.
• ISW is revising its previous assessment that Russian forces would not likely
be able to take advantage of the seizure of Vuhledar for further offensive operations in western Donetsk
Oblast. That assessment was incorrect.
• Russian forces reportedly continue to advance in the
Donetsk-Zaporizhia Oblast border area, and Russian advances northwest of Vuhledar and south of Velyka
Novosilka may begin to pressure Ukrainian positions in Velyka Novosilka.
• Russian forces have
advanced in western Donetsk Oblast at a moderate tempo, but Russian forces remain highly unlikely to be
able to conduct rapid mechanized maneuver that could successfully encircle Ukrainian forces.
• Ukrainian and Russian sources stated on November 11 that damage to a dam of the Kurakhivske Reservoir
is causing limited flooding in nearby settlements.
• Ukrainian and Russian sources disagreed
about who was responsible for damaging the dam, but Russian forces reportedly struck the dam in September
2024.
• Russian forces may have struck the dam in order to cause significant, long-lasting
flooding west of Kurakhivske Reservoir that could facilitate Russian efforts to envelop Ukrainian forces
north and south of Kurakhove.
• Kremlin Spokesperson Dmitry Peskov denied on November 11
reports of a recent phone conversation between Russian President Vladimir Putin and U.S. President-elect
Donald Trump.
• Ukrainian forces recently advanced in Kursk Oblast. Russian forces recently
advanced in Kursk Oblast and near Kreminna and Kurakhove.
• Russian regional governments
continue to commit large portions of their social budgets towards payments to Russian veterans, likely as
part of ongoing efforts to incentivize Russian military service.
Russian forces recently advanced during two company-sized mechanized assaults
within and south of Kurakhove in western Donetsk Oblast. Geolocated footage confirms reports that an
explosion damaged the Ternivska Dam at the Kurakhivske Reservoir on November 11. Recent Western and
Ukrainian estimates about the size of the Russian force grouping in Kursk Oblast do not represent a
significant inflection, as Russian forces have spent several months gathering forces for a future
counteroffensive effort to expel Ukrainian forces from Russian territory. Ukrainian military
officials warned that Russian forces may intensify assaults in Zaporizhia Oblast in the near future. Select Russian defense officials appear to be contradicting Russian President Vladimir Putin's recent
assertion that Russia is not interested in forming a unified security bloc against the West. Russian
forces recently advanced near Toretsk and Kurakhove and in Kursk Oblast. The Russian military
reportedly continues to coerce conscripts into signing Russian military service contracts, likely as part
of ongoing crypto-mobilization efforts.
The Kremlin is attempting to dictate the terms of any potential "peace" negotiations with Ukraine in
advance of US President-elect Donald Trump's inauguration. The manner in which the Kremlin is trying to
set its terms for negotiations strongly signals that Russia's objectives remain unchanged and still
amount to full Ukrainian capitulation. The Kremlin does not appear any more willing to make concessions
to the incoming Trump administration than it was to the current administration. Lavrov's pre-emptive
rejection of the potential suggestion to freeze the current frontline further indicates that Russia is
not interested in softening its approach or demands in negotiations and maintains its objective of total
Ukrainian capitulation, which Russian President Vladimir Putin explicitly outlined in June 2024. Ukrainian security services reportedly assassinated a Russian Black Sea Fleet (BSF) official in
occupied Crimea on November 13. Russian President Vladimir Putin and Russian oil executives
reportedly rejected a proposal to merge Russia's three largest oil companies. Contradictory reporting on
the proposed Russian oil merger highlights a possible factional struggle between close affiliates of
Putin and Russian energy executives. South Korean and US intelligence separately confirmed that
North Korean troops have deployed into combat alongside Russian forces in Kursk Oblast. Russian
forces recently advanced near Toretsk, Kurakhove, and Vuhledar and in the Donetsk-Zaporizhia Oblast
border area, and Ukrainian forces recently regained positions near Chasiv Yar. Russian forces
continue to heavily rely on refurbished tanks and armored vehicles pulled from storage to replace vehicle
losses during ongoing combat operations, but likely will not be able to sustain these losses in the long
term.
The Kremlin's recent economic policies indicate that the Russian economy will
likely face significant challenges in 2025 and that Russian President Vladimir Putin is worried about
Russia's economic stability in the long term. Putin modified compensation promised for Russian
servicemen wounded while fighting in Ukraine — a clear indicator that the Kremlin is trying to cut the
mounting short- and long-term costs of the war and restore balance to the Russian economy. The
Kremlin's efforts to combat inflation and high interest rates are also reportedly impacting the expansion
of the Russian defense industrial base (DIB) and prospects for mobilizing the economy. The Russian
DIB is unlikely to match the production rate necessary to replace Russian weapons losses under these
monetary policies. The Kremlin is also adopting policies aimed at bolstering the domestic population
in the long term, signaling mounting concerns over declining demographics and labor shortages that could
threaten the sustainable operations of the Russian DIB. Russian forces recently advanced into
Kupyansk during a likely roughly company-sized mechanized assault, although ISW does not assess that
Russian forces control the area. A recent Russian state-affiliated poll suggests that most Russian
residents feel largely unaffected by the war in Ukraine, supporting reports of growing concerns among
Russian officials and elites that many citizens remain indifferent towards the war. Kremlin
Spokesperson Dmitry Peskov claimed on November 14 that Russian President Vladimir Putin is personally
dealing with issues concerning Ukraine and that he requires no special envoys, likely in response to
reports that US President-elect Donald Trump will "soon" appoint a "Ukrainian peace envoy to lead
negotiations on ending the war." Russian forces advanced in the Ukrainian main salient in Kursk
Oblast, west of Ukraine's main salient in Kursk Oblast in Glushkovsky Raion, in the Chasiv Yar direction,
and in the Donetsk-Zaporizhia Oblast border area. Russian sources are speculating that North Korea
may have provided North Korean-produced 170mm M1989 "Koksan" self-propelled artillery systems to Russia.
Russian milbloggers published images showing a train transporting alleged North Korean 170mm M1989
“Koksan” self-propelled artillery systems in Krasnoyarsk, Krasnoyarsk Krai.
The Kremlin is intensifying its reflexive control campaign aimed at influencing Western decision-making
in Russia's favor ahead of or in lieu of possible future negotiations about the resolution of the war in
Ukraine. Russian President Vladimir Putin had a phone call with German Chancellor Olaf Scholz on November
15 and reiterated several Kremlin information operations aimed at influencing the German government and
other Western states to pressure Ukraine into premature peace negotiations instead of providing Ukraine
with further military support. Ukrainian President Volodymyr Zelensky called the Scholz-Putin call
"Pandora's box" and warned that the call helps Putin achieve his key goals: reducing his isolation in the
international community and bringing about negotiations on Russia’s preferred terms "that will lead to
nothing."
Putin and other senior Russian officials have recently intensified rhetoric aimed at
influencing the foreign policy of the incoming US government under President-elect Donald Trump. The
Kremlin has also recently reiterated its unwillingness to compromise on the terms of any possible future
negotiations while strongly indicating that the Kremlin's longstanding goal of complete Ukrainian
capitulation remains unchanged. The Kremlin likely aims to take advantage of uncertainty about the future
US policy regarding Ukraine by intensifying its reflexive control campaign against Ukraine's European
allies. Senior Russian officials, including Security Council Secretary Sergei Shoigu and Defense Minister
Andrei Belousov, have notably used phone calls with Western political and defense officials to spread
Kremlin information operations and attempt to threaten the West into making premature concessions on
Ukraine's sovereignty and territorial integrity since 2022.
Key Takeaways:
• The
Kremlin is intensifying its reflexive control campaign aimed at influencing Western decision-making in
Russia's favor ahead of or in lieu of possible future negotiations about the resolution of the war in
Ukraine.
• Abkhazian oppositionists protested an agreement between the de facto government of
Georgia’s Abkhazia region with Russia aimed at enhancing Russian investors’ rights in Abkhazia on
November 15.
• Ukraine's Western partners continue to provide Ukraine with military support
via various means and platforms.
• Ukrainian forces recently advanced in Kursk Oblast and near
Kurakhove, and Russian forces recently advanced near Kupyansk, Toretsk, Pokrovsk, Kurakhove, and
Vuhledar.
• The Kremlin continues efforts to expand its "Time of Heroes" program to create a
new social class comprised of veterans loyal to Russian President Vladimir Putin's regime and
ideology.
Ukrainian drone operations continue to play a critical role in constraining Russian mechanized maneuver
and preventing Russian forces from fully exploiting Ukraine's ongoing manpower constraints. Ukrainian
President Volodymyr Zelensky stated during an interview with Ukrainian media published on November 16
that Russian forces are currently advancing along the frontline due in part to decreased Ukrainian morale
exacerbated by delays in staffing and equipping new Ukrainian brigades and granting frontline Ukrainian
defenders necessary rest and rotation. Zelensky stressed the importance of standing up new brigades to
replace and reinforce Ukrainian forces currently serving on the frontline but noted that Russian forces
also continue to take significant manpower losses in exchange for minimal gains. Zelensky estimated that
Russian forces are currently losing between 1,500 and 2,000 troops per day in Ukraine and assessed that
Russian forces cannot maintain their rate of advance while taking losses at this scale.
Zelensky emphasized that Ukraine must enter any future negotiations from a position of strength as
Russian President Vladimir Putin is not interested in a negotiated settlement — no matter the negotiating
platform or mediator — that results in anything less than Ukrainian capitulation. Zelensky stated that
Ukraine must be "strengthened by some important elements" to negotiate with Putin, emphasizing that
Ukraine cannot enter negotiations from a position of weakness. Zelensky stated that Putin does not want
peace but would still be willing to come to the negotiating table in order to reduce Russia's diplomatic
isolation and to secure concessions and Ukraine's capitulation. Zelensky stated that it is important that
any negotiation platform and potential meditators remember that Russia violated Ukrainian territorial
integrity and international law by invading Ukraine in 2014 and 2022 and remarked that his conversations
with US President-elect Donald Trump demonstrate that Trump is "on the side of supporting Ukraine" and
has listened to Ukraine's position. Zelensky concluded that Ukraine must do everything to end the war by
diplomatic means in 2025. ISW recently assessed that the Kremlin is trying to dictate the terms of any
potential "peace" negotiations with Ukraine in advance of US President-elect Donald Trump's inauguration.
The Kremlin has consistently demonstrated that it is unwilling to compromise on the terms of any possible
negotiations while strongly indicating that the Kremlin's longstanding goal of complete Ukrainian
capitulation remains unchanged. Any future negotiations, no matter the platform or mediator, will require
Ukraine to enter talks from a position of strength that forces Putin to change his calculus, engage in
good faith talks, and accept compromises.
Key Takeaways:
• Ukrainian drone
operations continue to play a critical role in constraining Russian mechanized maneuver and preventing
Russian forces from fully exploiting Ukraine's ongoing manpower constraints.
• Zelensky
emphasized that Ukraine must enter any future negotiations from a position of strength as Russian
President Vladimir Putin is not interested in a negotiated settlement – no matter the negotiating
platform or mediator - that results in anything less than Ukrainian capitulation.
• Russian
forces are innovating their long-range strike packages to include decoy Shahed drones and Shahed drones
with thermobaric warheads, likely to confuse and exhaust Ukrainian air defenses and increase the damages
of long-range strikes.
• North Korean dictator Kim Jong-un has ordered North Korean defense
industrial enterprises to begin serial production of likely tactical strike drones – an example of how
increasing Russian-North Korean military cooperation allows North Korea to learn from Russia's war in
Ukraine.
• The Russian military command reportedly arrested and removed several commanders
within the Russian 3rd Combined Arms Army following inaccurate reports they made about alleged
Russian advances near Bilohorivka and repeated outcries from the Russian milblogger community.
• Russian forces recently advanced near Svatove, Kreminna, Chasiv Yar, Toretsk, Pokrovsk, and
Kurakhove.
• Russian opposition outlet Mediazona reported that the Russian Central Bank has
recently issued significantly more loan deferments (credit holidays) for Russian military personnel,
indicating that Russian military recruitment rates may have increased.
The New York Times (NYT) and Washington Post reported that US President Joe Biden has authorized
Ukrainian forces to use US-provided ATACMS in limited strikes against Russian and North Korean military
targets within Kursk Oblast. The NYT and Washington Post reported on November 17 that unspecified US
officials expect Ukrainian forces to initially conduct strikes against Russian and North Korean forces
within Kursk Oblast and that the Biden Administration could expand this authorization to use ATACMS
against targets elsewhere in Russia in the future. The US officials stated that the US authorized these
limited Ukrainian strikes in response to the deployment of North Korean forces to the battlefield in
Kursk Oblast to deter North Korea from deploying more forces to Russia. The US officials stated that the
partial lifting of restrictions aims to generate a "specific and limited" battlefield effect and will not
change the course of the war. French outlet Le Figaro reported on November 17 that France and the United
Kingdom (UK) have authorized Ukrainian forces to use French and UK-provided SCALP/Storm Shadow missiles
to strike within Russia. Le Figaro did not state if France and the UK had authorized Ukraine's
SCALP/Storm Shadow usage only within Kursk Oblast. The partial lifting of restrictions on Ukraine's use
of Western-provided long-range weapons against military objects within Kursk Oblast will not completely
deprive Russian forces of their sanctuary in Russian territory, as hundreds of military objects remain
within ATACMS range in other Russian border regions. ISW continues to assess that Russian forces will
benefit from any partial sanctuary if Western states continue to impose restrictions on Ukraine's ability
to defend itself and that the US should allow Ukraine to strike all legitimate military targets within
Russia's operational and deep-rear within range of US-provided weapons – not just those in Kursk
Oblast.
Russian forces damaged Ukrainian energy infrastructure during the largest missile and
drone strike since August 2024 on the night of November 16 to 17. The Ukrainian Air Force reported that
Russian forces launched 90 Shahed and strike drones of an unspecified type (possibly referring to decoy
drones) from Primorsko-Akhtarsk, Krasnodar Krai and Kursk and Oryol oblasts. The Ukrainian Air Force
reported that Russian forces launched 120 missiles, including one Zirkon 3M22 hypersonic cruise missile,
eight Kh-47M2 Kinzhal aeroballistic missiles, 101 Kh-101 and Kalibr cruise missiles, one Iskander-M
ballistic missile, four Kh-22/Kh-31P cruise/anti-radiation missiles, and five Kh-59/69 cruise missiles.
The Ukrainian Air Force reported that Ukrainian forces shot down 42 drones and one Zirkon, seven Kinzhal,
85 Kalibr and Kh-101, two Kh-22/31P, and five Kh-59/69 missiles. Ukrainian President Volodymyr Zelensky
stated that Ukrainian F-16 pilots shot down roughly 10 aerial targets during the strike. The Ukrainian
Air Force reported that 41 drones were "lost" in Ukrainian airspace, likely due to Ukrainian electronic
warfare (EW) interference, and that two drones flew into Russian and Russian-occupied Ukrainian airspace.
The Ukrainian Air Force noted that air defense was active in almost all Ukrainian oblasts. Ukrainian
state electricity transmission operator Ukrenergo stated that Russian strikes damaged energy facilities
in several oblasts and noted that energy recovery work is ongoing in Odesa, Volyn, and Rivne oblasts.
Ukrainian officials reported that a Russian missile strike caused a fire at an infrastructure facility in
Ivano-Frankivsk Oblast, damaged critical infrastructure in Rivne Oblast, and targeted energy
infrastructure in Odesa Oblast. Private Ukrainian energy enterprise DTEK stated that Russian strikes
seriously damaged an unspecified DTEK thermal power plant (TPP) and noted that this was the eighth mass
strike on a DTEK energy facility in 2024. Ukrainian Energy Minister Herman Halushchenko stated that the
strikes caused power outages in many areas of Ukraine. International Atomic Energy Agency (IAEA) Director
General Rafael Mariano Grossi stated that Russian strikes on Ukrainian energy facilities forced Ukrainian
authorities to reduce the energy production levels of several nuclear power plants (NPPs). Grossi
reported that Russian strikes damaged several electrical substations that are connected to the
Khmelnytskyi, Rivne, and Pivdennoukrainsk NPPs, although the strikes did not damage the NPPs themselves.
Grossi stated that six out of the nine reactors at the Khmelnytskyi, Rivne, and Pivdennoukrainsk NPPs are
currently operating at reduced capacity. Ukrainian state railway company Ukrzaliznytsia reported that
Russian forces struck a railway depot in Dnipropetrovsk Oblast and that Russian strikes de-energized
sections of several railway lines in southern, western, and northeastern Ukraine. Ukrainian officials
reported that Russian strikes also damaged civilian infrastructure in Kyiv, Mykolaiv, Rivne, and Odesa
oblasts.
Key Takeaways:
• The New York Times (NYT) and Washington Post reported
that US President Joe Biden has authorized Ukrainian forces to use US-provided ATACMS in limited strikes
against Russian and North Korean military targets within Kursk Oblast.
• Russian forces
damaged Ukrainian energy infrastructure during the largest missile and drone strike since August 2024 on
the night of November 16 to 17.
• Russian forces continue to innovate their long-range strike
packages and likely included relatively ineffective sea-launched Kalibr cruise missiles in the November
16 to 17 strike package as decoys to distract and exhaust Ukrainian air defenses.
• Ukrainian
forces struck a defense industrial factory in the Udmurt Republic for the first time on the morning of
November 17.
• North Korea reportedly continues to provide military support to Russia,
including the provision of rocket and artillery systems and potential additional troop deployments, which
is likely to impact Russia's military operations in the short term, but its long-term benefits likely
remain limited.
• Russian forces will likely focus on seizing frontline Ukrainian towns and
cities during Winter 2024-2025 through urban combat amid efforts to offset Ukrainian drone advantages and
possible Russian armored vehicle constraints.
• Russian President Vladimir Putin's maximalist
objectives demanding full Ukrainian capitulation remain unchanged, but a prominent Kremlin-affiliated
milblogger appears to be trying to repackage longstanding Kremlin territorial claims to southern Ukraine
as less severe "peace proposals" that would actually militarily threaten Ukraine, Moldova, and NATO.
• Abkhazian oppositionists continued protests on November 17 calling for the resignation of the
de facto Abkhazian President Aslan Bzhania.
• Russian forces recently advanced near Kupyansk,
Chasiv Yar, Kurakhove, and Vuhledar.
• Russian milbloggers continued to applaud their reported
role in removing frontline 3rd Combined Arms Army (CAA, formerly 2nd Luhansk People's Republic Army Corps
) commanders after the commanders submitted false reports about Russian advances in the Siversk
direction.
Russian officials continued to use threatening rhetoric as part of efforts to deter the United States
from publicly authorizing Ukraine's use of US-provided ATACMS in limited strikes against Russian and
North Korean military targets in Kursk Oblast. This US authorization, if officially confirmed, would
notably be a mild response to Russia's escalatory introduction of North Korean troops as active
combatants in Russia's invasion of Ukraine. Kremlin Spokesperson Dmitry Peskov claimed on November 18
that the United States is "adding fuel to the fire" and that the US authorization of Ukrainian ATACMS
strikes against Russian military targets would be a "qualitatively new round of tension" and a
"qualitative" change in US participation in the war. Peskov reiterated Russian President Vladimir Putin's
September 12 claims that Ukrainian strikes against Russia using Western-provided weapons would represent
an escalation and directly involve Western countries in the war. Russian Ministry of Foreign Affairs
(MFA) Spokesperson Maria Zakharova also reiterated Putin's September statements and further claimed that
Ukrainian long-range missile strikes on Russia would be a "radical change in the essence and nature" of
the war and that the Russian response would be "adequate and tangible." Russian State Duma and Federation
Council deputies made similar threats, claiming that Russia would be "forced" to respond to this
"escalation," including with strikes against Ukraine using unspecified "new" weapons systems, and that
Russia's new nuclear doctrine will outline the consequences of this US decision. Russia has not
previously escalated militarily against any perceived Western violations of Russia's "red lines" — as ISW
has repeatedly observed.
Select Russian officials and propagandists heavily emphasized that US
officials have not yet formally confirmed the ATACMS strike authorization, likely in an attempt to
convince the United States to back out of the decision and deny the media reports of the authorization.
Zakharova stated that it is unclear if Western media outlets reporting on the US authorization are citing
official sources, and Russian propagandist Vladimir Solovyov similarly questioned the credibility of the
US media reports.
Neither Ukrainian nor US officials have confirmed reports of the US
authorization of Ukrainian ATACMS strikes, but US officials noted that Russia escalated the war with the
deployment of North Korean forces alongside Russian forces on the battlefield. Ukrainian President
Volodymyr Zelensky did not directly confirm media reports of the US authorization of limited ATACMS
strikes, but stated on November 17 that "strikes are not carried out with words" and "such things are not
announced," but that "the missiles will speak for themselves." US Deputy National Security Advisor
Jonathan Finer also did not confirm the US strike authorization but noted that Russia escalated the war
with the deployment of North Korean forces to the battlefield and the massive drone and missile strike
series against Ukrainian energy infrastructure on the night of November 16 to 17. Finer directly
responded to Peskov, stating that Russia's full-scale invasion of Ukraine "lit the fire." US outlet Axios
reported on November 17 that a source with knowledge of the matter stated that the Biden administration
granted Ukraine permission to use ATACMS in order to deter North Korea from sending more troops to Russia
for the war. Axios reported that US officials hope that North Korea might reconsider its decision to
deploy military personnel to Russia if Ukrainian forces strike North Korean forces in Kursk Oblast.
Key Takeaways:
• Russian officials continued to use threatening rhetoric as part of
efforts to deter the United States from publicly authorizing Ukraine's use of US-provided ATACMS in
limited strikes against Russian and North Korean military targets in Kursk Oblast. This US authorization,
if officially confirmed, would notably be a mild response to Russia's escalatory introduction of North
Korean troops as active combatants in Russia's invasion of Ukraine.
• Putin's introduction of
North Korea as a new belligerent in his invasion of Ukraine was a major escalation. Allowing Ukraine to
use US missiles against legitimate military targets in Russian territory in accord with all international
laws and laws of armed conflict is a very limited response and cannot reasonably be characterized as an
escalation in itself.
• French and British sources clarified on November 18 that the reported
US permissions regarding Ukraine's ability to use ATACMS for limited strikes within Russia do not
inherently extend to Ukraine's ability to use French and UK-provided SCALP and Storm Shadow missiles for
long-range strikes in Russia.
• The Kremlin continues to state its unwillingness to accept any
compromises, including those that would "freeze" the conflict along the current frontline – further
demonstrating the Kremlin's insistence on complete Ukraine capitulation.
• Russian forces
recently advanced in the main Ukrainian salient in Kursk Oblast, in Kupyansk, west of Kreminna, and in
the Siversk, Pokrovsk, and Vuhledar directions.
• The Kremlin is continuing to militarize
different levels of the Russian government by expanding the "Time of Heroes" program that aims to place
veterans of the Russian full-scale invasion of Ukraine in positions in local, regional, and federal
governments.
• The Russian Ministry of Defense (MoD) illegally conscripted Ukrainian youth in
occupied Donetsk, Luhansk, Kherson, and Zaporizhia oblasts as part of Russia's Fall 2024 conscription
cycle.
Ukrainian forces have defended against Russia's full-scale invasion for 1,000 days and continue to
demonstrate incredible resilience against Russian aggression. Russia invaded Ukraine on February 24, 2022
under the incorrect assumption that Ukraine would fail to defend itself and that Russian forces would be
able to seize Kyiv City and install a pro-Russian proxy government in three days. One thousand days
later, Ukrainian forces have successfully pushed Russian forces from their most forward points of advance
in Zhytomyr, Kyiv, Chernihiv, Sumy, Kharkiv, Kherson, Poltava, and Mykolaiv oblasts and continue their
daily fight to liberate occupied territory in Kharkiv, Luhansk, Donetsk, Zaporizhia, Mykolaiv, and
Kherson oblasts and Crimea. Russian forces are currently advancing throughout eastern Ukraine, and
Ukrainian officials have recently warned about the possibility of an imminent Russian offensive operation
in Zaporizhia Oblast. Russian President Vladimir Putin is simultaneously waging an informational war
against the West, Ukraine, and the Russian population aimed at convincing the world that Russian victory
is inevitable, and that Ukraine stands no chance. This informational effort is born out of Putin's fear
and understanding that sustained Western military, economic, and diplomatic support for Ukraine will turn
the tide of the war against Russia.
Russia has accumulated a significant amount of risk and a
number of ever-increasing constraints on its warfighting capabilities over the last 1,000 days. Russia
began the war with a poorly organized and understaffed military comprised of contract military personnel
and limited number of conscripts due to his incorrect assumption that Ukraine would fold and fear that
general mobilization could threaten the stability of his regime. Russia largely relied on a combination
of volunteer contract servicemembers, mobilized personnel, and irregular formations (such as the Donetsk
and Luhansk People's Republic Army Corps , the Wagner Group, and Russian Volunteer Corps) to
wage Putin's war without general mobilization. This system has provided the Kremlin the manpower
necessary to support operations so far, but there are mounting indicators that this system is beginning
to teeter. Recent Western estimates of Russian manpower losses suggest that Russian forces are currently
losing more troops per month than Russia’s ongoing crypto-mobilization efforts can sustain, and
open-source evidence indicates that Russia may not be able to sustain its current rate of armored vehicle
and tank losses in the medium term as Russia burns through its stockpiles of Soviet-era equipment. The
upcoming 2025 year will only increase the manpower and materiel constraints on the Russian military if
Russia attempts to sustain its current offensive tempo, and Putin continues to appear averse to such
measures given Russian society's growing disinterest in fighting in Russia’s war, the Russian economy’s
limitations including a significant labor deficit and high inflation, and continual aversion to bearing
the burden of additional wartime costs. Russia cannot maintain its current tempo indefinitely. Putin will
likely need to take disruptive and drastic measures - including another involuntary call up of the
mobilization reserve - to overcome these growing limitations as the war protracts.
Ukraine,
meanwhile, continues to improve its warfighting capabilities and prepare itself to be self-sustainable in
the long term. Ukrainian President Volodymyr Zelensky presented Ukraine's "Internal Resilience Plan" to
the Verkhovna Rada (parliament) on November 19. The plan is comprised of 10 points that establish
Ukraine's strategic objectives during and after the end of Russia's full-scale invasion. The core points
of the plan outline Ukraine's focus on maintaining unity and cooperation with its partners; specific
measures to stabilize the frontline and increase Ukrainian military's technological efficiency; the
expansion of Ukraine's domestic industrial base (DIB) production capabilities and joint DIB partnerships;
the establishment of an economic policy to support Ukrainian industries and businesses; the protection of
Ukraine's energy infrastructure; and the establishment of a new internal and border security system. The
plan also outlines a vision to create effective local administrations, improve social and veteran
policies, and strengthen Ukraine's cultural sovereignty both domestically and abroad. Zelensky emphasized
in his speech to the Verkhovna Rada that Ukraine has taken many steps to improve its DIB and has already
produced over 2.5 million mortar and artillery rounds in 2024. Zelensky added that Ukraine plans to
produce at least 3,000 cruise missiles and 30,000 long-range drones in 2025 and that Ukrainian brigades
should raise their own funding to appropriately supply themselves with drones without bureaucratic
limitations. Ukrainian Prime Minister Denys Shmyhal announced on November 19 that the Verkhovna Rada
approved the 2025 defense and security budget of 2.23 trillion hryvnias (around $54 billion) and
allocated a record-breaking 739 billion hryvnias (around $17.9 billion) for the Ukrainian DIB and weapon
procurement. ISW continues to assess that Ukraine has a chance to dramatically expand its DIB and stand
on its own two feet in the future if its partners empower Ukraine now.
Ukrainian forces
conducted the first ATAMCS strike on Russian territory overnight on November 18 to 19, hitting a Russian
ammunition depot in Karachev, Bryansk Oblast – days after obtaining permission to conduct such strikes.
Ukrainian military officials, including the Ukrainian General Staff, reported on November 19 that
Ukrainian forces struck the Russian military's 67th Main Military and Artillery Directorate (GRAU)
arsenal of the 1046th Logistics Support Center near Karachev on the night of November 18 to 19 and that
the strike caused an initial detonation and 12 secondary explosions. A Ukrainian military source told
Ukrainian outlet RBK-Ukraine on November 19 that Ukrainian forces used US-provided ATACMS missiles to
conduct the strike. Head of Ukraine's Center for Combatting Disinformation Lieutenant Andriy Kovalenko
stated that the 67th GRAU arsenal contained artillery ammunition, including North Korean-provided shells,
as well as guided glide bombs, air defense missiles, and rockets for multiple launch rocket launchers
(MLRS). The Russian Ministry of Defense (MoD) claimed that Ukrainian forces launched six ballistic
missiles, including ATACMS, at a military facility in Bryansk Oblast and that Russian S-400 and Pantsir
air defense systems shot down five missiles and damaged one. The Russian MoD claimed that missile
fragments fell onto a military facility in Bryansk Oblast, causing a fire, but that the strike did not
cause any damages or casualties. Russian opposition outlet Astra stated that Ukrainian forces also struck
the "Veza" ventilation plant and buildings in Karachev, Podsosonki, and Baykova. Russian sources posted
footage purportedly showing the ATACMS strike and its aftermath.
Key Takeaways:
• Ukrainian forces have defended against Russia's full-scale invasion for 1,000 days and continue to
demonstrate incredible resilience against Russian aggression.
• Ukraine continues to improve
its warfighting capabilities and prepare itself to be self-sustainable in the long term.
• Ukrainian forces conducted the first ATAMCS strike on Russian territory overnight on November 18 to
19, hitting a Russian ammunition depot in Karachev, Bryansk Oblast — days after obtaining permission to
conduct such strikes.
• Russian President Vladimir Putin signed Russia's updated nuclear
doctrine on November 19 in a clear response to the Biden Administration's decision to greenlight
long-range strikes into Russia and as part of Putin's ongoing efforts to influence Western
decision-makers into shying away from providing additional support to Ukraine.
• Russia’s
adoption of an amended nuclear doctrine is the latest iteration of now-frequent Russian nuclear
saber-rattling and does not represent a substantial change in Russia’s nuclear posture, doctrine, or the
threat of the employment of nuclear weapons.
• The Kremlin has continuously attempted to use
nuclear saber-rattling to deter Western military support for Ukraine, and the Kremlin's ongoing efforts
to inject nuclear threats into the information space indicates that the Kremlin is concerned about the
battlefield impacts of Ukrainian strikes into Russia with Western-provided weapons.
• Ukraine
only recently has started receiving the weapons systems and military capabilities necessary to wage
modern large-scale combat operations, and Ukraine may be able to conduct operationally significant
counteroffensives in the future, provided the West reinforces building Ukrainian capabilities at
scale.
• Russian forces recently advanced in the main Ukrainian salient in Kursk Oblast and in
the Donetsk-Zaporizhia Oblast border area, and Ukrainian forces recently advanced north of Kharkiv City.
Ukraine conducted a successful combined strike against military assets in the Russian rear on the night
of November 19 to 20 using drones and Western-provided long-range weapons. The Guardian and Bloomberg
both reported on November 20, citing anonymous sources, that Ukrainian forces have conducted the first
strikes against military targets within Russia using UK-provided Storm Shadow missiles. Geolocated
footage published on November 20 shows the aftermath of a likely Storm Shadow strike near Marino, Kursk
Oblast. Several Russian milbloggers claimed that Ukrainian forces launched up to 12 Storm Shadow missiles
at Kursk Oblast, fragments of which struck Marino. The geolocated footage of the strike suggests that the
Ukrainian target may have been the Baryatinsky Estate in Marino, which the Ukrainian defense-focused
outlet Defense Express suggested was housing a command post for Russian and North Korean troops operating
in Kursk Oblast. ISW cannot confirm this claim at this time, but Marino is about 30km from the current
Kursk Oblast salient, which would be an appropriate distance for an operational headquarters for troops
conducting offensives along the salient.
Ukrainian forces also conducted a large-scale drone
strike against the Russian rear on the night of November 19 to 20, particularly targeting military and
defense industrial assets in Voronezh, Belgorod, and Novgorod oblasts. The Russian Ministry of Defense
(MoD) claimed that Russian air defense systems destroyed or intercepted a total of 44 Ukrainian drones as
of the morning of November 20, including 20 over Novgorod Oblast; five over Kursk Oblast; four over Oryol
Oblast; three each over Belgorod, Tula, and Tver oblasts; and two each over Bryansk, Moscow, and Smolensk
oblasts. Head of Ukraine's Center for Combatting Disinformation Lieutenant Andriy Kovalenko stated on
November 20 that Ukrainian drones struck the 13th Main Missile and Artillery Directorate (GRAU) arsenal
near Kotovo, Novgorod Oblast, at which Russian forces were reportedly storing ammunition for tube
artillery; mortar mines; "Grad," "Smerch," and "Uragan" multi-launch rocket systems (MLRS) missiles;
Iskander ballistic missiles; S-300 and S-400 surface-to-air missiles; North Korean provided KN-23
ballistic missiles; and Tor surface-to-air system missiles. Ukraine's Main Military Intelligence
Directorate (GUR) reported that Ukrainian forces also struck a command post of the Russian "Sever"
(Nothern) Grouping of Forces in Gubkin, Belgorod Oblast. Ukrainian and Russian sources additionally
posted footage of the aftermath of a reported Ukrainian drone strike against the EFKO Factory in
Alekseyevka, Belgorod Oblast, which Kovalenko stated produces cargo drones for the Russian military.
Russian sources reported that Ukrainian drones also hit an unspecified industrial enterprise in Voronezh
Oblast and targeted an oil depot in Sosnovka, Samara Oblast.
The November 19 to 20 strike
series indicates that Ukraine has already begun leveraging Western-provided long-range weapons systems to
assemble more complex and effective strike packages. Ukrainian forces notably utilized both long-range
strike drones and Storm Shadow missiles in the November 19-20 strike and struck a diverse range of
military targets across the Russian rear.
ISW has long assessed that the systems and
capabilities that Western partners are providing Ukraine, alongside Ukraine's indigenous defense
industrial production and innovation efforts, are all constituent components of wider capabilities that
Ukraine requires to successfully wage a multi-domain large-scale modern war. Ukraine has already proven
itself effective in using often domestically-produced drones to strike a variety of military targets in
the Russian rear, including air bases, command headquarters, and artillery depots. Ukraine's arsenal
already includes aerial and naval drones and Western-provided systems such as F-16s, HIMARS, and ATACMS,
although the conditions of use on the latter systems have been restricted enough to limit the benefit
Ukraine can accrue by using them. The addition of more powerful and precise Western-provided systems,
such as JASSMs and additional ATACMS, Storm Shadows, and SCALP systems, is crucial in enabling Ukraine to
scale up the effects it can generate through long-range strikes against the Russian rear.
Russian forces, in contrast, have been experimenting and diversifying their strike packages to inflict
maximum damage on Ukrainian critical infrastructure, conducting frequent strikes with a combination of
Iranian-provided or Russian-produced Shahed drones and drone variants, North Korean-provided and
domestically produced ballistic and cruise missiles, hypersonic missiles, and aerial bombs.
Western restrictions on Ukraine's ability to use Western-provided weapons to strike within Russian
territory have limited Ukrainian capabilities in developing commensurate strike packages. Ukraine
requires continued Western military assistance, as well as domestic innovation and production, in order
to continue building and utilizing strike packages to target the Russian rear and generate tactical to
operational-level impacts on the battlefield.
Key Takeaways:
• Ukraine conducted a
successful combined strike against military assets in the Russian rear on the night of November 19 to 20
using drones and Western-provided long-range weapons. The November 19 to 20 strike series indicates that
Ukraine has already begun leveraging Western-provided long-range weapons systems to assemble more complex
and effective strike packages.
• Neither Russian nor Ukrainian forces have been able to
conduct optimized operational maneuver since Winter 2022-2023 due to legacy doctrinal and resource
limitations, but both are learning, innovating, and adapting their respective tactics on the battlefield,
emphasizing the dynamic nature of the current war.
• The US and Germany announced additional
military assistance for Ukraine on November 20.
• Ukrainian officials continue to launch
investigations into Russian executions of Ukrainian prisoners of war (POWs) and provide statistics on
Ukrainians living under Russian captivity.
• Ukrainian forces recently regained lost positions
near Pokrovsk, and Russian forces recently advanced near Kupyansk Chasiv Yar, Toretsk, Kurakhove, and
Vuhledar and in Kursk Oblast.
• The Russian military command's lack of proper treatment of
Russian soldiers and continued reliance on "meat assaults" is likely contributing to mass desertions.
Russian President Vladimir Putin intensified his reflexive control campaign aimed at Ukraine and its
Western partners by conducting an ostentatious ballistic missile strike against Ukraine that used
multiple reentry vehicles on November 21. Russian forces conducted a complex strike against critical
infrastructure and industrial enterprises in Dnipro City, Dnipropetrovsk Oblast, on the morning of
November 21, that reportedly included a Kh-47M2 Kinzhal ballistic missile fired from Tambov Oblast, seven
Kh-101 cruise missiles fired from Volgograd Oblast, and an experimental medium-range ballistic missile
with reentry vehicles – likely a modified RS-26 “Rubezh” intermediate-range ballistic missile (IRBM) –
fired from Astrakhan Oblast. The Ukrainian Air Force reported that Ukrainian forces downed six Kh-101
cruise missiles and that the remaining missiles did not cause significant damage. Ukrainian officials
reported that the strike damaged an unspecified industrial enterprise (likely Ukraine’s Pivdenmash
factory that manufactures missiles and space rockets), a medical facility, and residential areas in
Dnipro City, and reported that a Russian missile also damaged residential areas in Kryvyi Rih,
Dnipropetrovsk Oblast. Western officials told Western media that the ballistic missile that targeted
Dnipro City was not an intercontinental ballistic missile (ICBM) and was more likely a ballistic missile
with a shorter range.
Putin explicitly threatened that Russia may attack Western countries
that support Ukrainian deep strikes in Russia and rhetorically connected the November 21 ballistic
missile strike to Russian nuclear capabilities — a marked intensification of an existing Russian
information operation that aims to use explicit threats and nuclear saber-rattling to discourage
continued Western military support for Ukraine. Putin gave an address on the evening of November 21
claiming that Russian forces conducted a combined missile strike against Dnipro City, including with a
new "Oreshnik" non-nuclear ballistic missile (which is reportedly an experimental variant of the RS-26
missile), framing the strike as a direct response to recent Ukrainian ATACMS and Storm Shadow strikes
against military objects in Russia and alleged "aggressive actions" of NATO states against Russia. Putin
threatened to strike the military facilities of Western countries that allow Ukraine to conduct strikes
into Russia. Putin's November 21 rhetoric is consistent with prior official Kremlin statements defining
“red lines” that the Kremlin has attempted to use to deter Western states from supporting Ukraine.
Putin’s November 21 statement demonstrates that Moscow’s constant saber-rattling largely remains
rhetorical. Putin's recent threats against the West have centered against Western states allowing Ukraine
to conduct long-range strikes into “Russian territory,” but Ukrainian forces have been striking what the
Kremlin illegally defines as “Russian territory” for a long time. The Kremlin has illegally defined
occupied Crimea as part of Russia since Russia's illegal annexation of Crimea in 2014, and Ukrainian
forces have routinely struck Crimea with US-provided ATACMS and UK-provided Storm Shadow missiles since
April 2023. The Kremlin's application of its "red lines" rhetoric has been wildly inconsistent,
undermining the overall Russian escalation narrative. Putin consistently escalates the war on his own
without regard to Western decisions and has consistently declined to retaliate every time Western states
have deepened their support of Ukraine. Putin previously threatened severe retaliation if Western states
provided Ukraine with rocket artillery, tanks, warplanes, and the ability to strike into Russia, and
Putin has constantly shifted the goalposts every time the West has called Putin’s bluff.
Neither the Oreshnik ballistic missile strike nor Putin's November 21 statement represent a significant
inflection in Russian strike capabilities or likeliness to use a nuclear weapon. Russian forces fire
nuclear-capable Iskander ballistic missiles, Kinzhal hypersonic ballistic missiles, and nuclear-capable
Kh-101 cruise missiles against Ukraine on a regular basis. Previous Russian missile strikes have targeted
industrial and critical infrastructure including within Dnipro City that caused greater damage. The only
fundamentally new characteristic of the Russian strikes against Dnipro City on November 21 was the
Oreshnik missile itself, which ostentatiously showcased reentry vehicles to amplify the spectacle of the
strike and further imply a nuclear threat. The West maintains credible deterrence options and Putin's
nuclear saber-rattling should not constrain Western officials from choosing to further aid Ukraine. US
Central Intelligence Agency (CIA) Director Bill Burns cautioned Western policymakers against fearing
Putin's nuclear rhetoric in September 2024, describing Putin as a "bully" who will "continue to saber
rattle from time to time."
The Kremlin continues to demonstrate its full commitment to use the
prospect of "negotiations" with Ukraine and the West to pursue nothing short of the total destruction of
the Ukrainian state despite Russian President Vladimir Putin's efforts to posture himself as amenable to
peace negotiations. Ukrainian outlet Interfax Ukraine, citing Ukrainian intelligence sources, reported on
November 20 that the Russian Ministry of Defense (MoD) drafted a document forecasting global
military-political developments until 2045 and proposing Russia's vision of the future of Ukraine — which
completely erases any semblance of a free and independent Ukrainian state or Ukrainian territorial
sovereignty. The Russian MoD document advocates partitioning Ukraine into three different parts: one
acknowledging the full Russian annexation of occupied Luhansk, Donetsk, Zaporizhia, and Kherson oblasts
and occupied Crimea; another establishing a pro-Russian puppet state centered in Kyiv under Russian
military occupation; and a third part designating Ukraine's western regions as "disputed territories" to
be divided among Ukraine's westernmost neighboring countries. The document also outlines future global
scenarios, prioritizing those where Russia defeats Ukraine and secures a Russian-led multipolar
international order. ISW cannot confirm the existence of such a document and has not observed the content
of the reported document itself, but the Interfax Ukraine report is consistent with ISW's ongoing
assessments of the Kremlin's intent to impose full Ukrainian capitulation and disinterest in good-faith
negotiations. The content also reveals that the Kremlin, regardless of the US administration or Western
actors, maintains the same uncompromising strategic objectives in its war of dismantling Ukrainian
sovereignty and bringing about the waning of Western influence globally.
Key Takeaways:
• Russian President Vladimir Putin intensified his reflexive control campaign aimed at Ukraine
and its Western partners by conducting an ostentatious ballistic missile strike against Ukraine that used
multiple reentry vehicles on November 21.
• Putin explicitly threatened that Russia may attack
Western countries that support Ukrainian deep strikes in Russia and rhetorically connected the November
21 ballistic missile strike to Russian nuclear capabilities — a marked intensification of an existing
Russian information operation that aims to use explicit threats and nuclear saber-rattling to discourage
continued Western military support for Ukraine.
• Putin’s November 21 statement demonstrates
that Moscow’s constant saber-rattling largely remains rhetorical.
• Neither the Oreshnik
ballistic missile strike nor Putin's November 21 statement represent a significant inflection in Russian
strike capabilities or likeliness to use a nuclear weapon.
• The Kremlin continues to
demonstrate its full commitment to use the prospect of "negotiations" with Ukraine and the West to pursue
nothing short of the total destruction of the Ukrainian state despite Russian President Vladimir Putin's
efforts to posture himself as amenable to peace negotiations.
• North Korean troops are
reportedly training alongside Russian naval infantry and airborne (VDV) units.
• North Korea's
ability to learn and integrate lessons from fighting alongside Russia is likely to be significantly
degraded if the Russian military command uses North Korean troops in the same highly attritional
infantry-led assaults that it uses most Russian personnel.
• Russian forces recently
marginally advanced in the main Ukrainian salient in Kursk Oblast southeast of Sudzha.
• Ukrainian forces recently advanced north of Vuhledar. Russian forces recently advanced northwest of
Kreminna, southeast of Chasiv Yar, in Toretsk, southeast of Kurakhove, northeast of Vuhledar, and likely
advanced northeast of Velyka Novosilka.
• The Russian State Duma adopted a three-year federal
budget with record defense expenditures from 2025-2027.
Russian President Vladimir Putin and Russian military leadership continue to extol the ballistic missile
that Russian forces launched at Ukraine on November 21, likely in an effort to artificially inflate
expectations of Russian capabilities and encourage Western and Ukrainian self-deterrence. Putin held a
meeting on November 22 with Russian Ministry of Defense (MoD) leadership, Russian defense industrial base
representatives, and Russian missile developers, congratulating the Russian military for conducting a
"successful" test of the Oreshnik ballistic missile in response to "those who are trying to blackmail"
Russia. Putin emphasized that the Oreshnik missile is not a modernization of an old Soviet missile and
claimed that Russian designers created it "on the basis of modern, cutting-edge developments." Putin
reiterated claims that no system exists to defend against the Oreshnik and reported that Russia is
already planning to serialize its production. Commander of the Russian Strategic Missile Forces Colonel
General Sergei Karakayev told Putin that the Oreshnik can strike targets across Europe and stressed that
there are no analogues to the Oreshnik anywhere in the world.
US and Ukrainian reporting on
the November 21 ballistic missile strike, however, emphasized that the Oreshnik missile is not inherently
a novel Russian capability. White House and Pentagon officials confirmed that Russia launched an
intermediate-range ballistic missile (IRBM) at Ukraine, and Pentagon Spokesperson Sabrina Singh stated
that Russia based the IRBM on the existing Russian RS-26 Rubezh intercontinental ballistic missile (ICBM)
model. Singh also reiterated that Ukraine has already faced Russian attacks with missiles that have
"significantly larger" warheads than the Oreshnik. Ukraine's Main Military Intelligence Directorate (GUR)
stated on November 22 that Ukraine assesses that the IRBM that Russia launched on November 21 is actually
a "Kedr" missile, which Russia has been developing since 2018-2019 in an effort to update the Yars ICBM
model for shorter distances. GUR Head Lieutenant General Kyrylo Budanov clarified that Ukraine believes
that "Oreshnik" is the codename of the missile research and development project for the Kedr missile. ISW
cannot independently confirm these GUR statements, but it is noteworthy and consistent with ISW's
assessment that the November 21 Russian ballistic missile strike does not represent a fundamentally novel
Russian capability. Russia benefits from the rhetorical fanfare surrounding the November 21 strike and
likely hopes that stoking concerns over the Oreshnik missile launch will prompt the West to dial back its
support for Ukraine.
Russia may additionally conduct test launches of the same or similar
ballistic missiles in the coming days to accomplish the same rhetorical effect. Russian sources claimed
that Russia will close part of its airspace on November 23 to 24 for a missile test, but did not specify
what type of missile Russian forces are testing. GUR Deputy Chief Major General Vadym Skibitskyi warned
on November 22 that Russia likely possesses up to 10 Oreshnik missiles and that Russia will likely
conduct test launches for all these missiles in the future.
Key Takeaways:
• Russian President Vladimir Putin and Russian military leadership continue to extol the ballistic
missile that Russian forces launched at Ukraine on November 21, likely in an effort to artificially
inflate expectations of Russian capabilities and encourage Western and Ukrainian self-deterrence.
• Russia may additionally conduct test launches of the same or similar ballistic missiles in the
coming days to accomplish the same rhetorical effect.
• Russia has reportedly provided North
Korea with over one million barrels of oil and an unspecified number and type of air defense systems and
missiles in return for North Korea's provision of manpower for Russia's war effort in Ukraine.
• The Ukrainian Prosecutor General’s Office opened an investigation against another instance of Russian
forces executing Ukrainian prisoners of war (POWs) in Donetsk Oblast.
• Russian forces
recently advanced west of Svatove, south of Chasiv Yar, south of Toretsk, northeast of Vuhledar, and
northeast of Velyka Novosilka.
• Russia continues to build its training capacity by
establishing new service academies in occupied Ukraine.
The Russian Ministry of Defense (MoD) likely attempted to cover up the recent
removal of the acting commander of the Southern Military District (SMD) Colonel General Gennady Anashkin
following widespread accusations within the Russian information space that Anashkin's subordinates
submitted false frontline progress reports to superiors. Ukrainian military officials denied claims
of North Korean personnel's presence in Kharkiv Oblast amid new unconfirmed reports that North Korean
"technical advisers" are operating in occupied Mariupol. Russian forces recently advanced in Kursk
Oblast and near Velyka Novosilka. Kremlin Spokesperson Dmitry Peskov stated that Russia does not
currently need to conduct another partial involuntary reserve callup as Russian authorities continue
leaning into crypto-mobilization efforts.
Russian forces’ recent confirmed battlefield gains near Vuhledar and Velyka
Novosilka demonstrate that the war in Ukraine is not stalemated. The frontline in Donetsk Oblast is
becoming increasingly fluid as Russian forces recently have been advancing at a significantly quicker
rate than they did in the entirety of 2023. Russian advances in the Pokrovsk, Kurakhove, Vuhledar,
and Velyka Novosilka directions present the Russian military command with several courses of action
(COAs) that the Russian command may attempt in the coming weeks and months. COA 1: Russian forces
advance southwest, east, and northeast of Velyka Novosilka to envelop the settlement from its flanks,
bypassing the area immediately south of Velyka Novosilka. COA 2: Russian forces advance to Andriivka
(along the H15 highway and west of Kurakhove) from the south in support of Russian efforts to close the
Ukrainian pockets near Kurakhove and level the frontline. COA 3: Russian forces advance west and
southwest from Selydove along the Pustynka-Sontsivka line in the direction of Andriivka to collapse the
Ukrainian pocket north of Kurakhove and threaten Ukrainian egress routes. The Russian military
command is likely planning on how to advance into the southeasternmost part of Dnipropetrovsk Oblast in
support of Russia's longstanding objective to seize all of Donetsk Oblast. Elements of the Russian
Central, Eastern, and Southern military districts (CMD, EMD, and SMD) are conducting simultaneous,
mutually supportive offensive operations in Donetsk Oblast and have recently made relatively rapid
tactical advances. The Russian military command may be learning from some battlefield mistakes after
three years of war, but the extent of this learning is currently unclear. The Russian military
command appears to be planning more complex operations, but Russian forces have yet to be able to restore
operational maneuver to the battlefield and are instead still relying on their ability to identify and
exploit vulnerabilities in the Ukrainian defensive lines to make gradual, tactical advances. Ukrainian forces struck a Russian S-400 air defense system radar in an unspecified area in Kursk Oblast
on the night of November 23 to 24. Russia reportedly recruited hundreds of Yemeni nationals to fight
in the Russian military amid growing cooperation between Russia, Iran, and Iran-backed Houthi
movement. Ukrainian and Russian forces recently advanced in the main Ukrainian salient in Kursk
Oblast. Russian forces recently advanced near Kupyansk, Pokrovsk, Vuhledar, and Velyka Novosilka.
Russian forces continue to make significant tactical advances in western
Donetsk Oblast and are coming closer to enveloping Velyka Novosilka and advancing towards important
Ukrainian ground lines of communication (GLOCs) supplying the rest of western Donetsk Oblast and running
into eastern Dnipropetrovsk and Zaporizhia oblasts. Russian advances in western Donetsk Oblast may
become operationally significant if the Russian command properly exploits these recent tactical
successes, which is not a given. Russian advances in western Donetsk Oblast do not automatically portend
the collapse of the Ukrainian frontline. Ukrainian forces struck a Russian oil depot in Kaluga
Oblast and an airbase in Kursk Oblast on the night of November 24 to 25. Ukrainian military
officials continue to warn of potential Russian ground operations against Zaporizhzhia City, though the
timeline and scale of this offensive operation remain unclear due to the operational constraints imposed
by ongoing Russian operations in Kursk and Donetsk oblasts. North Korea is reportedly expanding a
key weapons facility likely used to supply Russia with ballistic missiles. The Kremlin signaled that
it would remove the Taliban from its list of prohibited organizations amid intensified Russia-Taliban
rapprochement. Russian forces recently advanced in southwestern Toretsk and south and southeast of
Pokrovsk. Russian command posts are reportedly relying on Chinese-made radios for internal
communications because Russia cannot domestically produce enough quality radios for the Russian
military.
Russian officials continue to demonstrate that the Kremlin aims to seize more
territory in Ukraine than it currently occupies and is unwilling to accept compromises or engage in good
faith negotiations, no matter who mediates such talks. The Russian military's rate of advance since
Fall 2024 has notably increased recently compared to its rate of advance in 2023 and the rest of 2024,
but recent Western media reports comparing recent Russian gains to those at the start of Russia's
full-scale invasion continue to mischaracterize the gradual and tactical nature of Russia's recent
advances. US National Security Council Spokesperson John Kirby confirmed Ukraine's usage of
US-provided ATACMS against Russia amid official Russian confirmation of recent Ukrainian ATACMS
strikes. Russian forces launched a record number of drones against Ukraine on the night of November
25 to 26 as Russia continue to increase their use of decoy drones in long-range strike packages targeting
Ukrainian energy infrastructure in order to overwhelm Ukrainian air defense systems. Russian state
media reported that the Russian Ministry of Defense (MoD) replaced former Russian Southern Military
District (SMD) and Southern Grouping of Forces commander Colonel General Gennady Anashkin with Eastern
Military District (EMD) acting commander Lieutenant General Alexander Sanchik. Russian forces
continue to execute Ukrainian prisoners of war (POWs) amid a surge of recent Russian war crimes. The
Russian State Duma is preparing the legal mechanisms to remove the Taliban from the Russian government’s
official list of banned terrorist organizations. Ukrainian forces recently regained lost positions
near Kreminna, and Russian forces recently advanced near Pokrovsk, Kurakhove, and Velyka Novosilka. A Russian milblogger complained on November 25 that Russian forces often operate artillery without
coordinating between different Russian elements, highlighting significant communications issues between
armored vehicle and infantry units. Russian authorities continue to incentivize service in Ukraine
through one-time payment offers, likely in order to avoid conducting another partial involuntary reserve
callup.
Ukrainian forces continue to leverage Western-provided weapons to conduct
strikes using more complex strike packages against military objects in Russia's deep rear. Russian
President Vladimir Putin and Kazakh President Kassym-Jomart Tokayev met in Astana on November 27 and
signed a joint statement deepening the Russian-Kazakh strategic partnership within the framework of
Russia's efforts to establish a "new world order." The Russian military command may have imposed
controversial restrictions on the use of personal vehicles by Russian volunteers delivering military and
humanitarian aid to Russian troops on the frontlines, likely as part of an ongoing force centralization
effort. Ukrainian forces recently advanced within Toretsk, and Russian forces recently advanced in
the Pokrovsk and Kurakhove directions, and within the main Ukrainian salient in Kursk Oblast. The
Kremlin continues to promote the "Time of Heroes" program that aims to militarize the Russian government
at the local, regional, and federal levels as a way to prevent the return of "Afghan syndrome" in
Russia.
Russian President Vladimir Putin continues to laud the technical specifications of the recently launched
Oreshnik ballistic missile and threaten additional Oreshnik strikes against Ukraine as part of an
intensified Russian reflexive control campaign aimed at forcing the West and Ukraine into
self-deterrence. Putin addressed members of the Collective Security Treaty Organization's (CSTO) Security
Council in Astana, Kazakhstan, on November 28 and reiterated several claims about the Oreshnik ballistic
missile, with which Russian forces struck Dnipro City on November 21. Putin's November 28 statements
closely resembled the speeches he gave on November 21 and 22 immediately following the Oreshnik strike,
again presenting the Oreshnik strike as the commensurate Russian response to recent Ukrainian strikes on
Russian territory using Western-provided long-range missile systems such as ATACMS and Storm
Shadow/SCALPs. Putin detailed the purported technical specifications of the Oreshnik during his CSTO
speech and subsequent press conference with journalists on November 28, highlighting the size and maximum
internal temperature of its warhead, its launch speed, and its blast radius, and compared the Oreshnik to
both a "nuclear weapon" and a "meteorite" in terms of the damage it can cause. Putin threateningly
claimed that the Russian Ministry of Defense (MoD) and Russian General Staff are "selecting targets for
destruction" in Ukraine, including "decision-making centers in Kyiv," and later responded to a question
about whether these are military or political targets by stating that "everything is possible."
Russian forces conducted a large series of drone and missile strikes against Ukraine’s energy grid and
major defense industrial facilities on the nights of November 27 to 28 and 28 to 29. The Ukrainian Air
Force reported that Russian forces launched 188 drones and missiles against Ukraine on the night of
November 27 to 28, including: three S-300 air defense missiles from Belgorod Oblast targeting Kharkiv
Oblast; 57 Kh-101 cruise missiles from the airspace over Volgograd Oblast; 28 Kalibr cruise missiles from
vessels in the Black Sea; three Kh-59/69 cruise missiles from airspace over the Black Sea; and 97 Shahed
drones and unknown other strike drones (likely referring to decoy drones) from Kursk, Oryol, and Rostov
oblasts and Primorsko-Akhtarsk, Krasnodar Krai as of 1030 local time on November 28. The Ukrainian Air
Force reported that Ukrainian forces downed 76 Kh-101 missiles, three Kh-59/69 missiles, and 35 drones,
and 62 Russian drones became “lost,” likely due to Ukrainian electronic warfare (EW) interference. The
Ukrainian Air Force noted that Ukrainian forces also downed 90 percent of the Russian Kalibr missiles and
that at least 12 Russian drones and missiles successfully struck Ukrainian fuel and energy objects.
The Ukrainian Air Force reported that Russian forces launched 132 Shahed drones and unknown other
strike drones (likely referring to decoy drones) from Oryol, Rostov, and Kursk oblasts and
Primorsko-Akhtarsk, Krasnodar Krai on the night of November 28 to 29 and that Ukrainian forces downed 88
drones over Kyiv, Chernihiv, Cherkassy, Sumy, Kharkiv, Poltava, Zhytomyr, Dnipropetrovsk, Zaporizhia, and
Odesa oblasts at of 900 local time on November 29. The Ukrainian Air Force reported that 41 Russian
drones became ”lost,” likely due to Ukrainian EW interference, and that one Russian drone returned to
Russian air space. Ukrainian officials reported that Russian drones and missiles damaged residential
buildings and critical infrastructure in Chernihiv, Chernivitsi, Ivano-Frankivsk, Kharkiv, Khmelnytskyi,
Kyiv, Odesa, Sumy, and Volyn oblasts on November 28 and 29. The Ukrainian Air Force noted that Russian
forces have used large numbers of missiles and drones during recent strikes to overwhelm Ukrainian air
defenses and that Russian forces are launching thermal and radar interference devices and placing EW
systems directly on missiles to defend against Ukrainian countermeasures. The Ukrainian Air Force
reported that Russian forces have also recently seized on poor weather conditions to conduct strikes
under dense fog and cloud cover.
Ukrainian forces conducted a series of strikes against four
Russian air defense systems and radars in occupied Ukraine and two oil depots in Russia on November 28
and 29. Ukraine’s Main Military Intelligence Directorate (GUR) reported on November 29 that Ukrainian
drone units recently destroyed a Russian Zoopark radar system in an unspecified area of Russia or
occupied Ukraine, and the Ukrainian General Staff reported that Ukrainian forces destroyed a Buk-M3 air
defense system in occupied Zaporizhia Oblast. The GUR reported on November 28 that Ukrainian forces
destroyed a ”Podlyot” mobile radar system — which identifies targets for S-300/400 air defense systems —
near occupied Kotovske, Crimea (north of Yevpatoria on Crimea‘s northwestern coast). Geolocated footage
published on November 29 purportedly shows Ukrainian forces also striking an S-400 air defense system
near occupied Simferopol, Crimea. The Ukrainian General Staff reported on November 29 that Ukrainian
drones struck the Atlas Oil Depot in Rostov Oblast and caused a fire at the oil depot. The Ukrainian
General Staff noted that the Atlas Oil Depot supplies petrol products to the Russian military. Russian
sources posted imagery claiming to show a fire near the Atlas Oil Depot and claimed that Ukrainian forces
also conducted a drone strike likely against an oil depot near Slavyansk-on-Kuban, Krasnodar Krai on
November 28. Ukrainian forces previously conducted a drone strike against the Atlas Oil Depot in August
2024.
Key Takeaways: • Russian President Vladimir Putin continues to laud the technical
specifications of the recently launched Oreshnik ballistic missile and threaten additional Oreshnik
strikes against Ukraine as part of an intensified Russian reflexive control campaign aimed at forcing the
West and Ukraine into self-deterrence.
• There is nothing particularly novel about the
capabilities of the Oreshnik missile, and US and Ukrainian officials indicated that the Oreshnik missile
does not portend a Russian escalation in the war. Putin's constant flaunting of the Oreshnik and Russian
missile capabilities therefore remains part of the Kremlin's reflexive control information operation and
is unlikely to presage the development of particularly novel Russian deep strike capabilities.
• The Russian military is considering establishing a separate service branch for unmanned systems,
likely as part of the Russian Ministry of Defense's (MoD) in a belated effort to catch up to the
establishment of the Ukrainian Unmanned Systems Forces (USF) in February 2024.
• Russian
forces conducted a large series of drone and missile strikes against Ukraine’s energy grid and major
defense industrial facilities on the nights of November 27 to 28 and 28 to 29.
• Ukrainian
forces conducted a series of strikes against four Russian air defense systems and radars in occupied
Ukraine and two oil depots in Russia on November 28 and 29.
• Russian Defense Minister Andrei
Belousov made an unannounced visit to Pyongyang, North Korea on November 29 amid intensifying
Russian-North Korean cooperation.
• Russian President Vladimir Putin reportedly appointed
Colonel General Rustam Muradov as First Deputy Commander of the Russian Ground Forces.
• The
Ukrainian Prosecutor General's Office opened additional investigations on November 28 into the apparent
Russian execution of Ukrainian prisoners of war (POWs) in Donetsk and Zaporizhia oblasts.
• Ukrainian President Volodymyr Zelensky the appointment of Major General Mykhailo Drapatyi as
Ukraine's new Ground Forces Commander on November 29, replacing Lieutenant General Oleksandr Pavlyuk.
• Georgians protested in Tbilisi, Georgia in response to an initiative by the ruling pro-Kremlin
Georgian Dream party to delay European Union (EU) accession negotiations, prompting the Russian
information space to resurrect information operations falsely framing the protests and Georgian
opposition parties as potential threats to Georgian sovereignty.
• Ukrainian forces recently
advanced northeast of Vuhledar.
• Russian forces recently advanced near Kupyansk, in Toretsk,
near Pokrovsk, and near Velyka Novosilka.
• Russian opposition outlets Mediazona and BBC
Russian Service reported that they have confirmed that at least 80,937 Russian soldiers have died in
Ukraine since the start of Russia's full-scale invasion in February 2022.
Kremlin officials responded to Syrian opposition forces' offensive into Syrian regime-held territory on
November 29 and 30 and expressed interest in using the Astana Process to respond to the situation.
Kremlin Spokesperson Dmitry Peskov claimed on November 29 that the Syrian opposition forces' offensive is
an "encroachment on Syria's sovereignty" and that Russia advocates for Syrian authorities to restore
"constitutional order." Russian Foreign Minister Sergei Lavrov spoke on the phone with Turkish Foreign
Minister Hakan Fidan on November 30 to discuss the situation in Syria. The Russian Ministry of Foreign
Affairs (MFA) claimed that both parties expressed serious concerns about the "dangerous developments" in
Aleppo and Idlib provinces. Lavrov and Fidan reportedly discussed the need to coordinate joint
Russian-Turkish actions to stabilize the situation, primarily through the Astana Process that Russia,
Turkey, and Iran launched in December 2016. (The Astana Process is a rival political process to the
United Nations -led Geneva Process under UN Security Council Resolution 2254.) Iranian Foreign
Minister Abbas Araghchi also reportedly initiated a telephone conversation with Lavrov on November 30,
during which Lavrov and Araghchi expressed "extreme concern" about the "dangerous escalation" in Syria.
Lavrov reportedly reaffirmed Russia's strong support for Syria's sovereignty and territorial integrity,
and both agreed to intensify joint efforts to stabilize and review the situation through the Astana
Process. It remains unclear whether the Kremlin will be able to deploy additional assets to support
Syrian President Bashar al-Assad's regime given the high tempo and operational requirements for Russia to
continue conducting operations in Ukraine – the Kremlin’s priority theater. Russia withdrew S-300 systems
from Syria back to Russia in 2022, likely to support Russian operations in Ukraine. ISW collected
unconfirmed reports in March 2022 that Russia withdrew Russian soldiers and Wagner militants from Syria,
likely to support Russian operations in Ukraine.
Russian Defense Minister Andrei Belousov met
with North Korean dictator Kim Jong Un during his unannounced trip to Pyongyang on November 30. Belousov
and Kim discussed the Russia-North Korea strategic partnership and relations between the Russian and
North Korean militaries. Kim reiterated support for Russia's war in Ukraine and boilerplate rhetoric that
the Kremlin uses to forward its reflexive control campaign aimed at forcing the West into
self-deterrence.
Key Takeaways:
• Kremlin officials responded to Syrian opposition
forces' offensive into Syrian regime-held territory on November 29 and 30 and expressed interest in using
the Astana Process to respond to the situation.
• Russian Defense Minister Andrei Belousov met
with North Korean dictator Kim Jong Un during his unannounced trip to Pyongyang on November 30.
• Ukrainian forces recently regained lost positions north of Kharkiv City, and Russian forces recently
advanced near Pokrovsk, Kurakhove, and Vuhledar.
• Russian milbloggers continued to criticize
poor Russian military command decisions and poor training and discipline among Russian personnel.
The Russian Ministry of Defense (MoD) reportedly replaced Lieutenant General Sergei Kisel with Colonel
General Alexander Chaiko who will reprise his previous assignment as commander of the Russian Force
Grouping in Syria, though it remains unclear how Russian operations in Syria may change. Russian
ultranationalist milbloggers, including the Kremlin-linked Rybar Telegram channel, claimed on November 30
and December 1 that the MoD removed Kisel as Commander of the Russian Force Grouping in Syria and
replaced him with Chaiko. Ukraine's Main Military Intelligence Directorate (GUR) reported on December 1
that Chaiko replaced Kisel and that Russian Navy Commander-in-Chief Admiral Alexander Moiseyev arrived in
Tartus, Syria. Chaiko served as chief of staff of the Russian Force Grouping in Syria from 2015 to 2017
and served as overall commander of the Russian Force Grouping in Syria in September 2019 to November
2020, February to June 2021, and September to December 2022. It is unclear what Chaiko’s assignment was
between December 2022 until present. Kisel has reportedly commanded the Russian Force Grouping in Syria
since at least May 2024. Some Russian milbloggers claimed that Kisel's removal will not significantly
change the situation or Russian operations in Syria because the Russian military command has routinely
rotated commanders to positions in Syria after battlefield failures in Ukraine. ISW is unable to
independently confirm this reported command change at this time.
Russian President Vladimir
Putin signed a decree approving the 2025 federal budget and the 2026–2027 draft federal budget on
December 1. The 2025 budget allocates about 41 percent of Russia's annual expenditures to national
security and defense. ISW continues to assess that the increased Russian defense spending, while
dangerous, does not necessarily equate to a one-to-one increase in Russian military capabilities,
especially given that significant funding is going towards paying benefits to Russian soldiers, veterans,
and their families. Russia's continued focus on defense spending is likely also affecting the
effectiveness and sustainability of Russian social programs, which may affect the Kremlin's ability to
sustain its war in Ukraine, given mounting pressures on the Russian economy and Putin’s observed tendency
to avoid risking his regime's stability.
Key Takeaways:
• The Russian Ministry of
Defense (MoD) reportedly replaced Lieutenant General Sergei Kisel with Colonel General Alexander Chaiko
who will reprise his previous assignment as commander of the Russian Force Grouping in Syria, though it
remains unclear how Russian operations in Syria may change.
• Russian President Vladimir Putin
signed a decree approving the 2025 federal budget and the 2026–2027 draft federal budget on December
1.
• Russian state media reported that the Russian military command appointed Colonel General
Rustam Muradov as the First Deputy Commander of the Russian Ground Forces.
• The Georgian
opposition continues to contest the legitimacy of Georgia's ruling Georgian Dream party's electoral
victory following Georgian Dream's suspension of Georgia's European Union (EU) membership accession
talks.
• Ukrainian forces recently advanced in Kursk Oblast, and Russian forces recently
advanced near Pokrovsk and Hulyaipole.
Prominent voices within the Russian information space continue to emphasize that Russian President
Vladimir Putin is uninterested in a negotiated settlement to the war in Ukraine that results in anything
less than total Ukrainian capitulation. Kremlin-affiliated Russian oligarch and Orthodox nationalist and
founder of the ultranationalist Tsargrad outlet Konstantin Malofeev told the Financial Times (FT) in an
interview published on December 2 that Putin will likely reject any plan for peace negotiations that US
President-elect Donald Trump puts forth unless the plan accounts for Russia's "security concerns."
Malofeev claimed that the Kremlin will only consider peace negotiations with the Trump administration if
Trump reverses the US policy allowing Ukraine to use Western-provided long-range weapons to strike into
Russia; "removes" Ukrainian President Volodymyr Zelensky from office; and agrees to meet with Putin to
discuss the situation in Ukraine, the future European security, the conflict in the Middle East, and
Russia's growing alliance with the People's Republic of China (PRC). Putin may intend to use such a
meeting to extract future US policy concessions on these issues from Trump. Malofeev also claimed that
the war in Ukraine has helped strengthen Russia's relationships with the PRC, Iran, and North Korea and
has revitalized Russia’s economy and defense industry. However, ISW continues to observe macroeconomic
indications that Russia's economy is struggling to bear the weight of inflation, ongoing international
sanctions, and labor shortages and will face significant challenges in 2025 assuming Russia’s war in
Ukraine continues at the current tempo.
Putin and other senior Russian officials have recently
issued similar statements. Malofeev's interview further indicates that the Kremlin is not interested in
good faith negotiations, no matter who mediates such talks. Malofeev does not currently hold an official
position within the Russian government, but his rhetoric is important given his relationships with
high-level Kremlin officials and the influence of Tsargrad among Russian ultranationalists. Malofeev has
previously used Tsargrad to promote Kremlin narratives justifying Russia's invasion and occupation of
Ukraine and continues to be an outspoken supporter of Putin. Zelensky recently acknowledged that Ukraine
must find diplomatic solutions to end the war and secure the return of some parts of occupied Ukraine
(including Crimea) in the future, but Malofeev's comments indicate that Putin remains averse to good
faith negotiations and is committed to destroying the Ukrainian state through military means.
Key Takeaways:
• Prominent voices within the Russian information space continue to emphasize
that Russian President Vladimir Putin is uninterested in a negotiated settlement to the war in Ukraine
that results in anything less than total Ukrainian capitulation.
• Russia's increased domestic
production of Shahed-type drones has allowed Russia to increase the number of drones it is using in
strike packages launched at Ukraine, but Ukrainian electronic warfare (EW) innovations are enabling
Ukrainian forces to more effectively respond to Russian strike packages.
• The Kremlin
continues efforts to minimize the war’s social impacts on the Russian populace while tacitly resetting
the goalposts for what the Kremlin initially defined as victory in Ukraine.
• Pro-Kremlin
Russian Telegram channel operators continue to resist Russian government efforts to deanonymize Russian
social media accounts.
• Ukrainian forces recently advanced near Chasiv Yar, and Russian
forces recently advanced near Toretsk, Pokrovsk, and Kurakhove.
• The Russian military
command is focusing on training additional Russian forces and improving Russian forces' tactical assault
operations.
Russia is evacuating naval assets from its base in Tartus, Syria, which may suggest that Russia does not
intend to send significant reinforcements to support Syrian President Bashar al Assad's regime in the
near term. OSINT analyst MT Anderson reported on December 2 that satellite imagery from November 30 and
December 1 showed that the Russian Admiral Gorshkov and Admiral Golovko Gorskhov-class frigates, the
Admiral Grigorovich Grigorovich-class frigate, the Novorossiysk Kilo-class submarine, the Yelnya
Altay-class oiler, and the Vyazma Kaliningradneft-class oiler were at the Russian base in Tartus.
Anderson then reported that satellite imagery from December 3 showed that Russia removed the three
frigates, the submarine, and two unnamed auxiliary vessels (likely the Yelnya and Vyazma) from the base —
amounting to all of the vessels that Russia had stationed at Tartus. Russia cannot redeploy these vessels
to its Black Sea ports because Turkey is enforcing the Montreux Convention, which prevents Russian
warships from passing through the Turkish Straits. Russia will likely therefore redeploy the vessels to
its bases in northwestern Russia and Kaliningrad Oblast. Ukraine's Main Military Intelligence Directorate
(GUR) reported on December 3 that the Russian military command has likely deployed a force grouping of an
unspecified size from its Africa Corps — the organization that the Russian Ministry of Defense's (MoD)
created to supplant the Wagner Group's operations in Africa following Wagner financier Yevgeny
Prigozhin's death in August 2023 — to Syria. ISW cannot independently confirm reports of Africa Corps
elements deploying to Syria, but these reports, if true, would indicate that the Russian military command
is avoiding redeploying regular Russian military forces from its priority theater in Ukraine to Syria.
The Russian evacuation of Tartus and the reported deployment of Africa Corps forces to Syria suggest that
Russia is worried that Syrian opposition forces may advance southward to Hama (roughly 80 kilometers
northeast of Tartus) and threaten the Tartus base but that the Russian military command will not deploy
significant reinforcements to Syria in the near term to prevent such advances. The Critical Threats
Project's (CTP) Africa File will cover Syria's impact on Russian activity in Africa and the Mediterranean
in its upcoming update.
The United States announced additional military assistance worth $725
million for Ukraine on December 2. The US Department of Defense (DoD) announced its 71st tranche of
military assistance under the Presidential Drawdown Authority (PDA), including Stinger man-portable
air-defense system (MANPADS) missiles; HIMARS ammunition; 155mm and 105mm artillery ammunition; munitions
for National Advanced Surface-to-Air Missile Systems (NASAMS); Tube-launched, Optically-tracked,
Wire-guided (TOW) missiles; Counter-Unmanned Aerial Systems (c-UAS) equipment and munitions; and AT-4 and
Javelin anti-armor systems. US National Security Advisor Jake Sullivan stated on December 2 that US
President Joe Biden has asked the DoD to deliver the aid rapidly and that the United States "will deliver
hundreds of thousands of additional artillery rounds, thousands of additional rockets, and other critical
capabilities" to Ukraine between early December 2024 and mid-January 2025.
Key Takeaways:
• Russia is evacuating naval assets from its base in Tartus, Syria, which may suggest that Russia
does not intend to send significant reinforcements to support Syrian President Bashar al Assad's regime
in the near term.
• The US announced additional military assistance worth $725 million for
Ukraine on December 2.
• Russian officials continue to perpetuate information operations about
prisoner-of-war (POW) exchanges in order to portray Ukraine as unwilling to negotiate and to undermine
Ukrainians' trust in their government.
• India is reportedly attempting to decouple its
defense industry from Russia as it increases cooperation with Western defense companies and builds up its
own defense industrial base (DIB).
• Ukrainian forces recently advanced in Kursk Oblast and
regained lost positions near Kupyansk. Russian forces recently advanced near Toretsk, Pokrovsk, and
Velyka Novosilka.
• Russian forces reportedly continued to suffer significant personnel and
armored vehicle losses throughout November 2024 as they attempted to maintain intensified offensive
operations in eastern Ukraine.
Mounting evidence continues to personally implicate Russian President Vladimir Putin and other senior
Kremlin officials in the forced deportation and "re-education" of Ukrainian children in Russia. The US
Department of State and Yale University's Humanitarian Research Lab published a report on December 3
detailing the role of Putin, Kremlin Commissioner on Children's Rights Maria Lvova-Belova, members of
Russia's ruling United Russia party, Russia's Ministry of Education, and occupation officials in Donetsk
and Luhansk oblasts in at least 314 confirmed cases of child deportation from occupied Ukraine. The
report states that Putin maintains primary control over and is the main decision-maker for Russia's
deportation program and that Lvova-Belova acts as Putin's executive officer who oversees the
implementation of the program. The report notes that Russian authorities have used military transport
aircraft and aircraft under Putin's personal control to deport children from occupied Ukraine to
intermediary holding facilities in Russia. The report states that Russian and occupation authorities have
primarily deported to Russia children whom Russian authorities claim to be orphans or children without
parental care and that Russian authorities have placed most of the children in Russian foster or adoptive
families. The report assesses that it is highly likely that most, if not all, deported Ukrainian children
have been naturalized as Russian citizens and that Russian authorities force the children to participate
in a patriotic re-education program intended to Russify, militarize, and indoctrinate them into Russian
cultural and historical narratives and forcibly separate them from their Ukrainian heritage. The report
notes that the true number of Ukrainian children that Russia has forcibly deported to Russia remains
unclear and that the number is significantly higher than the 314 children identified in the report. ISW
has reported extensively on Russia's crimes in occupied Ukraine, including the forced deportation of
Ukrainian youth to Russia. The Geneva Convention on the Prevention and Punishment of the Crime of
Genocide defines "forcibly transferring children of a group to another group" as an act constituting
genocide.
Key Takeaways:
• Mounting evidence continues to personally implicate
Russian President Vladimir Putin and other senior Kremlin officials in the forced deportation and
"re-education" of Ukrainian children in Russia.
• Russian President Vladimir Putin continues
to posture Russian economic stability and growth while high interest rates and efforts to combat
inflation suggest that the Kremlin is worried about economic stability in the long-term.
• Armenian Prime Minister Nikol Pashinyan announced on December 4 that Armenia has effectively reached
"the point of no return" in its ties with the Russian-led Collective Security Treaty Organization
(CSTO).
• Ukrainian forces recently regained lost positions in Toretsk and near Velyka
Novosilka. Russian forces recently advanced in Chasiv Yar, near Toretsk, Pokrovsk, Vuhledar, Velyka
Novosilka, and in Kursk Oblast.
• The Kremlin continues to use its "Time of Heroes" program
to place veterans of the war in Ukraine in leadership positions within the Russian government and major
state companies.
The Kremlin is continuing to suffer significant manpower losses to make tactical advances in western
Donetsk Oblast at the expense of Russia's ongoing war effort and the medium-term viability of the Russian
economy. The United Kingdom Ministry of Defense (UK MoD), citing data from the Ukrainian General Staff,
reported on December 5 that the average daily Russian personnel casualties reached a new all-time high of
1,523 casualties per day in November 2024. The UK MoD noted that Russian forces suffered just over 2,000
casualties in a single day for the first time on November 28, 2024. Russian forces suffered an estimated
45,690 total casualties throughout November 2024, and the UK MoD noted that November 2024 was the fifth
consecutive month that Russian casualties increased. ISW has observed geolocated evidence to assess that
Russian forces advanced at a rate of roughly 27.96 square kilometers per day and seized a total of 839
square kilometers in Ukraine and Kursk Oblast in November 2024. ISW previously reported that Russian
forces suffered increased casualties in September and October 2024 as well and that Russian casualties
totaled an estimated 80,110 troops in exchange for roughly 1,517 square kilometers of gains in Ukraine
and Kursk Oblast in those two months. Russian forces have thus suffered an estimated 125,800 casualties
during a period of intensified offensive operations in September, October, and November 2024 in exchange
for 2,356 square kilometers of gains. (Or approximately 53 Russian casualties per square kilometer of
Ukrainian territory seized.)
Key Takeaways:
• The Kremlin is continuing to suffer
significant manpower losses to make tactical advances in western Donetsk Oblast at the expense of
Russia's ongoing war effort and the medium-term viability of the Russian economy.
• Russia's
constrained labor pool is likely unable to sustain this increased casualty rate in the medium-term, and
continued Western military support for Ukraine remains vital to Ukraine's ability to inflict losses at
this rate.
• Russian Chief of the General Staff Army General Valery Gerasimov undermined the
Kremlin's information operation to portray Russia's November 21 Oreshnik ballistic missile strike against
Ukraine as a defensive response to the US permitting Ukraine to conduct strikes in Russia with
US-provided ATACMS missiles.
• Russian-North Korean military cooperation will likely continue
to intensify in the coming months following the formal commencement of their comprehensive strategic
partnership agreement on December 4.
• Chechen Republic Head Ramzan Kadyrov continues to
publicly position himself as a defender of migrants and Russian ethnic minorities in opposition to other
senior Russian security officials, suggesting that senior Russian officials may be increasingly divided
over Russian President Vladimir Putin's efforts to promote an inclusive Russian civic nationalism that
ensures interethnic and interreligious harmony in Russia.
• Ukrainian forces recently advanced
in Kursk and northern Kharkiv oblasts, and Russian forces advanced in the Toretsk, Kurakhove, and
Vuhledar directions.
• Russian forces are reportedly increasingly recruiting women for combat
and logistics functions.
Russian forces have not yet evacuated the Russian naval base in Tartus, Syria as of December 6, but it
remains unclear whether Russia will keep its vessels at the port as Syrian rebels continue to advance
swiftly across regime-held territory. Former Norwegian Navy officer and independent OSINT analyst Thord
Are Iversen assessed that the Russian Novorossiysk Kilo-class submarine, a Gorshkov-class frigate, the
Admiral Grigorovich Grigorovich-class frigate, and possibly the Vyazma Kaliningradneft-class oiler have
returned to the port in Tartus based on satellite imagery collected on December 6. Satellite imagery
collected on December 3 showed that Russia had removed all of its ships stationed at Tartus - the Admiral
Grigorovich frigate, the Novorossisysk submarine, the Admiral Gorshkov and Admiral Golovko Gorskhov-class
frigates, and likely the Vyazma oiler and the Yelnya Altay-class oiler - from the port sometime between
December 1 and 3. The Russian Ministry of Defense (MoD) claimed on December 3 that ten Russian naval
vessels, including the Admiral Gorshkov and Admiral Golovko frigates and Novorossiysk submarine,
participated in hypersonic and cruise missile launch exercises in the eastern Mediterranean Sea, and
Russian Chief of the General Staff Army General Valery Gerasimov reportedly informed the US about Russian
exercises in the Mediterranean during a call on November 27. It is unclear if Russia removed the Admiral
Grigorovich and the two oilers from Tartus as part of the exercise as well. Some of the vessels that
Russian forces removed from Tartus between December 1 and 3 have not returned to port as of December
6.
Bloomberg reported on December 6 that a person close to the Kremlin stated that Russia does
not have a plan to save Syrian President Bashar al Assad and that Russia is unlikely to create such a
plan as long as pro-regime forces continue to abandon their positions. The Russian Embassy in Syria
notably announced on December 6 that Russian citizens living in Syria should leave the country on
commercial flights due to the "difficult military and political situation" in Syria. It remains unclear
whether Russia plans to continue to maintain all of these vessels at Tartus or is planning to evacuate
all or some of them elsewhere.
Russia appears to be redeploying at least some of its air
defense assets that were defending Russia's Khmeimim Air Base in Syria, but the reason for this
redeployment remains unclear at this time. Geolocated footage published on December 6 shows Russian
forces transporting S-300 or S-400 and Tor-M1 air defense systems near Baniyas along the M1
Lakatia-Tartus highway. A Russian milblogger posted the same footage on December 6 and claimed that it
showed Russian forces moving an S-400 system and a Tor-M2 system that Russian forces had deployed near
Masyaf (about 50 kilometers southeast of Khmeimin Air Base) in 2017 to protect Khmeimin Air Base. The
milblogger claimed that Russian forces are either redeploying the air defense systems to Khmeimim Air
Base or Tartus due to Syrian rebel groups' recent seizure of Hama City (roughly 35 kilometers east of
Masyaf). It is unclear if Russian forces are redeploying the air defense systems to new positions within
western Syria in order to improve their survivability or if Russian forces are moving the air defense
systems for evacuation from Syria through Tartus.
Key Takeaways:
• Russian forces
have not yet evacuated the Russian naval base in Tartus, Syria as of December 6, but it remains unclear
whether Russia will keep its vessels at the port as Syrian rebels continue to advance swiftly across
regime-held territory.
• Russia appears to be redeploying at least some of its air defense
assets that were defending Russia's Khmeimim Air Base in Syria, but the reason for this redeployment
remains unclear at this time.
• The Kremlin continues to advance its strategic effort to de
facto annex Belarus and further expand the Russian military’s presence in Belarus through the Union State
framework.
• Lukashenko is likely trying to preserve Belarusian sovereignty against Moscow by
advocating that Belarus control Russian weapons deployed in Belarus - an endeavor Lukashenko has
historically failed at.
• The deployment of the Oreshnik missiles to Belarus does not
significantly increase the immediate risks of intermediate-range ballistic missile (IRBM) strikes against
Ukraine or NATO states despite the Kremlin’s intensified nuclear saber-rattling.
• The Kremlin
is scapegoating former Kursk Oblast Governor Alexei Smirnov for Russia's failure to adequately respond to
Ukraine's incursion into Kursk Oblast.
• Russian Foreign Minister Sergei Lavrov used his
interview with an American media personality to reiterate Kremlin talking points that are intended to
shape American foreign policy and achieve a US-Russia reset detrimental to US interests and on the
Kremlin's terms.
• Western sanctions are reportedly degrading the overall quality of Russian
drones, indicating that targeted sanctions are having some negative effects on the Russian defense
industrial base (DIB).
• Russian forces recently advanced near Toretsk, Pokrovsk, Kurakhove,
and Vuhledar.
• The Russian military continues to lose parts of its officer corps, a resource
that is difficult to replenish, as part of Russia's ever-increasing casualties.
Russian forces have resumed their offensive operations directly aimed at seizing Pokrovsk through a
turning maneuver from the south after successfully widening their salient south and southeast of the
town. Russian forces, including elements of the 15th Motorized Rifle Brigade (2nd Combined Arms Army
, Central Military District ), began advancing further west and northwest of Selydove
(southeast of Pokrovsk) along the Petrivka-Pustynka-Zhovte line south of Pokrovsk in late November 2024
after mainly focusing their offensive efforts on widening the salient south of Selydove and eliminating
the Ukrainian pockets north and south of Kurakhove. Russian forces recently seized Novopustynka
(southwest of Pokrovsk and west of Zhovte) and advanced near the southern outskirts of Shevchenko (north
of Zhovte), and geolocated footage published on December 6 indicates that Russian forces recently
advanced north of Novotroitske (just west of Novopustynka) and along the T-05-15 Pokrovsk-Kostyantynopil
highway towards Shevchenko. Russian milbloggers claimed on December 6 and 7 that fighting is ongoing
towards Shevchenko and within the center of the settlement and that Russian forces have either advanced
into northern Novotroitske or seized the entire settlement. ISW has not observed confirmation of these
claims, however. Russian milbloggers also claimed that Russian forces have resumed attacks east of
Myrnohrad (just east of Pokrovsk) near Hrodivka and Mykolaivka, are advancing southeast of Pokrovsk near
Dachenske (east of Shevchenko), and are attacking with armored vehicle support near Sukhyi Yar and
Lysivka (both northeast of Dachenske). Ukrainian military observer Kostyantyn Mashovets stated in late
November 2024 that elements of the Russian 90th Tank Division (41st CAA, CMD) — a formation that the
Russian military command often redeploys to priority sectors and uses to exploit tactical gains — are
attacking along the Novotroitske-Ukrainka line. Russian forces' turn north towards Shevchenko marks a
notable inflection in the orientation of the Russian attacks in this area, as Russian forces mainly
focused on advancing further west of Selydove in November 2024. The redeployment of elements of the 90th
Tank Division and intensified Russian assaults near Dachenske and east of Myrnohrad further indicate a
reprioritization of this sector of the frontline.
The Russian military command likely assesses
that they have allocated sufficient manpower and materiel to the efforts to seize Kurakhove and seize or
bypass Velyka Novosilka and level the frontline in western Donetsk Oblast in the coming weeks. Mashovets
stated on December 6 that Russian forces likely seized Stari Terny (northwest of Kurakhove and on the
northern shore of the Kurakhivske Reservoir), suggesting that Russian forces have likely almost
completely eliminated the Ukrainian pocket north of the reservoir. Russian forces have continued to use
frontal mechanized and dismounted infantry assaults to advance slowly but gradually into eastern and
central Kurakhove and south of Kurakhove into Dalne, which supports larger Russian efforts to eliminate
the remaining Ukrainian pocket between Dalne and Kurakhove. The Russian command may be satisfied with
recent Russian advances northwest of Vuhledar into Kostyantynopolske and Uspenivka and up to Sukhi Yaly
(all along the C-051104 highway) such that the Russian military command assesses that Russian forces will
be able to close the Ukrainian pocket extending from Kostyantynopolske to Dalne and level the frontline
in western Donetsk Oblast along the Dachne-Sukhi Yaly line in the coming weeks. Russian forces have also
advanced north, east, and south of Velyka Novosilka in recent weeks as part of their ongoing efforts to
envelop the settlement. The Russian military command likely assesses that Russian forces can now relaunch
offensive operations to seize Pokrovsk due to Russian tactical gains in collapsing the Ukrainian pockets
north and south of Kurakhove and north of Vuhledar.
Key Takeaways:
• Russian forces
have resumed their offensive operations directly aimed at seizing Pokrovsk through a turning maneuver
from the south after successfully widening their salient south and southeast of the town.
• The Russian military command likely assesses that they have allocated sufficient manpower and
materiel to the efforts to seize Kurakhove and seize or bypass Velyka Novosilka and level the frontline
in western Donetsk Oblast in the coming weeks.
• Russian forces are likely attempting to flank
Pokrovsk from the west and force Ukrainian forces to withdraw from Pokrovsk and Myrnohrad in order to
minimize Russia's need to conduct frontal assaults on the towns’ eastern and southern approaches.
• The Russian military command will likely continue to trade Russian materiel and manpower for
tactical territorial gains at an unsustainable rate during their offensive operations to seize Pokrovsk
into 2025.
• Ukrainian forces continue to use drone strikes to contest Russia's presence in
the northwestern Black Sea, including near gas extraction platforms.
• Ukrainian forces will
reportedly receive increased access to Starshield, a more secure satellite network for Starlink
terminals, which may give Ukrainian forces an advantage in the technological innovation arms race in
which Ukrainian and Russian forces are currently engaged.
• Russian federal censor
Roskomnadzor appears to be testing the Russian sovereign internet in Russian regions populated by ethnic
minorities.
• Roskomnadzor indicated that it may intend to force Russians to migrate their
websites from Western hosting providers to Russian hosting providers likely to better enforce Russian
censorship laws.
• Ukrainian forces recently advanced in Kursk Oblast and reportedly advanced
near Velyka Novosilka while Russian forces advanced near Kupyansk, Toretsk, and Pokrovsk.
• Russian authorities continue efforts to forcibly impress migrants into signing military service
contracts with the Ministry of Defense (MoD) as part of ongoing cryptomobilization efforts.
The rapid collapse of the Assad regime in Syria – a regime that the Kremlin helped prop up since 2015 –
is a strategic political defeat for Moscow and has thrown the Kremlin into a crisis as it seeks to retain
its strategic military basing in Syria. Russia intervened on behalf of former Syrian President Bashar al
Assad in 2015 in order to secure Assad's regime after mass protests began in 2011 as part of the larger
Arab Spring movement, which triggered the Syrian Civil War and threatened to oust Assad. Russian
President Vladimir Putin has long viewed the "color revolutions" that ushered in new democratic
governments in former Soviet states as a threat to his own regime's stability and security. Putin has
also more widely opposed democratic movements to oust Kremlin-allied authoritarian rulers worldwide as he
views these movements as hindering his efforts to create his envisioned multipolar world where Russia and
Russia's key authoritarian allies and partners play a major role. Russia's inability or decision to not
reinforce Assad's regime as the Syrian opposition offensive made rapid gains throughout the country will
also hurt Russia's credibility as a reliable and effective security partner throughout the world, which
will in turn negatively affect Putin's ability to garner support throughout the world for his desired
multipolar world.
Kremlin newswire TASS reported on December 8 that a Kremlin source stated
that Assad and his family fled to Moscow and that Russian authorities granted them asylum. Putin has been
able to ensure the survivability of Assad himself, but Putin intervened in the Syrian Civil War with the
primary objective of bolstering Assad's regime and preventing his loss of power – an objective that the
Kremlin has failed to achieve. Putin also intervened on behalf of Assad in 2015 to secure Russian
military bases in Syria, support Russia's wider efforts to project power in the Mediterranean and Red
Seas, increase its global footprint in the Middle East and Africa, and threaten NATO's southern flank.
Russia is attempting to secure its bases in Syria as opposition forces come to power, but Russia's
continued military presence in the country is not guaranteed, especially as Russia's actions in support
of Assad over the past nine years have likely undermined Moscow's ability to form a lasting, positive
relationship with ruling Syrian opposition groups.
Key Takeaways:
• The rapid
collapse of the Assad regime in Syria – a regime that the Kremlin helped prop up since 2015 – is a
strategic political defeat for Moscow and has thrown the Kremlin into a crisis as it seeks to retain its
strategic military basing in Syria.
• The Kremlin reportedly secured an agreement on December
8 with unspecified Syrian opposition leaders to ensure the security of Russian military bases in Syria,
but the contours of this arrangement and its longevity remain unclear given a volatile and rapidly
evolving political situation on the ground in Syria.
• ISW has collected strong indicators
that Russia has been setting conditions to evacuate its military assets from Syria and that Russian
military basing is not secure.
• The loss of Russian bases in Syria will have major
implications for Russia’s global military footprint and ability to operate in Africa.
• Russian ultranationalist milbloggers – many of whom fought in or covered the Syrian war – are upset
about the fall of the Assad regime, criticizing it as yet another failure of Russian foreign policy to
exert and maintain influence in areas of strategic importance.
• The US Department of Defense
(DoD) announced on December 7 an additional military aid package for Ukraine worth $988 million.
• Russian authorities detained alleged terrorists in the Republic of Dagestan on December 7 amid
growing Russian milblogger claims that the fall of former Syrian President Bashar al Assad's regime in
Syria will foster terrorism in Russia.
• Russian forces recently advanced in Kursk Oblast and
the Pokrovsk and Vuhledar directions.
• One of Russia's largest microchip manufacturers has
reportedly begun bankruptcy proceedings.
The Kremlin continues to cautiously signal that it can ensure the security of Russian military bases in
Syria in the short-term but notably has expressed uncertainty about the long-term future of the military
bases against the backdrop of the volatile and rapidly evolving political situation in Syria. Kremlin
Spokesperson Dmitry Peskov stated on December 9 that the Russian military is taking all necessary
precautions to ensure the security of Russian military bases in Syria and that Russia is "doing
everything possible" to establish contact with those who can ensure the safety of Russian military
personnel in Syria. Peskov noted that the Kremlin will host "serious discussions" with the future Syrian
authorities about Russia's military bases in Khmeimim and Tartus at an unspecified future date but noted
that it is currently too early to discuss maintaining these bases since such a discussion involves "those
who will lead Syria." Kremlin newswire TASS reported on December 9, citing an unspecified source in
Latakia Governorate, that Syrian opposition forces have full control over Latakia Governorate and Tartus
City, but that Syrian opposition forces have not and do not intend to "invade" the Russian Khmeimim Air
Base near Latakia City and the naval base at the Port of Tartus. The source added that both Russian bases
are functioning normally. Russian state outlet RBK reported on December 9 that the Syrian National
Coordination Committee's Foreign Relations Head Ahmed al Asrawi stated during a discussion about Russia's
military bases in Syria that Syria would continue to uphold agreements that are in Syria's interest and
would "never" take a hostile position toward Russia or any other friendly country. Russian milbloggers
continued to debate the future of the Russian bases in Syria on December 8 and 9, expressing uncertainty
about whether Russian forces will be able to maintain their presence in the country or will have to
conduct a full evacuation. The Critical Threats Project (CTP) continues to assess that the potential loss
of Russian bases in Syria will have major implications for Russia’s ability to project power in the
Mediterranean Sea, threaten NATO's southern flank, and operate in Africa.
Russia has removed
some vessels from the Port of Tartus to a nearby area offshore. Satellite imagery taken on December 9
shows that all Russian ships and submarines have left the Port of Tartus. OSINT analyst MT Anderson
reported that satellite imagery taken on December 9 also shows that Russian vessels — likely the Admiral
Gorshkov Gorskhov-class frigate, Admiral Grigorovich Grigorovich-class frigate, Novorossiysk Kilo-class
submarine, and Vyazma Kaliningradneft-class oiler – are in a holding pattern in the roadstead about eight
kilometers west of the port. The location of the other ships that were reportedly previously docked in
the Port of Tartus, including the Admiral Golovko Gorskhov-class frigates and the Yelnya Altay-class
oiler, is unclear. Syrian opposition leaders reportedly guaranteed on December 8 the security of Russian
military institutions in Syria, and Syrian Prime Minister Mohammad Ghazi al Jalali stated on December 8
that the new Syrian authorities would make the decisions about the future of Russia's military bases in
Syria. The current and future security of the Russian military bases in Syria remains unclear as Moscow
continues to hold talks with the new Syrian authorities, and it is also unclear at this time if Russia is
removing the vessels from the Port of Tartus as part of a wider evacuation or to better protect these
military assets.
Key Takeaways:
• The Kremlin continues to cautiously signal that
it can ensure the security of Russian military bases in Syria in the short-term but notably has expressed
uncertainty about the long-term future of the military bases against the backdrop of the volatile and
rapidly evolving political situation in Syria.
• Russia has removed some vessels from the Port
of Tartus to a nearby area offshore.
• The Syrian Embassy in Moscow confirmed to Kremlin
newswire TASS on December 9 that former Syrian President Bashar al Assad is in Moscow.
• Russia continues to face staggering costs required to maintain its war effort against Ukraine, with
mounting economic strain, labor shortages, and systemic corruption threatening the sustainability of the
Russian defense industrial base (DIB).
• Russian President Vladimir Putin promoted Chechen
Akhmat Spetsnaz Commander Apty Alaudinov and Russian Deputy Defense Minister Yunus-Bek Yevkurov amid
ongoing Kremlin efforts to shift blame for Russia's inadequate response to Ukraine’s incursion into Kursk
Oblast onto local government officials and away from the military.
• The Russian government
claimed to have returned the bodies of deceased Ukrainian prisoners of war (POWs) who were allegedly
killed in the January 24 Russian Il-76 military transport aircraft crash in Belgorod Oblast.
• Russian forces recently advanced near Pokrovsk and Velyka Novosilka.
• Russian President
Vladimir Putin continues to highlight Russian officials who sponsor Russian volunteer units in Ukraine
and the "Time of Heroes program," which places veterans of the war in Ukraine in leadership positions
within the Russian federal and regional governments.
Russia's force posture around Syria continues to reflect the Kremlin's current cautious and indecisive
response to the fall of Bashar al Assad's regime. Sentinel-2 satellite imagery from December 10 shows
that Russian ships have still not returned to Syria's Port of Tartus and that the Russian Mediterranean
Sea Flotilla is still in a holding pattern about eight to 15km away from Tartus. Open-source analyst MT
Anderson identified four Russian ships within this radius as of December 10—the Admiral Golovko
Gorshkov-class frigate, the Admiral Grigorovich Grigorovich-class frigate, the Novorossiysk Improved
Kilo-class submarine, and the Vyazma Kaliningradneft-class oiler. Satellite imagery from December 9
indicated that the Admiral Grigorovich, Novorossiysk, and Vyazma were in the same holding pattern as they
are as of December 10. Other open-source analysts noted that the Baltic Fleet's Alexander Shabalin
Project 775 large landing ship exited the Baltic Sea maritime zone on December 10, potentially to
facilitate the removal of some Russian military assets from Tartus to the Mediterranean (potentially
Tobruk, Libya). A Russian milblogger claimed that as of the end of the day on December 9 "the status of
Hmeimim (Air Base) and Tartus is up in the air," and Kremlin press secretary Dmitry Peskov emphasized
that it is "difficult to predict" what will happen in Syria but that Russia will continue a dialogue with
all countries that share interests with Russia. Ukraine's Main Military Intelligence Directorate (GUR)
reported on December 10 that Russian forces are still disassembling equipment and weapons and removing
troops from Hmeimim in An-124 and Il-76 military transport aircraft and are "dismantling" equipment at
Tartus under the supervision of recently-deployed Russian Spetsnaz. Maxar satellite imagery from December
10 shows that Russian aircraft, helicopters, and associated military equipment remain in place at the
Hmeimim Air Base (see embedded imagery below). The continued lack of a coherent Russian response, both in
terms of military posture and rhetorical overtures, suggests that the Kremlin is still waiting to
formulate a path forward in Syria as it observes the situation on the ground. The Kremlin is very likely
hesitant to completely evacuate all military assets from Syria in the event that it can establish a
relationship with Syrian opposition forces and the transitional government and continue to ensure the
security of its basing and personnel in Syria.
Russia intends to supply North Korea with
fighter jets amid growing military partnership between the two countries. US Indo-Pacific Command
(INDOPACOM) commander Admiral Samuel Paparo revealed on December 10 that Russia and North Korea struck a
deal in which Russia agreed to send MiG-29 and Su-27 fighter aircraft to Pyongyang in exchange for North
Korea deploying troops to Russia to support Russia's war in Ukraine. Paparo highlighted that North
Korea's receipt of these aircraft will enhance its military capabilities and that Pyongyang likely
expects additional military equipment and technologies from Russia, including ballistic missile reentry
vehicles, submarine technologies, and air defense systems, as part of the agreement. Paparo noted that
North Korean soldiers remain in combat zones, likely in reference to Kursk Oblast, but are not yet
actively fighting. South Korean network TV Chosun published an exclusive report on October 21 stating
that North Korea dispatched an unspecified number of fighter pilots to Vladivostok before the deployment
of ground troops to Russia in early October likely in an effort to train its pilots to fly Russian
fighter jets. North Korean pilots are trained on Russian Su-25 attack aircraft (which are already part of
the Korean People's Army Air Force fleet) further indicating that a Russian delivery of fighter
jets will benefit and expand North Korea's military capabilities, especially in the air domain. ISW
continues to assess that military cooperation between Russia and North Korea has particularly intensified
since the two countries signed their Treaty on Comprehensive Strategic Partnership in June 2024, and
especially since it entered into force on December 4.
Key Takeaways:
• Russia's
force posture around Syria continues to reflect the Kremlin's current cautious and indecisive response to
the fall of Bashar al Assad's regime.
• Russia intends to supply North Korea with fighter jets
amid a growing military partnership between the two countries.
• Russian President Vladimir
Putin met with Indian Defense Minister Rajnath Singh in Moscow on December 10 as India continues efforts
to balance military technical cooperation with Russia and maintain good relations with key Western
allies.
• Ukrainian forces recently advanced in the Vuhledar direction, and Russian forces
recently advanced in Kursk and Kharkiv oblasts and in the Svatove, Toretsk, Pokrovsk, Kurakhove,
Vuhledar, and Velyka Novosilka directions.
• The Russian government continues efforts to
formalize irregular Russian military units and veterans from the Donetsk and Luhansk People’s Republics
army corps (DNR and LNR ACs) and formally integrate them under the Russian Ministry of Defense (MoD).
• Russia continues to utilize Western-produced high-tech components in Russian weapons systems
despite Western sanctions against Russia and cobelligerent states.
• A Russian insider source
who has previously correctly predicted command changes within the Russian MoD claimed on December 9 that
Russian President Vladimir Putin promoted the Russian Deputy Defense Minister, Pavel Fradkov, to the rank
of Major General.
Russian forces continue to make tactical gains south of Pokrovsk as they attack into Ukrainian weak
points and attempt to conduct a turning maneuver to directly assault Pokrovsk from the south. Geolocated
footage published on December 10 indicates that Russian forces have advanced in western Novyi Trud and
along the E50 highway south of Dachenske, narrowing the small pocket west of the E50 highway and south of
the Novyi Trud-Dachenske line. This advance places Russian forces about six kilometers south of Pokrovsk.
Russian forces will likely continue efforts to close the pocket between Novyi Trud and Dachenske in the
coming days, as doing so will provide them a stronger position from which to assault Shevchenko (just
northwest of Novyi Trud and southwest of Pokrovsk). Ukrainian Khortytsia Group of Forces Spokesperson
Colonel Nazar Voloshyn noted on December 11 that Russian forces attacked Ukrainian fortifications west of
Novyi Trud, south of Novotroitske (southwest of Shevchenko), and on the southwestern outskirts of
Shevchenko itself. Voloshyn reported that Ukrainian forces lost two positions during these attacks and
are working to restore them. A Ukrainian battalion commander operating near Pokrovsk characterized the
situation in this direction as "critical," largely because each Russian battalion-sized formation
receives about 200 fresh personnel per month. The Ukrainian commander also emphasized that Russian forces
are attacking Ukrainian positions up to 30 times per day and have an advantage in artillery
fires—suggesting that Russian forces are currently relying on a superior number of personnel and
artillery ammunition to secure tactical gains in the Pokrovsk direction. ISW recently assessed that the
Russian command has resumed offensive operations to seize Pokrovsk via a turning maneuver from the south,
but that this maneuver is coming at a massive cost to Russian manpower and equipment. Another Ukrainian
brigade officer reported that Russian forces lost nearly 3,000 personnel in the Pokrovsk direction in two
weeks. Continued Russian losses at this scale will impose a mounting cost on Russia's already-strained
force generation apparatus. Russian forces may well continue making gains towards Pokrovsk, but the
losses they are taking to do so will temper their ability to translate these gains into more far-reaching
offensive operations.
Key Takeaways:
• Russian forces continue to make tactical
gains south of Pokrovsk as they attack into Ukrainian weak points and attempt to conduct a turning
maneuver to directly assault Pokrovsk from the south.
• US intelligence had warned that Russia
may fire a second "Oreshnik" ballistic missile at Ukraine in the near future, likely in a continued
effort to dissuade the West from providing further military assistance to Ukraine.
• Ukrainian
forces struck an oil depot in Bryansk Oblast and an aircraft repair plant in Taganrog, Rostov Oblast on
the night of December 10 to 11.
• Russian forces recently advanced in Kursk Oblast and in the
Toretsk, Kurakhove, and Vuhledar directions.
• The Kremlin continues to leverage its "Time of
Heroes" program to integrate Russian veterans of the war in Ukraine into leadership positions within
Russian regional administrations.
Russia has reportedly reached an agreement with select elements of the Syrian opposition about control
over Russian military bases in Syria, but it remains unclear if the alleged agreement ensures the
security of Russia's bases in Syria in the long-term. Bloomberg reported on December 12 that unspecified
sources with knowledge of the matter stated that the Russian Ministry of Defense (MoD) thinks it has an
"informal understanding" with Hayat Tahrir al Sham (HTS) that would allow Russian forces to stay at
Hmeimim Air Base and the Port of Tartus but noted that the situation could change due to instability in
Syria. Russian Deputy Foreign Affairs Minister Mikhail Bogdanov stated on December 12 that Russia has
established contacts with HTS in Damascus and that Russian bases "continue to be located on Syrian
territory." Bogdanov expressed hesitancy in response to a question about whether Russia expects its bases
to remain in Syria, stating that the bases will "probably" remain but that there are no other decisions
yet on the matter. Bogdanov implied that Russia's continued presence in Syria is important for the
ongoing fight against terrorism in the country, likely as part of efforts to convince Syrian authorities
to allow Russia to continue to operate its bases in the long-term. Russia has been using the cover of
"fighting terrorism" as an excuse for military activities primarily aimed at supporting the Bashar
al-Assad regime since it entered the Syrian Civil War in 2015. A Russian milblogger claimed on December
11 that Syrian "militants" have surrounded Hmeimim Air Base and are periodically attempting to conduct
provocations and shell the facility. The milblogger claimed that Russia reached a "preliminary" agreement
about the continued presence of Russian forces in Syria but that the agreement only lasts for 75 days,
after which Russia will withdraw from Syria. It is unclear if the reported Russian agreement with Syrian
authorities is permanent or temporary. The Syrian opposition encompasses several factions with varying
ideologies and political objectives, and it is unclear if Russia is in contact with all the Syrian
opposition factions necessary to guarantee the safety of Russian military bases in Syria.
Russia is reportedly moving four ships from Russian ports to Syria, possibly to facilitate evacuations
—further demonstrating the Kremlin's current cautious response to the developing situation in Syria.
Ukraine's Main Military Intelligence Directorate (GUR) stated on December 12 that Russian forces from
throughout Syria are withdrawing to Hmeimim Air Base and the Port of Tartus and that Russian forces are
flying four to five miliary transport sorties daily between Hmeimim and unspecified airfields in Russia.
The GUR stated that Russia is moving its Ivan Gren Ivan Gren-class large landing ship and the Aleksandr
Otrakovsky Ropucha-class landing ship to Tartus to evacuate weapons and equipment. The GUR stated that
the two ships are currently in the Norwegian Sea and are scheduled to pass the English Channel in "a few
days." The GUR stated that the Russian Sparta and Sparta II cargo ships also left Baltiysk, Kaliningrad
Oblast and St. Petersburg, respectively, and are heading to Tartus. It will likely be weeks until these
ships reach the Mediterranean Sea and arrive at the Port of Tartus, and Russia may be moving these ships
as a precaution should Moscow decide to conduct wider evacuations of the Port of Tartus and Hmeimim Air
Base in the coming weeks. ISW continues to assess that the Kremlin is very likely hesitant to completely
evacuate all military assets from Syria in the event that it can establish a relationship with Syrian
opposition forces and the transitional government and continue to ensure the security of its basing and
personnel in Syria.
Key Takeaways:
• Russia has reportedly reached an agreement
with select elements of the Syrian opposition about control over Russian military bases in Syria, but it
remains unclear if the alleged agreement ensures the security of Russia's bases in Syria in the
long-term.
• Russia is reportedly moving four ships from Russian ports to Syria, possibly to
facilitate evacuations — further demonstrating the Kremlin's current cautious response to the developing
situation in Syria.
• Ukrainian officials denied Hungarian Prime Minister Viktor Orban's claim
that Ukraine rejected his offer to mediate a Christmas ceasefire and a large-scale prisoner of war (POW)
exchange with Russia.
• People's Republic of China (PRC) President Xi Jinping continues to
provide Kremlin officials with a platform from which to articulate their uncompromising demands on
Ukrainian sovereignty.
• India continues to preserve and enhance its economic relations with
Russia despite recent efforts to reduce its reliance on Russia as a security partner. • Russian
authorities are set to equate the violation of Russian censorship laws with extremism and terrorism,
furthering the Kremlin's effort to establish a pseudo-state ideology.
• Russian President
Vladimir Putin awarded the Russian “Golden Star” Medal to a military correspondent for the first time
since World War II as the Kremlin continues to use state awards to co-opt milbloggers and gain control
over the Russian information space.
• Actors affiliated with Ukraine’s Main Military
Intelligence Directorate (GUR) likely assassinated the Deputy General Designer and Functional Software
Department Head of the Russian Rosatom-owned “Mars” design bureau Mikhail Shatsky in Russia on December
12.
• Russian forces recently advanced in the main Ukrainian salient in Kursk Oblast and in
the Chasiv Yar, Pokrovsk, and Kurakhove directions.
• Ukrainian forces recently regained lost
positions near Svatove.
• The Russian military command's efforts to ensure operational
security amongst Russian forces continue to draw ire from select milbloggers, who derided these efforts
as disruptive overreach.
Russian forces conducted their largest series of missile and drone strikes against Ukraine since the
start of the war overnight on December 12 to 13, largely targeting Ukrainian energy infrastructure. The
Ukrainian Air Force reported that Russian forces launched 94 missiles and 193 Shahed and other drones at
Ukraine, including four Kh-47M2 "Kinzhal" aeroballistic missiles; two Iskander-M ballistic missiles, one
KN-23 ballistic missile, 55 Kh-101 and Kh-55SM cruise missiles, 24 Kalibr cruise missiles, seven
Iskander-K cruise missiles, and one Kh-59/69 cruise missile. The Ukrainian Air Force noted that Ukrainian
forces downed 80 Kh-101, Kh-55SM, Kalibr, and Iskander-K cruise missiles; one Iskander-M; and 80 drones
and that 105 other drones became "lost" due to Ukrainian countermeasures and six drones flew into Russian
and Belarusian airspace as of 1130 local time.
Ukrainian energy operator DTEK reported that
the strike caused severe damage to DTEK's thermal power plants (TPPs), and Ukrainian authorities reported
that the Russian strikes targeted energy and critical infrastructure in Kyiv, Odesa, Chernihiv,
Vinnytsia, Ivano-Frankivsk, Lviv, and Ternopil oblasts. Ukrainian authorities reported rolling blackouts
throughout much of the country following the strike. The International Atomic Energy Agency (IAEA) stated
that five of the nine nuclear reactors in Ukrainian-controlled territory reduced their output due to the
Russian strikes, of which two nuclear reactors were already producing power at a reduced output due to
the residual effects of Russian strikes in late November 2024 and the remaining three returned to full
capacity on December 13.
Russia's strike series targeting Ukrainian energy facilities is part
of a broader campaign aimed at freezing out Ukraine in Winter 2024-2025 and compelling Ukraine and the
West to self-deter into making policy decisions that benefit Russia. Russia has repeatedly targeted
Ukrainian infrastructure during the fall and winter since launching the full-scale invasion in 2022 and
conducted large-scale strikes against Ukrainian infrastructure on November 16 to 17 and 25 to 26. The
Russian Ministry of Defense (MoD) claimed that Russian forces conducted the December 12 to 13 strike in
retribution for a Ukrainian strike against Taganrog, Rostov Oblast on December 11 using Western-provided
ATACMS, although Russian forces were likely planned to conduct such a strike regardless and are
conveniently using the December 11 strike to justify ongoing Russian strikes against Ukrainian critical
infrastructure. This Russian messaging is likely aimed at assuaging the Russian ultranationalist
community's calls for retribution for Ukrainian strikes into Russia and intended to support the Kremlin's
reflexive control campaign aimed at compelling Western countries to make decisions about Ukraine's use of
Western-provided weapons and future peace negotiations that benefit Russia.
Key Takeaways:
• Russian forces conducted their largest series of missile and drone strikes against Ukraine
since the start of the war overnight on December 12 to 13, largely targeting Ukrainian energy
infrastructure.
• Russia's strike series targeting Ukrainian energy facilities is part of a
broader campaign aimed at freezing out Ukraine in Winter 2024-2025 and compelling Ukraine and the West to
self-deter into making policy decisions that benefit Russia.
• Ukrainian strikes against
military airfields in Russia and Russian air defense systems in near rear areas may be prompting a
decrease in Russian air operations and glide bomb strikes against Ukraine.
• Russia is
evacuating elements of its force grouping in Syria while continuing negotiations with select Syrian
groups about Russia's longer-term military presence in the country.
• The status of Russia's
helicopter base at Qamishli in northeastern Syria remains unclear, however.
• The US
Department of Defense (DoD) announced on December 12 a new military aid package for Ukraine valued at
$500 million.
• A Russian insider source who has previously correctly predicted command
changes within the Russian military responded to recent claims that the Russian military command removed
3rd Combined Arms Army (formerly 2nd Luhansk People's Republic Army Corps) commander Major General Dmitry
Ovcharov.
• Russian forces recently advanced near Pokrovsk and Vuhledar.
• Russian
President Vladimir Putin awarded Rosgvardia Head Viktor Zolotov with the Hero of Russia award.
Ukrainian President Volodymyr Zelensky stated on December 14 that the Russian military had deployed North
Korean soldiers in infantry assaults in Kursk Oblast. Zelensky stated that the Russian military is
incorporating "a significant number" of North Korean soldiers into Russian units operating in Kursk
Oblast and that North Korean soldiers have already sustained "noticeable" losses. Zelensky noted that
Russian forces have only deployed North Korean soldiers to offensive operations in Kursk Oblast but may
use them in other unspecified areas of the frontline in the future. This is the first time a Ukrainian
official has reported that North Korean forces are conducting assault operations since Ukrainian Defense
Minister Rustem Umerov announced in an interview with South Korean national broadcaster KBS on November 5
that Ukrainian forces engaged in "small-scale" clashes with North Korean troops in Kursk Oblast. Russian
milbloggers recently acknowledged that North Korean forces are involved in assaults in Kursk Oblast and
claimed on December 12 and 13 that North Korean soldiers participated in the seizure of Plekhovo (south
of Sudzha) on December 6. Several Russian milbloggers claimed that North Korean special forces seized
Plekhovo with no assistance from Russian forces, but one milblogger characterized the assault as a joint
Russian-North Korean operation. Geolocated footage published on December 14 shows roughly 40 infantry
personnel conducting an assault east of Kremyanoye (east of Korenevo), and some sources claimed that the
footage shows North Korean troops, although ISW cannot independently verify if the footage shows North
Korth or Russian personnel. A Russian milblogger claimed on December 14 that elements of the Russian
1427th Motorized Rifle Regiment (a mobilized element of the Russian Territorial Troops) advanced near
Russkoye Porechnoye (north of Sudzha) with support from North Korean personnel. A Russian milblogger
claimed that elements of the Russian 22nd Motorized Rifle Regiment (72nd Motorized Rifle Division, 44th
Army Corps , Leningrad Military District ), 810th Naval Infantry Brigade (Black Sea Fleet ,
Southern Military District ), and "Arbat" Special Purpose Battalion (Donetsk People's Republic
"Pyatnashka" International Volunteer Brigade, 51st Combined Arms Army ) trained North Korean
personnel operating in Kursk Oblast for "many weeks." Ukrainian defense outlet Militarnyi amplified
several Ukrainian sources on December 14 claiming that North Korean soldiers conducted infantry assaults
across open terrain in groups of 20 to 30 personnel in unspecified areas in Kursk Oblast. ISW cannot
independently verify any of these claims, however. ISW previously noted that North Korea's ability to
learn and integrate lessons from fighting alongside Russia is likely to be significantly degraded if the
Russian military command uses North Korean troops in the same highly attritional infantry-led assaults
that it uses most Russian personnel.
The prospects for Russia's continued military presence in
Syria remain unclear as reports that Russia is evacuating its military assets from Syria continue.
Ukraine's Main Military Intelligence Directorate (GUR) stated on December 14 that "hundreds" of Russian
soldiers cannot reach Hmeimim Air Base from Homs Governorate out of fear that Russian forces will come
under fire from unspecified actors. The GUR stated that the Russian Ministry of Defense's (MoD) Africa
Corps arrived in Syria to protect Russian forces moving towards Russia's bases on the western coast and
that Russian Colonel Dmitry Motrenko is negotiating with military contingents in Syria from other
unspecified states in order to secure guarantees of "immunity" for Russian soldiers waiting at the Tiyas
Air Base west of Palmyra. The GUR also stated that roughly 1,000 Russian personnel left Damascus on
December 13 in a column heading towards the Port of Tartus and Hmeimim Air Base, and ISW observed footage
on December 13 of Russian military convoys moving from Damascus and other areas in southern Syria, likely
towards the two main Russian bases. Reuters reported on December 14 that a "Syrian security official"
stationed near Hmeimim Air Base stated that at least one cargo plane flew out of the base on December 14
bound for Libya. Syrian military and security sources reportedly stated that Russia is withdrawing some
heavy equipment and senior officers from the Syrian Arab Army (SAA) to Moscow but is currently not
planning to permanently pull out of the Port of Tartus or Hmeimim Air Base. A Russian milblogger posted
photos and footage on December 14 purportedly showing Russian military assets still operating at the
Russian helicopter base at Qamishli in northeastern Syria, and a Russian source claimed on December 14
that Russian forces have withdrawn from their base in Kobani in northern Syria.
The complex
nature of the interim Syrian government is likely resulting in conflicting reports about whether Russia
is engaged in talks with Syrian opposition groups. Hayat Tahrir al Sham (HTS) controls the Syrian interim
government, but HTS and the interim government do not yet have complete control over the disparate groups
that helped overthrow the Assad regime. Russian Deputy Foreign Affairs Minister Mikhail Bogdanov stated
on December 12 that Russia has established contacts with HTS. Reuters reported on December 14 that a
Russian source stated that discussions between Russia and the interim Syrian government are ongoing. A
"senior rebel official close to the new interim administration" told Reuters, however, that the issue of
Russia's military presence in Syria and Russia's previous agreements with the Assad regime are "not under
discussion" and that talks at an unspecified time in the future will address this matter. The official
reportedly stated that the "Syrian people will have the final say." Kremlin newswire TASS reported on
December 13 that Mohammed Sabra, a Syrian politician who represented the Syrian opposition's High
Negotiations Committee at the 2016 Geneva peace talks on the Syrian Civil War, similarly stated that
there should be a referendum in the future to allow the Syrian people to approve any foreign military
presence in Syria. It is unclear if Reuter's "senior rebel official close to the new interim
administration" who denied talks between Russia and the interim government is a member of HTS or another
Syrian opposition group. It remains unclear if Russia is in contact with all the Syrian opposition groups
necessary to guarantee the short- and long-term safety of its military bases and select opposition groups
may be unaware that Russia is in discussion with other groups. Russian state media has notably not
differentiated between different opposition groups when reporting on the situation in Syria, possibly as
part of efforts to present the interim government as more united so as to increase the legitimacy of any
agreements Russia reaches with one or some of the groups.
Key Takeaways: • Ukrainian
President Volodymyr Zelensky stated on December 14 that the Russian military has deployed North Korean
soldiers in infantry assaults in Kursk Oblast.
• The prospects for Russia's continued military
presence in Syria remain unclear as reports that Russia is evacuating its military assets from Syria
continue.
• The complex nature of the interim Syrian government is likely to result in
conflicting reports about whether Russia is engaged in talks with Syrian opposition groups.
• Ukrainian forces struck an oil depot in Oryol Oblast on the night of December 13 to 14.
• The new Georgian Dream-dominated parliament and other government bodies elected Georgian Dream's
candidate, Mikheil Kavelashvili, as Georgian President on December 14.
• Russian forces
recently advanced in Kursk Oblast and near Torestk, Pokrovsk, Kurakhove, and Robotyne.
• Ukrainian forces regained lost positions near Vovchansk within the past several weeks.
• Russian President Vladimir Putin continues to exalt the "Time of Heroes" veteran program and use it
to militarize the Russian government and society.
Russian forces conducted a roughly battalion-sized mechanized assault in the Siversk direction following
a recent reported command change of the Russian forces operating near Siversk. Ukrainian military
observer Yuriy Butusov reported on December 15 that Russian forces conducted a three-pronged mechanized
assault with over 400 personnel, up to 30 armored vehicles, 13 buggies, and 60 motorcycles north, east,
and south of Siversk on December 14. Geolocated footage published on December 15 shows that Russian
forces marginally advanced during a roughly company-sized mechanized assault north of Vesele (south of
Siversk) — likely a component of the larger attack. Butusov reported that Russian forces managed to wedge
into four Ukrainian defensive positions and drop infantry but that Ukrainian drone and artillery fire as
well as close combat ultimately repelled the assault. Butusov stated that Russian forces aimed to wedge
two to three kilometers into Ukrainian defenses, and a Russian milblogger claimed that Russian forces
advanced two kilometers in depth from the direction of Zolotarvika (east of Siversk). ISW is currently
unable to confirm the extent of Russian advances in this assault, and additional footage of the Russian
assault will likely emerge in the coming days. Ukrainian Luhansk Group of Forces Spokesperson Major
Anastasiya Bobovnikova stated on December 14 that Russian forces fielded more than 100 pieces of
equipment in a recent assault in the Siversk direction and noted that there were 55 combat engagements in
this direction on December 13 — a significant increase in tempo in this area of the frontline.
The recent Siversk assault indicates that Russian forces appear to be learning to conduct more
effective assaults but remain far from restoring maneuver to the battlefield. This Russian assault was
much larger and more coherent than most Russian assaults in the Siversk direction, and Butusov assessed
that Russian forces carefully prepared this assault. Butusov noted that Russian forces specifically
coordinated interactions between assault units and communications, electronic warfare (EW), and drone
operations – all elements of command and control (C2) with which the Russian military command has
historically struggled to conduct effectively. A more prepared Russian assault may be the result of the
recent reported command changes in the area. Russian forces near Siversk have especially struggled to
conduct effective assaults, as a failed Russian mechanized assault northeast of Siversk near Bilohorivka
in early November 2024 and exaggerated claims of success in the area contributed to the Russian military
command's reported removal and arrest of several brigade commanders within the 3rd Combined Arms Army
(CAA) (formerly 2nd Luhansk People's Republic Army Corps ). A Russian insider source who has
previously correctly predicted Russian command changes claimed on December 13 that the Russian military
command recently removed 3rd CAA Commander Major General Dmitry Ovcharov.<9> A Russian milblogger
rejected this claim on December 15, instead claiming that Major General Alexei Kolesnikov was the most
recent commander of the 3rd CAA and that Kolesnikov recently took up a new, unspecified position.
More Key Takeaways:
• North Korean forces are reportedly facing expected struggles
with high casualties and poor communication with Russian forces in Kursk Oblast, likely disrupting
coordination between North Korean and Russian personnel and undermining Russian military operations.
• Russia's immediate plans for its military assets in Syria remain unclear as reports continue
that Russia has secured agreements to keep its main military bases in western Syria while also
withdrawing from its other bases in the country.
• Russian forces recently advanced near
Siversk, Toretsk, Pokrovsk, and Vuhledar.
• Russian sources continue to complain about the
Russian military's insufficient training system and inept military instructors.
Russian President Vladimir Putin's continued fixation on the Russian "Oreshnik" ballistic missile and
Russia's non-nuclear deterrents suggests that the Kremlin may be searching for off-ramps from its
continued nuclear saber-rattling narrative. Putin addressed the Russian Ministry of Defense (MoD) board
on December 16 and discussed Russian military developments in 2024 and Russia's military goals for 2025.
Putin stated that Russia is developing military capabilities and technologies alongside its nuclear triad
and emphasized that the Oreshnik ballistic missile is Russia's "latest powerful weapon," of which Russia
will soon serialize production. Putin also notably claimed that if Russia were to use the Oreshnik in a
"complex manner" in tandem with other non-nuclear munitions, the resulting strike would be "comparable in
power to the use of nuclear weapons." Putin noted that the Oreshnik does not have a nuclear payload and
therefore does not create nuclear contamination, emphasizing that the Oreshnik's non-nuclear nature "is a
very important element when deciding what means of armed struggle" Russia will employ. Putin has
previously lauded the technical specifications of the Oreshnik ballistic missile, including by comparing
it to a nuclear weapon or a meteorite in terms of the damage it can cause.
Putin's recent
emphasis on the purported power of Oreshnik is notable and suggests that the Kremlin may seek an off-ramp
from the intense nuclear saber-rattling it has employed thus far in the war. Putin's December 16 MoD
address, his statements at the Collective Security Treaty Organization's (CSTO) Security Council in
Astana, Kazakhstan, on November 28, and his speech to the MoD on November 22 all appear to be trying to
establish the Oreshnik as the bastion of Russia's non-nuclear deterrent. Russia has repeatedly invoked
the threat of nuclear retaliation in order to force Ukraine and the West into self-deterrence, but
Ukrainian and Western actions have challenged Kremlin's nuclear narrative every time the Kremlin has
employed it, constantly undermining Russia's self-defined thresholds for nuclear use. ISW has previously
assessed that there is nothing particularly new about the Oreshnik's capabilities, so Putin is likely
extolling its technical specifications in order to create fear and uncertainty about the damage the
Oreshnik can inflict and to pressure Ukraine's partners to push Ukraine to limit its strikes against
Russia out of fear that he will actually conduct retaliation. Putin likely introduced the Oreshnik as a
new element in the Kremlin's wider reflexive-control toolkit as the Kremlin increasingly comes to terms
with the fact that Putin's unwillingness to follow through on hints of nuclear threats is devaluing them
such that he must find a rhetorical off-ramp in order to maintain its credibility in the international
information space.
Key Takeaways:
• Russian President Vladimir Putin's continued
fixation on the Russian "Oreshnik" ballistic missile and Russia's non-nuclear deterrents suggests that
the Kremlin may be searching for off-ramps from its continued nuclear saber-rattling narrative.
• Putin once again reiterated the false Russian narrative that Ukrainian President Volodymyr Zelensky
is illegitimate—firmly establishing that the deposition of Ukraine's legitimate, democratic government is
one of the Kremlin's prerequisites for a negotiated settlement to the war.
• Russian Defense
Minister Belousov also used the December 16 Russian MoD board meeting to reiterate Putin's previously
stated territorial objectives in Ukraine as another Kremlin prerequisite to a negotiated settlement to
the war.
• Belousov also used his December 16 address to posture as an effective and
innovative manager—sharply contrasting his leadership of the MoD with that of former Defense Minister and
current Security Council Secretary Sergei Shoigu.
• Putin ordered the MoD to establish the
Unmanned Systems Forces as part of continued efforts to centralize control over Russian irregular drone
units.
• Belousov's statements confirm that the Russian military is recruiting just enough
military personnel to replace its recent casualty rates, but intensified offensive operations have and
will likely continue to strain the efficacy of Russia's cryptomobilization efforts.
• Russia
continues to negotiate with the interim Syrian government to maintain its military presence at the
Hmeimim Air Base and Port of Tartus in Syria, but Chechen Republic Head Ramzan Kadyrov's recent appeals
to Hayat Tahrir al Sham (HTS) suggest that talks may have hit a snag.
• Russia continues to
withdraw elements of its force grouping in Syria to the western coast amid limited reports that Moscow
plans to fully withdraw within one month.
• Ukrainian forces recently regained lost positions
near Pokrovsk, and Russian forces recently advanced near Chasiv Yar, Kurakhove, and Velyka Novosilka and
in Kursk Oblast.
• The Russian government appointed Russian Defense Minister Andrei Belousov
as the Chairperson of the Supervisory Board of the Russian Ministry of Defense's (MoD) Military
Construction Company, likely as part of ongoing anti-corruption efforts within the Russian MoD.
Russland hat nach Angaben des
ukrainischen Generalstabs eine umfangreiche Gegenoffensive in der russischen Region Kursk begonnen.
AP/Russisches Verteidigungsministerium Moskaus Truppen hätten ihre Angriffe auf das
von der Ukraine gehaltene Gebiete in den vergangenen drei Tagen intensiviert, sagte Armeechef Olexandr
Syrskyj heute. Dabei setze Russland auch nordkoreanische Einheiten ein, unter denen es hohe Verluste
gebe, so Syrskyj.
The Ukrainian Security Service (SBU) killed Russian Nuclear, Biological, Chemical Defense Forces (NBC)
Head Lieutenant General Igor Kirillov and his assistant, Major Ilya Polikarpov, in Moscow on December 17.
SBU sources confirmed to various Ukrainian and Western outlets that the SBU carried out a "special
operation" to kill Kirillov, whom the SBU sources described as a "legitimate target" for his war crimes
and use of banned chemical weapons against the Ukrainian military. Russian Investigative Committee
(Sledkom) Representative Svetlana Petrenko announced that Sledkom's Main Investigative Department for
Moscow launched an investigation into Kirillov's and Polikarpov's deaths after an improvised explosive
device (IED) planted in a scooter remotely detonated near a residential building on Ryazansky Prospect.
Russian sources released later geolocated footage of the IED attack and its aftermath, showing a badly
damaged entrance to the building and blown out windows. The SBU notably charged Kirillov in absentia on
December 16 for being responsible for the mass use of banned chemical weapons in Ukraine and reported
that Russian forces carried out over 4,800 attacks with chemical weapons in Ukraine under Kirillov's
command.
The Kremlin and Russian propagandists overwhelmingly attempted to frame Kirillov's
assassination as an unprovoked terrorist act, rather than a consequence of Russia's full-scale invasion
of Ukraine and Kirillov's responsibility for Russian chemical weapons attacks and information operations
against Ukraine. Petrenko announced that Sledkom designated Kirillov's and Polokarpov's deaths as a
terrorist act, and Russian officials such as Ministry of Foreign Affairs (MFA) Spokesperson Maria
Zakharova emphasized Kirillov's prominent role in spreading numerous (false) narratives about Ukraine's
and NATO's alleged use of chemical and biological weapons. Kirillov spread several false narratives over
the years, such as nonsensically claiming that the United States established "biolabs" in Ukraine and
other countries around Russia and that the Pentagon deliberately destroyed the Kakhovka Hydroelectric
Power Plant (KHPP) to spread contagious diseases via insects. The Kremlin notably used the false claims
of Ukrainian use of biolabs as a pretext for Russia's full-scale invasion of Ukraine. Federation Council
Committee of Defense and Security Member Vladimir Chizhov among other Russian officials and propagandists
claimed that Western and Ukrainian security officials hated Kirillov for "exposing" Western provocations
in Russia.
Key Takeaways:
• The Ukrainian Security Service (SBU) killed Russian
Nuclear, Biological, Chemical Defense Forces (NBC) Head Lieutenant General Igor Kirillov and his
assistant, Major Ilya Polikarpov, in Moscow on December 17.
• The Kremlin and Russian
propagandists overwhelmingly attempted to frame Kirillov's assassination as an unprovoked terrorist act,
rather than a consequence of Russia's full-scale invasion of Ukraine and Kirillov's responsibility for
Russian chemical weapons attacks and information operations against Ukraine.
• The Russian
ultranationalist information space overwhelmingly called on the Kremlin to retaliate against Ukraine by
targeting its military-political leadership and indirectly criticized the Kremlin's decision to not
recognize the war in Ukraine as a full-scale war that also impacts the Russian rear.
• US
National Security Council Spokesperson John Kirby confirmed on December 16 that North Korean forces are
engaged in combat operations and suffering losses in Kursk Oblast as Russian official sources continue to
avoid reporting on or confirming the deployment of North Korean forces to combat in Russia.
• Neither the Kremlin nor the interim Syrian government appear sure of the future of Russian bases in
Syria, likely accounting for Russia's continued visible preparations at Hmeimim Air Base and the Port of
Tartus to withdraw forces despite claims and reports that the interim Syrian government might extend
Russian basing rights.
• Russian forces recently advanced near Kupyansk, Toretsk, Pokrovsk,
Vuhledar, Velyka Novosilka, and in Kursk Oblast.
• The Kremlin is scaling up the intended
effects of its "Time of Heroes" program, which aims to install Kremlin-selected veterans into government
officials, by tasking Russian regional governments to create more localized analogues.
Ukrainian forces reportedly struck a chemical plant in Rostov Oblast on December 18. Ukrainian Center for
Countering Disinformation Head Lieutenant Andriy Kovalenko reported that unspecified actors struck the
Kamensky Chemical Plant and that the plant produces rocket fuel, explosives, and ammunition components
and disposes of spent rocket systems. Acting Rostov Oblast Governor Yury Slyusar claimed that Russian
forces downed 10 missiles over Rostov Oblast, and Russian milbloggers claimed that Ukrainian forces used
Storm Shadow or ATACMS missiles in the strike. Russian sources amplified footage purportedly showing
Russian air defenses downing the missiles, and a Russian insider source claimed that Ukrainian forces
also targeted the Taganrog Metallurgical Plant.
The Russian Federal Security Service (FSB)
announced on December 18 that Russian authorities detained the suspect who planted the improvised
explosive device (IED) that killed Russian Nuclear, Biological, Chemical Defense Forces (NBC) Head
Lieutenant General Igor Kirillov and his aide, Major Ilya Polikarpov, in Moscow on December 17. The FSB
claimed that the alleged perpetrator is a 29-year-old citizen of Uzbekistan who claimed that Ukrainian
special services recruited him to place an IED planted in an electric scooter near Kirillov's residence
in exchange for money and permission to live in the European Union. The Uzbek Embassy in Moscow stated on
December 18 that it is in contact with Russian law enforcement to clarify information about the alleged
suspect. ISW cannot independently confirm if the suspect was involved in Kirillov's and his assistant's
death. Russian milbloggers seized on the suspect's Central Asian origins to call for harsher migration
laws and restrictions against migrants. Russian milbloggers' hyperfocus on the alleged perpetrator's
ethnic origins highlights the polarizing debate over the role and treatment of migrants and ethnic
minorities in Russian society, suggesting that the Kremlin is increasingly struggling to foster civic
Russian nationalism and portray Russia as an inclusive and harmonious multicultural country.
Key Takeaways:
• Ukraine's European allies continue to provide monetary and defense
industrial support to sustain Ukraine's war effort.
• Russian Chief of the General Staff Army
General Valery Gerasimov heavily inflated alleged statistics about Russian territorial gains in 2024.
• Russian forces recently advanced near Kupyansk, Kreminna, and Pokrovsk.
• The
Russian Ministry of Defense (MoD) is increasingly tricking conscripts into signing military service
contracts to fight in Ukraine likely in an effort to generate more assault forces and maintain the tempo
of Russian offensive operations in Ukraine.
Russian President Vladimir Putin said that he should have violated the ceasefire he had imposed on
Ukraine in 2014 by launching a full-scale invasion even earlier when asked to reflect on his 2022
decision to attack. Putin responded to a media question during his annual Direct Line televised press
conference on December 19 on whether he would change his decision to launch the full-scale invasion of
Ukraine if he had it to do over again, stating that he should have made this decision earlier. Putin
added that Russia should have systematically prepared ahead of the full-scale invasion and falsely
claimed that Russia "spontaneously" invaded Ukraine in 2022 after Ukraine "directly" announced that it
would not abide by the Minsk II Accords.
The Minsk II Accords were extremely favorable to
Russia, imposing a set of commitments on Ukraine that surrendered core elements of Ukrainian sovereignty
and allowing Russian proxies supported by Russian military forces to continue to occupy the areas they
had seized during their initial invasions in 2014. The accords imposed no obligations on Russia — which
was party to the negotiations as an alleged neutral mediator. They established a "ceasefire" that Russian
proxies continually violated with Russian support. The Minsk II Accords also accepted the false Russian
narrative that Russian proxies in Ukraine were independent of Moscow, and Putin insisted that Ukraine
uphold its commitments even as the proxies, operating directly on orders from Moscow, violated their own
obligations. The Minsk II Accords did not require Russia to withdraw its armed forces from occupied areas
of Ukraine, and Russia used positions in the occupied areas as staging areas for the 2022 full-scale
invasion.
Putin insisted that negotiations with Ukraine must be based on the same demands he
made before the invasion and at the moment of Russia's greatest territorial gains, despite the fact that
Ukraine has secured Kyiv and liberated much of the territory his forces held at that time. Putin said
during Direct Line that he is ready to hold talks with Ukraine without preconditions, that any talks must
be based on what Russia and Ukraine had agreed upon during negotiations in Istanbul in March 2022, when
Russian troops were advancing on Kyiv and throughout eastern and southern Ukraine, and on "the realities
that are developing on the ground today." Putin reiterated that the demands he made at the Ministry of
Foreign Affairs (MFA) in June 2024 — that Ukrainian forces withdraw from the entirety of Luhansk,
Donetsk, Zaporizhia, and Kherson oblasts before Russia can agree to a ceasefire or peace negotiations —
still stand. The draft treaty that resulted from the Ukraine-Russia negotiations in Istanbul in March
2022 stated that Ukraine would be a permanently neutral state that could not join NATO, and imposed
limitations on the Ukrainian military similar to those imposed by the Treaty of Versailles on Germany
after World War I, restricting Ukraine's armed forces to 85,000 soldiers. Russia's demands at Istanbul
were mainly more detailed versions of the demands that Putin made in the months before he launched the
full-scale invasion in February 2022, including Ukraine's "demilitarization" and neutrality.
Putin's reference to conditions he attempted to impose on Ukraine when he believed his invasion could
succeed in a few days and then, later, as his forces were still driving on Kyiv, reflects his projected
confidence that he can completely defeat Ukraine militarily despite the tremendous setbacks Ukraine has
inflicted on Russian forces since then. Russian forces were driving on Kyiv and advancing in southern,
eastern, and northern Ukraine while the Istanbul negotiations were ongoing in March 2022. Ukrainian
forces have since pushed Russian forces away from Kyiv and secured the city and its environs from ground
attack while conducting counteroffensives that pushed Russian forces away from Kharkiv City and liberated
Kherson as well as much other territory. Kremlin officials have repeatedly invoked the concept of the
"realities on the ground" in reference to Russian gains on the battleground, but realities on the ground
reflect Ukraine's demonstrated ability to stop Russian advances and reverse them.
Key
Takeaways:
• Russian President Vladimir Putin said that he should have violated the ceasefire
he had imposed on Ukraine in 2014 by launching a full-scale invasion even earlier when asked to reflect
on his 2022 decision to attack.
• Putin insisted that negotiations with Ukraine must be based
on the same demands he made before the invasion and at the moment of Russia's greatest territorial gains,
despite the fact that Ukraine has secured Kyiv and liberated much of the territory his forces held at
that time.
• Putin's insistence on Ukraine's complete surrender reflects his belief that
Russia is winning and will outlast Ukrainian and Western resolve. Putin will not likely accept a lesser
settlement unless Ukrainian forces inflict other significant battlefield setbacks on Russia and
demonstrate to him that he cannot win militarily.
• Putin reiterated the false narrative that
Ukrainian President Volodymyr Zelensky's presidency is illegitimate, in part, to blame Ukraine for
delaying negotiations and garner support for full Ukrainian capitulation among a Russian population that
increasingly wants the war to end.
• Putin continues to justify his decision to prioritize
Russian offensive operations in Donetsk Oblast over expelling Ukrainian forces from Kursk Oblast.
• Putin is apparently embarrassed to admit his need for North Korean forces to push Ukrainian
forces out of Russian territory, despite his openness about the Russia-North Korea relationship.
• Putin continues to fixate on the Russian "Oreshnik" ballistic missile as part of his non-nuclear
deterrent aimed at simultaneously forcing the West to make decisions favorable to Russia and providing
Putin with an off-ramp from his failed nuclear saber-rattling narrative.
• Putin's boasting
about Russia's military capabilities ignores the reality of the serious and unsustainable losses that
Russia has suffered to advance relatively more rapidly in Donetsk Oblast in recent months.
• Putin continues to falsely posture the Russian economy as strong and stable while deflecting blame
for economic issues onto the Russian Central Bank.
• Russian forces recently advanced near
Kupyansk, Toretsk, Kurakhove, Vuhledar, Velyka Novosilka, and Robotyne.
• Russian President
Vladimir Putin continued efforts to evade blame for ongoing systemic payment issues impacting Russian
servicemembers fighting in Kursk Oblast caused by his decision to downplay Ukraine's incursion into the
region as a "counterterrorism operation" by scapegoating the Russian Ministry of Defense.
• Russian President Vladimir Putin called on Mariupol occupation officials to redistribute illegally
confiscated Ukrainian apartments during his annual Direct Line televised press conference on December 19,
signaling Russia's continued efforts to forcibly repopulate occupied areas of Ukraine with Russians to
fundamentally alter Ukraine's demographics.
Ukrainian forces reportedly conducted their first attack solely using
unmanned ground vehicles (UGVs) and first-person view (FPV) drones
Russian ballistic
missile strikes damaged several embassies in central Kyiv on the morning of December 20. The Ukrainian
Air Force reported that Russian forces launched five Iskander-M/North Korean KN-23 ballistic missiles at
Kyiv City on the morning of December 20 and that Ukrainian forces downed all five, but that missile
debris damaged infrastructure in Kyiv City and caused civilian casualties. Ukrainian Ministry of Foreign
Affairs (MFA) Spokesperson Heorhiy Tykhyi stated that the Russian missile strike damaged multiple
embassies in a single building, including the embassies of Albania, Argentina, Montenegro, North
Macedonia, Palestine, and Portugal. Kyiv City officials reported that debris from Russian missiles
damaged warehouses and infrastructure in Kyiv City. The Ukrainian Air Force reported that Russian forces
also launched an Iskander-M ballistic missile, a Kh-59/69 cruise missile, and 65 Shahed and other drones
at Ukraine overnight on December 19 to 20, of which Ukrainian air defenses downed 40 drones and
electronic warfare (EW) interference caused 20 drones to become lost. The Ukrainian Air Force reported
that the overnight drone and missile strikes damaged civilian infrastructure in Dnipropetrovsk, Kharkiv,
Kyiv, and Sumy oblasts.
Ukrainian forces reportedly conducted their first attack solely using
unmanned ground vehicles (UGVs) and first-person view (FPV) drones, highlighting Ukraine's ongoing
efforts to leverage technological innovation into ground operations. The spokesperson of a Ukrainian
brigade operating in the Kharkiv direction reported on December 20 that Ukrainian forces conducted their
first ground attack exclusively using robotic systems instead of infantry on an unspecified date near
Lyptsi (north of Kharkiv City) and successfully destroyed unspecified Russian positions during the
attack. The spokesperson stated that Ukrainian forces conducted the attack with dozens of UGVs equipped
with machine guns and also used the UGVs to lay and clear mines in unspecified positions in the area.
Ukrainian officials have repeatedly highlighted Ukraine's efforts to utilize technological innovations
and asymmetric strike capabilities to offset Ukraine's manpower limitations in contrast with Russia's
willingness to accept unsustainable casualty rates for marginal territorial gains.
Ukraine
also continues to innovate aerial drone production. The Ukrainian General Staff reported that Ukrainian
officials completed tests of a drone attached to fiber optic cables that will be more resistant to
electronic warfare (EW) interference. Russian forces have recently fielded such drones in Kursk Oblast
and Ukraine. A Ukrainian drone company reported that it recently assembled a prototype of the first FPV
drone made exclusively from components manufactured in Ukraine.
Key Takeaways:
• Russian ballistic missile strikes damaged several embassies in central Kyiv on the morning of
December 20. • Ukrainian forces reportedly conducted their first attack solely using unmanned
ground vehicles (UGVs) and first-person view (FPV) drones, highlighting Ukraine's ongoing efforts to
leverage technological innovation into ground operations.
• Russian President Vladimir Putin
announced his intention to orient Russia's political and ideological priorities for 2025 around Russian
veterans.
• The Kremlin continues to scapegoat Kursk Oblast civil servants for its failure in
responding to Ukraine's Kursk Oblast incursion.
• Russian forces recently advanced in Kursk
Oblast, near Kupyansk, within Toretsk, and in the Vuhledar direction.
• Russian opposition
outlet Mediazona reported on December 20 that it has confirmed that at least 20,364 Russian soldiers have
been killed in action (KIA) in Ukraine since January 1, 2024.
Russian President Vladimir Putin repeated his latest assertion that he should have violated the ceasefire
he had imposed on Ukraine in 2014 and 2015 by launching a full-scale invasion even earlier than February
2022. Putin reiterated during an interview with Kremlin journalist Pavel Zarubin on December 22 that
Russia should have started its full-scale invasion of Ukraine earlier than February 2022 but added that
it is impossible to say exactly when that should have been. Putin blamed Ukraine and the West for
"misleading" Russia and not implementing the Minsk II Accords, which Putin claimed gave the West time to
prepare Ukraine for future "military actions" against Russia. Putin claimed that Russia should have
"prepared for this" and "chosen the right moment" to begin its full-scale invasion of Ukraine and not
"waited for the moment when it was no longer possible to do nothing." Putin failed to mention that
Ukraine worked to strengthen its military as a defensive response to Russia's 2014 annexation of
Ukrainian territory and the launch of a war in the country's east. Putin made similar remarks during his
December 19 Direct Line televised press conference wherein he claimed that he would have made the
decision to launch his full-scale invasion earlier if he could do it over again. Putin also claimed on
December 19 that Ukraine did not abide by the Minsk II Accords and that Russia "spontaneously" invaded
Ukraine in 2022. The Minsk II Accords were notably extremely favorable to Russia, placing no obligations
on Moscow – which was party to the negotiations as an alleged neutral mediator. The Accords established a
"ceasefire" that Russian proxies continually violated with Russian support.
Ukrainian forces
reportedly struck an oil depot in Oryol Oblast with drones on the night of December 21 to 22. Oryol
Oblast Governor Andrei Klychkov claimed on December 22 that Russian air defenses and electronic warfare
(EW) downed 20 Ukrainian drones over Oryol Oblast and that drone strikes caused a fire at a fuel
facility. Footage published on December 22 purportedly shows a drone strike at the Stalnoy Kon (Steel
Horse) oil depot on the northeastern outskirts of Oryol City. Ukrainian forces previously struck the
Stalnoy Kon oil depot on the night of December 13 to 14. Ukraine's Foreign Intelligence Service (SZRU)
reported on December 22 that international sanctions preventing Russia from accessing Western equipment
and components, Ukrainian drone strikes, reduced Russian oil exports, and high Russian loan rates have
caused Russian oil refineries to increase their downtime in 2024. The SZRU reported that Russian oil
refineries experienced a total downtime that prevented the facilities from refining 41.1 million tons of
oil in 2024 after having only experienced a total downtime worth 35.9 million tons of oil in 2023.
Ukrainian drone strikes have also targeted Russian air bases and the Russian military appears to be
building shelters for aircraft at several Russian air bases. Satellite imagery collected throughout
October 2024 indicates that the Russian military has been constructing shelters for aircraft at several
air bases, including in Primorsko-Akhtarsk, Krasnodar Krai; Kursk City; and occupied Belbek, Crimea.
Russian forces recently executed more Ukrainian prisoners of war (POWs) on the battlefield.
Geolocated footage published on December 22 shows Russian forces executing five Ukrainian POWs in the
Donetsk-Zaporizhia Oblast border area in Blahodatne (south of Velyka Novosilka). ISW has routinely
assessed that Russian commanders are either complacent or enabling their subordinates to engage in POW
executions in clear violation of international law.
Key Takeaways:
• Russian
President Vladimir Putin repeated his latest assertion that he should have violated the ceasefire he had
imposed on Ukraine in 2014 and 2015 by launching a full-scale invasion even earlier than February
2022.
• Ukrainian forces reportedly struck an oil depot in Oryol Oblast with drones on the
night of December 21 to 22.
• Russian forces recently executed more Ukrainian prisoners of war
(POWs) on the battlefield.
• Ukrainian forces recently regained lost positions in western
Zaporizhia Oblast, and Russian forces recently advanced near Kupyansk, Toretsk, and Pokrovsk and in Kursk
Oblast.
• North Korea may have transferred at least four additional ballistic missiles to
Russia.
Russian President Vladimir Putin explicitly rejected a suggestion reportedly considered by US
President-elect Donald Trump's team in early November 2024 that would delay Ukraine's membership in NATO
for at least a decade as a condition for ending the war in Ukraine. Putin responded on December 26 to a
journalist's request to comment on the Trump team’s reported early November suggestion to delay Ukraine's
membership in NATO for 10 to 20 years. Putin stated that it does not matter if Ukraine joins NATO "today,
tomorrow, or in 10 years." Putin's December 26 statement is part of a series of comments he has made
recently reiterating his refusal to consider compromises on his late 2021 and early 2022 demands. These
demands include forcing Ukraine to become a permanently neutral state that will never join NATO, imposing
severe limitations on the size of the Ukrainian military, and removing the Ukrainian government.
Russian Foreign Minister Sergei Lavrov reiterated Putin's false claims that the current Ukrainian
government is illegitimate and cannot be a legitimate negotiating partner for Russia. Lavrov claimed on
December 26 during an interview with Russian and foreign media that Ukrainian President Volodymyr
Zelensky is not legitimate according to Ukraine's constitution and that Ukraine needs to hold
presidential elections. Kremlin officials have been deliberately misinterpreting the Ukrainian
Constitution and Ukrainian law to delegitimatize Ukraine's government and sovereignty in recent months.
The Kremlin's allegations that Zelensky and the Ukrainian government are not legitimate demonstrate that
the Kremlin is unwilling in engage in negotiations with Ukraine or are effectively demanding regime
change in Kyiv as a precondition for negotiations. Putin and other Kremlin officials have repeatedly
reiterated this false narrative about Zelensky's alleged illegitimacy in order to blame Ukraine — and not
Russia — for delaying negotiations. This false narrative also promotes Putin's demand for the removal of
the legitimate, democratically elected Ukrainian government – one of the Kremlin's ongoing maximalist
demands in the war.
Key Takeaways:
• Russian President Vladimir Putin explicitly
rejected a suggestion reportedly considered by US President-elect Donald Trump's team in early November
2024 that would delay Ukraine's membership in NATO for at least a decade as a condition for ending the
war in Ukraine.
• Russian Foreign Minister Sergei Lavrov reiterated Putin's false claims that
the current Ukrainian government is illegitimate and cannot be a legitimate negotiating partner for
Russia.
• Russian forces have likely seized Kurakhove following two months of intensified
offensive operations aimed at seizing the settlement and eliminating the Ukrainian salient north and
south of the settlement.
• Russian forces may struggle to advance rapidly further west of
Kurakhove along the H-15 Kurakhove-Pokrovske highway should Ukrainian forces choose to defend in the
Kurakhivska TPP and Russian forces fail to outflank Ukrainian positions in the TPP near Dachne or
Ulakly.
• Elements of the 51st CAA have been the main forces participating in the seizure of
Kurakhove amid ongoing efforts to centralize and formalize elements of the 51st CAA within the Russian
military.
• Russian forces conducted a large series of missile and drone strikes targeting
Ukrainian energy infrastructure on the night of December 24 to 25, seriously damaging thermal power
plants (TPPs).
• Ukrainian forces conducted a successful strike on December 25 against the
command post of a Russian unit operating in Kursk Oblast.
• Ukrainian forces struck a Russian
ammunition depot in Rostov Oblast and Russian defense industrial base (DIB) facilities in Rostov and
Tambov oblasts on December 25 and 26.
• A Russian air defense system reportedly shot an
Azerbaijan Airlines Embraer 190 passenger aircraft over the Republic of Chechnya on December 25, after
which the plane crashed in Aktau, Kazakhstan.
• A Russian insider source, who is reportedly
affiliated with Russian law enforcement, claimed that an air defense missile likely struck the plane at
an altitude of 2,400 meters approximately 18 kilometers northwest of the Grozny airport over Naursky
Raion.
• Japan will provide Ukraine with $3 billion in non-lethal assistance generated solely
from the proceeds of frozen Russian assets.
• Ukrainian forces recently advanced near Toretsk,
and Russian forces recently advanced near Kupyansk, Toretsk, Pokrovsk, and Velyka Novosilka.
• Russian milbloggers acknowledged that the Russian Ministry of Defense (MoD) is attempting to
monopolize crowdfunding efforts for the Russian military amid ongoing fallout from the deaths of two
Russian drone operators in September 2024.
Russia has continued to expand its domestic production capabilities of Iranian-designed Shahed drones
ahead of its Winter 2024-2025 strike campaign against Ukraine. CNN, citing Ukrainian defense intelligence
sources, estimated on December 27 that Russia's Shahed drone production facility in the Alabuga Special
Economic Zone (SEZ) in the Republic of Tatarstan produced 5,760 drones between January and September 2024
— more than twice the number of drones that the facility produced in 2023. CNN reported that satellite
imagery shows that Russian authorities have constructed two new buildings and appear to have installed
anti-drone mesh cages over several buildings at the facility in the Alabuga SEZ. CNN, citing leaked
documents from the facility, reported that the Alabuga facility is Russia's main Shahed production
facility and has already fulfilled an agreement to produce 6,000 drones for the Russian military by
September 2025. Sources in Ukraine's defense intelligence told CNN that the Alabuga facility began
producing low-tech "decoy" drones that resemble Shahed drones and that Russian forces use these decoys to
overwhelm Ukrainian air defense systems in Summer 2024. The sources told CNN that Russia intends to
produce 10,000 decoy drones by the end of 2024 — almost double the number of Shahed strike drones that
Russia produced in the first nine months of 2024 — since decoy drones are 10 times cheaper to produce
than armed Shahed strike drones. CNN noted that Russia has also constructed a train station near the
Alabuga SEZ with a direct rail connection between Russia and the People's Republic of China (PRC), which
a Ukrainian intelligence officer stated could be used to transfer components required for drone
production between the PRC and the Alabuga SEZ.
Russia has yet to address limitations in its
ability to produce and field Shahed drones, however, and will likely continue to struggle with these
limitations in 2025. ISW has previously observed indications that Western sanctions are complicating
Russia's ability to source quality components for Shahed drones and that Russia is increasingly relying
on low quality motors from the PRC to power Shahed drones. Ukrainian electronic warfare (EW) innovations
also appear to be enabling Ukrainian forces to disrupt Shahed-heavy strikes more effectively. Russian
forces will likely continue to adjust their strike packages during Winter 2024-2025 and beyond in order
to inflict significant damage on Ukraine's energy grid and critical infrastructure, and Russia likely
intends to further increase its production and use of Shahed drones following the anticipated signing of
the Russian-Iranian Comprehensive Strategic Partnership Agreement in January 2025.
Key
Takeaways:
• Russia has continued to expand its domestic production capabilities of
Iranian-designed Shahed drones ahead of its Winter 2024–2025 strike campaign against Ukraine.
• Russia has yet to address limitations in its ability to produce and field Shahed drones, however, and
will likely continue to struggle with these limitations in 2025.
• North Korean forces are
continuing to experience high casualty rates amid recent confirmation of the first captured North Korean
soldier in Kursk Oblast.
• Ukrainian forces recently conducted a HIMARS strike against a
Russian staff meeting in occupied Zaporizhia Oblast, reportedly killing three Russian officers, following
Ukrainian warnings about the possibility of renewed Russian offensive operations in western Zaporizhia
Oblast.
• Russian Federal Air Transport Agency (Rosaviatsiya) attempted to blame weather
conditions and the pilot’s response to the Russian emergency airspace closure over the Republic of
Chechnya for the Azerbaijan Airlines Embraer 190 passenger aircraft crash in Aktau, Kazakhstan on
December 25.
• A Russian insider source — who is reportedly affiliated with Russian law
enforcement and released an alleged transcript of the communications between the crew and a Russian air
traffic control in Grozny — accused Rosaviatsiya of attempting to conceal the misuse of Russian air
defense systems.
• Finnish authorities seized the Russian-owned Eagle S crude oil tanker on
suspicion that the vessel was recently involved in damaging undersea electricity and telecommunication
cables in the Baltic Sea but noted that it is too soon to conclude that Russia is behind the cable
disruptions.
• Russian President Vladimir Putin appointed Russian Security Council Secretary
Sergei Shoigu to head the newly established Scientific Expert Council of the Russian Security Council.
• Ukrainian forces recently regained positions near Siversk and Russian forces recently advanced
near Toretsk, Velyka Novosilka, and in the Pokrovsk and Kurakhove directions.
• Russian
federal subjects (regions) are continuing to increase the value of enlistment bonuses to incentivize
military recruitment.
Russian President Vladimir Putin appears to be trying to smooth over possible tensions in the
Russian-Azerbaijani and Russian-Kazakh relationships after Russian air defense likely shot an Azerbaijan
Airlines passenger plane on December 25, causing it to crash in Kazakhstan. Putin called Azerbaijani
President Ilham Aliyev about the December 25 crash on December 28. The Kremlin readout of the
conversation stated that Putin and Aliyev discussed "in detail" the December 25 plane crash in Aktau,
Kazakhstan, and that Putin apologized that the "tragic incident" occurred in Russian airspace. The
Kremlin readout noted that the plane repeatedly tried to land at the Grozny airport in the Republic of
Chechnya as Russian air defense systems were repelling Ukrainian drone strikes against Grozny as well as
Mozkok and Vladikavkaz in the North Ossetia-Alania Republic. The Kremlin readout stated that the Russian
Investigative Committee has opened a criminal case for violating traffic safety rules, but notably did
not specify that the "tragic incident" that occurred over Russian airspace was Russian air defense
shooting the passenger plane. The readout from Aliyev's press service, however, stated that Putin
apologized for the fact that the plane "was subjected to physical and technical impact from outside in Russian airspace, which resulted in the tragic incident." Azerbaijan's readout stated that
Aliyev noted that there were holes in the plane's fuselage and that survivors' testimonies talked about
how "foreign particles" pierced the cabin while the plane was flying. Azerbaijan's readout, although more
explicit than the Russian one, also does not specify that Russian air defense struck the plane. The
differences between the Russian and Azerbaijani readouts suggest that Azerbaijan is unhappy with the
extent to which the Kremlin is refusing to directly acknowledge the role Russian air defense systems
played in bringing down the plane.
Putin also called Kazakh President Kassym-Jomart Tokayev on
December 28, likely to discuss how the official investigation of the crash site in Kazakhstan will
present Russia's role in the crash. The Russian and Kazakh readouts of the call both stated that Putin
and Tokayev exchanged condolences over the deaths of Russian and Kazakh citizens in the crash. Putin and
Tokayev discussed the Kazakh government commission investigating the crash, which includes specialists
from Russia, Azerbaijan, and Brazil. The Russian readout stated that the specialists will decode the
flight recorders from the plane. Russian Foreign Minister Sergei Lavrov also spoke by phone with
Azerbaijani Foreign Minister Jeyhun Bayramov on December 28 and discussed the need to establish "all
causes" of the plane crash and to take "urgent measures" to prevent a similar situation in the future.
Russian authorities reportedly did not allow the plane to land at Russian airports, even though an
alleged transcript of communications between the plane's crew and a dispatcher in Grozny claimed that the
pilot requested emergency landing locations in Russia.
MSNBC and NBC News reported on December
27 that two US military officials, citing US intelligence, indicated that Russian forces targeted the
plane with air defense systems after they likely misidentified the Azerbaijani airliner as a Ukrainian
drone, in part due to the plane's irregular flight pattern. A Russian insider source, who reportedly has
ties to Russian law enforcement and published an alleged transcript of communications between the plane's
crew and a dispatcher in Grozny, claimed on December 28 that Russia transported air defense systems,
including S-300 air defense systems, from Syria to Chechnya after the fall of the Bashar al Assad regime
and recently installed these air defense systems around Grozny. ISW and the Critical Threats Project's
(CTP) Africa File recently observed Russian flights from Syria to Makhachkala Airport (about 180
kilometers southeast of Grozny) but cannot confirm what cargo the plane was carrying.
Key
Takeaways:
• Russian President Vladimir Putin appears to be trying to smooth over possible
tensions in the Russian-Azerbaijani and Russian-Kazakh relationships after Russian air defense likely
shot an Azerbaijan Airlines passenger plane on December 25, causing it to crash in Kazakhstan.
• Ukrainian forces recently struck a Russian Shahed drone storage, maintenance, and repair facility in
Oryol City, Oryol Oblast.
• Russian authorities continue to establish a legal basis to remove
the Taliban and Hayat Tahrir al Sham (HTS) from the Russian government’s official list of banned
terrorist organizations.
• Russian forces recently advanced near Kreminna, Siversk, Toretsk,
and Kurakhove.
• The Russian Ministry of Defense (MoD) announced on December 28 that the
Russian military completed its Fall 2024 conscription cycle.
Russian Foreign Minister Sergei Lavrov explicitly rejected two suggestions reportedly considered by US
President-elect Donald Trump's team in early November 2024 as conditions for ending the war in Ukraine –
the delay of Ukraine's membership in NATO for 20 years and the deployment of European peacekeepers in
Ukraine. Lavrov stated in an interview with Kremlin newswire TASS published on December 29 that Russia is
"not satisfied" with the Trump team's reported early November 2024 proposals to delay Ukraine's
membership in NATO for 20 years and to station a European peacekeeping contingent in Ukraine. Lavrov is
amplifying Russian President Vladimir Putin's December 26 explicit rejection of the Trump team’s reported
suggestion to delay Ukraine's membership in NATO for 20 years. Lavrov stated that any agreements to end
the war in Ukraine "must eliminate the root causes" of Russia's invasion of Ukraine and "must establish a
mechanism to make it impossible to violate them." Lavrov claimed in an interview on December 26 that the
two main "root causes" of the war are NATO's alleged violation of obligations to not advance eastward and
"aggressive absorption" of areas near Russia's borders and the Ukrainian government's alleged
discrimination against ethnic Russians and Russian language, media, and culture in Ukraine. Lavrov's
statements are part of ongoing senior Russian officials' statements that the Kremlin refuses to consider
any compromises on Putin's late 2021 and early 2022 demands. These demands include forcing Ukraine to
become a permanently neutral state that will never join NATO, imposing severe limitations on the size of
the Ukrainian military, and removing the Ukrainian government.
Russian President Vladimir
Putin enshrined his alleged policy of Ukrainian "denazification" in a new state strategy document about
countering extremism, demonstrating how Putin continues to make the same demands for the removal of the
Ukrainian government that he made in 2022 when launching the full-scale invasion of Ukraine. Putin signed
on December 28 a new Strategy for Countering Extremism in Russia. Putin signed Russia's last iteration of
such strategy in 2020. The 2024 strategy includes mentions of "Russophobia" for the first time, which the
document defines as the "unfriendly, biased, and hostile" attitudes and "discriminatory actions" towards
Russian citizens, language, and culture by states that are unfriendly to Russia. The 2024 document,
unlike the 2020 version, also lists Ukraine as a main source of extremism and accuses Ukraine of
disseminating neo-Nazi ideas. The documents states that Russia needs to "eliminate" the source of
extremist threats that come from Ukraine. Putin claimed in February 2022 when he launched the full-scale
invasion of Ukraine that Russia was pursuing the "denazification" of Ukraine – an attempt to justify the
removal of the legitimate, democratically elected government of Ukraine. Putin has made similar
statements recently reiterating his refusal to consider compromises on his late 2021 and early 2022
demands. The document's mentions of "Russophobia" and "discrimination" against Russian citizens,
language, and culture also align with Russian Foreign Minister Sergei Lavrov's recent talking point that
such alleged discrimination by the current Ukrainian authorities is a "root cause" of Russia's war
against Ukraine that any future negotiations must address. The Kremlin will likely exploit this new
strategy document to justify its calls for the removal of the Ukrainian government as "anti-extremist"
measures.
Key Takeaways:
• Russian Foreign Minister Sergei Lavrov explicitly
rejected two suggestions reportedly considered by US President-elect Donald Trump's team in early
November 2024 as conditions for ending the war in Ukraine – the delay of Ukraine's membership in NATO for
20 years and the deployment of European peacekeepers in Ukraine.
• Russian President Vladimir
Putin enshrined his alleged policy of Ukrainian "denazification" in a new state strategy document about
countering extremism, demonstrating how Putin continues to make the same demands for the removal of the
Ukrainian government that he made in 2022 when launching the full-scale invasion of Ukraine.
• Azerbaijani President Ilham Aliyev accused Russia of shooting the Azerbaijan Airlines Embraer 190
passenger flight over the Republic of Chechnya on December 25 and of attempting to cover up Russia's
responsibility for the plane's crash in Kazakhstan — effectively rejecting Russian President Vladimir
Putin's lackluster apology.
• Ukrainian forces are successfully innovating to combat Russian
guided glide bomb strikes against Kharkiv Oblast.
• The US delivered its first liquified
natural gas (LNG) shipment to Ukraine on December 27.
• Salome Zurabishvili announced her
departure from the Georgian presidential palace on December 29 but stated that she considers herself to
be Georgia's "legitimate" president.
• Russian forces recently advanced near Pokrovsk and
Vuhledar and in western Zaporizhia Oblast.
• Russia reportedly continues to face labor
shortages that Russian military recruitment and persistent demographic problems are likely
exacerbating.
Russian Foreign Minister Sergei Lavrov reiterated Russia's demand that Ukraine renounce its right to
sovereignty and territorial integrity as a precondition to start peace talks, indicating that Russia is
not interested in good faith negotiations. Lavrov stated in an interview with Kremlin newswire TASS
published on December 30 that Russia will not participate in any negotiations to end its war in Ukraine
unless Ukraine renounces its right and objective of liberating its territory up to its internationally
recognized 1991 borders. Lavrov added that Russia considers Ukraine's objective of liberating its
territory to its internationally recognized 1991 borders an "ultimatum." The Kremlin is likely attempting
to impose unrealistic demands on Ukraine that violate international law to stymie legitimate good faith
negotiations. Russia is also likely attempting to force the West into coercing Ukraine into acknowledging
and accepting territorial concessions that will benefit Russia in the long term. Lavrov and other Russian
officials have previously dismissed Ukraine's right to sovereignty and territorial integrity as a
legitimate negotiating position. ISW continues to assess that Russia is not interested in good faith
negotiations with Ukraine and will continue to pursue Ukraine's total capitulation.
US
President Joe Biden announced an additional military aid package for Ukraine worth $2.5 billion on
December 30. The package is funded by a combined $1.25 billion from the Presidential Drawdown Authority
(PDA) and $1.22 billion from the Ukraine Security Assistance Initiative (USAI) and will include thousands
of artillery rounds, thousands of rockets, and hundreds of armored vehicles. The US Department of Defense
(DoD) reported that the package also includes: munitions for National Advanced Surface-to-Air Missile
Systems (NASAMS); HAWK air defense munitions; Stinger missiles; counter-Unmanned Aerial Systems (c-UAS)
munitions; ammunition for High Mobility Artillery Rocket Systems (HIMARS); High-speed Anti-radiation
missiles (HARMs); Javelin and AT-4 anti-armor systems; Tube-launched, Optically-guided, Wire-tracked
(TOW) missiles; and other materiel.
Russia and Ukraine conducted one of the largest prisoners
of war (POW) exchanges in 2024 on December 30, resulting in the return of 189 Ukrainian POWs — some of
whom spent over two years in Russian captivity since early 2022. Ukrainian President Volodymyr Zelensky
announced on December 30 that Ukraine returned 189 Ukrainians, some of whom defended Ukrainian positions
at the Azovstal Steel Plant, Chornobyl Nuclear Power Plant (NPP), and Snake Island in early 2022.
Zelensky added that Ukraine also returned two civilians whom Russian forces captured during the siege of
Mariupol. Ukraine's Coordination Headquarters for the Treatment of POWs reported that this POW exchange
was one of the largest POWs exchanges since the January 3, 2024, and that Ukraine returned 173 privates
and sergeants and 14 officers: 87 servicemen of the Ukrainian Armed Forces, 43 of Ukraine's National
Guard, 33 of Ukraine's Border Guards Service, and 24 of the Ukrainian Navy. The Coordination Headquarters
for the Treatment of POWs added that some of the servicemen also participated in combat operations in
Kursk, Luhansk, Donetsk, Kharkiv, Zaporizhia, and Kherson oblasts. The Coordination Headquarters for the
Treatment of POWs noted that in total 3,956 Ukrainian POWs returned to Ukraine, of which 1,358 returned
in 2024. The Russian MoD announced on December 30 that Russia exchanged 150 Ukrainian POWs for 150
Russian POWs.
Key Takeaways:
• Russian Foreign Minister Sergei Lavrov reiterated
Russia's demand that Ukraine renounce its right to sovereignty and territorial integrity as a
precondition to start peace talks, indicating that Russia is not interested in good faith
negotiations.
• The Kremlin appears to be prioritizing Russia's force generation requirements
and domestic political stability over efforts to mitigate economic pressure and labor shortages going
into 2025.
• US President Joe Biden announced an additional military aid package for Ukraine
worth $2.5 billion on December 30.
• Russia and Ukraine conducted one of the largest prisoners
of war (POW) exchanges in 2024 on December 30, resulting in the return of 189 Ukrainian POWs - some of
whom spent over two years in Russian captivity since early 2022.
• Russia and Ukraine
conducted one of the largest prisoners of war (POW) exchanges in 2024 on December 30, resulting in the
return of 189 Ukrainian POWs - some of whom spent over two years in Russian captivity since early
2022.
• Russian border guards withdrew from the Agarak border checkpoint on the Armenia-Iran
border on December 30 after controlling the checkpoint for over 30 years.
• Ukrainian forces
recently regained lost positions near Chasiv Yar, Toretsk, and Pokrovsk. Russian forces recently advanced
in Kursk Oblast and near Toretsk, Pokrovsk, Kurakhove, Vuhledar, and Velyka Novosilka.
• A
Russian milblogger who focuses on Russian veteran issues claimed that Russian forces have significantly
strengthened the Russian international border with Ukraine since 2022 and no longer overwhelmingly rely
on conscripts and alleged deserters as border security.
Russian forces gained 4,168 square kilometers, largely comprised of fields and small settlements in
Ukraine and Kursk Oblast, at a reported cost of over 420,000 casualties in 2024. Ukrainian
Commander-in-Chief Colonel General Oleksandr Syrskyi stated on December 30 that Russian forces suffered
427,000 casualties in 2024. ISW has observed geolocated evidence to assess that Russian forces advanced
4,168 square kilometers in 2024, indicating that Russian forces have suffered approximately 102
casualties per square kilometer of Ukrainian territory seized. ISW previously observed that Russian
forces gained 2,356 square kilometers in exchange for an estimated 125,800 casualties during a period of
intensified Russian offensive operations in September, October, and November 2024. Russian forces made
56.5 percent of their 2024 territorial gains during the September through November 2024 period. Russian
Security Council Deputy Chairperson Dmitry Medvedev claimed on December 24 that 440,000 recruits signed
military service contracts with the Russian Ministry of Defense (MoD) in 2024, suggesting that Russia is
likely recruiting just enough military personnel to replace its recently high casualty rates one for
one.
Russian advances have slowed in December 2024, however. ISW has observed geolocated
evidence to assess that Russian forces gained 593 square kilometers or 18.1 square kilometers per day in
December 2024, while the number of daily Russian casualties in December 2024 remained similar to the
estimated daily casualty rate in November 2024. The Ukrainian General Staff reported a daily Russian
personnel casualty average of 1,585 in December 2024, marking a fourth all-time high of Russia's daily
casualty rate following reports that Russia's average daily Russian personnel casualty reached a new
all-time high of 1,523 casualties per day in November 2024. Russian forces were advancing at the notably
higher rate of 27.96 square kilometers per day in November 2024. Syrskyi stated on December 30 that
Russian forces have suffered 1,700 casualties per day over the past week (since December 23), indicating
the Russian forces may have suffered an even higher casualty rate in the last few weeks of 2024 even as
Russian advances slowed. The Russian military command likely tolerated record levels of personnel
casualties from September through November 2024 to facilitate larger territorial gains, but it remains
unclear if the Russian military command will be willing to sustain such casualties if Russian forces'
rate of advance continues to decline as Russian forces continue to advance on more heavily defended
settlements such as Pokrovsk.
Ukrainian forces have yet to stop Russian forces from advancing
in their priority sectors, however, and Western aid remains critical to Ukraine's ability to stabilize
the frontline in 2025. Ukrainian defenders have largely stalled Russian advances near Chasiv Yar and
Toretsk, but Russian forces continue to make gradual, grinding advances in the Pokrovsk, Kurakhove, and
Velyka Novosilka directions. Ongoing Ukrainian manpower constraints and morale issues are also creating
vulnerabilities in Ukraine's defensive lines, and Ukrainian officials must address these issues and steel
defenders against Russian infantry assaults in eastern and southern Ukraine. Russian forces, and Russian
President Vladimir Putin, are currently operating under a theory of victory that assumes that Russian
forces can indefinitely advance in Ukraine but fails to account for the possibility that Ukrainian forces
could inflict losses sufficient to stall or stop future Russian offensive operations. Ukrainian forces,
with support from Ukraine's Western allies, must therefore work to integrate Ukrainian drone operations,
sufficiently resourced artillery and long-range strike capabilities, and committed Ukrainian infantry
units to defend against Russian advances and undermine Putin's theory of victory in 2025.
Key
Takeaways:
• Russian forces gained 4,168 square kilometers, largely comprised of fields and
small settlements in Ukraine and Kursk Oblast, at a reported cost of over 420,000 casualties in 2024.
• The Russian military command largely prioritized efforts to seize the remainder of Donetsk
Oblast and establish a buffer zone in northern Kharkiv Oblast in 2024 but failed to accomplish these
goals.
• Russian forces have seized four mid-sized settlements - Avdiivka, Selydove, Vuhledar,
and Kurakhove - in all of 2024, the largest of which had a pre-war population of just over 31,000
people.
• Russian forces would require just over two years to seize the remainder of Donetsk
Oblast at their 2024 rates of advance, assuming that all their advances were confined to Donetsk, that
they can seize large urban areas as easily as small villages and fields, and that the Ukrainians do not
conduct any significant counterattacks in Donetsk.
• Ukrainian forces have yet to stop Russian
forces from advancing in their priority sectors, however, and Western aid remains critical to Ukraine's
ability to stabilize the frontline in 2025.
• Russian President Vladimir Putin officially
declared 2025 the "Year of the Defender of the Fatherland" during his New Year's address on December 31 -
signaling the Kremlin's continued efforts to militarize Russian society and maintain regime stability by
appeasing the growing Russian veteran community.
• Ukrainian naval drones reportedly downed a
Russian Mi-8 helicopter near occupied Cape Tarkhankut, Crimea, reportedly marking the first time that a
naval drone has shot down an air target.
• Ukrainian forces struck the Yarsevskaya oil depot
in Smolensk Oblast and a building used by the Russian military in Lgov, Kursk Oblast on December 30 and
31.
• Ukrainian forces recently advanced near Kreminna and in Kursk Oblast, and Russian forces
recently advanced near Kreminna, Siversk, Chasiv Yar, Pokrovsk, and Kurakhove.
• The Russian
government will deprive prisoners who volunteer to fight in Ukraine of the one-time enlistment bonus
starting January 1, 2025, marking another instance of Russia trying to cut the mounting short- and
long-term costs of war.
Ukraine's decision to not renew its contract to transport Russian gas through Ukrainian territory will
likely significantly impact Russian gas revenues despite Kremlin posturing to the contrary. Russian and
Ukrainian authorities confirmed that Russian gas ceased flowing through Ukrainian territory as of the
morning of January 1, and Russian officials and media largely projected confidence that the cessation of
gas supplies through Ukraine will harm Europe but not Russia. The loss of gas revenue will likely
negatively affect Russian state energy operator Gazprom, which has been struggling with decreasing gas
revenue from Europe since 2022. Bloomberg estimated on January 2 that Gazprom will likely lose $6 billion
in gas revenues per year due to the cessation of gas transports through Ukraine. The BBC Russian Service
noted on January 1 that Gazprom's main source of income in 2021 came from Russia's 45 percent share of
the European gas market at the time but that Russia now has only one remaining route to export gas to
Europe — the TurkStream pipeline bypassing Ukraine through the Black Sea to Turkey — and that Russian gas
currently only accounts for five percent of the European market. The BBC noted that Slovakia and Austria
— the final destinations of the blocked Russian gas through Ukraine — have both fully met their energy
needs through alternative sources. The Kremlin's efforts to project confidence about the cessation of gas
transit through Ukraine mirrors its efforts to coerce Europe into authorizing Russian gas transit to
Europe through the Nord Stream 2 pipeline in Winter 2021–2022, and the Kremlin's renewed posturing in
Winter 2024–2025 likely aim to extract economic or diplomatic concessions from Europe, undermine unity
within the European Union (EU), and drive a wedge between the US and EU.
Gazprom is likely
attempting to exploit the cessation of gas transits through Ukraine to create an artificial energy crisis
to destabilize Moldova. Gazprom shut off gas supplies to Transnistria via Ukraine on January 1, claiming
that Moldova failed to pay a debt worth $709 million. An audit by British and Norwegian audit firms,
however, found in 2022 that Moldova owed Gazprom only $8.6 million. Moldova recently held talks with
Gazprom about transporting gas to Transnistria via the TurkStream pipeline that runs from Russia to
Turkey, but Gazprom refused and did not make the arrangements to do so by the deadline on December 16.
Free Gazprom gas has long powered Transnistria's Cuciurgan power station, which exported a significant
amount of electricity to Moldova and used the profits from these sales to support Transnistria's budget.
The Cuciurgan power station switched to coal reserves on January 1, which reportedly can last about 50
days. Transnistrian gas company Tiraspoltransgaz stopped gas supplies to most consumers in Transnistria
and shut off most of the hot water and heat on January 1. Moldova increased its electricity imports from
Romania to make up for lost supplies from Transnistria. Moldovan gas company Moldovagaz and Moldovan
state electricity company Energocom offered on January 1 to provide Tiraspoltransgaz technical and
commercial assistance to obtain gas from European markets after successful tests on December 31, 2024 to
supply Moldova with gas through Bulgaria, Romania, and Ukraine.
Key Takeaways:
• Ukraine's decision to not renew its contract to transport Russian gas through Ukrainian territory
will likely significantly impact Russian gas revenues despite Kremlin posturing to the contrary.
• Gazprom is likely attempting to exploit the cessation of gas transits through Ukraine to create
an artificial energy crisis to destabilize Moldova.
• Ukrainian President Volodymyr Zelensky
signaled that Ukraine will increase drone and missile strikes against Russia in 2025 as part of efforts
to bring Russia to accept Ukraine's demands for a "just peace" in future negotiations.
• Russia intends to issue Russian licenses for the operation of all six of Zaporizhzhia Nuclear Power
Plant's (ZNPP) reactors by 2028 as part of Moscow's long-term efforts to legitimize its illegal
occupation of the plant and exploit Ukraine's energy supplies.
• Ukrainian forces conducted a
missile strike in Kursk Oblast, reportedly against a Russian military command post.
• Ukraine’s Main Military Intelligence Directorate (GUR) specified new details about the December 31
Ukrainian naval drone strike against Russian Mi-8 helicopters in the Black Sea as Ukrainian strikes
continue to degrade Russian operations in occupied Crimea.
• Russian forces recently advanced
near Siversk, Toretsk, Pokrovsk, Kurakhove, and Vuhledar and in western Zaporizhia Oblast.
• The Russian Ministry of Defense (MoD) continues to inadequately supply Russian military personnel
with basic equipment and ammunition, forcing soldiers to provide their own materiel.
Ukrainian President Volodymyr Zelensky outlined the conditions that must be met to push Russia to agree
to a "just peace." Zelensky stated on January 2 that achieving a "just peace" in future negotiations – a
concept Zelensky highlighted in his December 31 New Year’s address – requires a strong Ukrainian
military, security guarantees from Western allies, and Ukraine's future membership in NATO and the
European Union (EU) in order to deter Russia from renewed aggression against Ukraine. Zelensky stated
that Ukraine cannot achieve a just peace with a small military, such as "40,000 or 50,000 soldiers" – a
reference to Russian President Vladimir Putin's initial demand during the Istanbul peace talks between
Russia and Ukraine in Spring 2022 that Ukraine demilitarize and only maintain a force of roughly 50,000
personnel. Putin and other Kremlin officials have repeatedly demanded conditions for ending the war that
amount to Ukraine's complete capitulation, including the removal of the legitimate Ukrainian government
and Ukraine's demilitarization. These demands have not changed since 2021.
Ukrainian officials
continue to signal that Ukraine is working to further increase its drone and missile capabilities in
support of this goal. Zelensky stated on December 31 that Ukrainian missiles and drones are Ukraine's
"arguments for a just peace." Ukrainian Prime Minister Denys Shmyhal stated on January 3 that Ukraine
plans to produce about 3,000 cruise missiles and "drone-missiles" and at least 30,000 long-range drones
in 2025. Shmyhal stated that Ukraine's defense industrial base (DIB) will also increase production
capacity to about $30 billion worth of goods and attract $1 billion in foreign investment in 2025. The
Telegraph reported on January 2 that Ukraine is working to mass produce the "Trembita" cruise missile,
which has a 90-mile range, a 40-pound payload, and costs $10,000 per missile to produce.
Key
Takeaways:
• Ukrainian President Volodymyr Zelensky outlined the conditions that must be met
to push Russia to agree to a "just peace."
• Ukrainian officials continue to signal that
Ukraine is working to further increase its drone and missile capabilities in support of this goal.
• Zelensky reiterated on January 2 that the Ukrainian Constitution and Ukrainian law prohibit
Ukraine from holding presidential and parliamentary elections during periods of martial law.
• Ukraine's Main Military Intelligence Directorate (GUR) reported that several Russian ships will soon
arrive at the Port of Tartus in Syria to evacuate Russian military assets to Libya.
• Russian
forces recently advanced near Pokrovsk, Kurakhove, and Vuhledar.
• The Russian Ministry of
Defense (MoD) continues to support its official “Glaz/Groza” reconnaissance and strike unit coordination
software package despite Russian soldiers’ continued reliance on other ad hoc communications systems.
Ukrainian forces reportedly destroyed or damaged over 3,000 Russian tanks and almost 9,000 armored
vehicles in 2024 as Russia continues to accrue vehicle losses that are likely unsustainable in the
medium-term. Data from the Ukrainian General Staff indicates that Ukrainian forces destroyed or damaged
3,689 tanks, 8,956 infantry fighting vehicles (IFVs), 13,050 artillery systems, and 407 air defense
systems between January 1, 2024 and January 1, 2025. Russian forces reportedly lost at least 197 tanks,
661 armored personnel carriers (APCs), and 65 artillery systems larger than 100mm throughout the
frontline during a period of intensified offensive operations in Donetsk Oblast in September and October
2024 and likely sustained a higher rate of tank and armored vehicle losses in June and July 2024 when
Russian forces were conducting mechanized assaults in western Donetsk Oblast several times a week that
often resulted in armored vehicle losses.
Russia's current armored vehicle and tank production
rates indicate that such losses will likely be prohibitive over the longer term, particularly as Russia
continues to dip into its Soviet-era stocks. Ukrainian military observer Kostyantyn Mashovets stated in
February 2024 that the Russian defense industrial base (DIB) can produce 250-300 "new and thoroughly
modernized" tanks per year and can repair roughly 250-300 additional damaged tanks per year, far below
Ukraine's estimate of 3,600 Russian tanks lost in 2024. The British International Institute for Strategic
Studies (IISS) think tank also reported in February 2024 that Russia is likely able to sustain its rate
of vehicle losses at that time (over 3,000 armored fighting vehicles including tanks, armored personnel
carriers, and infantry fighting vehicles annually as of 2023 and nearly 8,800 between February 2022 and
February 2024) for at least two to three years (until about February 2026 or 2027) by mainly refurbishing
vehicles from Soviet-era storage facilities. A social media source tracking Russian military depots via
satellite imagery shared an updated assessment of Russian tank and armored vehicle storage facilities on
December 22 and assessed that Russian forces have 47 percent of their pre-war tank reserves, 52 percent
of pre-war infantry fighting vehicle reserves, and 45 percent of pre-war armored personnel carrier
reserves remaining in storage as of a recent unspecified date. The social media source noted that Russian
forces have used most of their newer T-90 and T-80 tanks but still have a majority of their older tanks
in storage, although some of these tanks have likely been heavily degraded by weather and time. It
appears increasingly unlikely that the Russian military can sustain its current annual rate of almost
9,000 armored vehicle losses through 2025. This loss rate is nearly three times the annual loss rate of
the first two years of the war according to IISS, suggesting that the February 2024 IISS estimate that
Russia can sustain its vehicle losses through 2025 and possibly 2026 is no longer valid.
Russian forces have reportedly been using fewer armored vehicles in assaults in the most active areas
of the frontline in recent weeks, possibly in order to conserve these vehicles as Soviet stocks dwindle.
Ukrainian military sources have recently noted that Russian forces have been using fewer armored vehicles
and conducting fewer mechanized assaults in the Kurakhove direction after suffering significant vehicle
losses in October and November 2024. The spokesperson of a Ukrainian brigade operating in the Kurakhove
direction stated on January 3 that Russian forces have switched to mainly using infantry to conduct
assaults in the area over the past few weeks and are only using armored vehicles as fire support for
infantry assaults. The New York Times reported on December 31 that a Ukrainian lieutenant colonel stated
that Russian forces are increasingly using electric scooters, motorcycles, and all-terrain vehicles
(ATVs) during assaults in eastern Ukraine, possibly as part of ongoing Russian efforts to offset armored
vehicle losses. Russian attacks near more mid-sized, urban settlements such as Kurakhove and Pokrovsk may
also be less conducive to mechanized assaults than the small settlements and open fields where Russian
forces advanced in most of 2024. Russian forces may be using fewer armored vehicles in the Kurakhove and
Pokrovsk directions if the Russian military is struggling to reequip frontline Russian units and
formations and if Russian military command does not want to withdraw Russian units for rest and
reconstitution and risk further slowing Russian advances in high-priority frontline sectors.
Key Takeaways: • Ukrainian forces reportedly destroyed or damaged over 3,000 Russian tanks and
almost 9,000 armored vehicles in 2024 as Russia continues to accrue vehicle losses that are likely
unsustainable in the medium-term.
• Russian forces have reportedly been using fewer armored
vehicles in assaults in the most active areas of the frontline in recent weeks, possibly in order to
conserve these vehicles as Soviet stocks dwindle.
• Ukrainian forces struck a gas terminal at
the Ust-Luga port in Leningrad Oblast on the night of January 3 to 4.
• Ukrainian forces
recently regained lost positions near Kreminna and likely maintain positions near Kurakhove.
• Russian forces recently advanced near Kreminna, Toretsk, Pokrovsk, and Kurakhove.
• The
Russian government continues to increase financial incentives in order to boost the recruitment of
military personnel.
Ukrainian forces resumed offensive operations in at least three areas within the Ukrainian salient in
Kursk Oblast and made tactical advances on January 5. Russian sources claimed that Ukrainian forces
conducted multiple roughly company-sized mechanized assaults in the Berdin-Novosotnitsky direction
(northeast of Sudzha) in three waves of attack using roughly a battalion's worth of armored vehicles.
Russian sources claimed that Ukrainian forces also intensified offensive operations in the direction of
Leonidovo (southeast of Korenevo) and conducted a reinforced platoon-sized mechanized assault near
Pushkarnoye (east of Sudzha). Geolocated footage published on January 5 indicates that Ukrainian forces
advanced in fields southwest and south of Berdin and entered the southern part of the settlement. Russian
milbloggers published updated maps of the Kursk area of operations that indicate that Ukrainian forces
also occupy Cherkasskoye Porechnoye, Martynovka, and Mikhaylovka (all northeast of Sudzha and southwest
of Berdin) as of January 5 and reported that Ukrainian forces recently entered Novosotnitsky (just east
of Berdin); and advanced in fields west of Yamskaya Step (immediately northwest of Berdin) and west of
Novaya Sorochina (north of Sudzha and northwest of Berdin). Russian milbloggers reported that Ukrainian
forces also conducted offensive operations near Nikolskiy and Alexandriya (east and southeast of
Leonidovo, respectively) and north of Russkaya Konopelka (east of Sudzha) towards Pushkarnoye in small
infantry groups but did not provide details about the extent of any possible Ukrainian advances in these
areas. Russian milbloggers largely expressed concern that the renewed Ukrainian effort in Kursk Oblast
may be a diversionary effort and claimed that it is too early to determine whether these operations in
Kursk could be part of a future main effort.
Russian forces also advanced southeast of Sudzha
and counterattacked against intensified Ukrainian attacks southeast of Korenevo and north of Sudzha on
January 5. Geolocated footage published on January 5 shows that Russian forces advanced in western and
southern Makhnovka (just southeast of Sudzha). Russian milbloggers claimed that unspecified Russian
airborne (VDV) elements pushed Ukrainian forces from Makhnovka and Dmitryukov (immediately northeast of
Makhnovka). A Kremlin-affiliated milblogger claimed that Russian forces may have advanced into Makhnovka
"some time ago, however. Ukrainian President Volodymyr Zelensky stated on January 4 that Russian and
North Korean forces lost up to a battalion of infantry near Makhnovka on January 3 and 4. Another Russian
milblogger claimed that Russian forces also advanced southeast of Makhnovka and along a road into
southeastern Kurilovka (immediately southwest of Makhnovka). ISW has not observed visual confirmation of
these claims, however. Russian milbloggers claimed that Russian forces also advanced during
counterattacks against Ukrainian assaults east of Leonidovo towards Nikolskiy and in the direction of
Malaya Loknya (northeast of Sudzha) on January 5. Another Russian milblogger claimed that a Russian
mechanized column unsuccessfully attempted to advance towards Malaya Loknya, however. The milblogger
complained that Ukrainian forces destroy most Russian mechanized columns in Kursk Oblast. Elements of the
Russian 155th Naval Infantry Brigade (Pacific Fleet, Eastern Military District ), Chechen Akhmat
"Aida" Spetsnaz group, former Wagner Group personnel, and unspecified BARS (Russian Combat Army Reserve)
units reportedly defended against the Ukrainian effort in Kursk Oblast.
Key
Takeaways:
Ukrainian forces resumed offensive operations in at least three areas within the
Ukrainian salient in Kursk Oblast and made tactical advances on January 5.
Russian forces also
advanced southeast of Sudzha and counterattacked against intensified Ukrainian attacks southeast of
Korenevo and north of Sudzha on January 5.
Russian sources expressed concern about the Russian
military's ability to react to Ukraine's ongoing combined arms efforts to integrate electronic warfare
(EW) and long-range strike capabilities with ground operations.
Russian forces recently
advanced east of Pokrovsk amid renewed offensive operations in the area likely aimed at supporting the
envelopment of Pokrovsk from the northeast.
The recent intensification in the Russian 41st
CAA's area of responsibility east of Pokrovsk indicates that the Russian military command is still
considering the envelopment of Pokrovsk as one of their key operational objectives in this area.
Russian forces may also be exploiting comparatively weaker Ukrainian defensive positions further east
and south of Pokrovsk as part of an ongoing effort to seize any territory, regardless of such territory’s
relative tactical insignificance.
Elements of the Russian 5th Motorized Rifle Brigade (51st
CAA, formerly 1st Donetsk People's Republic Army Corps) are reportedly split between the Pokrovsk and
Kurakhove directions — Russia's two most prioritized sectors of the frontline.
Russian forces
recently advanced near Borova, Toretsk, Pokrovsk, and Kurakhove.
Ukrainian forces recently
advanced in the Kursk salient and regained lost positions near Chasiv Yar.
Ukrainian forces recently made tactical advances amid continued intensified offensive operations in the
Ukrainian salient in Kursk Oblast on January 6. Geolocated footage published on January 5 and 6 indicates
that Ukrainian forces recently advanced in southern Berdin, central Russkoye Porechnoye, and central
Novosotnitsky (all northeast of Sudzha). The Russian Ministry of Defense (MoD) and Russian milbloggers
claimed on January 6 that Russian forces repelled a Ukrainian roughly reduced platoon-sized mechanized
assault near Berdin and that Russian forces, including elements of Rosgvardia's "Talib" Group, repelled
Ukrainian attacks near Novosotnitsky. Russian milbloggers claimed that elements of the Russian 30th
Motorized Rifle Regiment (72nd Motorized Rifle Division, 44th Army Corps , Leningrad Military
District ), 2nd Spetsnaz Brigade (Russian General Staff's Main Directorate ), 11th Airborne
(VDV) Brigade, and Akhmat Spetsnaz units cleared areas near Berdin and Novosotnitsky. One Russian
milblogger characterized recent Ukrainian attacks in Kursk Oblast as enhanced reconnaissance in force
operations that could be a diversionary effort for unspecified future operations. Increased Ukrainian
offensive operations in Kursk Oblast may be the beginning stages of a concerted Ukrainian operation in
Kursk Oblast or elsewhere in the theater, though ISW is unprepared to offer any specific forecast.
Russian forces attempted to leverage Ukrainian attacks northeast of Sudzha to attack elsewhere in
the Ukrainian salient in Kursk Oblast on January 6. Geolocated footage published on January 5 indicates
that Russian forces advanced west of Malaya Loknya (northwest of Sudzha). Russian milbloggers claimed on
January 6 that Russian forces, including elements of the 56th VDV Regiment (7th VDV Division), seized
Leonidovo (northwest of Sudzha) and that Russian forces advanced in northeastern Russkoye Porechnoye
(northeast of Sudzha). Russian milbloggers claimed that Russian forces also advanced near Makhnovka and
Dmitryukov (both southeast of Sudzha). ISW has not observed confirmation of these claims, however.
Russian milbloggers claimed that Russian forces, including elements of the 155th Naval Infantry Brigade
(Pacific Fleet, Eastern Military District ), attacked toward Malaya Loknya and near Novoivanovka,
Viktorovka, and Nikolskiy (all northwest of Sudzha). The Russian MoD claimed that "Caspian naval
infantry" drone units, likely referring to drone units of the 177th Naval Infantry Regiment (Caspian
Flotilla), are operating in Kursk Oblast, indicating that the Russian military command likely redeployed
elements of the 177th Naval Infantry Regiment from western Zaporizhia Oblast to Kursk Oblast.
Key Takeaways:
• Ukrainian forces recently made tactical advances amid continued intensified
offensive operations in the Ukrainian salient in Kursk Oblast on January 6.
• Russian forces
attempted to leverage Ukrainian attacks northeast of Sudzha to attack elsewhere in the Ukrainian salient
in Kursk Oblast on January 6.
• Ukrainian forces may be continuing to conduct long-range
strikes against Russian rear areas in Kursk Oblast as part of efforts to use integrated strike
capabilities to support ground operations.
• Russian forces reportedly executed more Ukrainian
prisoners of war (POWs) on January 3.
• Ukrainian Human Rights Commissioner Dmytro Lyubinets
announced that Ukraine and Russia have reached a preliminary agreement to conduct regular POW exchanges
in 2025.
• The leaders of the Chechen "Akhmat" Spetsnaz forces and the far-right paramilitary
unit "Rusich" Russian Sabotage Assault Reconnaissance Group met on January 6 and promoted a message about
Russia's ethnic diversity and harmony.
• Russian forces advanced in the Lyman, Toretsk, and
Pokrovsk directions, and the Russian Ministry of Defense (MoD) claimed that Russian forces seized
Kurakhove.
• Ukrainian President Volodymyr Zelensky stated in an interview published on
January 5 that 3,800 North Korean personnel have been killed and wounded in Kursk Oblast.
Russian forces recently advanced in northwestern Toretsk following several weeks of higher tempo Russian
offensive operations and gains in the area. Geolocated footage published on January 6 indicates that
Russian forces recently advanced along Kvitkova Street and reached the northwestern administrative
boundary of Toretsk. A Russian milblogger claimed that Russian forces advanced along Pyrohova Street in
northern Toretsk, but ISW has not observed confirmation of this claim. Another Russian milblogger claimed
that Russian forces occupy roughly 90 percent of Toretsk, but ISW has only observed geolocated footage to
assess that Russian forces occupy approximately 71 percent of the settlement as of January 7. Russian
forces intensified offensive operations in the Toretsk direction in June 2024, likely to reduce the
Ukrainian salient in the area and deny Ukrainian forces the ability to shell rear Russian areas in the
Chasiv Yar and Pokrovsk directions, both of which were Russian main efforts at the time. Russian forces
originally committed limited combat power, including elements of the Russian 51st Combined Arms Army
(CAA) (formerly 1st Donetsk People's Republic Army Corps ), Territorial Troops, and some elements
of the Central Military District , to intensified operations near Toretsk in June 2024. Russian
forces have made creeping and grinding gains within Toretsk and the nearby settlements since June 2024
but have intensified offensive operations in recent weeks and made tactical gains within northern and
northwestern Toretsk.
Russian forces appear to be shifting assault tactics in Toretsk in order
to overwhelm Ukrainian forces and facilitate tactical gains within the settlement. A spokesperson of a
Ukrainian brigade operating in the Toretsk direction reported on January 5 that Russian forces are now
attacking in platoons of up to 20 soldiers after previously attacking in fireteams of roughly five
personnel. A Russian milblogger claimed on January 7 that Russian forces had made recent gains in Toretsk
by attacking in multiple areas at once instead of focusing attacks in one location. Russian forces are
likely leveraging their superior manpower quantities to intensify offensive operations and advance within
Toretsk.
Key Takeaways:
• Russian forces recently advanced in northwestern Toretsk
following several weeks of higher tempo Russian offensive operations and gains in the area.
• Russian forces likely intend to exploit their advances in northwestern Toretsk to push further west
of Toretsk and Shcherbynivka and along the T-05-16 Toretsk-Kostyantnivka highway towards the southernmost
point of Ukraine's fortress belt in Kostyantynivka.
• Russian forces may attempt to leverage
tactical gains within and near Toretsk and east of Pokrovsk to eliminate the Ukrainian salient southwest
of Toretsk.
• Russian forces are likely attempting to break out of Toretsk's urban environment
and advance into more open and rural areas that are similar to the areas where Russian forces have made
significant gains in other sectors of the front in recent months.
• Russian forces are
unlikely to pose a significant threat to Kostyantynivka unless the Russian military command reinforced
the existing force grouping in the area with troops from other frontline areas.
• The
Ukrainian General Staff stated that Ukrainian forces struck a command post of the Russian 810th Naval
Infantry Brigade (Black Sea Fleet , Southern Military District ) in Belaya, Kursk Oblast on
January 7.
• Ukrainian forces recently advanced in Kursk Oblast, and Russian forces recently
advanced near Kupyansk, Toretsk, and Pokrovsk and in Kursk Oblast.
• The Kremlin continues to
promote the "Time of Heroes" program, which aims to place veterans of the Russian full-scale invasion of
Ukraine in positions in local, regional, and federal governments.
Ukrainian forces struck Russia's state-owned Kombinat Kristal oil storage facility near Engels, Saratov
Oblast on the night of January 7 to 8. The Ukrainian General Staff reported that Ukraine's Main Military
Intelligence Directorate (GUR) and the Unmanned Systems Forces struck the oil storage facility and caused
a large fire. The Ukrainian General Staff reported that the facility provides fuel for the Russian
military's Engels-2 Air Base and noted that strike will create logistical issues for Russia's strategic
aircraft based at the airfield. Geolocated footage published on January 8 shows a large fire at the
storage facility, and Russian sources noted that the fire continued to burn into the morning of January
8. Saratov Oblast Governor Roman Busargin claimed that debris from a falling drone struck an unspecified
industrial facility near Engels but later acknowledged that the strike caused a fire in the area.
Ukrainian forces struck a command post of the Russian 8th Combined Arms Army (CAA) (Southern
Military District ) on January 8 in occupied Khartsyzk, Donetsk Oblast. The Ukrainian General Staff
reported that the 8th CAA used this command post to coordinate operations in Kurakhove. Russian sources
amplified reports on January 8 that a Ukrainian purported Storm Shadow strike against Lgov, Kursk Oblast
on December 30 killed at least one serviceman in the Russian 104th Airborne (VDV) Regiment (76th VDV
Division) and three servicemen in the 76th VDV Division.
Key Takeaways:
• Ukrainian
forces struck Russia's state-owned Kombinat Kristal oil storage facility near Engels, Saratov Oblast on
the night of January 7 to 8.
• Ukrainian forces struck a command post of the Russian 8th
Combined Arms Army (CAA) (Southern Military District ) on January 8 in occupied Khartsyzk, Donetsk
Oblast.
• Russian forces advanced in Kursk Oblast, in Toretsk, and near Kurakhove.
• Russian forces are increasingly using drones attached to fiber optic cables in Ukraine.
Ukraine's Western partners reiterated their support for Ukraine and their commitment to the development
of Ukraine's defense industrial base (DIB) at the Ukraine Defense Contact Group at Ramstein Air Base in
Germany on January 9. Ukrainian President Volodymyr Zelensky called for all participants of the group to
sign bilateral security agreements with Ukraine in order to strengthen Ukrainian forces and protect
Ukraine's energy sector. Zelensky emphasized the importance of providing Ukraine with more air defense
systems and stated that Ukraine wants to supply Ukrainian forces with a record number of domestically
produced and internationally procured drones in 2025. Ukrainian Defense Minister Rustem Umerov announced
that the Ukraine Defense Contact Group approved eight roadmap documents that outline the Ukrainian
forces' objectives through 2027 in key areas for international cooperation, including air defense,
artillery, armored vehicles, drones, air force, and maritime security. Umerov stated that the roadmaps
aim to ensure that the Ukrainian military is compatible with NATO and serve as the basis for medium- and
long-term support for Ukraine. US Defense Secretary Lloyd Austin told Bloomberg ahead of the January 8
Ramstein meeting that Russia has some advantages in the war but is also facing challenges, as evidenced
by Russia's turn to North Korea and Iran for assistance in its war against Ukraine.
Ukraine's
Western partners announced additional military aid packages at Ramstein Air Base on January 9. Austin
announced a new US military aid package for Ukraine under the Presidential Drawdown Authority (PDA)
valued at approximately $500 million. The package includes AIM-7, RIM-7, and AIM-9M air defense missiles;
air-to-ground munitions; F-16 support equipment; and small-arms ammunition. German Defense Minister Boris
Pistorius announced that Germany will provide Ukraine with an unspecified number of IRIS-T air defense
missiles. Polish Deputy Defense Minister Wladyslaw Kosiniak-Kamysz announced that Poland is also
preparing a new aid package for Ukraine. UK Defense Secretary John Healey and Latvian Defense Minister
Andris Spruds jointly announced that the drone coalition, including the UK, Latvia, Denmark, the
Netherlands, and Sweden, will provide Ukraine with 30,000 drones at an unspecified future time after the
coalition signed contracts worth 45 million pounds ($55.4 million).
Key Takeaways:
• Ukraine's Western partners reiterated their support for Ukraine and their commitment to the
development of Ukraine's defense industrial base (DIB) at the Ukraine Defense Contact Group at Ramstein
Air Base in Germany on January 9.
• Ukraine's Western partners announced additional military
aid packages at Ramstein Air Base on January 9.
• Russian elites and high-ranking security
officials are reportedly frustrated with Russian President Vladimir Putin's efforts to wage a full-scale
war in Ukraine with half measures and are increasingly concerned with Putin's timeline to end the war.
• High-ranking Russian security officials appear to be assessing that Russia needs to intensify
its war in Ukraine rather than seek an exit via negotiations.
• Russian elites' reported
diagnosis of the main problem with Russia's conduct of the war is inaccurate, as Russia's failure to
restore maneuver to the battlefield — not a shortage of manpower — is the main factor causing Russia's
relatively slow rate of advance.
• Meduza's report indicates that Russia's security elite —
like Putin himself — is uninterested in a negotiated and peaceful resolution to the war in the near
future.
• A Russian opposition investigative outlet reported that Russian authorities have
turned a pretrial detention center (SIZO) in Taganrog, Voronezh Oblast into a torture center for
Ukrainian prisoners of war (POWs) and imprisoned Ukrainian civilians.
• The UN condemned the
recent surge in Russian executions of Ukrainian POWs.
• The Armenian government approved a
draft law on January 9, beginning Armenia's accession process into the EU.
• Russian forces
recently advanced near Borova and Pokrovsk and in Kursk Oblast.
• Ukrainian forces recently
advanced near Sudzha.
• Russian officials continue to indicate that the Kremlin intends to
further militarize the Russian government and Russian society in the long term.
Ukrainian forces struck a Russian ammunition and drone storage warehouse in Rostov Oblast on the night of
January 9 to 10. Sources within Ukraine's Security Service (SBU) told Ukrainian outlets Suspline and
ArmyTV that Ukrainian forces struck a Russian military warehouse near Chaltyr, Rostov Oblast with drones
and Neptune anti-ship cruise missiles. The sources stated that Ukrainian forces used the drones to
overwhelm and exhaust Russian air defenses in the area before launching Neptune missiles at the
warehouse. The sources stated that Russian forces use reconnaissance drones from this warehouse to
correct Russian strikes on Ukrainian cities and frontline positions. Rostov Oblast Governor Yury Slyusar
stated that Russian forces downed 16 Ukrainian drones over the oblast and that the strike caused a fire
at an industrial enterprise just north of Chaltyr. Russian opposition outlet Astra assessed that the fire
occurred at a plastic coating production plant in the area.
The Kremlin reiterated that it is
ready to hold talks with US President-elect Donald Trump without any "preconditions" but noted that its
negotiating position remains unchanged. Kremlin Spokesperson Dmitry Peskov responded on January 10 to a
Trump statement about arranging a meeting with Russian President Vladimir Putin and stated that Putin is
open to contact with international leaders and that "no conditions are required for this ."
Peskov reiterated, however, that the Kremlin maintains its "repeatedly voiced" position on Ukraine that
Putin explicitly defined in June 2024 and repeated in his December 19 Direct Line presentation. Putin
demanded in June 2024 that Ukraine replace Ukrainian President Volodymyr Zelensky and his government
under the guise of "denazification," demilitarize, and cede significant swaths of territory in eastern
and southern Ukraine to Russia, including areas of Ukraine that Russia does not currently occupy – all
effectively amounting to Ukraine's full capitulation. No negotiations will result in a meaningful or
sustainable peace as long as Putin remains committed to these demands – regardless of the Kremlin's
"willingness" to hold talks with Western leaders.
Key Takeaways:
• Ukrainian forces
struck a Russian ammunition and drone storage warehouse in Rostov Oblast on the night of January 9 to
10.
• The Kremlin reiterated that it is ready to hold talks with US President-elect Donald
Trump without any "preconditions" but noted that its negotiating position remains unchanged.
• The United States, United Kingdom, and Japan announced new sanctions against Russia on January 10.
• The EU recently transferred three billion euros (about $3.07 billion) to Ukraine, the first
tranche of EU funding from the profits of frozen Russian assets.
• Russian forces recently
advanced in Kursk Oblast and near Kupyansk, Chasiv Yar, Toretsk, Pokrovsk, and Kurakhove.
• The BBC Russian Service reported on January 10 that a joint investigation conducted with Russian
opposition outlet Medizona using open-source data has confirmed that at least 88,055 Russian soldiers
have been killed in Ukraine since February 2022.
Ukrainian forces reportedly captured the first North Korean prisoners of war (POWs) in Kursk Oblast.
Ukraine's Security Service (SBU) stated on January 11 that elements of the Ukrainian Special Operations
Forces (SSO) captured a North Korean soldier in Kursk Oblast on January 9 and that Ukrainian Airborne
Assault Forces recently captured a second North Korean solider in the area on an unspecified date. The
SBU stated that Ukrainian authorities are working with South Korean intelligence to communicate with the
POWs as they do not speak English, Russian, or Ukrainian. One of the POWs was carrying a Russian military
registration card from the Tuva Republic that Russian authorities reportedly issued him in Fall 2024. The
POW told Ukrainian authorities that he had undergone coordination training with Russian forces for only
one week before deploying to combat and that he thought he was going to a training exercise in Russia,
not to the war in Ukraine. Ukrainian President Volodymyr Zelensky stated that usually Russian or North
Korean forces kill wounded North Korean personnel in order to conceal their participation in the war.
North Korean forces are reportedly deploying large assault groups to combat operations despite
frequent Ukrainian drone strikes, which is likely contributing to North Korea's high casualty rates and
will likely affect the lessons that the North Korean military command will learn from fighting in the
war. The Washington Post reported on January 11 that North Koreans fighting in Kursk Oblast are attacking
in large groups with support from Russian artillery and drones, unlike Russian forces who usually move in
smaller groups. North Korean soldiers are also reportedly ignoring Ukrainian drones and continuing to
move forward despite drone strikes on personnel. The Washington Post reported that Russian forces are
following behind North Korean advances in order to "stabilize the gains," but a Ukrainian solider
operating in Kursk Oblast reported that communications issues between Russian and North Korean forces may
be slowing Russian efforts to consolidate new positions. The Ukrainian soldier stated that North Korean
forces launched an assault consisting of 400 to 500 personnel in December 2024, during which North Korean
forces outnumbered Ukrainian forces six-to-one. Ammunition shortages reportedly forced the Ukrainian
forces to withdraw after eight hours of fighting — suggesting that North Korean forces are heavily
relying on a superior number of personnel to advance despite poor tactics. The solider stated that
Ukrainian forces had inflicted significant losses on Russia's 810th Naval Infantry Brigade (Black Sea
Fleet , Southern Military District ), possibly pushing the Russian military command to deploy
North Korean forces to Kursk Oblast sooner than planned. Western officials have recently noted that North
Korean forces are suffering high casualties, including at least one instance of roughly 1,000 casualties
in Kursk Oblast in only one week in late December 2024. Zelensky reported on January 5 that 3,800 North
Korean personnel have been killed or wounded in Kursk Oblast — roughly a third of the reported 12,000
total North Korean personnel in Kursk Oblast — and stated that North Korean forces lost up to a battalion
of infantry near Makhnovka, Kursk Oblast on January 3 and 4 alone. ISW continues to assess that North
Korea's ability to learn and integrate lessons from fighting alongside Russian forces will likely be
significantly degraded if the Russian military command uses North Korean troops in highly attritional
infantry-led assaults in similar or greater sizes than it conducts with most Russian personnel. North
Korean forces' inability or refusal to learn to effectively counter drones will also affect the lessons
they can learn from the war.
Key Takeaways: • Ukrainian forces reportedly captured the
first North Korean prisoners of war (POWs) in Kursk Oblast.
• North Korean forces are
reportedly deploying large assault groups to combat operations despite frequent Ukrainian drone strikes,
which is likely contributing to North Korea's high casualty rates and will likely affect the lessons that
the North Korean military command will learn from fighting in the war.
• Russian President
Vladimir Putin maintains his maximalist pre-war demands to isolate Ukraine and weaken NATO and reportedly
aims to enforce these demands in any possible talks with Western leaders about ending the war in
Ukraine.
• Ukrainian forces may have conducted a drone strike against an oil refinery in the
Republic of Tatarstan on January 11, but details of the possible strike remain unclear at this time.
• Ukrainian forces may have conducted a drone strike against an oil refinery in the Republic of
Tatarstan on January 11, but details of the possible strike remain unclear at this time.
• Ukrainian forces recently advanced in Kursk Oblast.
The Ukrainian General staff reported on January 12 that Ukrainian forces conducted a high-precision
airstrike on the command post of Russia's 2nd Combined Arms Army (Central Military District) in
Novohrodivka, Donetsk Oblast. The Ukrainian General Staff noted that the operation is part of a broader
series of Ukrainian strikes targeting command posts of Russian forces operating in the Donetsk direction.
The Ukrainian General Staff reported on January 8 and 10 that Ukrainian forces struck the command posts
of the Russian 8th CAA (Southern Military District) in occupied Khartsyzk, Donetsk Oblast, and the 3rd
Army Corps (Central Military District) in occupied Svitlodarsk, Donetsk Oblast, respectively.
Ukrainian strikes on tactical command posts and positions located near the frontline, such as the strike
against Novohrodivka, are likely intended to disrupt Russian tactical activity and directly complicate
Russian command and control (C2) on the battlefield. Ukrainian strikes against main command posts further
in the Russian rear, such as the January 8 strike on the Russian 8th CAA post, are likely aimed at
degrading broader Russian logistics and operational planning efforts, which could have impacts on
Russia's ability to conduct its military operations in western Donetsk Oblast. ISW has observed that the
2nd CAA is currently leading Russian operations south of Pokrovsk, that the 3rd AC is operating near
Chasiv Yar, and that the 8th CAA is leading Russian efforts near Kurakhove.
South Korea's
National Intelligence Service (NIS) confirmed that Ukrainian forces captured two North Korean soldiers
during combat operations in Kursk Oblast on January 9. The NIS told Agence-France-Presse (AFP) on January
12 that one of the captured North Korean soldiers initially believed that North Korean authorities had
sent him to Russia for training but that he realized upon arrival that he would be engaged in combat - in
line with recent statements from Ukraine's Security Service (SBU) and Ukrainian President Volodymyr
Zelensky. One of the captured North Korean soldiers also stated that they suffered food and water
shortages for several days before their capture and that North Korean forces have suffered significant
losses.
Key Takeaways:
• The Ukrainian General staff reported on January 12 that
Ukrainian forces conducted a high-precision airstrike on the command post of Russia's 2nd Combined Arms
Army (Central Military District) in Novohrodivka, Donetsk Oblast.
• South Korea's
National Intelligence Service (NIS) confirmed that Ukrainian forces captured two North Korean soldiers
during combat operations in Kursk Oblast on January 9.
• Russian forces recently advanced in
the Kupyansk, Toretsk, Pokrovsk, and Kurakhove directions.
Russian forces recently cut the T-0405 Pokrovsk-Kostyantynivka highway east of Pokrovsk and the T-0406
Pokrovsk-Mezhova highway southwest of Pokrovsk as part of their efforts to envelop Pokrovsk and
Myrnohrad. Geolocated footage published on January 12 indicates that Russian forces recently advanced
east of Myrne (east of Pokrovsk) and seized positions along the T-0504 highway. Ukrainian military
observer Kostyantyn Mashovets stated on January 13 that elements of the Russian 55th and 74th motorized
rifle brigades (41st Combined Arms Army , Central Military District ) recently advanced to and
cut the T-0406 highway between Kotlyne and Udachne (both southwest of Pokrovsk), and Russian milbloggers
claimed that Russian forces seized a section of both highways. ISW assesses that Russian forces likely
seized the remainder of Solone (southwest of Pokrovsk) as part of this advance. Mashovets stated that
Russian forces are deploying the 55th and 74th motorized rifle brigades in a two-echelon formation and
that elements of the 74th Brigade conduct the initial attacks and elements of the 55th Brigade follow
behind to consolidate positions. Mashovets stated that elements of the Russian 239th Tank Regiment, 228th
Motorized Rifle Regiment, and 67th Rifle Regiment (all 90th Tank Division, CMD) are operating in the
Novovasylivka-Uspenivka-Novooleksandriivka area (southwest of Pokrovsk). Mashovets acknowledged that the
Russian military command recently redeployed elements of the Russian 5th Motorized Rifle Brigade (51st
CAA, formerly the 1st Donetsk People's Republic Army Corps ) from the Kurakhove direction to
offensive operations near Vozdvyzhenka (east of Pokrovsk), further substantiating previous milblogger
claims that the 5th Brigade was redeployed to the Vozdvyzhenka area Elements of the 5th Motorized Rifle
Brigade may have participated in the interdiction of the T-0405 highway near Myrne, and the Russian
military command's decision to redeploy the 5th Motorized Rifle Brigade suggests that it is prioritizing
efforts to advance in this area and envelop Pokrovsk from the east over further advances west of
Kurakhove. ISW previously noted that Russian forces could also leverage advances east of Pokrovsk near
Vozdvyzhenka and Myrne to eliminate the Ukrainian salient southwest of Toretsk along the H-20 Donetsk
City-Kostyantynivka highway.
Russian forces also advanced in other areas southwest of Pokrovsk
amid ongoing efforts to envelop the town on January 12. Geolocated footage published on January 13
indicates that Russian forces seized Pishchane (southwest of Pokrovsk), and the Russian Ministry of
Defense (MoD) credited elements of the 55th, 35th, and 74th motorized rifle brigades (all 41st CAA, CMD)
with the seizure of the settlement. Russian forces continued attacking near Pokrovsk itself; northeast of
Pokrovsk near Baranivka, Zelene Pole, Nova Poltavka, and Tarasivka; east of Pokrovsk near Novotoretske,
Novooleksandrivka, Myrolyubivka, Yelyzavetivka, Promin, and Myrnohrad; southeast of Pokrovsk near
Lysivka; south of Pokrovsk near Novyi Trud, Zelene, and Shevchenko; southwest of Pokrovsk near Udachne,
Uspenivka, Novovasylivka, Novoandriivka, Sribne, and Yasenove; and west of Pokrovsk near Kotlyne on
January 12 and 13.
Russian forces likely intend to interdict Ukrainian ground lines of
communications (GLOCs) into Pokrovsk and Myrnohrad in order to force Ukrainian units to withdraw from the
towns in future months. The T-0405 and T-0406 highways are two of the three main east-west GLOCs
supporting the Ukrainian force grouping in the Pokrovsk-Myrnohrad area. Russian advances east and west of
Pokrovsk may complicate Ukrainian logistics and Ukraine's ability to resupply and redeploy troops to
defend Pokrovsk and Myrnohrad. The Russian military command may intend to make further advances north of
the T-0405 and T-0406 highways in an effort to force Ukrainian forces to eventually withdraw to the north
(rather than to the east or west) to support Russia's envelopment of both settlements and further
advances west towards the Donetsk-Dnipropetrovsk Oblast administrative border. The Russian military
command likely also hopes to avoid conducting infantry-heavy frontal assaults through the urban areas of
Pokrovsk and Myrnohrad and likely assesses that interdicting these GLOCs increases the likelihood that
Ukrainian forces will withdraw from these towns and that Russian forces will be able to avoid conducting
costly urban combat operations to take the towns.
Key Takeaways:
• Russian forces
recently cut the T-0405 Pokrovsk-Kostyantynivka highway east of Pokrovsk and the T-0406 Pokrovsk-Mezhova
highway southwest of Pokrovsk as part of their efforts to envelop Pokrovsk and Myrnohrad.
• Russian forces likely intend to interdict Ukrainian ground lines of communications (GLOCs) into
Pokrovsk and Myrnohrad in order to force Ukrainian units to withdraw from the towns in future months.
• Russian state-owned energy corporation Gazprom acknowledged that it is considering reducing the
size of its central office staff by 40 percent, indicating that Gazprom may be concerned about the
long-term effects that the war in Ukraine and the reduction in Russian gas exports to Europe will have on
the Russian gas industry.
• Russian forces recently advanced in the Kharkiv, Borova, Pokrovsk,
Kurakhove, and Velyka Novosilka directions.
• South Korea's National Intelligence Service
(NIS) reportedly announced that North Korean casualties in Kursk Oblast total roughly 3,000 killed and
wounded.
The Kremlin remains committed to achieving the original goals of its full-scale invasion of Ukraine in
any future peace negotiations — namely the destruction of the Ukrainian state, dissolution of the current
Ukrainian government, demilitarization of Ukraine, and a permanent ban on Ukraine's future membership in
NATO. Russian Presidential Aide and former Security Council Secretary Nikolai Patrushev rejected the
suggestion that Russia could be willing to cede any occupied territory to Ukraine in future negotiations
during an interview with Russian outlet Komsomolskaya Pravda published on January 14 and stated that this
idea is "not even up for discussion." Patrushev falsely claimed that sham referendums in occupied Ukraine
in September 2022 legitimized Russia's claim to occupied Donetsk, Luhansk, Zaporizhia, and Kherson
oblasts and insinuated that international recognition of Russia's illegal occupation and annexation of
the four oblasts and occupied Crimea is a non-negotiable condition for a future peace agreement.
Patrushev stated that Russia's goals in Ukraine remain unchanged and that Russia remains committed to
achieving all of the goals that Russian President Vladimir Putin used to justify the full-scale invasion.
Putin identified the "demilitarization" and "denazification" of Ukraine as the key goals of the
full-scale invasion during a speech on February 23, 2022 — and these goals amount to the destruction of
Ukraine's ability to defend itself and replacement of the legitimate Ukrainian government with a
pro-Russian puppet government. Former Roscosmos (Russian space agency) head and Zaporizhia Oblast
occupation senator Dmitry Rogozin stated during an interview with Russian outlet Gazeta.Ru on January 14
that the Russian government continues to pursue "denazification" in Ukraine, which Rogozin defined as the
"liquidation of those who instill a misanthropic Russophobic spirit" in people. Putin has consistently
demanded that the Ukrainian people concede their right to determine their own government, the right to
defend themselves against ongoing and future aggression, and the right to choose their own security
alliances before and throughout the full-scale invasion. ISW continues to assess that Putin's goals in
Ukraine are to break up NATO and seize full control over Ukraine and that Putin remains committed to
these goals, and ISW has not observed any indication that Putin is willing to concede on such goals in
future negotiations.
Ukrainian forces conducted a large-scale series of drone and missile
strikes against military and defense industrial targets in Russia on the night of January 13 to 14. The
Ukrainian General Staff reported that Ukrainian forces targeted Russian military facilities between 200
and 1,110 kilometers deep in the Russian rear in Bryansk, Saratov, and Tula oblasts and the Republic of
Tatarstan. The Ukrainian General Staff reported that Ukraine's Unmanned Systems Forces and Ukraine's Main
Military Intelligence Directorate (GUR) struck the Russian state-owned Kombinat Kristal oil storage
facility near Engels, Saratov Oblast, which provides fuel for the strategic bombers at Russia's Engels-2
Air Base, and that the GUR and Ukraine's Security Service (SBU) also struck the Saratov Oil Refinery. The
Ukrainian Unmanned System Forces' 14th Drone Regiment reported that Ukrainian drones struck tanks with
aviation fuel for Tu-160 bomber aircraft at the Kristal oil facility at the Engels-2 Air Base. Sources
within the SBU told Ukrainian outlet Suspilne that Ukrainian forces struck glide bomb and cruise missile
warehouses at the Engels-2 Air Base. Geolocated footage published on January 14 shows a fire at the
Saratov Oil Refinery. Saratov Oblast Governor Roman Busargin claimed that a Ukrainian drone strike
damaged unspecified industrial enterprises in Engels and Saratov City. Ukrainian forces notably struck
the Kristal oil facility on the night of January 7 to 8, causing a fire that Russian authorities did not
put out until January 13 — likely several hours before Ukrainian forces struck the facility again.
The Ukrainian General Staff and Ukraine's Unmanned Systems Forces reported that Ukrainian forces,
including elements of the Unmanned Systems Force, Special Operations Forces (SSO), SBU, missile troops,
and GUR, struck the Bryansk Chemical Plant in Seltso, Bryansk Oblast, which produces components for Kh-59
cruise missiles and ammunition for tube artillery, multiple launch rocket systems (MLRS), and TOS
thermobaric artillery systems and repairs Russian MLRS systems. The Unmanned Systems Forces reported that
Ukrainian forces used drones to overwhelm Russian air defense systems, allowing missiles to strike their
targets and that Ukrainian drones hit substations and other infrastructure after the missile strike. The
Ukrainian General Staff reported that there were secondary explosions at the plant and that Ukrainian
forces also destroyed a Tor and a Buk air defense system during the strike. Ukrainian Center for
Combatting Disinformation Head Andriy Kovalenko noted that the Bryansk Chemical Plant is important for
Russian artillery ammunition and missile production and specializes in the production of gunpowder, solid
propellant components for rocket fuel, and explosives. Kovalenko also stated that Ukrainian forces struck
the "Kremniy El" microelectronics plant in Bryansk City, which Ukrainian forces previously struck in
October 2024 and that produces microelectronics for missile systems, Pantsir air defense systems, and
Iskander missiles; radars, electronic warfare (EW) systems, and drones. Geolocated footage shows drone
strikes and explosions in Seltso. Bryansk Oblast Governor Alexander Bogomaz claimed on January 13 that
Ukrainian forces conducted a large combined missile strike against Bryansk Oblast and that Russian air
defense systems destroyed all targets. Bogomaz later claimed on January 14 that a falling missile
fragment damaged civilian property in Bryansk Oblast, including in Seltso. The Russian Ministry of
Defense (MoD) claimed that Ukrainian forces targeted Bryansk Oblast with six ATACMS missiles, six Storm
Shadow missiles, and 31 drones.
Key Takeaways:
• The Kremlin remains committed to
achieving the original goals of its full-scale invasion of Ukraine in any future peace negotiations —
namely the destruction of the Ukrainian state, dissolution of the current Ukrainian government,
demilitarization of Ukraine, and a permanent ban on Ukraine's future membership in NATO.
• Patrushev stated that Russia's goals in Ukraine remain unchanged and that Russia remains committed to
achieving all of the goals that Russian President Vladimir Putin used to justify the full-scale
invasion.
• Russian officials continue to deny the existence of a Ukrainian identity and state
that is independent of Russia as part of ongoing Russian efforts to justify the destruction of the
Ukrainian state.
• Patrushev stated that he believes that only Russia and the United States
should engage in negotiations to end Russia's war in Ukraine, and senior Kremlin officials are also
questioning the role that European countries could play in such negotiations.
• The Kremlin
will likely attempt to seize on potential future Russian advances into Dnipropetrovsk Oblast for
informational purposes, but these advances, if they occur, are unlikely to have significant operational
impact.
• Ukrainian forces conducted a large-scale series of drone and missile strikes against
military and defense industrial targets in Russia on the night of January 13 to 14.
• Ukrainian and Moldovan authorities continue efforts to find a solution to the gas crisis in Moldova
as the pro-Russian breakaway republic Transnistria continues to refuse help from Ukraine or Moldova.
• Kremlin officials are attempting to exploit the energy crisis in Moldova to set conditions to
justify future Russian aggression against Moldova.
• Russian federal censor Roskomnadzor
reportedly caused a brief but widespread internet outage in Russia while operating restriction systems of
its Sovereign Internet on January 14.
• Russian forces recently advanced in the Toretsk and
Pokrovsk directions.
• Russia continues efforts to bolster military recruitment efforts by
offering financial incentives to those who sign military service contracts with the Russian Ministry of
Defense (MoD).
Russian forces conducted a large series of missile and drone strikes against Ukrainian energy
infrastructure on the night of January 14 to 15. The Ukrainian Air Force reported that Russian forces
launched 74 Shahed and other strike drones and 43 missiles at Ukraine, including one Iskander-M ballistic
missile from Belgorod Oblast, seven Kh-22/32 cruise missiles from airspace over Tula Oblast, four Kalibr
cruise missiles from ships in the Black Sea, 27 Kh-101/55SM cruise missiles from airspace over Volgograd
Oblast, and four Kh-59/69 cruise missiles from airspace over Belgorod Oblast. The Ukrainian Air Force
reported that Ukrainian forces downed 23 Kh-101/55SM missiles, three Kalibr missiles, four Kh-59/69
missiles, and 47 drones, and that 27 drones became "lost" and did not hit their targets. Ukrainian
President Volodymyr Zelensky reported that the Russian strikes targeted Ukrainian gas facilities and
other energy infrastructure. Ukrainian officials reported damage to energy and critical infrastructure
facilities in Ivano-Frankivsk, Kharkiv, and Lviv oblasts and residential areas in Kirovohrad Oblast.
Ukrainian Energy Minister Herman Halushchenko and Ukrainian state electricity transmission operator
Ukrenergo reported temporary emergency shutdowns in Kharkiv, Sumy, Poltava, Donetsk, Zaporizhia,
Dnipropetrovsk, and Kirovohrad oblasts on the morning of January 15 due to the strikes. Ukrenergo has
since lifted the emergency shutdowns but noted that Ukrainians still need to limit their energy
consumption following the strikes. Russia has regularly targeted Ukrainian energy infrastructure in large
strike series since the Winter of 2022–2023 likely in an attempt to collapse Ukraine's energy grid, limit
its defense industrial capacity, and degrade Ukrainians' will to fight.
Key Takeaways:
• Russian forces conducted a large series of missile and drone strikes against Ukrainian energy
infrastructure on the night of January 14 to 15.
• Ukraine and Russia conducted a one-for-one
prisoner of war (POW) exchange on January 15, their first POW exchange in 2025.
• A Russian
source claimed that Ukrainian drone and artillery capabilities are providing Ukrainian tanks with
tactical advantages over Russian tanks in unspecified, select areas of the frontline.
• Transnistrian President Vadim Krasnoselsky announced on January 15 that Russia will soon provide
Transnistria with gas as "humanitarian aid" but did not specify the delivery date or method.
• Armenia continues to enhance its relations with Western partners amid waning relations with
Russia.
• Russian forces recently advanced in the Borova, Chasiv Yar, and Toretsk
directions.
• Ukrainian President Volodymyr Zelensky stated on January 15 that about 600,000
Russian soldiers are currently operating in Ukraine.
Ukrainian forces struck an oil refinery in Voronezh Oblast and a gunpowder plant in Tambov Oblast on the
night of January 15 to 16. The Ukrainian General Staff reported on January 16 that Ukrainian Special
Operation Forces (SSO) and other Ukrainian forces struck the Lisinskaya Oil Refinery in Voronezh Oblast
with at least three drones, causing a fire. The Ukrainian General Staff noted that the oil refinery
stored fuel for Russian military uses. Voronezh Oblast Governor Alexander Gusev claimed on January 16
that Ukrainian forces launched over 10 drones against three raions in Voronezh Oblast and that most of
the drones hit the oil depot in Liski Raion. Geolocated footage and footage posted by Russian milbloggers
show a fire at the Lisinskaya Oil Refinery. Ukrainian Center for Countering Disinformation Head
Lieutenant Andriy Kovalenko stated on January 16 that Ukrainian forces also struck the Tambov Gunpowder
Plant in Kuzmino-Gat, Tambov Oblast, noting that the plant produces gunpowder for various arms,
artillery, and rocket systems; nitrocellulose used to produce explosives; and other specialized products.
Russian news aggregator SHOT reported on January 15 that locals reported sounds of drones over Kotovsk
(directly north of Kuzmino-Gat) and that Russian forces downed three drones near Kotovsk and
Kuzmino-Gat.
The entire North Korean contingent of roughly 12,000 personnel currently in Kursk
Oblast may be killed or wounded in action by mid-April 2025 should North Korean forces continue to suffer
from their current high loss rate in the future. Ukrainian President Volodymyr Zelensky stated in early
January 2025 that 3,800 North Korean personnel had been killed or wounded in Kursk Oblast. Ukrainian
Defense Minister Rustem Umerov stated on November 5, 2024 that North Korean forces were engaged in
"small-scale" clashes in Kursk Oblast, but Russian milbloggers began claiming on December 6 that North
Korean forces were participating in more significant combat operations. North Korean have therefore
likely suffered roughly 92 casualties per day since starting to participate in significant fighting in
early December 2024. North Korea reportedly transferred roughly 12,000 North Korean personnel to Kursk
Oblast, and the entirety of this North Korean contingent in Kursk Oblast may be killed or wounded in
roughly 12 weeks (about mid-April 2025) should North Korean forces continue to suffer similarly high
casualty rates in the future. South Korea's National Intelligence Service (NIS) stated on January 13 that
so far 300 North Koreans have been killed in action and 2,700 have been wounded in action in Kursk
Oblast. North Korean forces will likely continue to suffer a larger ratio of wounded to killed in action
- as is typical for armed conflict - and it is unclear if or when injured North Korean soldiers return to
combat.
Key Takeaways:
• Ukrainian forces struck an oil refinery in Voronezh Oblast
and a gunpowder plant in Tambov Oblast on the night of January 15 to 16.
• The entire North
Korean contingent of roughly 12,000 personnel currently in Kursk Oblast may be killed or wounded in
action by mid-April 2025 should North Korean forces continue to suffer from their current high loss rate
in the future.
• Ukrainian President Volodymyr Zelensky and UK Prime Minister Keir Starmer
signed a landmark "Centennial Partnership Agreement" on January 16 outlining Ukrainian-British
cooperation for the next 100 years and continued UK support to Ukraine.
• Russian and
Transnistrian authorities are reportedly discussing Russian purchases of European gas for Transnistria
through an intermediary, likely to avoid having to gain various states' permission to use the TurkStream
and Trans-Balkan pipelines to supply Russian gas to the pro-Russian breakaway Moldovan republic.
• Ukrainian forces recently advanced in Kursk Oblast.
• Russian forces recently advanced
near Chasiv Yar, Toretsk, Pokrovsk, Kurakhove, and Velyka Novosilka.
Russian President Vladimir Putin and Iranian President Masoud Pezeshkian signed the Russia-Iran
Comprehensive Strategic Partnership Agreement on January 17. The agreement addresses issues spanning
enhanced defense cooperation, intelligence sharing, nuclear energy use and cooperation, transportation
support and development of the International North-South Transport Corridor (INSTC), and a clause
stipulating that neither party shall allow third parties to use their territory to threaten the security
of the other among other economic and social areas of partnership. The agreement notably includes the
unspecified development of "military-technical cooperation" between the two countries, which could allude
to Iran's extensive export of domestically-produced Shahed drones and other military equipment for
Russia's use in Ukraine, Iran's assistance in Russia's domestic production of Shahed drones, and possible
efforts to expand Russia's use and production of Shaheds.
The bilateral agreement could also
lay the groundwork for Russia to establish aircraft refueling hubs and a naval presence in Iran,
particularly as the fall of Russian ally Bashar al-Assad's regime and overall waning of Russian influence
in the Middle East threatens the presence of key Russian bases and assets in Syria. Russia could use
Iranian territory to support some of its operations in North Africa and the Middle East despite Iran's
suboptimal geographic location when compared to Syria's proximity to Russia's basing in Libya and the
Mediterranean Sea. Russia may also use the agreement to establish a more permanent military presence in
Iran in the long term. However, Iran may be reluctant to such efforts due to the possibility of further
Western sanctions and retaliation.
Russia may leverage enhanced economic and transportation
ties with Iran to further Western sanctions evasion efforts and mitigate economic challenges brought
about by sanctions - a broader strategy Russia has established with multiple international partners to
circumvent restrictions and alleviate domestic economic pressures.
The Russia-Iran
Comprehensive Strategic Partnership agreement lacks a mutual defense clause, however, indicating that
Russia likely lacks the bandwidth to support significant operations outside of Ukraine and is
prioritizing its manpower needs through its mutual defense treaty with North Korea. Russia likely does
not have the military and defense industrial capacity to support any significant military operations
apart from its war in Ukraine, especially as Russia continues to suffer high personnel losses and is
reportedly struggling to produce and refurbish enough armored vehicles to replace destroyed vehicles.
Putin is likely wary of intensified Russian engagements in the Middle East after Russia's strategic
political defeat in Syria following the collapse of the Assad regime and is likely to focus on
negotiations with the interim Syrian government to maintain the Russian military presence at the Hmeimim
Air Base and the Port of Tartus.
Russia appears to be valuing its ability to mitigate its
manpower constraints by leveraging the mutual defense clause within its Strategic Partnership agreement
with North Korea to deploy North Korean forces to Kursk Oblast over further military-technical
cooperation with Iran. ISW previously assessed that Russia is deploying North Korean forces to operations
in Kursk Oblast in order to free up Russian military personnel for operations in Ukraine. Russia is
likely to prioritize addressing its manpower issues through defense agreements with North Korea, as Iran
is unlikely to provide military personnel to support Russia's war in Ukraine, and Russia has been
leveraging its military-technical ties with Iran since 2022 without a strategic partnership agreement.
Key Takeaways:
• Russian President Vladimir Putin and Iranian President Masoud
Pezeshkian signed the Russia-Iran Comprehensive Strategic Partnership Agreement on January 17.
• The Russia-Iran Comprehensive Strategic Partnership agreement lacks a mutual defense clause, however,
indicating that Russia likely lacks the bandwidth to support significant operations outside of Ukraine
and is prioritizing its manpower needs through its mutual defense treaty with North Korea.
• Russian forces seized Vremivka on January 17 as part of their efforts to envelop Velyka Novosilka and
force Ukrainian forces to withdraw from the settlement.
• Armenian Prime Minister Nikol
Pashinyan and Russian President Vladimir Putin had a phone call on January 17 indicating the Kremlin's
growing concerns over Armenia's deepening ties with the West.
• Recently declassified US
documents highlight the integral role of US monetary and technical assistance in expanding Ukraine's
domestic drone production capabilities and how US national security is directly benefiting by integrating
lessons learned from Ukraine in America’s defense industry.
• Russian forces recently advanced
in Kursk Oblast and the Kharkiv, Kupyansk, Borova, Toretsk, Pokrovsk, and Kurakhove directions.
• Russian President Vladimir Putin signed a decree on January 17 authorizing calling up Russian
reservists (“personnel mobilization resource” or zapas) for training in 2025.
Ukrainian forces struck two Russian oil depots in Kaluga and Tula oblasts on the night of January 17 to
18. The Ukrainian General Staff reported on January 18 that Ukrainian Special Operation Forces (SSO)
units and other Ukrainian forces struck an oil depot of the Kaluganeftprodukt joint-stock company (JSC)
near Lyudinovo, Kaluga Oblast, causing a fire at the facility on the night of January 17 to 18. Kaluga
Oblast Governor Vladislav Shapsha claimed on January 17 and 18 that a drone strike caused a fire at an
unspecified industrial enterprise in Lyudinovo, Kaluga Oblast, and later added that Russian forces downed
seven drones over the region. Russian sources posted footage purportedly showing the fire at the oil
depot. The Ukrainian General Staff also reported on January 18 that units of Ukraine's Main Military
Intelligence Directorate (GUR) and other Ukrainian forces struck the state-owned "March 8" oil depot in
Tula Oblast and noted that there were reports of a fire at the facility. Tula Oblast Governor Dmitry
Milyaev claimed on January 18 that drone debris struck an unspecified enterprise in Tula Oblast, causing
a fuel tank to catch on fire. Geolocated footage and other footage published by Russian milbloggers
showed a fire at an oil depot near Didilovo, Tula Oblast.
The Russian Central Grouping of
Forces appears to have assembled a strike group comprised of units of the 2nd and 41st combined arms
armies (CAAs) south of Pokrovsk, likely as part of ongoing Russian efforts to intensify offensive
operations south and southwest of the town. Ukrainian military observer Kostyantyn Mashovets stated on
January 18 that the Russian military command has consolidated elements of four brigades - the 2nd CAA's
30th Motorized Rifle Brigade and the 41st CAA's 35th, 55th, and 74th motorized rifle brigades — and three
regiments — the 243rd Motorized Rifle Regiment (reportedly subordinated to 27th Motorized Rifle Division,
2nd CAA) and the 239th Tank Regiment and the 87th Rifle Regiment (both of the 90th Tank Division, 41st
CAA) — south and southwest of Pokrovsk between Dachenske and Novotroitske. Mashovets stated that elements
of the Russian 55th Motorized Rifle Brigade recently interdicted the T-0406 Pokrovsk-Mezheva Highway and
are attacking between Udachne and Kotlyne (both southwest of Pokrovsk). Mashovets stated that elements of
the Russian 74th Motorized Rifle Brigade maintain positions on the outskirts of Zvirove (east of Kotlyne)
and attacking in the area while elements of the Russian 433rd Motorized Rifle Regiment with support from
the 239th Tank Regiment and 87th Rifle Regiment are attacking along the banks of the Solone River toward
Solone-Novoserhiivka and Novovasylivka-Uspenivka (south to southwest of Kotlyne). Mashovets stated that
elements of the Russian 35th Motorized Rifle Brigade are attacking towards Dachenske-Chyushchyne and
Zelene-Chyushchyne (all south of Pokrovsk) and are making marginal advances. ISW has observed reports
that all the brigades and regiments referenced by Mashovets are operating south and southwest of Pokrovsk
except for elements of the 243rd Motorized Rifle Regiment, which ISW has not previously observed involved
in combat operations in Ukraine.
The commander of a Ukrainian drone unit operating in the
Pokrovsk direction stated on January 17 that the Russian military command is accumulating forces to
advance west of Pokrovsk as part of ongoing Russian efforts to envelop the town but noted that Russian
forces are not advancing immediately south of the town. The Ukrainian commander noted that Russian forces
are currently focused on interdicting the railway line between Kotlyne and Udachne. Russian milbloggers
similarly claimed on January 17 and 18 that Russian forces are advancing southwest of Pokrovsk near
Zvirove, Kotlyne, Udachne, Novooleksandrivka, Novoserhiivka, and Sribne and attempting to interdict the
E-50 Pavlohrad-Pokrovsk highway west of the town. ISW previously observed indications that the Russian
military command defined the 2nd CAA's area of responsibility (AoR) as south and southwest of Pokrovsk
and the 41st CAA's AoR as east of Pokrovsk. The Russian military command's decision to establish a strike
group comprised of units of both the 2nd and 41st CAAs south of Pokrovsk indicates that Russian forces
may be reprioritizing tactical objectives in the Pokrovsk direction to set conditions to exploit more
opportunistic avenues of advance closer to Pokrovsk’s immediate flanks. Mashovets noted that elements of
the 15th and 30th motorized rifle brigades (2nd CAA) and the 348th Motorized Rifle Regiment (41st CAA)
are currently resting and reconstituting in rear areas of the Pokrovsk direction and that it is unclear
which sector of this direction the Russian military command will choose to redeploy these forces. The
Russian military command may redeploy these units to areas south of Pokrovsk if the Russian command
continues to prioritize tactical advances in the direction of Pokrovsk’s southern flanks in the coming
weeks and months.
Key Takeaways:
• Ukrainian forces struck two Russian oil depots
in Kaluga and Tula oblasts on the night of January 17 to 18.
• Ukrainian forces also struck a
Russian air defense system and radars in occupied Ukraine on the night of January 17 to 18.
• The Russian Central Grouping of Forces appears to have assembled a strike group comprised of units of
the 2nd and 41st combined arms armies (CAAs) south of Pokrovsk, likely as part of ongoing Russian efforts
to intensify offensive operations south and southwest of the town.
• The Russian military
command also reportedly redeployed elements of a second unit of the 51st CAA from the Kurakhove direction
to offensive operations east of Pokrovsk amid ongoing efforts to intensify activity in this area.
• NATO officials are reportedly preparing for a joint NATO-Georgia exercise scheduled for March
2025.
• Russian forces recently advanced in Kursk Oblast and in the Chasiv Yar and Velyka
Novosilka directions.
• Ukrainian forces recently recaptured lost positions in the Kharkiv
direction.
The Ukrainian General Staff reported on January 18 that Russian forces used ammunition equipped with
chemical agents banned by the Chemical Weapons Convention (CWC) 434 times in Ukraine in December 2024,
contributing to a total of 5,389 documented cases since February 2023. Ukraine's radiation, chemical, and
biological intelligence units are monitoring Russia's use of banned chemical agents, which include using
regulated K-51 and RG-VO grenade launchers to launch munitions containing chemical agents and ammunition
containing unspecified hazardous chemicals that are banned in warfare under the 1925 Geneva Protocol and
CWC. Ukrainian officials have previously reported on increasingly common instances of Russian forces
using chemical substances in combat that are banned by the CWC, to which Russia is a signatory, and the
Ukrainian General Staff noted that such violations have been systematic in the Russian military since
February 2023.
Both Russian and Ukrainian forces recently advanced in Chasiv Yar amid
continued offensive operations in the area on January 19. Geolocated footage published on January 18
indicates that Ukrainian forces recently regained lost positions in the Refractory Plant in central
Chasiv Yar. Geolocated footage published on January 19 indicates that Russian forces recently advanced
along Tolstoho Street in western Chasiv Yar. Russian milbloggers claimed on January 19 that Russian
forces captured the Novopivnichnyi and Desyata microraions in Chasiv Yar, advanced in the workshop area
of the Refractory Plant, and in northern Chasiv Yar. ISW has not observed confirmation of these claims,
however. Russian forces continued ground attacks within Chasiv Yar itself and south of Chasiv Yar near
Predtechyne, Stupochky, and Bila Hora on January 18 and 19. Ukraine's Luhansk Group of Forces
Spokesperson Lieutenant Colonel Dmytro Zaporozhets reported on January 18 that Ukrainian forces repelled
Russian small and medium-sized assaults on the grounds of the Refractory Plant in central Chasiv Yar.
Elements of the Russian 215th Reconnaissance Battalion (98th VDV Division), drone operators of the
Russian "Terek" Cossack Reconnaissance Brigade (reportedly of the volunteer Cossack Assault Corps), and
drone operators of the Russian "Sever-V" Brigade (Russian Volunteer Corps) are all reportedly operating
in the Chasiv Yar direction; additional elements of the Russian 98th VDV Division and elements of the
200th Motorized Rifle Brigade (14th Army Corps , Leningrad Military District ) are reportedly
operating in Chasiv Yar itself.
Key Takeaways:
• The Ukrainian General Staff
reported on January 18 that Russian forces used ammunition equipped with chemical agents banned by the
Chemical Weapons Convention (CWC) 434 times in Ukraine in December 2024, contributing to a total of 5,389
documented cases since February 2023.
• Russian forces recently advanced in Kursk Oblast and
near Kupyansk, Lyman, Chasiv Yar, Toretsk, Kurakhove, and Velyka Novosilka.
• Ukrainian forces
recently recaptured lost positions near Chasiv Yar and Toretsk.
• Russian volunteer military
detachments continue efforts to boost manpower by recruiting women into the Russian Armed Forces.
Ukrainian Commander-in-Chief General Oleksandr Syrskyi reported on January 20 that Russian forces
suffered more than 434,000 casualties in 2024 — 150,000 of which were personnel killed in action. Syrskyi
stated on December 30, 2024, that Russian forces suffered 427,000 casualties in 2024, and Syrskyi's
January 20 number likely reflects additional losses that Russian forces incurred in the final days of
2024. ISW continues to assess that the Russian military command was likely willing to accept record
levels of casualties in Fall–Winter 2024, especially from September to November 2024, in order to achieve
relatively larger territorial gains from continued infantry-led, attritional assaults.
Russian
President Vladimir Putin reiterated on January 20 that the Kremlin is willing to negotiate with the
United States about the war in Ukraine but indicated that he maintains his demands for Ukraine's full
capitulation. Putin convened a meeting of the Russian Security Council on January 20, at which he and
Russian Foreign Minister Sergei Lavrov reiterated Russia's willingness to engage in peace negotiations
with the new US presidential administration under President Donald Trump. Putin caveated that any peace
settlement should "eliminate the root causes" of the war in Ukraine. Lavrov defined these root causes on
December 26 as NATO's alleged violation of obligations not to expand eastward and the Ukrainian
government's alleged discrimination against ethnic Russians and Russian language, media, and culture
within Ukraine. Senior Kremlin officials, including Putin and Lavrov, have been reiterating in recent
weeks that the Kremlin refuses to consider any compromises to Putin's late 2021 and early 2022 demands,
which include demands that Ukraine remain permanently "neutral" and not join NATO, impose severe
limitations on the size of the Ukrainian military, and remove the current Ukrainian government. Putin
himself stated on December 26 that then US President Joe Biden suggested to him in 2021 that Ukraine's
NATO membership be postponed by 10 to 15 years — further demonstrating that alleged threats from NATO
expansion did not actually drive Putin to launch the full-scale invasion of Ukraine in 2022.
Key Takeaways:
• Ukrainian Commander-in-Chief General Oleksandr Syrskyi reported on January
20 that Russian forces suffered more than 434,000 casualties in 2024 — 150,000 of which were personnel
killed in action.
• Russian President Vladimir Putin reiterated on January 20 that the Kremlin
is willing to negotiate with the US about the war in Ukraine but indicated that he maintains his demands
for Ukraine's full capitulation.
• Ukrainian forces reportedly struck an aircraft production
plant in Kazan, Republic of Tatarstan on January 20 as a part of an ongoing series of strikes aimed at
degrading Russian military capacity.
• Ukrainian strikes against Russian defense industrial
base (DIB) targets are reportedly affecting Russian forces' combat capabilities.
• Moldovan
and Transnistrian authorities continue efforts to supply Transnistria with European gas.
• Russian forces recently advanced near Toretsk, Pokrovsk, and Kurakhove.
• A Russian
milblogger and former Storm-Z instructor repeated on January 20 complaints that Russian milbloggers first
issued in May 2024 about insufficient quality controls on Russian artillery shells.
Ukrainian forces conducted a series of drone strikes against Russian defense industrial enterprises and
oil refineries in Russia on the night of January 20 to 21 as part of an ongoing strike series aimed at
degrading Russian military capacity. The Ukrainian General Staff reported that Ukrainian Special
Operation Forces (SSO) elements and other Ukrainian forces conducted a drone strike against Rosneft's
Lisinskaya Oil Refinery in Voronezh Oblast for the second time this week following successful strikes on
the night of January 15 to 16. The January 20 to 21 strike caused a fire at fuel and lubricant tanks, and
the Ukrainian General Staff noted that the oil refinery supplies the Russian military. Voronezh Oblast
Governor Alexander Gusev claimed on January 20 that Russian forces destroyed several drones in Voronezh
Oblast but that a drone fell on an oil depot in Liskinsky Raion, starting a fire. A Kremlin-affiliated
Russian milblogger noted that the oil depot was still burning from the January 15-16 strike and the
second strike started another fire at the facility. The Ukrainian General Staff also reported that
Ukraine's Unmanned Systems Forces and SSO struck the Smolensk Aviation Plant in Smolensk Oblast.
Geolocated footage shows fires at the production building of the Smolensk Aviation Plant. Ukrainian
Center for Countering Disinformation Head Lieutenant Andriy Kovalenko stated that the plant produces and
modernizes Su-25 attack aircraft and maintains aviation equipment. Smolensk Oblast Governor Vasily
Anokhin claimed that Russian forces repelled a Ukrainian drone strike against Smolensk Oblast but that
falling drone debris caused fires. Russian opposition outlet Astra reported that Ukrainian forces struck
Lukoil's Saratovorgsintez Chemical Plant in Saratov City overnight that produces acrylonitrile,
acetonitrile, and sodium cyanide. The Russian Ministry of Defense (MoD) claimed that Russian forces
destroyed 10 drones over Smolensk Oblast, six over Voronezh Oblast, and four over Saratov Oblast on the
night of January 20 to 21.
The Ukrainian General Staff reported that Ukrainian forces also
continue to conduct strikes against Russian command posts in the Russian rear. The Ukrainian General
Staff reported that Ukrainian forces struck the command post of the Russian 29th Combined Arms Army (CAA)
(Eastern Military District ) in occupied Volnovakha, Donetsk Oblast on the night of January 20 to
21. The Ukrainian General Staff stated that there are reports of explosions and smoke after the strike
and that Ukrainian authorities are clarifying the results of the strike. ISW has not observed footage or
other reporting of this command post strike. ISW has observed reports that elements of the 29th CAA are
currently operating along the Yantarne-Zelenivka line southwest of Kurakhove. The Ukrainian General Staff
reported in early and mid-January 2025 that Ukrainian forces struck the command posts of the Russian 2nd
CAA (Central Military District ), 8th CAA (Southern Military District), and 3rd Army Corps (AC)
(CMD) in occupied Donetsk Oblast. ISW continues to assess that Ukrainian strikes against main command
posts further in the Russian rear are likely aimed at degrading broader Russian logistics and operational
planning efforts, which could impact Russia's ability to conduct its military operations in western
Donetsk Oblast.
Russian President Vladimir Putin and People's Republic of China (PRC)
President Xi Jinping held a phone call on January 21 and emphasized deepening cooperation. Putin and Xi
reiterated boilerplate narratives emphasizing increasing Russian-PRC foreign policy, energy, and economic
cooperation. Russian Presidential Aide Yuri Ushakov claimed that Putin and Xi discussed Russia's war in
Ukraine and Russia's and the PRC's relations with the United States, although the official Kremlin
readout of the call did not mention these topics. Ushakov also claimed that Xi gave Putin an overview of
Xi's recent call with US President Donald Trump.
Key Takeaways:
• Ukrainian forces
conducted a series of drone strikes against Russian defense industrial enterprises and oil refineries in
Russia on the night of January 20 to 21 as part of an ongoing strike series aimed at degrading Russian
military capacity.
• The Ukrainian General Staff reported that Ukrainian forces also continue
to conduct strikes against Russian command posts in the Russian rear.
• Russian President
Vladimir Putin and People's Republic of China (PRC) President Xi Jinping held a phone call on January 21
and emphasized deepening cooperation.
• Acting Kursk Oblast Governor Alexander Khinshtein's
recent appointment has thus far failed to solve or distract from Russia's failure to adequately respond
to Ukraine's incursion into Kursk Oblast.
• Russian forces recently advanced in Kursk Oblast
and near Chasiv Yar, Pokrovsk, and Kurakhove. Ukrainian forces recently regained lost positions near
Pokrovsk.
• Russian ultranationalist milbloggers renewed complaints against the Russian
Ministry of Defense (MoD) for failing to hold the Russian military command accountable for military
failures.
The Kremlin has launched an information operation that seeks to create the false impression that the
Russian economy is performing well despite numerous continued indicators of macroeconomic distress.
Russian President Vladimir Putin claimed during a meeting on economic issues on January 22 that 2024 was
a "strong year" for the Russian economy. Putin claimed that Russia has a manageable budget deficit of 1.7
percent and achieved a 26 percent increase in non-oil-and-gas revenue to 25.6 trillion rubles
(approximately $257.9 billion) in 2024 and announced a retroactive 9.5 percent increase in insurance and
military pensions to address rising Russian inflation. Bloomberg reported on January 21 that the Russian
Finance Ministry released a report projecting economic strength and suggesting that Russian budget
revenue in December 2024 reached a record high of over 4 trillion rubles (about $40 billion) — a 28
percent increase compared to December 2023 and the highest level recorded since 2011. The data fails to
account for Russia's unsustainable levels of defense spending, rampant inflation, a growing deficit and
the erosion of Russia’s sovereign wealth fund, however. ISW continues to observe macroeconomic data that
directly contradict the Kremlin's claims that the Russian economy is performing well. The Kremlin has
recently adopted policies aimed at increasing defense spending all while Russian society faces labor
shortages, broader demographic issues, declining savings, and increasing reliance on bailouts as the
Russian economy faces rising interest rates, inflated salaries, and deteriorating production capacity.
These economic realities suggest that the Kremlin's efforts to posture economic strength are largely an
information operation aimed at reassuring domestic audiences and posturing Russian strength abroad while
masking the true challenges Russia's economy is facing, particularly heightened due to its war against
Ukraine.
North Korea will reportedly deploy new military personnel to Russia by mid-March
2025, likely to maintain the current pace and intensity of attritional, infantry-led assaults in Kursk
Oblast. The New York Times (NYT) reported on January 22 that a US senior defense official stated that
additional North Korean forces will arrive in Russia "within the next two months," (roughly mid-March
2025). The NYT did not specify the number of troops or whether North Korea is rotating forces or
increasing the size of its total force grouping in Russia, however. The South Korean Joint Chiefs of
Staff reported on December 23 that North Korea may be preparing to deploy an unspecified number of
additional forces to Ukraine and military equipment to Russia, either as a rotation or additional
deployment of forces. Western officials told the BBC on January 22 that North Korean forces have suffered
roughly 1,000 killed in action and 3,000 missing or wounded in action as of mid-January 2025, roughly 33
to 40 percent of the 11,000 to 12,000 total North Korean personnel already in Russia] ISW recently
assessed that the entirety of the North Korean contingent in Russia may be killed or wounded in action by
about mid-April 2025 at their current casualty rate, and a new North Korean deployment — whether intended
to increase the current grouping or rotate out existing forces — is likely intended to sustain Russia’s
tempo of operations despite heavy losses of about 30,000 - 45,000 causalities (combined killed and
wounded) per month. North Korean forces reportedly spent at least a month training in eastern Russia
before deploying to Kursk Oblast for further training in near rear areas in November 2024 and joining
combat operations at least as of early December 2024. This timeline roughly coheres with the possibility
that a fresh contingent of North Korean forces could undergo training and replace the shrinking North
Korean group in Kursk Oblast by mid-April 2025, assuming the reported next batch of North Korean troops
will train for the same duration as their predecessors, and deploy to Russia imminently in late January
or early February 2025.
These fresh North Korean forces are unlikely to decisively improve
Russian operations and will likely face the same high casualty rates and complications operating with
Russian forces as the current North Korean contingent, provided the Russian command continues to use
North Korean forces the same way as it has thus far. US officials and Ukrainian soldiers told the NYT
that North Korean and Russian forces continue to struggle with communications and cohesion and that
Russian and North Korean forces have "clashed" at least twice due to troop identification errors. A
Ukrainian commander told the NYT that North Korean assault groups now include a translator who speaks
Russian but that these groups are still not very effective. Ukrainian soldiers reported that North Korean
forces continue conducting mass infantry assaults and that North Korean soldiers do not retreat even if
injured. Ukraine's Special Operations Forces (SSO) published footage on January 22 of North Korean forces
massing for an infantry assault and reported that Ukrainian forces killed 21 and wounded 40 North Korean
soldiers during the eight-hour long combat engagement. Ukrainian soldiers told the NYT that Russian
forces are still attempting to conceal the presence of North Koreans on the battlefield by conducting
drone strikes against wounded North Korean troops as Ukrainian forces attempt to take them prisoner. ISW
continues to assess that North Korea's high casualty rate and interoperability difficulties with Russian
forces will affect the lessons that the North Korean military command will learn from fighting in
Russia's war.
Key Takeaways:
• The Kremlin has launched an information operation
that seeks to create the false impression that the Russian economy is performing well despite numerous
continued indicators of macroeconomic distress.
• Russia continues long-term efforts to build
out its manpower reserve with All-Russian Cossack Society organizations and create a willing and
well-trained prioritized pool designed to buffer the Kremlin from potential blowback in the event of a
possible future partial call up of Russian reservists.
• North Korea will reportedly deploy
new military personnel to Russia by mid-March 2025, likely to maintain the current pace and intensity of
attritional, infantry-led assaults in Kursk Oblast.
• These fresh North Korean forces are
unlikely to decisively improve Russian operations and will likely face the same high casualty rates and
complications operating with Russian forces as the current North Korean contingent, provided the Russian
command continues to use North Korean forces the same way as it has thus far.
• Russian
milbloggers complained and expressed concern over recent claims that the Hayat Tahrir al Sham (HTS)-led
interim government in Syria suspended Russian investment and financial involvement in the port of Tartus
as Russia's long-term military presence in Syria remains unclear.
• A Russian state media
outlet reported that Russia may resume direct gas deliveries to Transnistria despite recent discussions
about sourcing non-Russian gas to the region.
• Ukrainian forces recently recaptured lost
positions near Toretsk.
• Russian forces recently advanced near Chasiv Yar, Toretsk, Pokrovsk,
Kurakhove, and Velyka Novosilka.
• Russia and Uzbekistan are deepening military cooperation.
Russia is reportedly planning to deploy additional North Korean forces, missiles, artillery systems, and
multiple launch rocket systems (MLRS) to Kursk Oblast to support Russian long-range fire operations.
Ukrainian Main Military Intelligence Directorate (GUR) Head Lieutenant General Kyrylo Budanov told The
War Zone in an article published on January 22 that North Korea will deploy an unspecified number of
additional missile and artillery troops to Kursk Oblast at an unspecified future time. Budanov reported
that North Korea is unlikely to deploy a large number of additional ground combat troops, however.
Budanov stated that North Korea has provided Russia with roughly 120 M-1989 Koksan 170mm self-propelled
artillery systems and 120 M-1991 240mm MLRS since November 2024 and will likely send at least 120 more of
each system in the future. The GUR previously reported in November 2024 that North Korea had provided
Russia with roughly 100 of each of these systems as of October 2024. Budanov stated that North Korea
plans to provide Russia with 150 additional KN-23 short-range ballistic missiles in 2025 and sent Russia
148 KN-23 missiles in 2024. Budanov noted that North Korean troops typically operate North
Korean-provided weapons in Kursk Oblast and are also training Russian forces on these systems. A US
senior defense official recently told the New York Times (NYT) that additional North Korean forces will
arrive in Russian "within the next two months (roughly mid-March 2025)."
The Kremlin appears
to be growing increasingly concerned about perceptions of Russia's economic instability. Reuters, citing
five sources with knowledge of the situation, reported on January 23 that Russian President Vladimir
Putin is growing increasingly concerned about "distortions" in the Russian economy due to the war in
Ukraine. Two sources familiar with "thinking in the Kremlin" told Reuters that there is a camp within the
Russian elite that views a negotiated end to the war in Ukraine as desirable and key to addressing
Russia's economic issues. One source claimed that Putin recognizes the strain that the war is placing on
the Russian economy and assesses that he has achieved his "key war goals" in Ukraine, including seizing
land in southern Ukraine to connect Russia within occupied Crimea and weakening the Ukrainian military.
The source did not speculate on Putin's willingness to end the war, however. Russian opposition outlet
Meduza reported on January 9 — citing sources in the Russian presidential administration, State Duma, and
wider Russian federal government and regional governments — that Russian elites are growing increasingly
dissatisfied with the impact of the war on the Russian economy. ISW noted on January 22 that the Kremlin
recently launched an information operation that seeks to create the false impression that the Russia
economy is performing well despite numerous continued indicators of macroeconomic distress.
Russian forces recently executed at least six unarmed Ukrainian prisoners of war (POWs) in Donetsk
Oblast. Ukrainian sources circulated footage on January 23 of Russian soldiers shooting unarmed Ukrainian
POWs in an unspecified area of Ukraine. Ukrainian Human Rights Commissioner Dmytro Lyubinets and the
Ukrainian Attorney General's Office reported on January 23 that Ukrainian officials are investigating
social media footage of Russian forces executing six captured and unarmed Ukrainian servicemembers in an
unspecified area of Donetsk Oblast. Lyubinets noted that the footage shows a seventh Ukrainian POW in
this group but that it is unclear what happened to the seventh POW based on the footage. ISW has
frequently reported that Russian forces are conducting frontline executions of Ukrainian POWs and
continues to assess that Russian military commanders are either complicit in or enabling their
subordinates to conduct these executions.
Key Takeaways:
• Russia is reportedly
planning to deploy additional North Korean forces, missiles, artillery systems, and multiple launch
rocket systems (MLRS) to Kursk Oblast to support Russian long-range fire operations.
• The
Kremlin appears to be growing increasingly concerned about perceptions of Russia's economic
instability.
• Russian forces recently executed at least six unarmed Ukrainian prisoners of
war (POWs) in Donetsk Oblast.
• Russian forces recently advanced in Kursk Oblast and near
Toretsk and Pokrovsk.
• The Kremlin is reportedly taking measures to protect industrial
facilities in Russian border regions from Ukrainian strikes.
Russian President Vladimir Putin is once again attempting to obfuscate his unwillingness to participate
in good-faith negotiations to end the war by blaming Ukraine for defending itself against Russia's
invasion and illegal annexation of Ukrainian territory. Putin claimed during a televised interview with
Kremlin journalist Pavel Zarubin on January 24 that he is willing to negotiate "on the Ukraine issue,"
but that a 2022 Ukrainian presidential decree declaring the "impossibility of negotiating" with Putin is
a significant impediment to peace negotiations. Putin falsely claimed that Ukraine and Ukrainian
President Volodymyr Zelensky are not interested in peace negotiations and that it is impossible for
Russia and Ukraine to discuss "anything serious" with the decree in place. Putin claimed that any peace
agreements that result from negotiations between Russia and Ukraine before Ukraine repeals the 2022
decree will be "illegitimate" and claimed that the West must force Zelensky to repeal the 2022 decree.
Putin also once again questioned Zelensky's legitimacy as the current president of Ukraine and insinuated
that US President Donald Trump should negotiate exclusively with Putin about Ukraine's fate, as the two
leaders can "calmly" discuss their interests. Putin has previously called for Ukraine to repeal the 2022
decree, but Putin's intense focus on the decree during his January 24 interview marks yet another attempt
to distract from his unwillingness to engage in peace negotiations to end the war in Ukraine.
Zelensky signed the September 2022 decree banning negotiations with Putin in direct response to Putin's
illegal annexation of four regions in eastern and southern Ukraine and after months of negotiations in
which Russia continued to demand Ukraine's full capitulation. The Ukrainian presidential decree
explicitly prohibits Ukraine from conducting negotiations with Putin. The context within which the decree
was signed is important, however. Zelensky signed the decree on the day that Putin illegally annexed four
Ukrainian oblasts (Luhansk, Donetsk, Zaporizhia, and Kherson oblasts), including areas that Russian
forces did not then and still do not occupy. The decree states that the ban on negotiations with Putin is
a response to Russia's illegal annexation of Ukrainian territory and part of Ukraine's efforts to
"guarantee the security of the Euro-Atlantic space, Ukraine, and
territorial integrity." Zelensky signed the September 2022 decree after months of Russian-Ukrainian peace
talks in Istanbul in Spring 2022, during which Russia demanded that Ukraine be a permanently neutral
state that could not join NATO and that Ukraine submit to limitations on the size of the Ukrainian
military similar to those imposed by the Treaty of Versailles on Germany after World War I. These terms
would have restricted Ukraine's Armed Forces to 85,000 soldiers who would be unable to defend Ukraine
against a third Russian invasion.
However, Zelensky has consistently signaled his willingness
to negotiate with Russia and make certain compromises in pursuit of peace following the 2022 decree
banning formal negotiations with Putin. Zelensky has outlined clear conditions for potential talks with
Russia and emphasized the importance of preserving Ukraine's sovereignty and territorial integrity,
developing Ukraine's defense industrial base (DIB), and securing security guarantees from Ukraine's
Western allies. Zelensky has repeatedly advocated for a diplomatic solution to the war, proposing that
Ukraine should enter any peace negotiations from a "position of strength" – a strategy aimed at
compelling Russia to engage in good-faith negotiations and consider just compromises in such
negotiations. Zelensky has also invited Russian representatives to attend Ukraine's second Global Peace
Summit in the future.
Kremlin officials have consistently dismissed these overtures, labeling
Ukraine's proposed peace formula and platforms "unviable," and Putin even reportedly asked People's
Republic of China (PRC) President Xi Jinping to "snub" the first Global Peace Conference in June 2024.
Zelensky has continued to express openness to direct negotiations and has acknowledged the possibility of
a diplomatic compromise as part of a broader solution to the war despite Russia's repeated rejections.
Key Takeaways:
• Russian President Vladimir Putin is once again attempting to
obfuscate his unwillingness to participate in good-faith negotiations to end the war by blaming Ukraine
for defending itself against Russia's invasion and illegal annexation of Ukrainian territory.
• Zelensky signed the decree in September 2022 banning negotiations with Putin in direct response to
Putin's illegal annexation of four regions in eastern and southern Ukraine and after months of
negotiations in which Russia continued to demand Ukraine's full capitulation.
• However,
Zelensky has consistently signaled his willingness to negotiate with Russia and make certain compromises
in pursuit of peace following the 2022 decree banning formal negotiations with Putin.
• Putin
meanwhile continues to signal to both his domestic and global audiences that he is not interested in
peace short of his full demands and remains committed to Ukraine's complete capitulation.
• Putin is attempting to leverage the 2022 decree as a strawman to hide the reality of his disinterest
in negotiations and to sow discord between Ukraine and its Western allies.
• Putin also
attempted to position himself as Trump’s equal during his interview, reinforcing his long-held belief
that Russia is the great-power heir to the Soviet Union.
• Putin demonstrated that he is
worried about the effect that lower oil prices would have on his domestic stability and ability to wage
his war in Ukraine.
• The Kremlin is attempting to revive its information operation aimed at
deterring the US and other Western states from providing further military assistance to Ukraine.
• The Kremlin is framing the new 2025 Union State Security Concept as completely superseding the
original 1999 Security Concept, indicating that this new agreement may be more expansive than the
original and will further forward the Kremlin's effort to annex Belarus.
• Ukrainian forces
conducted a large series of drone strikes against Russian defense industrial enterprises and oil
refineries on the night of January 23 to 24 as part of an ongoing strike series aimed at degrading
Russian military capacity.
• Russian forces recently advanced in Kursk Oblast and near Chasiv
Yar, Toretsk, Pokrovsk, Kurakhove, and Velyka Novosilka.
• Ukrainian forces recently
recaptured lost positions near Toretsk.
Ukraine and Moldova continue to offer solutions to Transnistria's energy crisis as Moldovan President
Maia Sandu met with Ukrainian President Volodymyr Zelensky in Kyiv on January 25. Zelensky stated at a
press conference with Sandu that Ukraine can supply Transnistria with coal at low prices or even free of
charge if Transnistria would supply Ukraine with electricity in return. Zelensky also stated that Ukraine
is ready to send a team of specialists to help increase the Transnistrian power plant's electricity
output such that it would far exceed Transnistria's domestic needs, allowing Transnistria to provide
electricity to all of Moldova and Ukraine. Zelensky noted that Transnistria's cooperation with Moldova
and Ukraine would help reduce electricity prices throughout all of Moldova by 30 percent. Transnistrian
authorities have previously refused Moldovan and Ukrainian offers of help, instead turning to schemes
that involve Moscow directly or indirectly providing enough gas to the breakaway republic to cover only
its domestic electricity needs. Ukrainian and Moldovan officials have noted that Russia is trying to
leverage its manufactured gas crisis to affect Moldovan public opinion before the Summer 2025 Moldovan
parliamentary elections.<3> Transnistria's possible acceptance of Ukrainian and Moldovan offers of aid
and Transnistria's subsequent supply of cheaper electricity to the rest of Moldova would disrupt Russian
efforts to use the energy crisis to strengthen Transnistria's economic dependence on Moscow, to posture
Russia as the breakaway republic's savior and benefactor, and to leverage Chisinau's turn to higher
priced European electricity as part of Moscow's anti-EU narratives.
The Kremlin is continuing
to leverage the prominent Kremlin-linked Rybar Telegram channel to cultivate increased Russian influence
in Iraq. The Rybar channel claimed on January 25 that members of the Rybar team – including its founder
Mikhail Zvinchuk – visited Iraq over the last week and met with Iraqi officials, including Iraqi Prime
Minister Mohammad Shia Al Sudani. The channel claimed that Iraqi officials noted their openness to
increasing trade and foreign investments with Russian partners and their interest in further developing
Russian–Iraqi relations. The channel welcomed Russian businesses, media companies, bloggers, and
investors to begin exploring opportunities in Iraq. Member of the Rybar team visited Iraq in August 2024,
and ISW noted at the time that this was the first observed report of a Russian milblogger meeting with a
senior foreign official. ISW-CTP previously assessed that Russia may be setting conditions to supplant
the US as a security partner in Iraq in anticipation of the US possibly reducing its military presence
there. The recent fall of the Bashar Al-Assad regime in Syria may be prompting the Kremlin to reconsider
the contours of its relations with Iraq.
Key Takeaways:
• Ukraine and Moldova
continue to offer solutions to Transnistria's energy crisis as Moldovan President Maia Sandu met with
Ukrainian President Volodymyr Zelensky in Kyiv on January 25.
• The Kremlin is continuing to
leverage the prominent Kremlin-linked Rybar Telegram channel to cultivate increased Russian influence in
Iraq.
• Russian forces recently advanced near Toretsk, Pokrovsk, Kurakhove, and Velyka
Novosilka.
• The Russian Ministry of Defense (MoD) announced on January 25 that the Russian
government will allow veterans of volunteer formations (dobrovolcheskie formirovaniya) to receive "combat
veteran status" without submitting a formal application.
Russian forces recently made further advances within Velyka Novosilka amid official Russian claims that
Russian forces seized the entire settlement on January 26. Geolocated footage published on January 26
indicates that Russian forces advanced northward along Tsentralana Street in northern Velyka Novosilka.
Some Russian sources, including the Russian Ministry of Defense (MoD), claimed on January 26 that Russian
forces completely seized Velyka Novosilka, whereas other Russian sources claimed that Russian forces had
seized most of the settlement. Some Russian milbloggers claimed that Russian forces are still clearing
Ukrainian forces from the settlement, including the northern part, and that Ukrainian forces are still
counterattacking in the area. ISW has observed geolocated evidence to assess that Russian forces occupy
89 percent of the settlement, however. Khortytsia Group of Forces Spokesperson Major Viktor Trehubov
stated on January 26 that Russian forces have not occupied all of Velyka Novosilka and that Ukrainian
forces maintain positions in the settlement. A Ukrainian brigade operating within Velyka Novosilka stated
on January 26 that fighting continues within the settlement and that Russian forces do not pose a threat
of encircling the brigade's elements. ISW has not observed independent evidence of Russian forces
encircling Ukrainian forces in Velyka Novosilka. The Ukrainian brigade also reported that neither Russian
nor Ukrainian forces can use heavy equipment due to parity of strikes near the contact line and that
Ukrainian and Russian forces have "approximate parity" in terms of artillery and first-person view (FPV)
drones but that Russian forces have a "huge" manpower advantage in the area. The brigade stated that
Ukrainian forces are conducting artillery and drone strikes against Russian forces within Velyka
Novosilka and that the Mokri Yaly River that flows through western Velyka Novosilka is an obstacle to
Russian advances. Russian forces continued offensive operations within and near Velyka Novosilka itself,
northeast of Velyka Novosilka near Rozdolne, and west of Velyka Novosilka near Novosilka on January 25
and 26.
The Russian MoD notably is paying an abnormally high amount of fanfare to the claimed
Russian seizure of Velyka Novosilka, very likely as part of informational efforts to shape Western
perceptions of the battlefield situation in Ukraine and degrade international support for Ukraine. The
Russian MoD posted footage during the day of January 26 purportedly showing Russian forces conducting
thermobaric artillery strikes against Ukrainian forces in Velyka Novosilka and claimed that Russian
assault groups were clearing Ukrainian positions. The Russian MoD later claimed that elements of the
Russian 5th Tank Brigade (36th Combined Arms Army , Eastern Military District ) and the 40th
Naval Infantry Brigade (Pacific Fleet, EMD) seized all of Velyka Novosilka, and Russian Defense Minister
Andrei Belousov congratulated the command and personnel of the two brigades for the seizure. The Russian
MoD subsequently posted footage purportedly showing Russian flags in multiple areas of the settlement.
Russian milbloggers claimed that elements of the Russian 37th Motorized Rifle Brigade (36th CAA) also
participated in the claimed seizure of Velyka Novosilka, and it is unclear why the Russian MoD did not
credit the 37th Motorized Rifle Brigade in their announcements. The Russian MoD has not recently been
announcing the claimed seizures of settlements with so much fanfare and as quickly as they did on January
26. Russia is likely trying to leverage the claimed seizure of Velyka Novosilka in order to influence
Western perceptions of the situation on the battlefield in Donetsk Oblast, to advance narratives that
Russian battlefield gains are inevitable and that Ukrainian positions are rapidly deteriorating. Russian
gains in western Donetsk Oblast continue to be gradual and far below the pace that is normal for modern
mechanized warfare. Furthermore, it remains unclear whether Russian forces will be able to rapidly
advance beyond Velyka Novosilka, as it is unclear how much combat power elements of the EMD still retain
after several months of continuous offensive operations. Velyka Novosilka is located next to several
rivers which will likely complicate and hamper further Russian tactical advances in the area. Russian
forces have historically struggled with river crossings and tactical terrain features, such as rivers,
will likely complicate Russian forces' ability to leverage the seizure of Velyka Novosilka to make
operationally significant advances in western Donetsk Oblast.
The seizure and clearing of
Velyka Novosilka will likely present opportunities and a decision point to the Russian military command
on whether to redeploy elements of the Russian Eastern Military District from the Velyka Novosilka
area to other priority operational areas. Any redeployment of EMD elements from the Velyka Novosilka area
over the coming weeks will indicate the Russian military command’s priority operational areas for
offensive operations in Spring and Summer 2025. Elements of the Russian EMD have been the primary
fighting force in the Vuhledar and Velyka Novosilka directions since at least early 2023, defended
against the Ukrainian counteroffensive in Summer 2023, and later intensified offensive operations in the
area in Fall 2024. Elements of the EMD participated in the seizure of Vuhledar in September and October
2024 and successfully exploited the seizure of the settlement to advance north towards Kurakhove and west
towards and into Velyka Novosilka over the following three months. The seizure of Velyka Novosilka will
present the Russian military command with a decision point during which the Russian military command can
pursue several courses of action (COAs). Velyka Novosilka is protected from Ukrainian counterattack due
to the settlement’s disposition near the Mokri Yaly River. The Russian military command may opt to retain
elements of the EMD in the western Donetsk Oblast area and continue advancing towards the
Donetsk-Dnipropetrovsk Oblast administrative boundary, which runs north and west of Velyka Novosilka.
This decision would indicate that the Russian military is prioritizing advances to the administrative
boundary as quickly as possible over other axes of advance in Donetsk Oblast or other frontline areas. It
remains unclear how much combat power the EMD elements still retain after having engaged in intense
operations for over six months, however. The Russian military command could also retain some EMD elements
in the Velyka Novosilka area to continue limited attacks and pin Ukrainian forces in the area but
redeploy the bulk of the EMD to another frontline area. Russian forces are currently intensifying
offensive operations in the Kupyansk, Borova, Chasiv Yar, Toretsk, and Pokrovsk directions and are still
working to eliminate the remainder of the Ukrainian salients in the Kurakhove direction and Kursk Oblast.
Ukrainian officials have also recently warned that Russian forces may also renew offensive operations in
Zaporizhia Oblast in 2025. The Russian military command could redeploy EMD elements to any of these
directions, and the redeployment of elements of the EMD will be an indicator of the Russian military
command's priority areas for Spring and Summer 2025.
Russian forces are poised to seize
Toretsk in the coming days and a redeployment of elements of the EMD to reinforce the Russian force
grouping in the Toretsk direction would indicate a new Russian priority effort to resume attacks in the
direction of Kostyantynivka. ISW previously assessed that Russian forces likely intend to exploit the
seizure of Toretsk to push further west and along the T-05-16 Toretsk-Kostyantynivka highway towards the
southernmost point of Ukraine's fortress belt in Kostyantynivka. Russian advances in the Toretsk
direction have historically been slow as Russian forces fought through built up urban areas, but Russian
forces may begin to advance relatively more quickly once they break out of Toretsk into the more open
fields west of the settlement. Russian forces may also attempt to leverage tactical gains within and near
Toretsk and east of Pokrovsk to eliminate the Ukrainian salient southwest of Toretsk and select Russian
milbloggers have recently speculated that Russian forces may be intensifying offensive operations
southwest of Toretsk for this purpose. Russian forces may want to eliminate the Ukrainian salient
southwest of Toretsk in order to firm up their southern flank ahead of a push on Kostyantynivka. The
Russian military command may redeploy elements of the EMD to reinforce offensive operations in the
Toretsk direction if it intends to prioritize pressuring the Ukrainian fortress belt in Donetsk Oblast in
the Spring and Summer 2025. Seizing Pokrovsk has been the Russian military command’s main operational
objective in Donetsk Oblast since February 2024. A Russian redeployment of EMD elements to the Toretsk or
Chasiv Yar directions - as opposed to retaining the EMD elements in western Donetsk Oblast, redeploying
them to the Zaporizhia direction, or redeploying them to the Pokrovsk direction - would therefore
indicate an inflection in Russian operational priorities.
Ukrainian forces conducted a second
strike on the Ryazan Oil Refinery in Ryazan Oblast on the night of January 25 to 26. The Ukrainian
General Staff reported on January 26 that elements of Ukraine’s Main Military Intelligence Directorate
(GUR) and Unmanned Systems Forces struck the Ryazan Oil Refinery in Ryazan City. Geolocated footage shows
a fire at a tank at the refinery. The Russian Ministry of Defense (MoD) claimed on January 26 that
Russian forces downed eight drones over Ryazan Oblast on the night of January 25 to 26. Ryazan Oblast
Governor Pavel Malkov claimed that Russian air defenses and electronic warfare (EW) systems destroyed
Ukrainian drones over Ryazan Oblast and that authorities were assessing material damage. Ukrainian
official sources noted that the Ryazan Oil Refinery is one of the four largest refineries in Russia and
produces fuel for military equipment; jet fuel; diesel fuel; and other petroleum products for tanks,
aircraft, and ships. Ukrainian forces last struck the Ryazan Oil Refinery on the night of January 23 to
24.
Key Takeaways:
• Russian forces recently made further advances within Velyka
Novosilka amid official Russian claims that Russian forces seized the entire settlement on January 26.
• The Russian MoD notably is paying an abnormally high amount of fanfare to the claimed Russian
seizure of Velyka Novosilka, very likely as part of informational efforts to shape Western perceptions of
the battlefield situation in Ukraine and degrade international support for Ukraine.
• The
seizure and clearing of Velyka Novosilka will likely present opportunities and a decision point to the
Russian military command on whether to redeploy elements of the Russian Eastern Military District
from the Velyka Novosilka area to other priority operational areas. Any redeployment of EMD elements from
the Velyka Novosilka area over the coming weeks will indicate the Russian military command’s priority
operational areas for offensive operations in Spring and Summer 2025.
• Russian forces are
poised to seize Toretsk in the coming days and a redeployment of elements of the EMD to reinforce the
Russian force grouping in the Toretsk direction would indicate a new Russian priority effort to resume
attacks in the direction of Kostyantynivka.
• Ukrainian forces conducted a second strike on
the Ryazan Oil Refinery in Ryazan Oblast on the night of January 25 to 26.
• Ukrainian forces
advanced in Kursk Oblast and regained positions in Toretsk.
• Russian forces recently advanced
near Borova, Pokrovsk, and Kurakhove.
• Russian milbloggers criticized the Russian government
on January 25 for not prioritizing the recruitment and training of Russia's next generation of military
officers.
Ukrainian forces struck Russian long-range drone storage facilities in Oryol Oblast again on January 26.
The Ukrainian General Staff reported on January 26 that the Ukrainian forces struck drone and thermobaric
warhead storage warehouses, causing secondary detonations. The Ukrainian General Staff reported that the
strike destroyed over 200 Shahed drones. Oryol Oblast Governor Andrei Klychkov claimed on January 26 that
Ukrainian forces repeatedly attempted to strike Oryol Oblast and that Russian electronic warfare (EW)
interference downed a Ukrainian drone in Oryol Oblast. Ukrainian Center for Countering Disinformation
Head Lieutenant Andriy Kovalenko stated that Ukrainian forces struck the same drone storage facility at
the end of December 2024.
The European Union (EU) proposed an aid package on January 27 to
Moldova and Transnistria to help the ongoing gas crisis in the pro-Russian breakaway republic as part of
efforts to reduce Russia's ability to exploit Transnistria in its energy blackmail schemes targeting
Chisinau. The package includes an immediate loan of three million cubic meters of gas to Transnistria and
offers a grant of 30 million euros (about $31.4 million) for Moldova to purchase gas – presumably from
the European market – from February 1 to 10 to support Transnistria's electricity production for domestic
consumption and export to the rest of Moldova. Moldovan Prime Minister Dorin Recean noted that the EU
will continue to support Chisinau after February 10 in order to ensure that Transnistria can continue to
produce electricity for Transnistria and Moldova. The EU aid package offers to invest in Transnistrian
electricity production and distribution over the next two years. The EU stated that it is also
considering supporting coal deliveries from Ukraine to Transnistria and that it has supported the
allocation of transmission capacity along the gas delivery route from Bulgaria and Romania to Moldova.
The Transnistrian Energy Operational Headquarters stated on January 27 that Transnistrian gas reserves
are running out and will last only until early February 2025 "at most." Russian business outlet
Kommersant reported on January 27 that its sources stated that Moldovan gas company Moldovagaz is in
discussions with Hungarian oil and gas company MOL and Hungarian electricity company MVM about buying gas
for Transnistria, the delivery of which would begin in early February 2025 and continue until late March
or early April 2025. Recean confirmed on January 27 that MOL presented Moldovagaz with a draft contract
on the supply of gas for Transnistria but that Moldovan authorities must verify the legality and
compliance of the contract with national and international law. Transnistrian authorities have previously
rejected Moldovan and Ukrainian offers of aid. ISW continues to assess that Transnistria's possible
acceptance of aid from Moldova, Ukraine, or the EU and Transnistria's subsequent supply of cheaper
electricity to the rest of Moldova would disrupt Russian efforts to use the energy crisis to strengthen
Transnistria's economic dependence on Moscow, to posture Russia as the breakaway republic's savior and
benefactor, and to leverage Chisinau's turn to higher priced European electricity as part of Moscow's
anti-EU narratives.
Ukrainian President Volodymyr Zelensky replaced Khortytsia Group of Forces
Commander Brigadier General Andrii Hnatov with Ground Forces Commander Major General Mykhailo Drapatyi on
January 26. Zelensky stated that Drapatyi will also remain Ground Forces Commander and that Hnatov will
become Deputy Chief of the Ukrainian General Staff. Zelensky noted that Drapatyi's dual position will
help combine the Ukrainian military's combat operations with the proper training of brigades and that
Hnatov will work to improve coordination between headquarters and the front.
Key Takeaways:
• Ukrainian forces struck Russian long-range drone storage facilities in Oryol Oblast again on
January 26.
• The European Union (EU) proposed an aid package on January 27 to Moldova and
Transnistria to help the ongoing gas crisis in the pro-Russian breakaway republic as part of efforts to
reduce Russia's ability to exploit Transnistria in its energy blackmail schemes targeting Chisinau.
• Ukrainian President Volodymyr Zelensky replaced Khortytsia Group of Forces Commander Brigadier
General Andrii Hnatov with Ground Forces Commander Major General Mykhailo Drapatyi on January 26.
• Ukrainian forces recently recaptured lost positions near Toretsk.
• Russian forces
recently advanced near Toretsk, Chasiv Yar, and Kurakhove.
• The Russian government continues
to expand the federal "Time of Heroes" program, which aims to install Kremlin-selected veterans into
government positions, by creating similar programs for Russian veterans across government, including at
the regional level.
The first official Russian delegation arrived in Syria since the fall of the Assad regime on January 28
to discuss Russia's continued use of its military bases in Syria. The Russian delegation includes Deputy
Foreign Minister Mikhail Bogdanov and Presidential Special Representative to Syria Alexander Lavrentyev.
Reuters reported that two Syrian sources stated that the delegation will meet with the new Syrian
government sometime this week. Bogdanov told Russian state media outlet RT that the visit aims to
strengthen Russian-Syrian historical relations based on common interests. Bloomberg reported that a
Russian source familiar with the matter stated that Russia is struggling to retain access to the Hmeimim
Air Base and Port of Tartus because negotiations with the new Syrian government are "stuck." Russian
milbloggers responded to the Russian delegation's arrival, claiming that Syria is "far from" Russia's
first or even second priority and cautioning against believing Russian or Syrian officials' "standard
phrases" about cooperation. A Kremlin-affiliated milblogger claimed that there is no hope that
Russian-Syrian relations can return to their previous strength and that Hayat Tahrir al Sham (HTS) holds
the upper hand in negotiations and can extract greater concessions from Russia.
The Russian
military continues to evacuate military assets from the Port of Tartus amid the ongoing Russian-Syrian
negotiations. Commercially available satellite imagery collected by Planet Labs PBC from January 18 and
27 shows that the Russian military loaded equipment onto the Russian Sparta and Sparta II cargo ships at
Tartus and that the Sparta II ship left the port while the Sparta remained. OSINT analyst MT Anderson
posted satellite imagery from January 23 showing the Vyazma Kaliningradneft-class oiler alongside the
port and possibly suggesting that the Russian military was loading vehicles onto the Sparta.<8> Bloomberg
reported on January 28 that a Russian source stated that two Russian transport ships — likely the Sparta
and Sparta II — had been waiting for weeks off Tartus before Syrian authorities allowed them to dock.
A senior NATO official acknowledged that Russia is escalating a sabotage and destabilization
campaign against European NATO member states to deter further military assistance to Ukraine. NATO Deputy
Assistant Secretary General James Appathurai stated at the European Parliament on January 28 that NATO
states have faced acts of sabotage in recent years, including train derailments, arson, attacks against
politicians' property, and assassination plots against defense industry figures, including a Kremlin plot
to assassinate Rheinmetall Head Armin Papperger. Appathurai emphasized that the Kremlin aims to "create
disquiet to undermine support for Ukraine" and called for NATO states to more assertively deter Russian
sabotage acts. The Kremlin has consistently attempted to use information operations to deter Western
states from providing additional military assistance to Ukraine. The Kremlin's sabotage and
destabilization campaign directly targeting NATO states supports ISW's assessment that Russian President
Vladimir Putin sees Russia as waging a hybrid war directly against NATO.
Key Takeaways:
• The first official Russian delegation arrived in Syria since the fall of the Assad regime on
January 28 to discuss Russia's continued use of its military bases in Syria.
• The Russian
military continues to evacuate military assets from the Port of Tartus amid the ongoing Russian-Syrian
negotiations.
• The Russian military likely formed a separate unmanned systems regiment at the
military district level in order to augment Russia's unmanned systems capabilities. The creation of this
regiment supports the Russian Ministry of Defense's (MoD) recent coordinated effort to establish the
Unmanned Systems Forces within the Russian military and centralize control over informal drone
detachments.
• A senior NATO official acknowledged that Russia is escalating a sabotage and
destabilization campaign against European NATO member states in Europe to deter further military
assistance to Ukraine.
• Ukrainian forces recently advanced in Toretsk and near Pokrovsk, and
Russian forces recently advanced near Toretsk, Pokrovsk, Kurakhove, Velyka Novosilka, and in western
Zaporizhia Oblast.
• The Russian government continues to use its "Time of Heroes" program to
appoint veterans of the war in Ukraine to federal government positions as part of wider Kremlin efforts
to militarize Russian society.
Russian President Vladimir Putin stated that Western military assistance remains vital to Ukraine's
ability to maintain its defense against Russian aggression. Putin gave an interview to Kremlin journalist
Pavel Zarubin published on January 28 in which he claimed that the war in Ukraine could be over within
two months if the West stops providing Ukraine with military assistance and that Ukraine's dependence on
Western military aid indicates that Ukraine has "no sovereignty." Putin's claims about how quickly the
war will end without further Western military assistance and his explicit rejection of Ukrainian
sovereignty are a part of long-term Kremlin information operations aimed at undermining Western support
for Ukraine and deterring additional Western military assistance. Putin is correct, however, that
additional Western military assistance — particularly US military assistance — remains critical to
maintaining and further developing Ukraine's warfighting capabilities. Ukrainian forces have consistently
proven throughout the war that they can achieve operationally- and strategically significant battlefield
victories when armed with sufficient quantities of US and other Western-provided military assistance.
Ukrainian forces have also maintained stubborn defenses even when poorly provisioned and notably forced
Russian forces to withdraw from Kyiv Oblast in April 2022 before significant deliveries of Western aid
even arrived at the frontline and significantly slowed the pace of Russian offensive operations in
Ukraine in Summer 2022. Putin and other Kremlin officials aim to portray Ukraine as weak and incapable of
adequately leveraging Western-provided weapons at this critical moment in Western policy discussions
about Ukraine — even though Ukraine has proven that it is anything but weak after fending off Russia for
the almost three years of war.
Putin's longstanding theory of victory relies on the assumption
that the West will abandon Ukraine, and only unwavering Western support and consistent deliveries of
Western military assistance to Kyiv can force Putin to abandon his theory and accept the need to offer
the concessions necessary for any resolution to the conflict acceptable to the United States, Europe, and
Ukraine. ISW continues to assess that only the United States can provide Ukraine with some critical
weapons and military equipment at the scale, speed, and regularity necessary for Ukraine's defense
against Russia, and Western officials have recently proposed that European states increasingly assist in
funding US military assistance to Ukraine.
Ukrainian forces conducted a drone strike at the
Russian oil refinery in Kstovo, Nizhny Novgorod Oblast, and reportedly hit a Russian arsenal in Tver
Oblast on the night of January 28 to 29. The Ukrainian General Staff reported on January 29 that elements
of Ukraine's Main Military Intelligence Directorate (GUR) and Unmanned Systems Forces struck the
Lukoil-Nizhegorodnefteorgsintez oil refinery in Kstovo and caused a fire. Ukrainian Center for Countering
Disinformation Head Lieutenant Andriy Kovalenko posted footage of the oil refinery fire in Kstovo and
reported that the refinery produces gasoline, diesel, aviation kerosene, and bitumen; processes 15 to 17
million tons of oil per year; and supports the Russian military. Geolocated footage posted on January 28
and 29 shows a fire at the Nizhny Novgorod Oil Refinery. Russian petrochemicals company Sibur-Ksotvo
Enterprise reported on January 29 that Ukrainian drone debris struck the enterprise on the night of
January 28 to 29, and Nizhny Novgorod Oblast Governor Gleb Nikitin acknowledged that drone debris started
a fire in an industrial area. Russian opposition outlet Astra reported on January 29 that Ukrainian
drones also struck the Russian Main Missile and Artillery Directorate of the Russian Ministry of Defense
(MoD)'s 23rd Arsenal near Oktyabrsky, Tver Oblast, reportedly damaging an empty weapons storage building
and three other buildings. Ukrainian forces previously struck the Russian 23rd Arsenal in September
2024.
Key Takeaways:
• Russian President Vladimir Putin stated that Western
military assistance remains vital to Ukraine's ability to maintain its defense against Russian
aggression.
• Putin's longstanding theory of victory relies on the assumption that the West
will abandon Ukraine, and only unwavering Western support and consistent deliveries of Western military
assistance to Kyiv can force Putin to abandon his theory and accept the need to offer the concessions
necessary for any resolution to the conflict acceptable to the US, Europe, and Ukraine.
• Putin indicated that he will not view any peace agreement with Ukraine as binding by claiming that
the Ukrainian government is either unwilling or unable to rescind the 2022 Ukrainian presidential decree
banning negotiations with Putin.
• Putin's statements rejecting the legitimacy of the
Ukrainian government and of a possible future peace agreement set conditions for Russia to justify
violating any future agreements with Ukraine.
• Putin continues efforts to coerce US President
Donald Trump into bilateral negotiations that exclude Ukraine, impose his desired negotiations framework
on Trump, and compel Trump to inadvertently endorse ongoing Russian information operations about the
illegitimacy of the current Ukrainian government.
• Ukrainian forces conducted a drone strike
at the Russian oil refinery in Kstovo, Nizhny Novgorod Oblast and reportedly hit a Russian arsenal in
Tver Oblast on the night of January 28 to 29.
• The Russian Ministry of Defense (MoD)
confirmed in a post on January 29 that Lieutenant General Alexander Sanchik is the commander of the
Russian Southern Grouping of Forces.
• Ukrainian forces recently advanced in Kursk Oblast and
near Toretsk and Russian forces recently advanced near Lyman, Chasiv Yar, Toretsk, Pokrovsk, Kurakhove,
Velyka Novosilka, Robotnye, and in the Dnipro direction.
• Volunteer recruitment rates in in
Moscow have dropped sharply, as Russian citizens grow increasingly unwilling to serve in Ukraine.
Kremlin newswire TASS published an interview with Valdai Discussion Club Research Director Fyodor
Lukyanov on January 30 entitled "Don't count on big agreements," highlighting the Kremlin's ongoing
efforts to shape domestic and global expectations about future negotiations between Russian President
Vladimir Putin and US President Donald Trump. The Valdai Discussion Club is an international forum where
Kremlin officials, Russian scholars, and foreign officials and scholars meet to discuss international
issues and has proven to be a useful tool in the Kremlin's decades-long efforts to influence Western
policy in Russia's favor. Lukyanov is a senior member and scholar at the Valdai Club, has repeatedly
moderated Putin's annual speech at Valdai, and is considered a well-connected and authoritative voice on
the Kremlin's foreign policy goals and objectives -- though he holds no formal position in the Russian
government. ISW is not prepared to assess or argue that Lukyanov has intimate and personal knowledge
about Putin's state of mind or intentions in future peace negotiations, but Lukyanov's statements in this
interview are generally consistent with Putin's and other Kremlin officials' statements about Russia's
future negotiating positions. TASS’ decision to leverage Lukyanov's interview to dampen domestic
speculation about the possibility of a peace agreement in the near future also highlights the relevance
of this interview and Lukyanov's statements when considering Russia's possible negotiating positions
vis-a-vis Ukraine and the United States.
Lukyanov stated during the interview that the "main
thing" for future peace negotiations regarding Ukraine is "not the territories" but addressing the "root
causes" of the war, which Lukyanov defined as NATO's expansion into Eastern Europe in the 1990s and early
2000s. Lukyanov stated with respect to Ukrainian lands Russian forces now hold that "with the
territories, everything is clear: how much you take is yours," further indicating that the Kremlin has no
intention of compromising on its territorial gains in Ukraine in future peace negotiations. This position
suggests that the Kremlin likely means for any future peace negotiations with Trump to start with the
United States recognizing Russia's territorial claims over Ukraine, likely including areas that Russia
does not currently occupy, before actual negotiations can begin that should focus on these so-called
"root causes." Lukyanov stated that Russia's chief demand for future peace negotiations with Trump is "a
change in the security landscape in Eastern Europe" and the "abandoning a number of provisions on
which NATO's existence and functioning are based." Lukyanov stated that Russia may also want to discuss
the possibility of "reducing the level of military presence," presumably along Russia's borders,
but noted that this is unlikely to happen.
Kremlin officials have repeatedly alluded to the
need for future peace negotiations to address the "root causes" of the war in Ukraine, which Russian
Foreign Minister Sergei Lavrov defined in December 2024 as NATO's alleged violation of commitments not to
advance eastward and "aggressive absorption" of areas near Russia's borders. Putin issued a series of
demands to the United States in December 2021 ahead of his full-scale invasion of Ukraine that included
that: NATO commit to not accepting Ukraine or any other countries as new members; the United States
commit to upholding the alleged ban on NATO enlargement; NATO not deploy any military forces to states
that became NATO members after May 1997; and NATO ban any military activity in Ukraine, Eastern Europe,
the South Caucasus, and Central Asia, among other things. The Financial Times (FT) reported on January
10, citing a former senior Kremlin official and another source who discussed the topic with Putin, that
Putin will maintain his pre-war demands of preventing Ukraine from joining NATO and forcing NATO to
withdraw deployments in Eastern Europe in any future negotiations. Lukyanov's statements are yet another
indication that the Kremlin remains committed to imposing its will and security interests on the United
States and Europe and is not interested in compromising on this goal.
Lukyanov's statements
assume that Trump and his administration are weak and more susceptible to being intimidated by the
Kremlin's shows of force than the former Biden Administration. Lukyanov claimed that Trump wants to "dump
all further problems" concerning Ukraine on Europe and "does not respect" European states or NATO more
broadly. Lukyanov claimed that Trump may be willing to compromise NATO's foundational principles to
appease Putin's demand for a NATO withdrawal from Eastern Europe and suggested more broadly that Trump
will abandon Ukraine and NATO. Lukyanov claimed that "Trump only respects those who show steadfastness"
and called on the Kremlin to "never give in" and "to be prepared for a fairly tough conversation, even
including elements of bluff" -- calling on the Putin to strongarm Trump and demonstrate his resolve in
future negotiations with Trump. Lukyanov's interview supports the Kremlin's ongoing efforts to force
Trump into acquiescing to Putin's demands that amount to Ukraine's full capitulation and the weakening of
NATO and Putin's personal efforts to position himself as Trump's equal on the international stage.
Key Takeaways:
• Kremlin newswire TASS published an interview with Valdai Discussion
Club Research Director Fyodor Lukyanov on January 30 entitled "Don't count on big agreements,"
highlighting the Kremlin's ongoing efforts to shape domestic and global expectations about future
negotiations between Russian President Vladimir Putin and US President Donald Trump.
• Lukyanov stated during the interview that the "main thing" for future peace negotiations regarding
Ukraine is "not the territories" but addressing the "root causes" of the war, which Lukyanov defined as
NATO's expansion into Eastern Europe in the 1990s and early 2000s.
• Lukyanov's statements
assume that Trump and his administration are weak and more susceptible to being intimidated by the
Kremlin's shows of force than the former Biden Administration.
• People's Republic of China
(PRC)-based companies continue to supply Russia with critical materials needed to sustain Russia's war
efforts in Ukraine.
• The Parliamentary Assembly of the Council of Europe (PACE) adopted a
resolution on January 28 defining its position on peace in Ukraine, closely echoing the principle of
"peace through strength" that Ukrainian President Volodymyr Zelensky previously outlined.
• The US military reportedly recently transferred Patriot missiles from Israel to Poland and is
expected to deliver these missiles to Ukraine.
• Ukrainian forces recently regained lost
positions near Kharkiv and Pokrovsk, and Russian forces recently advanced near Chasiv Yar, Toretsk, and
Kurakhove and in the Dnipro direction.
The United Kingdom (UK), Finland, and Czechia announced several immediate and longer-term military
assistance packages for Ukraine on January 31. Ukrainian Defense Minister Rustem Umerov stated on January
31 that the UK will provide Ukraine with a military assistance package valued at two billion GBP (about
$2.5 billion), primarily for the purchase of air defense systems and funding for the localization of
defense production in Ukraine. Finnish Defense Minister Antti Hakkanen announced on January 31 that
Finland will provide Ukraine with a new tranche of military assistance valued at almost 200 million euros
(about $207 million). Czech Foreign Minister Jan Lipavsky stated on January 31 that the Czech government
is considering creating a new initiative to purchase artillery ammunition for Ukraine.
Russian
forces are expanding their salient north of Kupyansk as part of long-term operational efforts to push
Ukrainian forces from the east (left) bank of the Oskil River. Russian offensive operations along the
Kupyansk-Svatove-Kreminna (Kupyansk-Borova-Lyman) line gradually intensified in September 2024 after a
relatively low tempo period in early and mid-2024 during which Russian forces primarily conducted
infantry assaults and occasional platoon-sized mechanized assaults in the area. Ukrainian forces repelled
a reinforced battalion-sized Russian mechanized assault near Pishchane (southeast of Kupyansk) in late
September 2024 – the first large Russian mechanized assault in this direction since Winter 2023-2024.
Russian forces have recently intensified offensive operations north of Kupyansk, particularly near
Dvorichna, as part of this broader intensification in the Kupyansk, Borova, and Lyman directions.
Geolocated footage published on January 30 and 31 indicates that Russian forces recently marginally
advanced north of Dvorichna (north of Kupyansk and on the west bank of the Oskil River), advanced
in the southern outskirts of Zapadne (southwest of Dvorichna), and advanced northward along the west bank
of the Oskil River northwest of Novomlynsk (northeast of Dvorichna). The Russian Ministry of Defense
(MoD) claimed on January 28 and 31 that Russian forces recently seized Dvorichna, and a Russian
milblogger claimed on January 31 that Russian forces seized Novomlynsk. ISW has not observed confirmation
of these claims, however.
Russian forces are also leveraging mechanized assaults to expand
their salient north of Kupyansk. Russian forces have conducted five company-sized mechanized assaults and
at least one reduced battalion-sized mechanized assault in the Kupyansk direction since late October
2024. The commander of a Ukrainian drone battalion operating in the Kupyansk direction stated on January
28 that Ukrainian forces have repelled four mechanized assaults of unspecified echelon since January 22
alone. The Russian military command has historically allocated armored vehicles to priority frontline
areas and intensified mechanized activity could indicate that the Kupyansk direction is becoming a
priority sector for Russian forces.
Key Takeaways:
• The United Kingdom (UK),
Finland, and Czechia announced several immediate and longer-term military assistance packages for Ukraine
on January 31.
• Russian forces are expanding their salient north of Kupyansk as part of
long-term operational efforts to push Ukrainian forces from the east (left) bank of the Oskil River.
• Elements of the 6th Combined Arms Army (CAA) (Leningrad Military District ) are reportedly
leading the Russian effort to expand the salient north of Kupyansk.
• Elements of the Russian
1st Guards Tank Army (GTA) (Moscow Military District ) are also participating in the envelopment of
Kupyansk and are attempting to advance east of Kupyansk and to expand the Russian salient south of
Kupyansk near Kruhlyakivka likely in order to prepare for advances south of Kupyansk, cross the Oskil
River, and pressure Borova.
• Russian forces appear to be developing and disseminating a
doctrinal method for advances throughout the theater that aims to conduct slow envelopments of frontline
towns and settlements at a scale that is reasonable for Russian forces to conclude before culminating.
• The Russian military command has shown that it is willing to commit to operations that could
take six to nine months to conclude. Russian commanders are likely operating under the assumption or
direct knowledge that Russian President Vladimir Putin does not intend to end the war in Ukraine in the
near future.
• This Russian offensive method is bringing about slow operational maneuver on
the battlefield, but these envelopments require significant planning, foresight, manpower, and equipment
and do not restore rapid, mechanized maneuver to the battlefield.
• Russian forces are also
intensifying their efforts to close the remaining Ukrainian pocket west of Kurakhove.
• Moldovan and Transnistrian authorities agreed to accept a European Union (EU) package that includes
funding for gas purchases for Transnistria, further limiting Russia’s economic influence over the
pro-Russian breakaway republic.
• Ukrainian forces struck a Russian oil refinery in Volgograd
Oblast amid continued strikes against Russian energy and defense industrial infrastructure.
• Russian forces recently advanced near Kupyansk, Lyman, Toretsk, Pokrovsk, and Kurakhove.
• Western and Ukrainian officials continue to report that North Korean forces have withdrawn from
frontline positions in Kursk Oblast.
Russian forces conducted a large-scale series of drone and missile strikes against Ukraine on the night
of January 31 to February 1. The Ukrainian Air Force reported that Russian forces launched seven
Iskander-M/KN-23 ballistic missiles from Voronezh Oblast and occupied Crimea; seven Iskander-K cruise
missiles from occupied Crimea and Donetsk Oblast; eight Kh-22 cruise missiles from Tu-22M3 aircraft;
eight Kh-101/55 cruise missiles from Tu-95MS strategic bombers; 10 Kh-59/69 cruise missiles from tactical
aircraft over Voronezh Oblast; two Kh-31P anti-radiation missiles from the Black Sea; and 123 Shahed and
decoy drones from Bryansk, Kursk, and Oryol oblasts; Millerovo, Rostov Oblast; Primorsko-Akhtarsk,
Krasnodar Krai, and occupied Cape Chauda, Crimea. The Ukrainian Air Force reported that Ukrainian forces
shot down 56 Shahed and decoy drones; that 61 drones were "lost," likely due to Ukrainian electronic
warfare (EW) interference; and that Ukrainian countermeasures prevented an unspecified but significant
number of Russian missiles from reaching their targets. The Ukrainian Air Force reported that Russian
ballistic missiles had a higher success rate, and ISW continues to assess that Russian forces are likely
leveraging ballistic missiles in strike packages since Ukraine only has a few air defense systems
suitable for intercepting such missiles. Ukrainian officials, including Ukrainian President Volodymyr
Zelensky, reported that a Russian Kh-22 missile struck a residential building in Poltava City; that
Russian ballistic missiles struck the historical center of Odesa City, and damaged a United Nations
Educational, Scientific and Cultural Organization (UNESCO) protected building; and that drones damaged
residential areas, warehouses, and private property in Kharkiv and Kyiv oblasts. The Norwegian Ministry
of Foreign Affairs confirmed that Russian forces struck an area near where Norwegian diplomats were
staying in Odesa City. The Russian Ministry of Defense (MoD) claimed that Russia's overnight strikes
targeted Ukrainian gas and energy facilities that support the Ukrainian defense industrial base (DIB).
A recent Russian drone strike on a Ukrainian naval drone suggests that Russian forces have
developed a new method to offset Ukrainian capabilities in the Black Sea. The Russian MoD reported on
February 1 that Russia's Black Sea Fleet (BSF) used a drone to destroy a Ukrainian naval drone in the
Black Sea. Russian milbloggers claimed that the Russian BSF launched a Kronshtadt Orion missile-capable
drone from an unspecified naval asset and that this strike may be the first documented case of Russian
forces leveraging a naval asset to deploy drones capable of destroying Ukrainian naval drones. Another
Russian milblogger called on Russian authorities to increase the production of weapons similar to the
drone-launched X-UAV missiles (TKB-1030) to effectively combat Ukrainian forces' naval drone capabilities
as it is now too risky for Russia to operate helicopters near the Black Sea. Ukrainian forces have
demonstrated their ability to down Russian Mi-8 helicopters operating over the Black Sea using missiles
launched from Magura V5 naval strike drones, and the February 1 BSF strike suggests that Russian forces
have developed a new method to try to offset this Ukrainian naval drone adaptation.
Key
Takeaways:
• Russian forces conducted a large-scale series of drone and missile strikes
against Ukraine on the night of January 31 to February 1.
• A recent Russian drone strike on a
Ukrainian naval drone suggests that Russian forces have developed a new method to offset Ukrainian
capabilities in the Black Sea.
• Ukrainian forces recently advanced near Toretsk, and Russian
forces recently advanced near Chasiv Yar, Pokrovsk, and Kurakhove.
Russian forces reportedly struck a dormitory holding Russian civilians in
Sudzha, Kursk Oblast on February 1 as Russian authorities widely attempted to deny Russian responsibility
for the strike and blame Ukraine.
Russia continues efforts to illegally deport Ukrainian
children to occupied Crimea and Russia under the guise of evacuation and rehabilitation programs.
Ukrainian forces recently advanced near Toretsk, and Russian forces recently advanced near Lyman,
Siversk, Chasiv Yar, Pokrovsk, and Velyka Novosilka.
Russian forces continue to forcibly
mobilize civilians in occupied Ukraine into the Russian military in violation of the Geneva
Convention.
Russian forces continued to suffer high losses in January 2025 despite a slower rate of advance as
compared with previous months in late 2024. The Ukrainian Ministry of Defense (MoD) reported on February
3 that Russian forces suffered 48,240 casualties – over three Russian motorized rifle divisions worth of
personnel – in January 2025, making January the second highest month of losses since Russia's full-scale
invasion of Ukraine in February 2022.<1> ISW has observed geolocated evidence to assess that Russian
forces gained roughly 498 square kilometers in January in Ukraine and Kursk Oblast, or roughly 16.1
square kilometers per day. The available figures suggest Russian forces suffered roughly 96 casualties
per square kilometer of territory seized. The Ukrainian MoD reported that Russian forces suffered 48,670
casualties in December 2024 – their highest monthly casualty rate since the start of Russia's full-scale
invasion – and ISW assessed that Russian forces gained a total of 593 square kilometers in December 2024.
The roughly 100-square-kilometer decrease in seized territory between December 2024 and January 2025,
coupled with a similar monthly casualty rate, indicates that Russian forces are taking the same high
level of losses despite achieving fewer territorial advances in the near term. ISW previously observed
that Russian advances slowed from November 2024 to December 2024. ISW previously assessed that the
Russian military command likely tolerated record levels of personnel casualties from September 2024
through November 2024 to facilitate larger territorial gains, but it remains unclear whether the Russian
military command will be willing to sustain such casualties if Russian forces' rate of advance continues
to decline as Russian forces are advancing on more heavily defended settlements such as Pokrovsk.
Key Takeaways:
• Russian forces continued to suffer high losses in January 2025
despite a slower rate of advance as compared with previous months in late 2024.
• Ukrainian
forces reportedly conducted drone strikes against Russian oil and gas infrastructure in Volgograd and
Astrakhan oblasts on the night of February 2 to 3.
• Ukrainian forces continue to innovate
with drone operations to maintain their technological advantage over Russia and bring about battlefield
effects.
• The United Nations (UN) Human Rights Monitoring Mission in Ukraine (HRMMU)
expressed concern about the "sharp rise" in reports of Russian forces executing Ukrainian prisoners of
war (POWs).
• Ukraine's Commander-in-Chief General Oleksandr Syrskyi stated on February 3 that
Ukraine has started implementing organizational reforms to transition the Ukrainian Armed Forces into a
"corps structure."
• Unspecified actors assassinated Armen Sargsyan, the founder of the
"Arbat" Special Purpose Battalion, who has been involved in Russia's hybrid activities and invasions of
Ukraine since 2014.
• Ukrainian forces recently advanced near Borova, and Russian forces
recently advanced near Kupyansk, Borova, Lyman, Chasiv Yar, Toretsk, Pokrovsk, Kurakhove, and in the
Dnipro direction.
• The Russian government is expanding the federal "Time of Heroes" program,
which aims to install Kremlin-selected veterans into government positions, to occupied Ukraine as part of
long-term efforts to integrate occupied Ukraine into Russia.
International Atomic Energy Agency (IAEA) Director General Rafael Mariano Grossi visited the Kyivska
Electrical Substation in Kyiv Oblast on February 4 to assess damage to the substation as Russian
long-range strikes targeting energy infrastructure continue to threaten Ukraine's nuclear power plants
(NPPs) and Ukraine's energy production capabilities. Grossi did not specify when Russian forces damaged
the Kyviska Electrical Substation but emphasized that a direct strike on the substation or a power supply
disruption could cause a nuclear accident. Ukrainian outlet Suspilne noted that the Kyivska Electrical
Substation is connected to the Rivne NPP and supplies Kyiv City and central and northern Ukraine with
power. Russian forces launched a large series of missile and drone strikes targeting Ukrainian energy
infrastructure connected to Ukrainian NPPs on the night of November 16 to 17, 2024. Grossi reported that
the November 2024 Russian strikes damaged several unspecified electrical substations that are connected
to the Khmelnytskyi, Rivne, and Pivdennoukrainsk NPPs but that the strikes did not damage the NPPs
themselves. Russian strikes against Ukrainian electrical substations — not just NPPs — continue to
threaten Ukraine's energy generation abilities and can cause long-term damage. Artur Lorkowski, the
director of the Energy Community (an international organization that manages Ukraine’s energy
procurement), told Politico in November 2024 that repairing damaged Ukrainian energy infrastructure may
require a significant amount of time because it can take up to one year for Ukraine to find and reinstall
specialized equipment, including auto transformers. Another Ukrainian energy expert told Politico that
Ukraine needs an expedited supply of spare parts for energy infrastructure.
Russian officials
continue to justify the Kremlin's decision to not conduct an involuntary reserve call up at this time
despite indications that the Russian military is struggling to recruit enough new personnel to replace
its high casualties. Russian State Duma Defense Committee Chairperson Andrei Kartapolov claimed on
February 4 that Russia does not need to conduct another partial involuntary reserve call up because
Russia currently has the battlefield "advantage." Duma Defense Committee member Viktor Sobolev added that
740,000 people have signed Russian military service contracts — presumably since the start of Russia's
full-scale invasion of Ukraine in 2022 — and claimed that mobilization would "only make things worse"
because it would send people without any previous military experience or specialized skills to the
frontline. Duma Defense Committee First Deputy Chairperson Andrei Krasov also claimed that mobilization
is unnecessary because Russian military registration and enlistment officers are successfully recruiting
new personnel. These Russian Duma deputies are likely claiming that Russian recruitment rates are
sufficient in order to assuage fears among the Russian public of a widely unpopular potential new partial
involuntary reserve call up.
A significant number of Russian vessels that had been at the Port
of Tartus in recent weeks may have left Syria for Russia as Russian-Syrian negotiations about Russia's
continued access to its bases in Syria reportedly continue. Kremlin Spokesperson Dmitry Peskov claimed on
February 3 that Russian and Syrian authorities will continue contacts on "all issues," including about
Russia's continued access to the Port of Tartus. Data from MarineTraffic.com showed that the Russian
Sparta and Sparta II cargo ships were off the coast of Tunisia on February 4. OSINT analyst MT Anderson
posted satellite imagery from the morning of February 4 showing thе Sparta and Sparta II, as well
as potentially the Alexander Otrakovsky Ropucha-class landing ship, the Admiral Golovko Admiral
Gorshkov-class frigate, and the Admiral Grigorovich Grigorovich-class frigate off the coast of Tunisia.
Satellite imagery and reports from Ukraine's Main Military Intelligence Directorate (GUR) indicated that
all these vessels had been at the Port of Tartus in December 2024 and January 2025. The departure of a
significant number of vessels from the Port of Tartus suggests that the Kremlin is not optimistic about
the results of ongoing Russian-Syrian negotiations. The location of the vessels off the coast of Tunisia
also suggests that these ships are not bound for Libya despite the fact that Russia sent some assets from
Syria to Libya by air in December 2024 and January 2025 - as the Critical Threats Project's (CTP) Africa
File previously reported. The Ukrainian Ministry of Defense's Resistance Center reported on February 4
that Russian ships began evacuating weapons from the Port of Tartus on January 27, and satellite imagery
collected on January 18 and 27 showed that the Russian military had loaded equipment onto the Sparta and
Sparta II at Tartus. The Ukrainian Resistance Center noted that the Sparta II turned off its automatic
identification system (AIS) after leaving Syria - a common practice among ships in Russia's "shadow
fleet."
Key Takeaways:
• International Atomic Energy Agency (IAEA) Director General
Rafael Mariano Grossi visited the Kyivska Electrical Substation in Kyiv Oblast on February 4 to assess
damage to the substation as Russian long-range strikes targeting energy infrastructure continue threaten
Ukraine's nuclear power plants (NPPS) and Ukraine's energy production capabilities.
• Russian
officials continue to justify the Kremlin's decision to not conduct an involuntary reserve call up at
this time despite indications that the Russian military is struggling to recruit enough new personnel to
replace its high casualties.
• Russian occupation authorities continue to discuss Russia's
possible illegal annexation of Kharkiv Oblast but claimed that Ukraine's September 2022 counteroffensive
in Kharkiv Oblast spoiled Russia's plans to hold a "referendum" in the region at that time.
• A significant number of Russian vessels that had been at the Port of Tartus in recent weeks may have
left Syria for Russia as Russian-Syrian negotiations about Russia's continued access to its bases in
Syria reportedly continue.
• Ukrainian naval drone strikes have likely forced Russia to
dramatically alter Russian ships' routes between Russia and Syria.
• Russia has also
reportedly used vessels belong to the MoD's Oboronlogistika company to monitor NATO vessels in the Baltic
Sea.
• Russian forces recently advanced near Kupyansk.
• A Kremlin-affiliated
Russian milblogger claimed that Russian forces in the Siversk direction continue to struggle with
systemic issues with field commanders filing false progress reports despite recent command changes.
Ukrainian President Volodymyr Zelensky continues to demonstrate his willingness to negotiate with Russia
from a principled position that preserves Ukraine's sovereignty and territorial integrity in the long
run. Zelensky reiterated during an interview published on February 4 that Ukraine cannot and will not
compromise its sovereignty in future peace negotiations, but that Ukraine's partners are not currently
providing Ukraine with sufficient military assistance for Ukrainian forces to push Russian forces from
all occupied Ukrainian territory. Zelensky stated that he is willing to negotiate directly with Russian
President Vladimir Putin but warned that any peace agreement that significantly weakens Ukraine's ability
to defend itself in the future risks another Russian invasion of Ukraine. Zelensky stated that Ukraine
will never recognize Russia's illegal occupation of Ukrainian territory and emphasized that there can be
no compromise on Ukraine's sovereignty. Zelensky reiterated that Ukraine will eventually retake all its
territory militarily and diplomatically but noted that the liberation of all Ukrainian territory from
Russian occupation will take time. Zelensky called on Ukraine's allies to pressure Putin and demand that
Russian forces withdraw from all Ukrainian territory. Zelensky reiterated that Ukraine wants peace and
that the United States, Europe, Ukraine, and Russia must all be represented in future peace negotiations.
Zelensky's statements highlight that Putin's unwillingness to participate in good-faith negotiations is
the true impediment to the end of the war, despite Putin's recent efforts to falsely blame Zelensky and
Ukraine for the lack of progress towards peace in Ukraine.
Zelensky reiterated that the
Ukrainian Constitution bans Ukraine from holding elections during wartime, but that Ukraine remains
committed to holding elections in accordance with Ukraine’s constitution and laws after the war ends.
Zelensky stated that Ukraine would have to change its constitution to hold an election outside of peace
time and asked how Ukrainian servicemembers, citizens living in Russian-occupied Ukraine, and Ukrainian
refugees and expatriates living abroad would be able to vote in the election before the Ukrainian
government lifts martial law. Zelensky stated that Ukraine will "definitely" hold elections after the war
ends but that Ukraine currently must focus on defending itself from Russian aggression. Putin and other
Kremlin officials have repeatedly used deliberately false readings of Ukraine's law and constitution to
claim that Zelensky is an illegitimate president after Ukraine, adhering to the law and constitution, did
not hold elections under martial law in 2024. The Ukrainian Constitution bars the government from holding
elections or amending the Ukrainian constitution in times of martial law, and the Ukrainian government
legally cannot abolish martial law while Russia continues to attack Ukraine.
Ukrainian
President Volodymyr Zelensky stated on February 4 that Russian forces have suffered roughly 300,000 to
350,000 killed in action (KIA) and roughly 600,000 to 700,000 wounded in action (WIA) since the February
2022 start of Russia's full-scale invasion of Ukraine. Zelensky added that Russian military personnel
suffer a 2:1 wounded to killed ratio because Russian field medicine is poor, and Russian forces struggle
to evacuate wounded personnel from the battlefield. Ukrainian Commander-in-Chief General Oleksandr
Syrskyi reported on January 20 that Russian forces suffered more than 434,000 casualties in 2024 —
150,000 of which were KIA. Zelensky's and Syrskyi's figures indicate that the Russian military suffered
roughly 41 to 48 percent of its total casualties in Ukraine since 2022 in 2024 alone. The highest range
of Zelensky's estimates are notably larger than recent Russian casualty figures from the Ukrainian
General Staff and former US Defense Secretary Lloyd Austin. Zelensky also stated that roughly 50,000 to
70,000 Russian soldiers have been classified as missing in action (MIA) since February 2022.
Key Takeaways:
• Ukrainian President Volodymyr Zelensky continues to demonstrate his
willingness to negotiate with Russia from a principled position that preserves Ukraine's sovereignty and
territorial integrity in the long run.
• Zelensky reiterated that the Ukrainian Constitution
bans Ukraine from holding elections during wartime, but that Ukraine remains committed to holding
elections in accordance with Ukraine’s constitution and laws after the war ends.
• Ukrainian
President Volodymyr Zelensky stated on February 4 that Russian forces have suffered roughly 300,000 to
350,000 killed in action (KIA) and roughly 600,000 to 700,000 wounded in action (WIA) since the February
2022 start of Russia's full-scale invasion of Ukraine.
• Ukrainian forces conducted a strike
against an oil depot in Krasnodar Krai on the night of February 4 to 5 as a part of an ongoing strike
campaign against Russian defense industrial enterprises and oil refineries.
• The Russian
military continues efforts to restructure Russia's peacetime military administrative control over
military services (вид; vid) and is apparently disaggregating administrative control
for Russia’s Air Force and Navy from Russia’s military districts.
• The Kremlin continues to
prioritize domestic political stability over efforts to mitigate economic pressure and labor
shortages.
• Ukraine and Russia conducted a one-for-one prisoner-of-war (POW) exchange on
February 5.
• Russian forces recently advanced near Kupyansk, Toretsk, Pokrovsk, and
Kurakhove.
• Ukrainian forces recently advanced near Pokrovsk.
Executive Summary: A small group of Ukrainian
troops in Kursk Oblast have complicated the Russian military's efforts to advance in Ukraine over the
last six months. Roughly a division's worth of Ukrainian troops have undermined the Russian military's
ability to launch or renew offensive operations in lower-priority areas of the frontline and to reinforce
priority efforts with elite airborne (VDV) and naval infantry units. The Ukrainian incursion in Kursk
Oblast is a partial proof of concept of how limited Ukrainian battlefield activity that leverages
vulnerabilities in Russia's warfighting capabilities and that integrates technological adaptations with
mechanized maneuver can have theater-wide impacts on operations. It showed that surprise is still
possible even on a partially transparent battlefield and that rapid maneuver is possible under the right
conditions. The war in Ukraine, in other words, is not permanently stalemated. Either side can
potentially restore maneuver and begin to gain or regain significant territory. Russia will be able to do
so if the West reduces or cuts off aid. Ukraine may be able to do so if Western support continues to
empower Ukrainian innovation.
The Russian military command has gathered around 78,000 troops,
including 11,000 North Koreans, in an attempt to expel Ukrainian forces from positions in Kursk Oblast
over the last six months. An estimated 11,000 Ukrainian forces advanced into Kursk Oblast in early August
2024, seizing the tactical initiative and complicating the Russian military's Fall 2024 offensive effort.
Russian President Vladimir Putin repeatedly delayed his deadlines for Russian forces to push Ukrainian
troops from Kursk Oblast first by mid-October 2024 then by January 2025 and repeatedly prioritized
Russian advances in Donetsk Oblast over regaining control of the Kursk salient, which Russian forces
still had not done at the end of January 2025. Putin has not been able fully to insulate Russian forces
in Donetsk Oblast from the theater-wide impacts of the incursion, however, and the Russian military has
simultaneously been pulling troops, armored vehicles, and artillery and air defense systems away from
other sectors in Ukraine to reinforce the Russian force grouping fighting in Kursk Oblast. Recent
Ukrainian estimates indicate that Putin has accumulated roughly 67,000 Russian troops and 11,000 North
Korean troops in Kursk Oblast expel a reinforced Ukrainian grouping in Kursk Oblast that now constitutes
at most 30,000 troops by the most generous Western estimations.
Ukraine conducted the
incursion at a critical moment to gain leverage in the battlespace and successfully inflicted asymmetric,
theater-wide impacts on the Russian military with this limited ground operation. The first seven months
of 2024 were characterized by the Russian seizure of Avdiivka in February 2024, continued Russian
offensive operations west of Avdiivka in Spring and Summer 2024, the Russian offensive operations in
northern Kharkiv Oblast in May 2024, and intensified Russian offensive operations in the Toretsk and
Kurakhove directions in June and July 2024. Critical delays in Western aid over the winter of 2023-2024
created shortages in Ukraine's air defense interceptors and Ukrainian artillery units and wider
vulnerabilities in Ukraine's ability to defend against Russian attacks. Western leaders and intelligence
agencies spent most of early 2024 advocating for Ukraine to maintain an "active defense" and focus on
repelling and slowing Russian advances before attempting another counteroffensive operation possibly in
2025. The Ukrainian incursion refocused the conversation and allowed Ukraine to seize the narrative and
tactical initiative. The Ukrainian incursion reportedly stymied a planned Russian offensive into Sumy
Oblast, prevented the Russian military from substantially reinforcing its offensive in northern Kharkiv
Oblast, and complicated but failed to stop Russian advances in priority sectors of Donetsk Oblast.
Ukrainian officials have never suggested that they intended to hold positions in Kursk Oblast in
perpetuity. Ukrainian officials have instead repeatedly characterized the incursion as an effort to
distract and pin Russian forces away from Russia's main operational objectives in Ukraine. ISW assesses
as of February 5 that Russian forces had retaken at least 57 percent (roughly 655 square kilometers) of
the Ukrainian salient in Kursk Oblast. The Russian military certainly can expel Ukrainian forces from
Russia whenever it chooses to allocate the necessary resources but has yet to prioritize this effort over
making further advances in eastern Ukraine. Russian authorities may prioritize pushing Ukrainian forces
from Russian territory in the coming months, however, particularly if Russian officials begin to
seriously consider peace negotiations and intend to enter such negotiations from the strongest possible
position. It is too early to determine the long-term impacts of the incursion on the resolution of the
war in Ukraine, and these impacts will almost certainly be affected by Ukraine's ability to capitalize on
the military and political pressures that the incursion has created for Russia. Ukraine may be able to
replicate and exploit the pressure that Kursk has inflicted on the Russian military if the West continues
to support Ukraine and if Ukraine can address its own manpower, morale, and materiel issues and identify
a key location and moment to conduct a similar such operation in the future.
Ukrainian forces launched a new series of battalion-sized mechanized assaults in Kursk Oblast and
advanced up to five kilometers behind Russian lines southeast of Sudzha, Kursk Oblast on February 6.
Geolocated footage published on February 6 indicates that Ukrainian forces recently advanced southwest of
Makhnovka (southeast of Sudzha) and north and east of Cherkasskaya Konopelka (southeast of Sudzha) along
the 38K-028 Sudzha-Oboyan highway and seized Kolmakov (north of Cherkasskaya Konopelka) and Fanaseyevka
(just southeast of Cherkasskaya Konopelka). The Russian Ministry of Defense (MoD) claimed that Ukrainian
forces attacked in several waves in the direction of Cherkasskaya Konopelka and Ulanok (southeast of
Cherkasskaya Konopelka along the 38K-028 highway) with up to two mechanized battalions' worth of armored
vehicles and that Russian forces repelled the attack. Russian milbloggers estimated that Ukrainian forces
attacked with 30 to 50 armored vehicles and claimed that one group of Ukrainian forces successfully
attacked from Makhnovka towards Cherkasskaya Konopelka, Fanaseyevka, and Ulanok and that Russian forces
repelled another Ukrainian group that attacked from Dmitriukov (just east of Makhnovka) towards Russkaya
Konopelka (east of Sudzha). A Kremlin-affiliated Russian milblogger claimed that Ukrainian forces seized
Cherkasskaya Konopelka, but two other milbloggers denied this claim. Some Russian sources claimed that
Ukrainian forces broke through to or even seized Ulanok, but other sources also denied these claims. ISW
has not yet observed geolocated evidence to assess that Ukrainian forces are operating in Ulanok. The
Ukrainian General Staff published a map on February 6 indicating that Russian forces recently marginally
advanced in a forested area southwest of Kurilovka.
A Kremlin-affiliated Russian milblogger
claimed that there are unconfirmed reports that Ukrainian forces also attacked near Kruglenkoye
(northwest of Sudzha), but ISW did not observe additional claims of Ukrainian activity in this area or
north of Sudzha near Berdin where Ukrainian forces attacked in early January 2025.<7> Russian milbloggers
claimed that Ukrainian forces launched the attacks southeast of Sudzha during poor weather conditions
that complicated Russian drone operations in the area. Some Russian milbloggers expressed concern that
further Ukrainian advances in Kursk Oblast could threaten rear areas of the Russian force grouping
attacking Guyevo (south of Sudzha) and complicate Russia's ability to interdict Ukrainian ground lines of
communication (GLOCs) within the Ukrainian salient. Russian sources acknowledged that elements of the
Russian 11th Airborne (VDV) Brigade, 810th Naval Infantry Brigade (Black Sea Fleet), 30th Motorized Rifle
Regiment (72nd Motorized Rifle Division, 44th Army Corps , Leningrad Military District ), and
177th Naval Infantry Regiment (Caspian Flotilla) and Chechen Akhmat drone operators are the main forces
defending against the Ukrainian attacks southeast of Sudzha.
Key Takeaways:
• Ukrainian forces launched a new series of battalion-sized mechanized assaults in Kursk Oblast and
advanced up to five kilometers behind Russian lines southeast of Sudzha, Kursk Oblast on February 6.
• Russian President Vladimir Putin praised elite Russian VDV and naval infantry formations
defending Kursk Oblast on February 5, highlighting the fact that the Ukrainian incursion has pinned about
a combined arms army’s worth of Russian troops in Kursk Oblast since August 6, 2024.
• Ukrainian officials provided additional details about Ukraine's operation in Kursk Oblast in honor of
the six-month anniversary of the incursion.
• A Russian state-run poll suggests that the
Russian public maintains a high level of support for the war in Ukraine despite mounting challenges.
• North Korea appears to be using its alliance with Russia to leverage the war in Ukraine as a
testing ground to refine its missile technology and broader military capabilities.
• Ukrainian
forces conducted a strike against an air base in Krasnodar Krai on the night of February 5 to 6 as a part
of an ongoing strike campaign against Russian defense industrial enterprises and oil refineries.
• Ukraine's Western partners continue to provide military assistance to Ukraine.
• Russian
President Vladimir Putin appointed Deputy Minister of Transport Dmitry Bakanov to replace Yuri Borisov as
head of the state-owned Russian space agency Roscosmos on February 6.
• Ukrainian forces
recently advanced in Kursk Oblast and recaptured lost positions near Kurakhove.
• Russian
forces recently advanced near Kupyansk, Chasiv Yar, and Kurakhove.
• Russian authorities
continue efforts to increase social benefits for Russian military personnel likely to support ongoing
recruitment efforts.
Ukrainian forces marginally advanced during mechanized assaults in their salient in Kursk Oblast on
February 6, but Russian sources claimed on February 6 and 7 that Russian forces have at least temporarily
stalled Ukrainian advances southeast of Sudzha. Geolocated footage published on February 6 indicates that
Ukrainian forces marginally advanced along the 38K-028 Sudzha-Oboyan highway and in the fields east of
Fanaseyevka (southeast of Sudzha) during the February 6 attacks. Russian sources widely claimed that
Russian forces repelled all Ukrainian attacks on February 6 and on the night of February 6 to 7 but
acknowledged that Ukrainian forces maintain some positions near Cherkasskaya Konopelka (north of
Fanaseyevka), Fanaseyevka, and Ulanok (east of Fanaseyevka). A Kremlin-affiliated Russian milblogger
claimed that fighting is ongoing on the outskirts of Makhnovka (just southeast of Sudzha) but that
Ukrainian forces did not launch new attacks near Cherkasskaya Konopelka during the day on February 7.
Russian milbloggers continued to issue conflicting claims about the situation in Cherkasskaya Konopelka.
Some milbloggers claimed that Ukrainian forces have seized the settlement, while others claimed that
Ukrainian forces bypassed the settlement or that Russian forces have retaken the settlement. ISW cannot
independently verify Russian claims about the situation in Cherkasskaya Konopelka. A Russian milblogger
claimed that Russian forces are effectively using fiber-optic first-person view (FPV) drones to counter
Ukrainian forces attacking in the area.
Russian sources provided additional information about
the Russian force grouping defending southeast of Sudzha. The Russian Ministry of Defense (MoD) reported
that elements of the Russian 11th Airborne (VDV) Brigade, 810th Naval Infantry Brigade (Black Sea Fleet),
40th Naval Infantry Brigade (Pacific Fleet), 177th Naval Infantry Regiment (Caspian Flotilla), "Veterany"
Assault Brigade (Russian Volunteer Corps), "Arbat" Special Purpose Battalion (51st Combined Arms Army
, formerly 1st Donetsk People's Republic Army Corps , SMD), and drone operators of the
Russian Rubicon Center for Advanced Unmanned Technologies are defending in the area. Russian milbloggers
widely credited drone operators of the Chechen Akhmat Spetsnaz forces with defending against the
Ukrainian attacks on February 6 and 7 and complained that the Russian MoD did not acknowledge the Chechen
drone operators. Russian milbloggers also claimed that the Russian military command reportedly removed
the 11th VDV Brigade's commander and that the MoD is blaming the commander for failing to sufficiently
man and defend Russian positions near Cherkasskaya Konopelka.
The Kremlin continues to conduct
an information campaign likely directed toward both domestic and international audiences that aims to
conceal the extent to which Russia's protracted war against Ukraine has negatively affected Russia's
economy. Russian Prime Minister Mikhail Mishustin met on February 7 with Russian President Vladimir Putin
to discuss the state of the Russian economy. Mishustin claimed that Russia's gross domestic product (GDP)
rose in 2024 by 4.1 percent largely due to "intensive" growth in Russia's manufacturing industry – likely
referring to Russia's boost of its defense industrial base (DIB) since the start of its full-scale
invasion of Ukraine in February 2022. Mishustin claimed that the main contributors to the growth in
Russia's manufacturing sector were the machine-building, transport engineering, automotive, and computer
and electronic equipment sectors.
Mishustin claimed that inflation in Russia reached 9.52
percent in 2024, and Putin claimed that inflation was already 9.9 percent as of February 3, 2025.
Russia's true inflation is quite higher than the official statistics the Kremlin is willing to publicize,
however. (Several studies indicate that Russia’s inflation rate is closer to 20 percent.) Mishustin
highlighted Russia's low 2024 unemployment rate of 2.5 percent but only briefly acknowledged Russia's
significant labor shortages, which are the reason for Russia's low unemployment.
Mishustin
noted that Russian economic growth might be less significant in 2025 as it is very important to stop
inflation and ensure long-term economic growth – likely a signal to prepare the Russian population to
expect economic hardships in 2025. Mishustin and Putin also attempted to posture Russia's economy as
stable in the face of international economic pressure. Mishustin claimed that Russia's fuel and energy
complex is adapting and finding new markets.
Mishustin claimed that Russia's economy has
"successfully managed" with "unprecedented sanctions pressure" in recent years and that anti-Russian
sanctions are hurting the states that imposed the sanctions more than the sanctions are hurting Russia.
Putin similarly attempted to posture Russia's economy as stronger and growing more rapidly than economies
in the West. Mishustin and Putin notably did not mention how the Russian Central Bank raised the interest
rate to 21 percent in October 2024 or how Russia has been drawing from its National Welfare Fund to
finance its war effort over the last three years. The liquidity portion of Russia’s National Welfare fund
may run out by Fall 2025.
Key Takeaways:
• Ukrainian forces marginally advanced
during mechanized assaults in their salient in Kursk Oblast on February 6, but Russian sources claimed on
February 6 and 7 that Russian forces have at least temporarily stalled Ukrainian advances southeast of
Sudzha.
• The Kremlin continues to conduct an information campaign likely directed toward
both domestic and international audiences that aims to conceal the extent to which Russia's protracted
war against Ukraine has negatively affected Russia's economy.
• Ukrainian military officials
continue to highlight the country’s growing drone production capacity and its effectiveness on the
battlefield but acknowledged that Ukraine must address its force generation issues to fully stop Russian
advances in eastern Ukraine.
• Interim Syrian Defense Minister Murhaf Abu Qasra stated in an
interview with the Washington Post that Syria is open to Russia retaining its air and naval bases in
Syria if there are “benefits” for Syria.
• Azerbaijan-Russia relations continue to sour
following Russia’s refusal to take full responsibility for the December 25, 2024 downing of an
Azerbaijani Airlines (AZAL) passenger plane, likely shot mid-air by Russian air defense before crashing
in Aktau, Kazakhstan
• Ukraine's Cabinet of Ministers appointed Lieutenant General Yevhen
Moysiuk and Captain Valeriy Churkin as Deputy Defense Ministers on February 7.
• Russian
forces recently advanced near Borova and Toretsk.
• The Russian government continues to use
its "Time of Heroes" program to appoint veterans of the war in Ukraine to regional government
positions.
Russia may be providing drone and missile technology to North Korea in exchange for North Korean troops
fighting in Kursk Oblast. Japanese outlet NHK, citing multiple sources familiar with Russia–North Korea
relations, reported on February 8 that Russia has agreed to assist North Korea in developing and
mass-producing various types of drones in exchange for North Korean forces supporting Russia’s war effort
against Ukraine. NHK noted that Russia remains reluctant to help North Korea develop nuclear weapons,
fearing that North Korean nuclear tests could further strain relations with the United States and
complicate relations with the People’s Republic of China (PRC), however. Ukrainian President Volodymyr
Zelensky noted on February 8 that Russia is specifically spreading modern technology to North Korea,
including drone technology, and told Reuters on February 7 that thousands of North Korean troops have
returned to active combat in Kursk Oblast after a brief pause. A Ukrainian brigade operating in Kursk
Oblast published a video on February 8 reportedly showing North Korean forces conducting assaults
alongside Russian forces in Kursk Oblast. South Korean sources recently reported that Russia withdrew
North Korean troops from the battlefield in Kursk Oblast in mid-January 2025, possibly for rest and
reconstitution or to rethink how Russia is using these troops. ISW assesses that North Korea is using the
war in Ukraine as a testing ground for its own military capabilities. Reuters reported on February 6 that
North Korean ballistic missiles fired by Russian forces since December 2024 have demonstrated
significantly improved accuracy, likely an example of North Korean capability enhancement gained through
the North Korea-Russia alliance.
Russia continues to expand its military capabilities,
indicating that the Kremlin has no immediate interest in negotiations or a lasting peace with Ukraine.
Ukrainian President Volodymyr Zelensky, citing Ukrainian intelligence, reported on February 8 that
Russian forces are forming new military divisions, building additional defense-industrial base (DIB)
facilities, planning to increase military personnel by over 100,000 soldiers, and deepening military
cooperations with North Korea. Then–Russian Defense Minister Sergei Shoigu announced in January 2023 that
Russia would create 14 new military divisions, but ISW is unable to assess whether Zelensky is referring
to these previously announced plans or the creation of additional new divisions. ISW also cannot verify
the status of the formation of the 14 divisions Shoigu previously announced. Zelensky highlighted that
Russia's force-generation, restructuring, and defense-production efforts make it clear that Putin is not
interested in negotiations with Ukraine and seeks to continue Russia’s war. Such Russian plans suggest
that Russia, not Ukraine, is the party refusing good-faith negotiations and actively pushing for
protracted war rather than peace, while also setting conditions to prepare for a potential broader
conflict with NATO. Russian officials and information space have frequently framed the war in Ukraine as
a part of a larger confrontation with the West.
The Russian command may be redeploying forces
from the Kurakhove direction towards Toretsk in order to facilitate Russian offensive operations against
Kostyantynivka in Spring or Summer 2025. A Russian source claimed that the Russian military command is
redeploying elements of the 102nd and 103rd motorized rifle regiments, 163rd Tank Regiment, and 381st
Artillery Regiment (all of the 150th Motorized Rifle Division) and elements of the 96th regiment
(possibly also part of the 150th Motorized Rifle Division, although ISW has not previously observed
reports of this unit operating in Ukraine) from the Kurakhove direction to the Toretsk direction. ISW has
not observed confirmation or other reporting on this alleged redeployment. Another Russian source claimed
that elements of the 102nd and 103rd motorized rifle regiments are operating near Dachne as of February
8, however. A redeployment of elements of the 8th CAA to the Toretsk direction- in conjunction with
intensified Russian efforts in the Chasiv Yar direction in recent weeks- would indicate that the Russian
command may intend to prioritize advances towards Kostyantynivka and pressuring Ukraine's fortress belt
in 2025, as ISW previously assessed.
Key Takeaways:
• Russia may be providing drone
and missile technology to North Korea in exchange for North Korean troops fighting in Kursk Oblast.
• Russia continues to expand its military capabilities, indicating that the Kremlin has no
immediate interest in negotiations or a lasting peace with Ukraine.
• The Russian command may
be redeploying forces from the Kurakhove direction towards Toretsk in order to facilitate Russian
offensive operations against Kostyantynivka in Spring or Summer 2025.
• The Baltic States cut
ties with the Soviet-era power grid that connected them to Belarus and Russia on February 8 as part of
efforts to achieve full energy independence from Russia and further integrate their energy infrastructure
with the European Union (EU).
• Ukrainian forces recently advanced near Chasiv Yar, and
Russian forces recently advanced near Kupyansk, Lyman, and Toretsk.
• The Kremlin continues
efforts to incentivize Russian citizens to serve in the military.
Russia continues to leverage its partnerships with US adversaries, including North Korea, to offset the
resource shortages constraining Russia's economy and war effort. South Korea's Yonhap News Agency
reported on February 9, citing South Korea's National Intelligence Service (NIS), that thousands of North
Korean workers arrived in Russia in 2024 to take construction jobs. Russian official data shows that
13,221 North Koreans entered Russia in 2024 — up to 12 times the number that entered Russia in 2023. Many
of the North Korean workers are reportedly entering Russia on student visas, with 7,887 North Koreans
having entered Russia in 2024 for alleged education purposes. Russian opposition outlet Vazhnye Istorii
reported on February 4 that the number of North Koreans who came to Russia to study in 2024 was the
highest number since 2019. Russian opposition outlet Mediazona reported in November 2024 that data from
the Federal Security Service (FSB) Border Service showed that a record number of North Koreans entered
Russia for education between July and September 2024 — notably in the lead up to the reported start of
North Korea's deployment of troops to Russia in early October 2024.
Russia has been suffering
from significant labor shortages in both its civilian and defense industrial sectors since the start of
its full-scale invasion of Ukraine. The arrival of several thousands of North Koreans to work in civilian
sectors is marginal and will not significantly alleviate Russia's labor shortages. Russia reportedly has
an estimated labor shortage of 1.5 million workers as of December 2024, for example. North Korea's
provisions of materiel and troops to Russia have significantly increased over the course of 2024,
however, and the several thousands of North Korean workers that arrived in Russia recently may be the
beginning of larger influxes in the future that could more significantly help Russia's labor shortage
issues. (Russian forces‘ initial use of small numbers of North Korean artillery and mortar shells grew
rapidly, with 60 percent of Russian forces‘ artillery ammunition fired now being sourced from North Korea
as of December 2024.) Russian enterprises are also likely not paying North Korean workers the same
salaries as Russian citizens, so a significant influx of North Korean workers into the Russian work force
in the future could also financially benefit Russian enterprises that are having to offer high salaries
to Russian citizens in order to compete against Russian military and defense industrial enterprises for
employees. Significant increases in the number of North Koreans working in Russia's civilian sectors in
the future could also free up Russian civilian sector employees to work in the Russian defense industrial
base (DIB) or fight in Ukraine.
The arrival of North Korean workers to Russia demonstrates how
Russia, a permanent member of the United Nations Security Council (UNSC), is violating UNSC Resolution
2397. Russia voted for Resolution 2397 in 2017 in response to North Korea's intercontinental ballistic
missile (ICBM) tests. The resolution explicitly prohibits North Korea from sending its citizens abroad
for work and mandated that all UN member states expel all North Koreans "earning income" abroad by
December 2019. Russia is likely using the guise of student visas to hide Russia's violation of the
resolution.
North Korean dictator Kim Jong Un continues to reiterate his support for Russia
and its war effort in Ukraine. Kim gave a speech at the North Korean Ministry of National Defense on
February 9 that heavily focused on the threats the US and the West allegedly pose to North Korean
security. Kim criticized the US for protracting the war in Ukraine and claimed that he is "seriously
concerned" about the West's alleged desire to inflict a strategic defeat on Russia. Kim notably claimed
that the North Korean military and people will "invariably support and encourage" Russia's "just cause"
to defend its sovereignty, security, and territorial integrity "in the spirit of" the June 2024
Russian-North Korean comprehensive strategic partnership agreement.
Key Takeaways:
• Russia continues to leverage its partnerships with US adversaries, including North Korea, to
offset the resource shortages constraining Russia's economy and war effort.
• The arrival of
North Korean workers to Russia demonstrates how Russia, a permanent member of the United Nations Security
Council (UNSC), is violating UNSC Resolution 2397.
• North Korean dictator Kim Jong Un
continues to reiterate his support for Russia and its war effort in Ukraine.
• German
authorities reportedly failed to down suspected Russian reconnaissance drones flying near a German
military facility in January 2025 where Ukrainian forces have undergone training.
• Russia
appears to be leveraging the technological innovations it is developing in its war in Ukraine directly
against NATO states.
• Ukrainian forces recently advanced in Kursk Oblast and near
Vovchansk.
• Russian forces recently advanced near Toretsk, Pokrovsk, and Velyka Novosilka.
• Russia continues efforts to recruit Russians and citizens of other Commonwealth of Independent
State (CIS) countries to sign military service contracts with the Russian Ministry of Defense (MoD).
Ukrainian Defense Minister Rustem Umerov announced the Ukrainian "Drone Line" project on February 10 as
part of ongoing Ukrainian efforts to integrate drone and ground operations. Umerov stated that the
Ukrainian military will "scale up" five existing drone regiments and brigades in the Ukrainian military
and border guard service and will integrate infantry and drones into a single strike system, which will
enable Ukrainian forces to create kill zones 10 to 15 kilometers deep, will provide constant aerial
support and infantry cover, and will detect and destroy Russian forces before they can approach Ukrainian
positions. Ukraine's Ground Forces reported that the expansion of five such existing drone units is only
the first stage of the Drone Line project. This project likely formalizes and provides additional support
to ongoing Ukrainian efforts to expand drone units and increase their coordination with regiments and
brigades, while keeping regular units and drone units separate in order to support drone units' more
rapid combat and technological adaptations and innovations.
Ukraine's efforts to integrate
drone operations with ground operations significantly differ from Russian efforts to centralize drone
units. Russian efforts to centralize drone units have attempted to augment Russian drone capabilities by
expanding state control over drone operators and developers and increasing their incorporation into the
Russian military bureaucracy. The Russian military began efforts to centralize drone operators and
developers in Fall 2024, disbanding informal Russian drone detachments and removing drone specialists
from regular military units, then selectively reorganizing them to form new Russian Ministry of Defense
(MoD)-controlled drone units and centralizing their assets. The Russian MoD also reportedly established
its first separate unmanned systems regiment at the military district level in January 2024, further
highlighting ongoing efforts to centralize and bureaucratize control over drone operations. ISW continues
to assess that the Russian MoD's efforts to centralize and reorganize drone units and monopolize drone
production and procurement processes may complicate Russian forces' ability to rapidly innovate and adapt
new technologies and combat techniques in the short- to medium-term.
Ukrainian forces continue
to target oil refineries in Russia as part of an ongoing strike campaign against Russian defense
industrial enterprises and oil refineries. Head of Ukraine's Center for Combatting Disinformation
Lieutenant Andriy Kovalenko implied on February 10 that Ukrainian drones struck Krasnodar City and the
Afipsky Oil Refinery in Neftekachka, Krasnodar Krai just south of Krasnodar City. Kovalenko noted that
the Afipsky refinery has a production capacity of 6.25 million tons of oil per year and plays a vital
role in providing fuel to the Russian military, particularly in southern Ukraine. Kovalenko highlighted
that the refinery's location in Krasnodar Krai makes it a significant logistical hub supplying diesel
fuel and jet fuel to Russian forces. The Afipsky Oil Refinery notably borders the base of the Russian
90th Anti-Aircraft Missile Brigade (49th Combined Arms Army , Southern Military District ),
which has previously been armed with Buk-M2 and Buk-M3 air defense systems, although the base's current
air defense capabilities are unknown. Geolocated footage published on February 9 shows an explosion near
Krasnodar City. Krasnodar Krai Governor Veniamin Kondratyev claimed on February 10 that Russian forces
downed a Ukrainian drone over Krasnodar City, damaging a residential building. Kondratyev claimed that
Russian forces also downed a drone over Afipsky and that debris damaged a private residence. Krasnodar
City Mayor Evgeny Naumov claimed on February 10 that drone debris fell near a market.
Key
Takeaways:
• Ukrainian Defense Minister Rustem Umerov announced the Ukrainian "Drone Line"
project on February 10 as part of ongoing Ukrainian efforts to integrate drone and ground operations.
• Ukraine's efforts to integrate drone operations with ground operations significantly differ
from Russian efforts to centralize drone units.
• Ukrainian forces continue to target oil
refineries in Russia as part of an ongoing strike campaign against Russian defense industrial enterprises
and oil refineries.
• Russian authorities reportedly authorized the systematic torture of
Ukrainian prisoners of war (POWs) held in Russian prisons as early as March 2022.
• The
Kremlin may be setting informational conditions to justify an influx of North Korean citizens arriving in
Russia to join either the Russian workforce or the Russian military.
• A Russian official
claimed that Russia is sending experienced Russian military personnel to North Korea for medical
treatment.
• The pro-Russian Moldovan breakaway republic of Transnistria refused aid from the
EU to resolve its gas crisis, demonstrating Russia's continued economic influence over Transnistria and
the Kremlin's prioritization of the region.
• Ukrainian forces recently advanced near
Pokrovsk.
• Russian forces recently advanced in Kursk Oblast and near Chasiv Yar and
Pokrovsk.
• Russian milbloggers continue to complain about the systemic issue of Russian
forces submitting false reports to Russian military authorities and of high-level Russian officers
micromanaging tactical-level units on the battlefield.
Russian officials are reportedly attempting to constrain Russian milblogger reporting about the current
frontline in Kursk Oblast, likely in response to concerns that the West will pressure Russia into trading
Russian territory for occupied Ukrainian territory. Several Russian milbloggers who regularly criticize
the Russian military's conduct of the war in Ukraine claimed on February 10 and 11 that unspecified
actors are calling for Russian authorities to charge the milbloggers with discrediting the Russian
military after the milbloggers reported about recent Ukrainian advances southeast of Sudzha. The
milbloggers claimed that the Russian military command is targeting them for publishing information about
successful Ukrainian attacks near Cherkasskaya Konopelka and Fanaseyevka, and one milblogger claimed that
the recent Ukrainian attacks forced the Russian military command to delay plans for a future offensive
operation in the area. The latter claim indicates that the Russian military command may have been
planning to conduct an offensive operation to seize Sudzha, a prominent gas transit hub and the main town
that Ukrainian forces control in Kursk Oblast.
The Russian military appears increasingly
anxious to consolidate control over reporting about the situation in Kursk Oblast as Zelensky continues
to express his intent to leverage Russian territory in future peace negotiations. Zelensky stated during
his interview with The Guardian that he intends to use Ukrainian-held territory in Kursk Oblast to secure
the return of Russian-occupied Ukrainian territory or "something else" during future peace negotiations
with Russia. Zelensky noted that it is important to retake all of occupied Ukraine and did not speculate
on which area of occupied Ukraine he would consider trading Russian territory for. Russian President
Vladimir Putin likely intends to expel Ukraine from Kursk Oblast, or at least from Sudzha, before
beginning peace negotiations in order to avoid having to trade occupied Ukrainian territory for Russian
territory.
Key Takeaways:
• Ukrainian President Volodymyr Zelensky reiterated
Ukraine's commitment to good faith peace negotiations with Russia and the particular importance of US
military assistance to Ukraine's security.
• Russian officials are reportedly attempting to
constrain Russian milblogger reporting about the current frontline in Kursk Oblast, likely in response to
concerns that the West will pressure Russia into trading Russian territory for occupied Ukrainian
territory.
• Ukrainian forces struck an oil refinery and reportedly struck Engels Air Base in
Saratov Oblast on the night of February 10 to 11.
• The Russian State Duma voted to remove
Russian State Duma deputy and former Deputy Commander of the Southern Military District (SMD) retired
Lieutenant General Andrei Gurulev from the Duma Defense Committee on February 11.
• The
Kremlin may be setting informational conditions for possible false flag attacks in the Baltic Sea and
against Russian opposition politicians living abroad in order to discredit Ukraine.
• Ukrainian forces recently advanced near Toretsk.
• Russian forces recently advanced near
Borova, Lyman, Toretsk, Pokrovsk, Kurakhove, Velyka Novosilka, and Hulyaipole.
• Russian
regional authorities are reportedly reducing payments due to regional budget deficits for Russian
soldiers who received minor injuries.
US President Donald Trump held bilateral phone calls with Russian President Vladimir Putin and Ukrainian
President Volodymyr Zelensky on February 12. Trump stated on February 12 that he discussed the war in
Ukraine with Putin and that he and Putin agreed that their administrations will "immediately" begin
negotiations. Trump added that he planned to "inform of the conversation" after his call with
Putin. The official Kremlin readout of the call claimed that Putin emphasized the need to "eliminate the
root causes" of the war and that Putin "agreed with" Trump that "a long-term settlement could be achieved
through peaceful negotiations." Russian officials have explicitly defined the "root causes" of the war as
NATO's alleged violation of commitments not to advance eastward in areas near Russia's border, which
indicates that the Kremlin remains committed to imposing its will and security interests on the United
States and Europe and is not interested in compromising on this demand. Trump confirmed his phone call
with Zelensky and stated that they discussed the war and the upcoming February 14 meeting between
Zelensky and US Vice President JD Vance and Secretary of State Marco Rubio at the Munich Security
Conference. Zelensky stated that he and Trump discussed opportunities to achieve peace, readiness to work
together, and Ukraine's technological capabilities — including drones. Zelensky stated that Trump shared
the details of his conversation with Putin and that he and Trump agreed to plan future bilateral
meetings.
Kremlin Spokesperson Dmitry Peskov and Russian Security Council Deputy Chairperson
Dmitry Medvedev explicitly rejected Ukrainian President Volodymyr Zelensky's proposal to trade occupied
Ukrainian territory for territory held by Ukrainian forces in Kursk Oblast during future peace
negotiations. Medvedev stated that it would be "nonsense" to swap Russian and Ukrainian territory, and
Peskov stated that Russia will "never discuss" exchanging its territory. Medvedev's and Peskov's
statements further support ISW's assessment that Russian President Vladimir Putin is uninterested in
making any compromises during future peace negotiations and will only comply with a peace agreement that
fulfills all of Putin's maximalist demands in Ukraine.
Key Takeaways:
• US
President Donald Trump held bilateral phone calls with Russian President Vladimir Putin and Ukrainian
President Volodymyr Zelensky on February 12.
• Kremlin Spokesperson Dmitry Peskov and Russian
Security Council Deputy Chairperson Dmitry Medvedev explicitly rejected Ukrainian President Volodymyr
Zelensky's proposal to trade occupied Ukrainian territory for territory held by Ukrainian forces in Kursk
Oblast during future peace negotiations.
• Denmark's Defense Intelligence Service (DDIS)
assessed that Russia may have the capabilities to launch a full-scale war against NATO in the next five
years, which is consistent with ISW's assessments about Russian efforts to restructure and prepare its
military and society for a future conflict with NATO in the medium to long-term.
• The
Ukrainian Ministry of Defense (MoD) recently launched the "Contract 18-24" voluntary recruitment program
aimed a recruiting 18 to 24-year-old Ukrainians into the Ukrainian Armed Forces.
• Russian
President Vladimir Putin held his first official call with Syrian Interim President Ahmed al Shara on
February 12 since the fall of Russian-backed former Syrian President Bashar al Assad.
• The
Armenian National Assembly approved a draft law in the first reading on February 12 to commence the
process of joining the European Union (EU).
• Ukrainian forces recently advanced in Kursk
Oblast and near Toretsk, and Russian forces recently advanced in Kursk Oblast and near Borova, Siversk,
Toretsk, Pokrovsk, and Kurakhove.
• Russia's Shahed drone production rate may be
declining.
Ukraine's European partners announced new military assistance to Ukraine amid the February 12 Ukraine
Defense Contact Group (the Ramstein format) meeting. The United Kingdom (UK) pledged 150 million pounds
(about $188 million) in military support, including drones, "dozens" of battle tanks and armored
vehicles, and air defense systems, and confirmed plans to provide Ukraine with an additional 4.5 billion
pounds (about $5.6 billion) worth of military assistance in 2025. The UK stated that it will provide
Ukraine will over 50 armored and protective vehicles, including modernized T-72 tanks, by the end of
Spring 2025. Germany committed to supplying 100 IRIS-T air defense system missiles to Ukraine in the near
future, and German defense company Helsing announced the delivery of 6,000 AI-equipped drones to Ukraine.
Norway joined the Ukrainian Drone Coalition and revealed plans to establish and equip Ukraine's "Northern
Brigade" as part of a broader Nordic initiative in which the Nordic countries will equip and train one
Ukrainian battalion each. The Netherlands announced the delivery of 25 YPR armored infantry vehicles,
Latvia announced the donation of 42 armored personnel carriers, and Estonia also pledged to allocate 0.25
percent of its GDP for military assistance to Ukraine in 2025.
Russia reportedly lost just
over 5,000 tanks and armored vehicles during 2024 compared with 3,000 in 2023. The British International
Institute for Strategic Studies (IISS) estimated on February 10 that Russia lost 1,400 main battle tanks
(roughly four tank divisions' worth) and over 3,700 infantry fighting vehicles (IFVs) and armored
personnel carriers (APCs) — totaling 5,100 lost tanks and armored vehicles in 2024. Data from the
Ukrainian General Staff indicates that Ukrainian forces damaged or destroyed over 3,000 Russian tanks and
almost 9,000 armored vehicles in 2024, and IISS' estimates likely only account for destroyed tanks and
armored vehicles. IISS assessed in February 2024 that Russia would be able to sustain its then-rate of
vehicle losses (over 3,000 tanks, APCs, and IFVs annually as of 2023) until February 2026 or 2027 by
refurbishing vehicles from Soviet-era storage facilities. It remains unclear if the Russian military
command will remain willing or able to sustain this increased rate of armored vehicle losses in 2025, as
Russian forces appear to be adapting their tactics to limit such losses.
Ukrainian forces
continue to target Russian energy and military infrastructure as part of an ongoing strike campaign
against Russian defense industrial enterprises. Ukraine's Main Military Intelligence Directorate (GUR)
announced on February 13 that Ukrainian drones destroyed two Valdai radar complexes in Dolgoprudny,
Moscow Oblast and noted that Russian forces used the radar complexes to detect and down drones over the
airspace near Moscow City. Lipetsk Oblast Governor Igor Artamonov claimed on February 13 that Ukrainian
drones targeted the Lipetsk water aeration station in Lipetsk City, and a Russian source claimed that
Ukrainian drones targeted the Novolipetsk Metallurgical Plant, which is located near the station and
produces about 20 percent of Russia's steel output. Ukrainian outlet Suspilne, citing sources in
Ukraine's Security Service (SBU), reported on February 13 that the SBU struck the Andreapol oil pumping
station in Tver Oblast, causing a fire at the boiler equipment warehouse and a closed switchgear.
Key Takeaways:
• Ukraine's European partners announced new military assistance to
Ukraine amid the February 12 Ukraine Defense Contact Group (the Ramstein format) meeting.
• Russia reportedly lost just over 5,000 tanks and armored vehicles during 2024 compared with 3,000 in
2023.
• IISS noted that Russia has adapted some of its tactics to address ongoing equipment
shortages and is increasingly relying on infantry-led assaults to advance along the frontline.
• It remains unclear if Russia can repair and newly-produce a sufficient number of tanks and armored
vehicles to replace losses in Ukraine and equip new Russian units.
• Estonia's Foreign
Intelligence Service (EFIS) assessed that Russia is attempting to build its capabilities not only to
support Russia's war effort in Ukraine but also to prepare for a potential future war with NATO, which is
consistent with ISW's assessments about ongoing Russian efforts to prepare its military and society for a
future conflict with NATO in the medium to long-term.
• Ukrainian forces continue to target
Russian energy and military infrastructure as part of an ongoing strike campaign against Russian defense
industrial enterprises.
• The Moldovan Ministry of Foreign Affairs (MFA) announced on February
13 the termination of the Moldovan-Russian Intergovernmental Agreement on the establishment and
functioning of Russian cultural centers in Moldova in response to ongoing reports of Russian drones
violating Moldovan airspace.
• Russian forces recently advanced near Borova and Siversk.
• Russian officials continue efforts to increase recruitment for the "BARS-Bryansk" volunteer
territorial defense detachment.
Lessons of the Minsk Deal: Breaking the Cycle of Russia's War in Ukraine
Some peace deals lead
to peace, others to more war. The Minsk II deal aimed to end Russia’s limited invasion of Ukraine in 2015
but instead laid the groundwork for the full-scale Russian invasion in 2022. The United States must learn
from the Minsk deal or risk a direct Russia-NATO conflict that puts American lives at risk.
Minsk II was a weak deal. It demanded nothing of the invader— Russia. It strengthened the Kremlin’s
aggressive worldview that had driven the conflict to begin with. It masked Russian military weakness. It
gave the Kremlin time and space to prepare for a larger invasion. The West could have helped Ukraine
reach a stronger deal in 2015.
Minsk II gave Russian President Vladimir Putin hope that he
could win in Ukraine without war. Russia sought and failed to control Ukraine in 2014 by military means.
Minsk II gave Putin a way to demand that Ukraine — an independent state —give Russia control over its
internal policies. Putin failed at that too and turned to the full-scale invasion in 2022.
Minsk II helped Putin mask his demands for Ukraine’s surrender behind false calls for peace. The West
has repeatedly failed to call out and counter the real Russian demands since 2014. Minsk II reinforced
Western delusions that Putin might simply settle if he received some land or if the West metered support
to Ukraine or tried harder to negotiate with Putin. The deal also gave an excuse to those who understood
the Kremlin’s goals but sought to restore ties with Russia anyway.
Vladislav Surkov, Putin’s
close adviser in 2014, said in 2024 that Minsk II “legitimized the first partition of Ukraine.” Surkov’s
words confirm Russia’s goal to destroy Ukraine as a state and to use the Minsk deal to do so. He added
that “peace is nothing more than the continuation of war by other means.”
Another weak deal
today would validate Putin’s 2022 full-scale invasion and give Putin hope to gain more over time. Hope
for Putin means more war. More war means a larger war: An absolved Russia that bears little or no cost
for its invasion will want more and will rebuild its capability to do more. A larger war would mean a
higher cost for the United States, risk to American lives, and risk of a catastrophic escalation.
The Trump Administration has a historic opportunity to break Russia’s cycle of overt war and war
through “peace” in Ukraine. To do so, the United States must learn the lessons from the Minsk deal:
• Russia will seek to transfer the responsibility and cost for its war onto someone else’s
balance sheet.
• Putin’s demands are stand-ins for his goals – controlling Ukraine and making
the United States bend to Putin’s demands to create a world order that favors Russia.
• Putin
will fight as long as he believes he can outlast the West and Ukraine. Ending the war requires stripping
Putin of hope that he can destroy Ukraine as a state in his lifetime — militarily or through a “peace
deal.”
Ukrainian President Volodymyr Zelensky and US Vice President JD Vance met on the sidelines of the Munich
Security Conference on February 14. Vance stated during a press conference following the meeting that the
United States remains committed to ending the war and achieving a "durable, lasting peace" in Ukraine and
not the "kind of peace that's going to have Eastern Europe in conflict just a couple years down the
road." Vance noted the importance of dialogue between the United States, Russia, and Ukraine, and
declined to speculate on possible conditions of a future peace agreement in order to "preserve the
optionality" for the delegations. Vance and Zelensky both noted that the conversation was productive and
Zelensky thanked the United States for continued military support. Zelensky stated that the United States
and Ukraine are preparing a plan to stop Russian President Vladimir Putin's aggression and finish the war
in a just and lasting peace that provides tangible security guarantees for Ukraine. US President Donald
Trump told reporters on February 14 that Ukraine would have a seat at the table during future peace
negotiations with Russia to end the war.
Ukrainian Presidential Office Head Andriy Yermak met
with US Presidential Envoy for Russia and Ukraine Keith Kellogg in Munich and discussed ongoing efforts
to achieve a lasting peace in Ukraine. Zelensky also met with a bipartisan delegation of US senators to
discuss ongoing US military support for Ukraine, economic cooperation, and the future joint development
of critical minerals and rare earth materials in Ukraine. German Defense Minister Boris Pistorius,
British Deputy Defense Minister Luke Polland, Polish Prime Minister Donald Tusk, and other European
officials reiterated Europe's support for Ukrainian sovereignty and territorial integrity amid ongoing
discussions about future peace negotiations with Russia.
Key Takeaways:
• Ukrainian
President Volodymyr Zelensky and US Vice President JD Vance met on the sidelines of the Munich Security
Conference on February 14.
• The Kremlin reportedly ordered Russian government-linked media to
reduce reporting about US President Donald Trump and portray Russian President Vladimir Putin as a strong
and decisive leader after the February 12 Trump-Putin phone call.
• Russian officials and
information space actors have notably not amplified the Russian information operation aimed at portraying
Ukrainian President Volodymyr Zelensky as the illegitimate leader of Ukraine since the February 12
Trump-Putin call.
• A Russian Shahed drone struck the protective structure of the Chornobyl
Nuclear Power Plant (NPP) on February 14.
• Ukrainian President Volodymyr Zelensky warned that
Russia may be preparing to launch intensified offensive operations into northern Ukraine or attack NATO's
eastern flank in 2026.
• Ukrainian forces recently advanced in Kursk Oblast and near
Kurakhove, and Russian forces recently advanced in Kursk Oblast and near Vovchansk, Lyman, Kurakhove, and
Pokrovsk.
• Russia is reportedly intensifying efforts to coerce Russian mobilized and
conscripted personnel into signing contracts with the Russian Ministry of Defense (MoD).
Ukrainian President Volodymyr Zelensky warned that Russian President Vladimir Putin is attempting to
create conditions to frame Putin as the victor over US President Donald Trump in negotiations. Zelensky
stated during his address at the Munich Security Conference on February 15 that Putin intends to cut
Ukraine out of negotiations about the resolution of the war in Ukraine and conduct direct bilateral
negotiations with the United States. ISW has previously noted that Putin has recently attempted to
present himself as equal to Trump and to present Russia as a global power comparable to the United States
and as an heir to the Soviet Union's "superpower" status. Zelensky stated that Putin wants to embarrass
Trump and have Trump attend the Russian Victory Day Parade — which highlights Russia's role in defeating
Nazi Germany during the Second World War — on May 9 as a "prop." Zelensky's warning aligns with a report
from Russian opposition news outlet Meduza that the Kremlin instructed Russian state media to reduce
reporting about Trump and instead portray Putin as a strong and decisive leader, as well as to frame the
February 12 Putin-Trump phone call as a victory for Putin. Zelensky also stated that Trump has not
discussed the prospect of having other European states participate in negotiations and that Ukraine and
the rest of Europe need to present a united front to Putin and Europe needs to participate in decisions
about its own future. The Kremlin has routinely attempted to portray the US as the only other relevant
actor in Ukraine besides Russia to deny Ukraine's agency in future negotiations and set conditions to
convince the US to ignore Ukraine's interests, all likely to demand significant concessions in Russia's
favor. Zelensky also reiterated his warning that Russia will field 15 new divisions and use military
exercises in Belarus to threaten NATO.
Ukrainian and US officials continue to provide details
on upcoming peace negotiations to end the war. Zelensky told Newsmax on February 15 that Russian forces
at "minimum" need to withdraw to the pre-full scale invasion frontline and reiterated his commitment to
ending the war in 2025. US Special Representative for Russia and Ukraine Keith Kellogg stated that the US
aims to engage "all parties in a peace process" within 180 days (by roughly August 2025) and noted that
other European states would not "be at the table" in peace negotiations but that the US will consider
their points of view.
Key Takeaways:
• Ukrainian President Volodymyr Zelensky
warned that Russian President Vladimir Putin is attempting to create conditions to frame Putin as the
victor over US President Donald Trump in negotiations.
• Ukraine's US and European partners
continue to work to jointly develop Ukraine's defense industrial base (DIB).
• Kremlin-controlled state media used an interview with Kremlin-affiliated former Ukrainian Verkhovna
Rada Deputy Viktor Medvedchuk to reiterate the Kremlin's false narrative about Ukrainian President
Volodymyr Zelensky's illegitimacy and Russia's longstanding goal of destroying the Ukrainian state.
• Russian advances south and southwest of Pokrovsk have slowed over the last two weeks amid
indications that the Russian military command may prioritize offensive operations against Kostyantynivka
— the southernmost point of Ukraine's fortress belt in Donetsk Oblast — in Spring and Summer 2025.
• Russian advances may be slowing south of Pokrovsk due to degradation among frontline Russian
units and intensified Ukrainian drone operations in the area.
• The Russian military command
may also intend to prioritize assaults on Kostyantynivka in 2025 and are thus reportedly not reinforcing
the Russian force grouping south of Pokrovsk.
• Russian cargo vessels have continued to
evacuate military assets from the port of Tartus as Russia negotiates its presence in Syria with the
interim government.
• Ukrainian forces recently advanced near Pokrovsk, and Russian forces
recently advanced near Toretsk and Velyka Novosilka and in Kursk Oblast.
• Russian occupation
authorities continue to create regional analogues to the federal "Time of Heroes" program, which aims to
place veterans of the war in Ukraine in government positions as part of Kremlin efforts to integrate
occupied Ukraine into Russia and militarize society and government.
US Secretary of State Marco Rubio and Russian Foreign Minister Sergei Lavrov held a telephone call on
February 16 to "open a channel of communication" for future talks about the war in Ukraine. US State
Department Spokesperson Tammy Bruce stated that Rubio spoke with Lavrov as a follow up to US President
Donald Trump's recent call with Russian President Vladimir Putin and that Rubio reaffirmed Trump's
commitment to ending the war in Ukraine. The Russian Ministry of Foreign Affairs (MFA) claimed that Rubio
and Lavrov agreed to maintain a channel of communication to resolve issues in the US-Russian
relationship; to remove barriers to trade, economic, and investment cooperation; to work together on
ending the war in Ukraine and solving issues in the Middle East; and to organize future meetings to
improve the work of foreign missions in the United States and Russia. The Russian MFA claimed that Rubio
and Lavrov agreed to work to restore "mutually respectful" interstate dialogue and to hold regular
contacts, including a Russian-American summit in the future. Rubio stated on CBS on February 16 that his
phone call with Lavrov was meant to establish communications for future efforts aimed at reaching a peace
agreement in Ukraine. Rubio noted that he discussed issues surrounding the operation of American and
Russian embassies because it will be difficult to communicate with Russia if the embassies are not
functioning.
US, Russian, and Ukrainian delegations are reportedly gathering in Saudi Arabia
ahead of bilateral US-Russia and US-Ukraine negotiations in the coming weeks. US Special Presidential
Envoy for the Middle East Steve Witkoff stated on February 16 that he, National Security Advisor Mike
Waltz, and other unnamed US officials will travel to Saudi Arabia for bilateral negotiations with Russia.
US Secretary of State Marco Rubio told CBS that he will also travel to Saudi Arabia this week and will
take advantage of "any opportunity" to further US President Donald Trump's goal of ending the war in
Ukraine. It remains unclear who will represent Russia during the meeting, although a Russian insider
source claimed on February 16 that Russian Foreign Minister Sergei Lavrov will arrive in Saudi Arabia in
February 18. Ukrainian Economic Minister Yulia Svyrydenko stated that a Ukrainian delegation has also
arrived in Saudi Arabia on a working visit. It is unclear if US and Ukrainian officials will meet in
Saudi Arabia, as US Special Presidential Envoy for Russia and Ukraine Keith Kellogg will arrive in
Ukraine in the coming days to meet with Ukrainian President Volodymyr Zelensky.
US officials
continue to outline their expectations for the peace negotiations. Witkoff noted that his initial meeting
with Russian officials is about "trust building" and expressed hope that he will make progress during
these initial meetings. Kellogg stated during the Munich Security Conference on February 15 that Russia
must make territorial concessions during the negotiations and that Russia could also promise to not use
force against Ukraine in the future or commit to "downsizing" the Russian military. Rubio stated during
his interview with CBS that European officials must be involved in the peace negotiations in some
capacity, but did not provide additional details. The People's Republic of China (PRC) and Brazil also
released a statement on February 16 calling for major world powers to work together to promote peace in
Ukraine.
Key Takeaways:
• US Secretary of State Marco Rubio and Russian Foreign
Minister Sergei Lavrov held a telephone call on February 16 to "open a channel of communication" for
future talks about the war in Ukraine.
• US, Russian, and Ukrainian delegations are reportedly
gathering in Saudi Arabia ahead of bilateral US-Russia and US-Ukraine negotiations in the coming
weeks.
• Ukraine's European partners reiterated their support for Ukraine's war effort and
domestic defense industry at the Munich Security Conference.
• The Kremlin officially
reiterated its claim that Ukraine has no sovereignty, setting conditions for Moscow to claim that Ukraine
has no standing to negotiate with Russia or that any agreements reached with Ukraine in the future are
invalid.
• Medvedchuk's interview and Peskov's February 16 statements continue to cast doubt
on Moscow's willingness to negotiate in good faith about a settlement of the war and set informational
conditions for Russia to violate any agreement reached on the grounds that the Ukrainian government had
no legal right to conclude it.
• The Kremlin extended an open invitation to US President
Donald Trump to attend the May 9 Victory Day parade in Moscow as part of efforts to posture Russia's
strength and global power status.
• Western reporting suggests that the United States intends
to ease sanctions on Belarus. Russia uses Belarus as a staging ground for its military against Ukraine
and NATO and as a critical tool in its sanctions evasion schemes.
• The Russian military
command reportedly redeployed additional elements of the Southern Military District's (SMD) 8th Combined
Arms Army (CAA) to the Toretsk and eastern Pokrovsk directions, further indicating that the Russian
military command intends to prioritize putting pressure on Kostyantynivka – the southernmost point of
Ukraine's "fortress belt" – in 2025.
• The Russian military appears to be committing to a
multi-year-long effort to seize Ukraine's "fortress belt" in Donetsk Oblast, further underscoring
Russia's Putin's apparent disinterest in a lasting and enduring peace in Ukraine.
• Ukrainian
forces recently advanced near Toretsk, and Russian forces recently advanced in Kursk Oblast and near
Kupyansk, Siversk, and Kurakhove.
The Kremlin reiterated its demands that Ukraine cede additional territory in eastern and southern Ukraine
to Russia and disband the Ukrainian military in the future while continuing to message that the Kremlin
is unwilling to make territorial concessions itself in any future peace negotiations. Russian Permanent
Representative to the United Nations (UN) Vasily Nebenzya stated during a UN Security Council meeting on
February 17 that Ukraine has "irrevocably lost" Crimea, the "Donetsk and Luhansk people's republics"
(referring to occupied Donetsk and Luhansk oblasts), and Zaporizhia and Kherson oblasts. Nebenzya
insinuated that peace negotiations should "correct" the situation in these oblasts and that Ukraine
should cede the remaining parts of the four oblasts that Ukraine currently controls. Nebenzya is calling
for Ukraine to cede the roughly 30 percent of the total area in Donetsk, Zaporizhia, and Kherson oblasts
that Russia does not currently occupy. (Russian forces currently occupy roughly 99 percent of Luhansk
Oblast.) Nebenzya also demanded that Ukraine become a "demilitarized" neutral state in the future and
that Ukraine not join any alliances or security blocs. Russian Foreign Minister Sergei Lavrov dismissed
on February 17 the possibility of Russia making territorial concessions during future negotiations.
Russian President Vladimir Putin claimed in June 2024 that Ukraine should withdraw its forces from and
cede any unoccupied territory in Luhansk, Donetsk, Zaporizhia, and Kherson oblasts to Russia, and
Nebenzya appears to be resurrecting this demand ahead of bilateral US-Russia negotiations. US Special
Presidential Envoy for Russia and Ukraine Keith Kellogg stated during the Munich Security Conference on
February 15 that Russia must make territorial concessions during negotiations, and US Secretary of State
Marco Rubio noted on February 16 that US President Donald Trump wants to see the war end in a way that
"protects Ukraine's sovereignty."
Lavrov and Nebenzya also categorically rejected European
involvement in future peace negotiations and accused European countries of being aggressive toward
Russia. Nebenzya claimed that European Union (EU) countries and the United Kingdom (UK) are "incapable"
of reaching any agreement with Russia and cannot be party to any future agreements about the war in
Ukraine. Nebenzya accused European countries of being "blinded" by Russophobia and unrealistic about
peace negotiations. Lavrov questioned why European countries should participate in negotiations and
insinuated that European leaders only want to prolong the war in Ukraine in order to defeat Russia and
prepare for a future war between Russia and Europe. Russian authorities have previously focused their
information operations against NATO, accusing the alliance of conspiring and preparing for a future war
with Russia. Russian accusations that European countries and the EU more broadly (implicitly as distinct
from the US) are acting aggressively towards Russia is a notable informational inflection and likely
indicates a new Kremlin effort to drive a wedge between the US and Europe taking advantage of tensions
evident at the recent Munich Security Conference.
The Kremlin also appears to be resurrecting
Putin's previous demands and information operations aimed at delegitimizing Ukraine and its government in
the eyes of the West — notably ahead of the February 18 Russia-US bilateral meeting in Saudi Arabia.
Nebenzya reiterated Putin's demand that Ukraine must conduct elections before the implementation of any
peace agreements, continuing the Kremlin's efforts to falsely portray the current Ukrainian government as
illegitimate. Kremlin Spokesperson Dmitry Peskov and Kremlin-affiliated former Ukrainian Verkhovna Rada
Deputy Viktor Medvedchuk have also recently repeated the Kremlin's false claims that Ukrainian President
Volodymyr Zelensky is "illegitimate" and implicitly that Russia thus is not obligated to honor agreements
concluded with the current Ukrainian government. The Kremlin's apparent unwillingness to make territorial
concessions, commit to honoring any future peace agreement with Ukraine, or involve any European leaders
in these negotiations calls into question Putin's supposed willingness to engage in good faith
negotiations that could bring about long-term peace in Ukraine and Europe more broadly.
Key
Takeaways:
• The Kremlin reiterated its demands that Ukraine cede additional territory in
eastern and southern Ukraine to Russia and disband the Ukrainian military in the future while continuing
to message that the Kremlin is unwilling to make territorial concessions itself in any future peace
negotiations.
• Lavrov and Nebenzya also categorically rejected European involvement in future
peace negotiations and accused European countries of being aggressive toward Russia.
• The
Kremlin also appears to be resurrecting Putin's previous demands and information operations aimed at
delegitimizing Ukraine and its government in the eyes of the West – notably ahead of the February 18
Russia-US bilateral meeting in Saudi Arabia.
• The Russian delegation participating in
Russian-American talks in Riyadh, Saudi Arabia on February 18 does not include one of the members of
Russian President Vladimir Putin's innermost circle who had been reported as a likely negotiator.
• Ukrainian forces continue to conduct drone strikes against Russian energy facilities supplying
the Russian military.
• Russian commanders continue to give orders for Russian forces to
execute Ukrainian prisoners of war (POWs) on the frontline.
• Unspecified sources told
Bloomberg that Russia appears to be nearing a deal with the Syrian interim government to maintain a
“reduced” military presence in Syria.
• Russian forces advanced near Toretsk, Pokrovsk,
Kurakhove, and Velyka Novosilka.
• Russian occupation authorities continue to violate the
Geneva Convention by conscripting civilians in occupied Ukraine to serve in the Russian military.
> >• The Kremlin reiterated its demands that Ukraine cede >additional territory
in eastern and southern Ukraine to Russia >and disband the Ukrainian military in the future
while >continuing to message that the Kremlin is unwilling to make >territorial
concessions itself in any future peace >negotiations. > >• Lavrov and Nebenzya
also categorically rejected European >involvement in future peace negotiations and accused
European >countries of being aggressive toward Russia. > >• The Kremlin also
appears to be resurrecting Putin's previous >demands and information operations aimed at
delegitimizing >Ukraine and its government in the eyes of the West – notably >ahead of
the February 18 Russia-US bilateral meeting in Saudi >Arabia. >
Kleiner Teaser
für alle die glauben, dass die Nummer eh gleich durch ist.
Russian and American officials met in Saudi Arabia for bilateral talks about the war in Ukraine on
February 18, but Russia continues to display no indications that it is prepared to make any meaningful
concessions on Ukraine as assessed by Western intelligence and US officials in line with ISW's
longstanding assessment. NBC reported on February 18 that four Western intelligence officials and two US
congressional officials stated that intelligence from the United States and unspecified close American
allies shows that Russian President Vladimir Putin still wants to control all of Ukraine and that his
goals "remain maximalist." One congressional official stated that there is "zero" intelligence showing
that Putin is interested in a "real peace deal right now." Intelligence officials stated that Putin has
no plans to withdraw troops from Ukraine or to pull any personnel or equipment from western Russia. The
six officials stated that Putin may agree to a ceasefire and peace deal in order to give the Russian
military time to rest and reconstitute, and there is an idea among Western officials that Putin may "go
through the motions" of negotiations in order to see what concessions he can get and to reintegrate
Russia back into the global community. The two congressional officials and a former senior US
administration official noted that Putin's "broad ambitions" have remained unchanged from the end of the
Biden administration into the new Trump administration.
Western intelligence assessments
suggest that Putin has not changed his theory of victory in Ukraine and still believes that Russia's
military superiority is such that Russia can outlast the West and Ukraine on the battlefield. The six
official sources told NBC that Putin still thinks that he can "wait out" Ukraine and Europe to eventually
control all of Ukraine. A Western intelligence official noted that Putin "thinks he is winning" and does
not feel pressure to stop hostilities due to Russian battlefield losses. Putin claimed in June 2024 that
Russian forces aim to "squeeze" Ukrainian forces out "of those territories that should be under Russian
control" and that Russia did not need to conduct another partial involuntary reserve call up similar to
that in September 2022 because Russia is not trying to achieve its military objectives in Ukraine
rapidly. Putin's theory of victory assumes that the Russian military can sustain slow, creeping advances
on the battlefield longer than Ukrainian forces can defend and longer than the West is willing to support
Ukraine.
Many recent Russian statements show that Putin remains uninterested in engaging in
good faith negotiations and retains his objective of destroying the Ukrainian state while the Kremlin has
offered no public indication that it would materially compromise. Kremlin officials have repeatedly
denied Ukraine's sovereignty over its internationally recognized 1991 borders and the legitimacy of the
Ukrainian government. Kremlin Spokesperson Dmitry Peskov most recently claimed on February 16. Kremlin
officials, including Putin, have promoted false narratives that Ukrainian President Volodymyr Zelensky is
"illegitimate" as part of efforts to claim that Zelensky does not have the authority to negotiate with
Russia or that Russia does not have to honor any agreements that Zelensky may sign in the future. Putin
and other Russian officials have also demanded that Ukraine cede additional territory in eastern and
southern Ukraine to Russia, while denying that Russia will make any territorial concessions of its
own.
Russia attempted to posture itself as on equal terms with the United States during the
February 18 Russian-American talks in Saudi Arabia, focusing its official public rhetoric about the
meeting on US-Russian relations and not the war in Ukraine. The Russian Ministry of Foreign Affairs (MFA)
published a boilerplate readout of the meeting, during which Russian Foreign Minister Sergei Lavrov and
Presidential Aide Yuriy Ushakov met with US Secretary of State Marco Rubio, National Security Adviser
Michael Waltz, and Special Envoy to the Middle East Steve Witkoff. Russian officials, including Peskov,
Lavrov, and Ushakov, broadly stated that the talks went well, claiming that the discussions were the
start of a long process and that Russia and the United States will continue dialogue on these issues.
Lavrov claimed that the meeting was "useful" and that Russia and the United States began to "hear each
other" and share a "determination to move forward." The Russian MFA's readout emphasized the
Russian-American bilateral aspects of the talks, including normalizing bilateral relations, establishing
a dialogue for future economic and energy cooperation, and resuming communications on international
issues. The Russian MFA's readout also emphasized that Russia and the United States have a "special
responsibility" as nuclear powers and members of the UN Security Council to resume communicating on
international issues. ISW continues to note that Putin is trying to present himself as equal to US
President Donald Trump and to present Russia as a global power comparable to the United States and as the
heir to the Soviet Union's "superpower" status. The Russian MFA readout only briefly mentioned Ukraine,
claiming that the delegations "exchanged views" on the situation "around Ukraine" and mutually committed
to resolving the war.
Key Takeaways:
• Russian and American officials met in Saudi
Arabia for bilateral talks about the war in Ukraine on February 18, but Russia continues to display no
indications that it is prepared to make any meaningful concessions on Ukraine as assessed by Western
intelligence and US officials in line with ISW's longstanding assessment.
• Many recent
Russian statements show that the Kremlin remains uninterested in engaging in good faith negotiations and
retains his objective of destroying the Ukrainian state while the Kremlin has offered no public
indication that it would materially compromise.
• Russia attempted to posture itself as on
equal terms with the United States during the February 18 Russian-American talks in Saudi Arabia,
focusing its official public rhetoric about the meeting on US-Russian relations and not the war in
Ukraine.
• Russian officials at the bilateral meeting continued to signal the Kremlin's
unwillingness to negotiate on the war in Ukraine and determination to achieve its maximalist objectives
in Ukraine.
• Zelensky, in contrast to Kremlin officials, continues to demonstrate Ukraine's
willingness to compromise to bring about an enduring end to the war.
• Russian officials in
Saudi Arabia began what will likely be an ongoing effort to push the United States into accepting Russian
offers of economic and investment measures in lieu of any actual Russian concessions on Ukraine.
• Dmitriev attempted to frame Russian-offered economic incentives as more beneficial for the US than
for Russia, but in reality Russia needs economic relief as soon as possible to stave off looming crises
in 2025 and 2026.
• US officials continue to meet with European leaders about support for
Ukraine.
• Russian forces recently advanced near Borova, Toretsk, and Velyka Novosilka.
• A Russian milblogger and former Storm-Z instructor continued to complain that the Russian
military command's lack of response to systemic issues is limiting Russian advances near Pokrovsk.
• Russian opposition outlet SOTA reported on February 18 that Republic of Mordovia Head Artyom
Zdunov announced that regional authorities are raising one-time payments for recruits who sign a contract
with the Russian Ministry of Defense (MoD) from 400,000 rubles ($4,369) to 1.1 million rubles
($12,015).
• Russian forces continue to deploy wounded and medically unfit soldiers to the
frontline in an effort to address personnel shortages.
Russian President Vladimir Putin is reportedly trying to optimize the Russian negotiations delegation to
be most effective with the specific individuals whom the United States chooses for its negotiation
delegation, likely in an effort to extract maximum concessions from the United States. Kremlin
Spokesperson Dmitry Peskov stated on February 19 that Putin will appoint a negotiator for talks with the
United States after the United States appoints its own negotiator. Russian opposition outlet Meduza
reported on February 19, citing a source close to the Kremlin, that the United States was the first to
select its delegation for the February 18 bilateral talks in Saudi Arabia, after which Russia attempted
to "select relevant" counterparts for each of the selected US officials. The source claimed that Russian
Direct Investment Fund (RDIF) CEO Kirill Dmitriev's appointment to the delegation appeared largely as a
response to US demands that Russia appoint someone that would "understand" the United States. Another
source close to the Kremlin told Meduza that Putin may appoint his aide Vladimir Medinsky to the Russian
negotiations delegation if Ukrainian representatives join future negotiations because Medinsky took part
in the Spring 2022 Russian-Ukrainian negotiations in Istanbul. The source claimed that the Kremlin does
not need to include Medinsky in the Russian delegation so long as negotiations remain bilateral between
the United States and Russia. The Moscow Times reported on February 19, citing a diplomatic source
familiar with the February 18 US-Russia meeting, that the Kremlin seeks to restore access to roughly $6
billion worth of frozen Russian Central Bank reserves in the US. The source claimed that the Russian
negotiations delegation in Saudi Arabia pushed for the United States to agree that both countries fully
resume the operations of their diplomatic missions in the other country and to return Russian diplomatic
property in the United States, which US authorities had previously seized on charges of being used for
intelligence purposes. US Secretary of State Marco Rubio stated on February 18 that the United States and
Russia had agreed to restore "the functionality of respective missions in Washington and Moscow."
The Kremlin appears to be attempting to push the United States to accept economic and diplomatic terms
that are unrelated to the war in Ukraine, possibly in return for Ukrainian and Western concessions that
are related to the war. US acceptance of these economic and diplomatic terms — without demanding any
Russian concessions on Ukraine in return — would give away leverage that the United States will need to
achieve US President Donald Trump's stated objective of achieving a lasting and enduring peace that
benefits the United States and Ukraine.
US Secretary of State Marco Rubio and National
Security Adviser Michael Waltz reiterated on February 18 that US President Donald Trump's position that
the war in Ukraine must end in a way that is "fair, enduring, sustainable, and acceptable to all parties
involved" remains unchanged. Rubio, Waltz, and Special Envoy to the Middle East Steve Witkoff gave an
interview to CNN and the Associated Press (AP) on February 18 following bilateral talks with Russian
Foreign Minister Sergei Lavrov and Presidential Aide Yuriy Ushakov in Saudi Arabia. Waltz stated that any
future end to the war needs to be "permanent," not "temporary as we have seen in the past." Waltz stated
that there is going to have to be "some discussion of territory...and security guarantees" and that
future talks will discuss Russia's ability to retain any Ukrainian territory that Russia has illegally
annexed since February 2022. Rubio answered a question about possible concessions from Russia, stating
that these "kinds of things" will happen through "difficult diplomacy in closed rooms." Rubio later noted
that there will have to be concessions "made by all sides" in order to bring about an end to the war.
Rubio emphasized that a war can only end when "everyone involved" in the war — which Rubio explicitly
defined as including Ukraine, Russia, and US partners in Europe — is "okay with" and accepts the end
agreement. Rubio answered a question about his assessment of Russia's desire to achieve peace following
the talks in Saudi Arabia, stating that Russia appears willing to "begin to engage in a serious process
to determine" the mechanism to end the war, but that an outcome will ultimately depend on the willingness
of every side in the war to "agree to certain things."
Ukrainian President Volodymyr Zelensky
reiterated on February 19 that Ukraine needs either NATO membership or a strong military and security
guarantees for a sustainable peace. Zelensky emphasized that security guarantees do not necessarily mean
deploying peacekeeping forces to Ukraine. Zelensky stated that it would be sufficient if the United
States provided Ukraine with 20 Patriot air defense systems and the license to domestically produce
Patriot missiles. Zelensky has repeatedly emphasized Ukraine's need for additional Patriot systems and
missiles to defend against Russian missile strikes, particularly those with ballistic missiles targeting
Ukrainian energy infrastructure, and his February 19 statements are consistent with previous statements
that Ukraine needs a strong military of its own to deter and defend against future Russian aggression.
Key Takeaways:
• Russian President Vladimir Putin is reportedly trying to
optimize the Russian negotiations delegation to be most effective with the specific individuals whom the
United States chooses for its negotiation delegation, likely in an effort to extract maximum concessions
from the United States.
• US Secretary of State Marco Rubio and National Security Adviser
Michael Waltz reiterated on February 18 that US President Donald Trump's position that the war in Ukraine
must end in a way that is "fair, enduring, sustainable, and acceptable to all parties involved" remains
unchanged.
• Ukrainian President Volodymyr Zelensky reiterated on February 19 that Ukraine
needs either NATO membership or a strong military and security guarantees for a sustainable peace.
• US Special Representative for Russia and Ukraine Keith Kellogg arrived in Kyiv on February 19
for his first official visit to Ukraine.
• Ukrainian forces continue to conduct drone strikes
against Russian energy facilities supplying the Russian military.
• Ukrainian forces recently
advanced near Vovchansk and Toretsk, and Russian forces recently advanced near Borova, Siversk, Pokrovsk,
Kurakhove, and Velyka Novosilka.
• Russian federal subjects are reportedly halting their
recruitment of foreigners who do not speak Russian for service in the Russian military.
The Financial Times (FT) published an investigation on February 20 supporting ISW's long-held assessment
that Russian military commanders are either complicit in or directly enabling subordinates to execute
Ukrainian prisoners of war (POWs) in clear violation of international law. The FT investigation provided
additional details and analysis following a significant increase in the number of credible reports of
Russian forces executing Ukrainian POWs in 2024 compared to the first two years of the war. FT and
experts from the Center for Information Resilience analyzed footage of the executions and used the
soldiers' uniforms to confirm that Russian forces were conducting the executions. FT conducted an
investigation into footage of a Russian soldier shooting six unarmed Ukrainian POWs and identified the
possible perpetrator as a soldier in a "Storm" penal detachment of the 30th Motorized Rifle Brigade (2nd
Combined Arms Army , Central Military District ), but noted that the situation warrants further
investigation to confirm this soldier's involvement. FT reported that the 30th Motorized Rifle Brigade
has been fighting near Pokrovsk since Fall 2024, which is consistent with ISW's observations. FT noted
that Ukrainian frontline units are often the primary source of execution reports and drone footage of
executions. FT noted, however, that tracking these executions is challenging because the Ukrainian units
do not always relay reports of Ukrainian POW executions to their commanders. FT noted that Ukrainian
prosecutors sometimes find out about the executions based on footage published online. FT interviewed the
cofounders of a project reportedly affiliated with Ukrainian military intelligence who stated that many
Ukrainian units do not publish information about executions "because it has become routine" and that
there are likely hundreds of instances of POW executions beyond the "dozens" recorded so far.
FT's investigation suggests that more senior Russian commanders may also be complicit in issuing orders
to execute Ukrainian POWs. Ukrainian officials opened investigations into 43 executions with 109 victims
in 2024, and FT analyzed footage of 30 of these instances with 133 victims. The FT investigation found
that Russian forces across the frontline — particularly in eastern Ukraine and Zaporizhia Oblast - are
executing Ukrainian POWs, not just a few isolated "rogue units." Global Rights Compliance
President Wayne Jordash, who is assisting Ukrainian investigations into POW executions, told the FT that
Russia is pursuing a "strategy of criminality" in Ukraine, including by torturing, sexually assaulting,
and otherwise abusing residents in occupied Ukraine, and that the POW executions are also part of this
criminality campaign. Jordash stated that Russian executions of Ukrainian POWs function to degrade
Ukraine's military and security apparatus, leaving Ukraine more vulnerable to aggression.
Jordash noted that international law states that individuals who fail to prevent war crimes are also
culpable for said war crimes and that government officials calling for POW executions are violating
international law. Jordash mentioned specific instances of senior Russian leaders, including Security
Council Deputy Chairperson Dmitry Medvedev and Chechen Republic Head Ramzan Kadyrov, explicitly calling
for Russian forces to execute Ukrainian POWs. Jordash highlighted that Russian President Vladimir Putin
praised the Russian 155th Naval Infantry Brigade (Pacific Fleet) for its actions in combat, which is
notable because the 155th Naval Infantry Brigade is has been linked to the beheading of Ukrainian POWs
and execution of Ukrainian drone operators in October 2024. Forbes attributed beheadings of Ukrainian
POWs in August 2024 and summary executions in October 2024 in Kursk Oblast to the 155th Naval Infantry
Brigade. Putin awarded the 30th Motorized Rifle Brigade the "Guards" honorific title in July 2024. FT
reported that Putin held highly publicized meetings with two unspecified participants of the Kremlin's
"Time of Heroes" veterans program who reportedly executed POWs near Robotyne, Zaporizhia Oblast in May
2024. The Wall Street Journal (WSJ) recently reported that there is a culture of torture and abuse of
Ukrainian POWs detained in Russian penal colonies, and taken together these reports suggest that Russian
decisionmakers in higher echelons of the chain of command may be implicitly encouraging, explicitly
ordering, or failing to stop Russian executions and other abuses of Ukrainian POWs in a system that seems
to incentivize such abuses.
Key Takeaways:
• The Financial Times (FT)
published an investigation on February 20 supporting ISW's long-held assessment that Russian military
commanders are either complicit in or directly enabling subordinates to execute Ukrainian prisoners of
war (POWs) in clear violation of international law.
• FT's investigation suggests that more
senior Russian commanders may also be complicit in issuing orders to execute Ukrainian POWs.
• Senior Ukrainian intelligence officials reported that North Korean forces are conducting joint
operations with Russian forces in Kursk Oblast and are gaining new combat capabilities.
• US
Special Representative for Russia and Ukraine Keith Kellogg met with Ukrainian President Volodymyr
Zelensky in Kyiv on February 20.
• The Kremlin is likely attempting to portray the People's
Republic of China (PRC) as more aligned with its stance on the war in Ukraine than the PRC is willing to
publicly message.
• Ukrainian forces recently advanced near Pokrovsk, and Russian forces
recently advanced near Pokrovsk and Velyka Novosilka.
• Russia is reportedly increasing its
production of glide bombs and modernizing its cruise missiles.
Russian state media and Kremlin officials appear to be leveraging select statements from US officials
alongside long-standing Russian narratives to create tension between the United States and Ukraine and
undermine faith in America's commitment to Ukraine. Ukraine's Main Military Intelligence Directorate
(GUR) reported on February 21 that the Kremlin has ordered Russian state media personalities and other
prominent voices in the Russian information space to intensify narratives aimed at creating discord in
Ukrainian society and discrediting Ukraine among Western allies. The GUR stated that Russian actors
intend to amplify narratives falsely alleging that the West has "betrayed" Ukraine, the United States is
not concerned about Europe's and Ukraine's opinions, the Ukrainian government is illegitimate, the
Ukrainian military is losing on the frontline, and "corrupt people" are stealing billions of dollars of
US aid from Ukraine. The GUR reported that the Kremlin is also preparing to declare "victory" over
Ukraine and possibly over NATO on the third anniversary of the full-scale invasion – February 24,
2025.
ISW has recently observed Kremlin officials and prominent voices in the Russian
information space amplifying these narratives and other select statements from US officials aimed at
sowing discord between Ukraine and its allies. ISW continues to assess that Russian President Vladimir
Putin's theory of victory is built on the assumption that Russia can outlast Western support for Ukraine
and that Putin is thus attempting to bring about the cessation of Western and particularly US support for
Ukraine. Ukraine's Security Service (SBU) reported that Russian actors also intend to incite protests in
Ukraine via social media posts on February 24, 2025, and will offer to pay protestors if they attend
rallies in Ukraine. The SBU asked Ukrainian citizens to be cautious of Russian efforts to manipulate
Ukraine's information space ahead of the third anniversary of the war.
US officials continue
to reiterate their support for Ukraine and a lasting and just resolution of the war. US Secretary of
State Marco Rubio stated on February 20 that the United States used the recent bilateral meeting with
Russian officials in Saudi Arabia to gauge Russia's interest in good faith peace negotiations and to open
a communication channel between the two countries. Rubio emphasized on February 18 that a war can only
end when "everyone involved" in the war — which Rubio explicitly defined as including Ukraine, Russia,
and US partners in Europe — is "okay with" and accepts the end agreement. Rubio reiterated on February 16
that Trump wants to see the war end in a way that "protects Ukraine's sovereignty," and US Special
Presidential Envoy for Russia and Ukraine Keith Kellogg stated on February 15 that Russia must make
territorial concessions during negotiations.
Key Takeaways:
• Russian state media
and Kremlin officials appear to be leveraging select statements from US officials alongside long-standing
Russian narratives to create tension between the United States and Ukraine and undermine faith in
America's commitment to Ukraine.
• US officials continue to reiterate their support for
Ukraine and a lasting and just resolution of the war.
• Russian forces recently eliminated the
Ukrainian pocket west of Kurakhove amid continued reports that the Russian military is redeploying
elements of the Russian Southern Military District's (SMD) 8th Combined Arms Army (CAA) from the
Kurakhove direction to the Toretsk direction.
• Russian forces are attempting to leverage the
seizure of Velyka Novosilka to advance further north of the settlement toward the Donetsk-Dnipropetrovsk
Oblast administrative border.
• Ukrainian officials continue to highlight the growth of
Ukraine's defense industrial base (DIB) through significant expansion in the domestic production of key
military equipment.
• Russian President Vladimir Putin promoted Russian Black Sea Fleet (BSF)
Commander Sergei Pinchuk to the rank of Admiral and Eastern Group of Forces Commander Andrei Ivanayev to
the rank of Colonel General on February 21.
• Russian forces recently advanced near Kurakhove
and Velyka Novosilka and in Kursk Oblast.
• The Russian Ministry of Defense (MoD) is
reportedly falsely designating former penal recruits as having abandoned their units without
authorization (SOCH) to avoid paying them amid continued indicators that Russian authorities are
concerned about the war's strain on the Russian economy.
• Zelensky does not imminently risk losing all of
Ukraine. • Most Ukrainian cities have not been destroyed. • Ukrainian law prohibits holding
elections in wartime (unlike the US Constitution, which requires it). • Ukraine has not
suffered millions of losses. • Europe provides about as much direct aid to Ukraine as the United
States. • European loans to Ukraine are backed by income from frozen Russian assets, not
Ukraine. • Ukraine did not misuse or lose half of the aid the United States has provided. •
Ukraine repeatedly invited Putin to negotiate in early 2022.
Russian Deputy Foreign Minister Sergei Ryabkov claimed on February 22 that US and Russian officials are
planning to meet within the next two weeks in an unspecified third country about bilateral relations.
Ryabkov claimed that the United States and Russia are undertaking two "parallel" but "politically
interconnected" negotiation tracks that will discuss the war in Ukraine and US-Russian bilateral
relations. Ryabkov added that Russia is prioritizing its demand for the United States to return six
Russian diplomatic properties, likely referring to properties US authorities previously seized on charges
of being used for intelligence purposes. Ryabkov also stated that the United States and Russian
delegations may discuss other international topics such as arms control and the situation in the Middle
East. US and Russian officials met in Saudi Arabia for bilateral talks about the war in Ukraine on
February 18.
Key Takeaways:
• Russian Deputy Foreign Minister Sergei Ryabkov
claimed on February 22 that US and Russian officials are planning to meet within the next two weeks in an
unspecified third country about bilateral relations.
• Russian forces recently advanced in
Kursk Oblast and near Kupyansk, Chasiv Yar, Pokrovsk, and Kurakhove.
• Russian forces continue
to deploy wounded and medically unfit soldiers to the frontline in an effort to address personnel
shortages.
US Special Envoy to the Middle East Steve Witkoff referred to the early 2022 Istanbul protocols as
offering "guideposts" for negotiations between Russia and Ukraine on February 23. An agreement based on
those protocols would be a capitulation document. Russian President Vladimir Putin and other senior
Russian officials have repeatedly identified the 2022 peace negotiations in Istanbul as their ideal
framework for future peace negotiations to end Putin's war in Ukraine, as such a framework would force
the West to concede to all of Russia's long-standing demands. The Wall Street Journal (WSJ) and the New
York Times (NYT) reported in March and June 2024 that both publications obtained several versions of the
draft treaties from the March and April 2022 Ukrainian-Russian peace negotiations in Istanbul that
indicate that both sides initially agreed that Ukraine would forgo its NATO membership aspirations and be
a "permanently neutral state that doesn't participate in military blocs." The draft treaties also
reportedly banned Ukraine from receiving any foreign weapons or hosting any foreign military personnel.
The WSJ and NYT reported that Russia pushed for the Ukrainian military to be limited to 85,000 soldiers,
342 tanks, and 519 artillery systems. Russia also reportedly demanded that Ukrainian missiles be limited
to a range of 40 kilometers (25 miles), a range that would allow Russian forces to deploy critical
systems and materiel close to Ukraine without fear of strikes. The draft treaties reportedly listed the
United States, United Kingdom (UK), the People's Republic of China (PRC), France, and Russia as
guarantors of the treaty, and Russia reportedly wanted to include Belarus as a guarantor. The guarantor
states were supposed to “terminate international treaties and agreements incompatible with the permanent
neutrality ," including military aid agreements. The draft treaties did not specify if other
non-guarantor states would have to terminate their agreements with Ukraine as well, although this is
likely considering that the treaty would ban Ukraine from having any foreign-supplied weapons. Russia
insisted on these terms in the first and second months of the war when Russian troops were advancing on
Kyiv City and throughout northeastern, eastern, and southern Ukraine and before Ukrainian forces
conducted successful counteroffensives that liberated significant swaths of territory in Kharkiv and
Kherson oblasts.
Ukraine is unlikely to accept any peace agreement based on the Istanbul
negotiations as such terms are effectively a full Ukrainian surrender to Russia's long-term war goals.
The Istanbul negotiations effectively conceded to Russia's long-standing demands to "denazify" —
overthrow and replace the democratically elected Ukrainian government and install a pro-Russian puppet
state — and "demilitarize" — constrain and shrink the Ukrainian military beyond the point of being able
to defend itself against future Russian aggression — Ukraine. The Istanbul negotiations also conceded to
Russia's demands that Ukraine abandon its aspirations to join NATO or any other security blocs in the
future. Ukrainian President Volodymyr Zelensky walked away from the Istanbul negotiations with the
backing of Europe and the United States in 2022 and will almost certainly reject such terms in 2025.
Ukrainian President Volodymyr Zelensky continues to demonstrate his commitment to preserving
Ukraine's democracy and a just resolution to the war. Zelensky responded to a hypothetical question
during the "Ukraine. Year 2025" Forum on February 23 about stepping down as president and stated that he
is ready to step down in the event of or to facilitate peace or immediate NATO membership for Ukraine.
Zelensky noted that he remains committed to holding elections after the war ends and has no interest in
being in power "for a decade" and reiterated that Ukraine cannot hold elections until after Russia stops
attacking Ukraine and after Ukraine lifts martial law. The Ukrainian Constitution bars the government
from holding elections or amending the Ukrainian constitution in times of martial law, and the Ukrainian
government legally cannot abolish martial law while Russia continues to attack Ukraine. Zelensky has
repeatedly noted Ukraine's commitment to holding fair and democratic elections in the future.
Key Takeaways:
• US Special Envoy to the Middle East Steve Witkoff referred to the early
2022 Istanbul protocols as offering "guideposts" for negotiations between Russia and Ukraine on February
23. An agreement based on those protocols would be a capitulation document.
• Ukraine is
unlikely to accept any peace agreement based on the Istanbul negotiations as such terms are effectively a
full Ukrainian surrender to Russia's long-term war goals.
• Ukrainian President Volodymyr
Zelensky continues to demonstrate his commitment to preserving Ukraine's democracy and a just resolution
to the war.
• Ukrainian officials continue to highlight Ukraine's domestic defense industry
and domestically produced strike capabilities.
• Russian President Vladimir Putin appointed
Russian Direct Investment Fund (RDIF) CEO Kirill Dmitriev as Special Presidential Representative for
Investment and Economic Cooperation with Foreign Countries on February 23.
• Russian forces
launched a record number of drone strikes against Ukraine on the night of February 22 to 23, ahead of the
third anniversary of Russia's full-scale invasion of Ukraine on February 24.
• Russia appears
to be relying more on Iran and North Korea to support its war in Ukraine.
• Russian forces
continue to execute Ukrainian prisoners of war (POWs) in clear violation of international law.
• Ukrainian forces recently advanced near Toretsk and Russian forces recently advanced near Siversk,
Pokrovsk, and Velyka Novosilka.
• The Russian government continues efforts to increase its
defense industrial output.
Russia dedicated staggering
amounts of manpower and equipment to several major offensive efforts in Ukraine in 2024, intending to
degrade Ukrainian defenses and seize the remainder of Donetsk and Luhansk oblasts. These Russian efforts
included major operations in the Kharkiv-Luhansk Oblast area, Avdiivka, Chasiv Yar, northern Kharkiv
Oblast, Toretsk, Marinka-Kurakhove, Pokrovsk, and Vuhledar-Velyka Novosilka. Russia has achieved
relatively faster gains in 2024 than throughout most of the war after the initial invasion and developed
a blueprint for conducting slow, tactical envelopments to achieve these advances, but Russian forces have
failed to restore the operational maneuver necessary to achieve operationally significant gains rapidly.
Russia has thus paid an exorbitant price in manpower and equipment losses that Russia cannot sustain in
the medium term for very limited gains.
Russian losses in massive efforts that have failed to
break Ukrainian lines or even drive them back very far are exacerbating challenges that Russia will face
in sustaining the war effort through 2025 and 2026, as ISW's Christina Harward has recently reported.
Russia likely cannot sustain continued efforts along these lines indefinitely without a major
mobilization effort that Russian President Vladimir Putin has so far refused to order. Ukraine, on the
other hand, has shown its ability to fight off massive and determined Russian offensive efforts even
during periods of restricted Western aid. The effective failure of these major and costly Russian
offensive operations highlights the opportunities Ukraine has to inflict more serious battlefield defeats
on Russia that could compel Putin to rethink his approach to the war and to negotiations if the United
States and the West continue to provide essential support.
>Russian losses in massive efforts that
have failed to break >Ukrainian lines or even drive them back very far are >exacerbating
challenges that Russia will face in sustaining >the war effort through 2025 and 2026, as ISW's
Christina >Harward has recently reported. Russia likely cannot sustain >continued efforts
along these lines indefinitely without a >major mobilization effort that Russian President
Vladimir >Putin has so far refused to order. Ukraine, on the other hand, >has shown its
ability to fight off massive and determined >Russian offensive efforts even during periods of
restricted >Western aid. The effective failure of these major and costly >Russian
offensive operations highlights the opportunities >Ukraine has to inflict more serious
battlefield defeats on >Russia that could compel Putin to rethink his approach to the >war and to negotiations if the United States and the West >continue to provide essential
support. > >Institute for the Study of War > >https://understandingwar.org/backgrounder/russia-has-failed-break-ukraine
Denke ein Punkt der zu selten erwähnt wird (auch bei Reisner kaum). Wenn man sich die
Gebietsgewinne ansieht und dazu in Relation ihre Verluste ist das eine ganz miese Performance der
Russen. In manchen Bereichen (bspw. Panzermodelle) haben sie 80% ihres Equipments versenkt. Somit
sehr beachtlich die Perf. der Ukraine
Russian President Vladimir Putin ordered the unprovoked full-scale invasion of Ukraine three years ago on
February 24, 2022. Ukraine has not been defeated or destroyed but remains resilient and innovative in the
face of this unjustified Russian aggression. Putin launched his full-scale invasion of Ukraine in a
failed attempt to seize Kyiv City, overthrow Ukraine's democratically elected government, and forcibly
install a pro-Russian proxy government in three days. Ukrainian forces, supported by a coalition of
allies including the United States and European partners, have since successfully pushed Russian forces
out of northern Ukraine and liberated significant territory in southern and northeastern Ukraine.
Ukrainian Commander-in-Chief General Oleksander Syrskyi reported on February 24 that Ukrainian forces
have regained more than 50 percent of the territory that Russian forces have occupied since February 24,
2022. ISW has observed confirmation that Ukrainian forces have regained 50.03 percent of the territory
that Russian forces had seized since February 24, 2022. Russian forces have spent the last year making
slow and incremental but steady advances in eastern Ukraine as a result of significant Russian manpower
and materiel advantages and Russia's ability to leverage delays in Western aid to Ukraine. Ukrainian
forces are using their technological advantages and integrating technological innovations with ground
operations in order to slow Russian gains. Ukraine continues to improve and innovate its warfighting
capabilities and is working to become self-sufficient in the long-term, but Western and international
military support for Ukraine in the short- and medium-term remains crucial for Ukraine's ability to
defend against Russian aggression. The defense of Ukraine and the preservation of Ukraine as an
independent, sovereign, and democratic country capable of defending itself against Russia is a critical
part of deterring broader Russian aggression against the West. The United States, Europe, and other
Western allies must demonstrate commitment to Ukraine through timely and reliable military assistance,
continue to enable Ukrainian forces to impose significant pressure on Russia, and force Putin to abandon
his conquest of Ukraine and his wider ambitions in Europe in order to bring about sustainable peace.
Russia has accumulated unsustainable personnel and vehicle losses in the last three years since
Russia's full-scale invasion on February 24, 2022. Ukrainian Commander-in-Chief General Oleksander
Syrskyi reported on February 24 that Russian forces have lost over 10,100 tanks, 21,100 armored combat
vehicles, and 23,300 artillery systems presumably destroyed and damaged in the three years of Russia's
full-scale invasion. The British International Institute for Strategic Studies (IISS) recently estimated
that Russia had lost about 14,000 tanks, infantry fighting vehicles, and armored personnel carriers since
February 2022. (IISS's numbers likely differ from those from Syrskyi as IISS data likely only accounts
for destroyed vehicles.) Syrskyi stated on February 24 that Russian forces have lost almost 870,000
personnel, including about 250,000 dead. Russian opposition outlets Meduza and Mediazona published a
joint report on February 24 wherein they used the Russian Register of Inheritance Cases (RND) to estimate
that at least 160,000 to 165,000 Russian servicemembers have died in the past three years of the war.
Syrskyi previously reported that Russian forces suffered more than 434,000 casualties in 2024 alone, and
Meduza and Mediazone estimated in February 2024 that Russia had lost at least 66,000 to 88,000 personnel
during the first two years of the war — suggesting that Russian loses significantly increased in 2024.
ISW continues to assess that Russian forces have suffered vehicle and artillery system losses on the
battlefield that are unsustainable in the medium- to long-term given the limitations of Russia's defense
industrial capacity and Soviet-era weapons and equipment stocks, and that Russia's force generation
apparatus is struggling to recruit enough soldiers to sustain Russia's current rate of offensive
operations and loss rates.
The United Nations (UN) General Assembly passed a Ukrainian- and
European-backed resolution on February 24 commemorating the third anniversary of Russia's full-scale
invasion of Ukraine that recognized Russia as the aggressor in the war, called for a just peace in
Ukraine, and supported Ukraine's sovereignty and territorial integrity. The United States, Russia,
Belarus, North Korea, and 14 other countries voted against the Ukrainian- and European-backed resolution,
while 93 countries supported it. The People’s Republic of China and Iran abstained. The United States
also abstained from a second resolution about the third anniversary of the war that it had proposed after
European countries amended the resolution to add language supporting Ukraine's "sovereignty,
independence, unity, and territorial integrity." The US-backed draft resolution — prior to the European
amendments — reportedly did not acknowledge Russia's role as the aggressor and referred to Russia's war
against Ukraine as the "Russian Federation-Ukraine conflict."
Key Takeaways:
• Russian President Vladimir Putin ordered the unprovoked full-scale invasion of Ukraine three years
ago on February 24, 2022. Ukraine has not been defeated or destroyed but remains resilient and innovative
in the face of this unjustified Russian aggression.
• Russia has accumulated unsustainable
personnel and vehicles losses in the last three years since Russia's full-scale invasion on February 24,
2022.
• The United Nations (UN) General Assembly passed a Ukrainian- and European-backed
resolution on February 24 commemorating the third anniversary of Russia's full-scale invasion of Ukraine
that recognized Russia as the aggressor in the war, called for a just peace in Ukraine, and supported
Ukraine's sovereignty and territorial integrity.
• Recent polling indicates that Russians are
increasingly supportive of Russia continuing the war in Ukraine until it achieves complete Ukrainian
capitulation but are simultaneously starting to feel the economic toll of the three years of Russia's war
– casting doubt on Russian President Vladimir Putin's ability to continue to balance "butter and guns" at
home in the medium- to long-term.
• Russian President Vladimir Putin currently remains
committed to continuing his war in Ukraine despite rising domestic political and economic pressure and
has shown no indication that he is rethinking his determination to compel Ukraine to surrender.
• Kremlin officials formally rejected the possibility of a ceasefire on any terms other than the
complete capitulation of Ukraine and the West on February 24, further underscoring Russia's unwillingness
to make compromises during future peace negotiations.
• European leaders announced a series of
new aid packages during their visit to Kyiv on February 24 for the third anniversary of the full-scale
invasion on February 24.
• Russian forces recently advanced in Kursk Oblast and near Chasiv
Yar, Pokrovsk, and Velyka Novosilka.
• The Kremlin continues to use Muslim religious and
cultural structures in Russia for military recruitment.
Russian President Vladimir Putin implicitly acknowledged Ukrainian President Volodymyr Zelensky as the
legitimate president of Ukraine and Russia's future negotiating partner while promoting a new information
operation that aims to destabilize Ukrainian society and the Ukrainian military from within. Putin gave
an interview with Kremlin journalist Pavel Zarubin on February 24 in which Putin stated that "elections
in Ukraine are not held under the pretext of martial law" — Putin's first acknowledgment that Ukrainian
law prohibits elections during martial law. Putin claimed that Zelensky is "toxic" for Ukrainian society
and the Ukrainian military and that Zelensky would lose any future presidential election to other
Ukrainian political and military leaders. Putin's statements are likely aimed at Ukrainian and Russian
audiences. Putin's claims that Zelensky is unpopular and harmful to Ukraine are attempts to drive a wedge
between the legitimate government of Ukraine and the Ukrainian military and population. Putin has
repeatedly claimed that Zelensky is not the legitimate leader of Ukraine after Ukraine did not hold
elections in 2024 — in accordance with Ukrainian law — as part of Russian efforts to claim that Russia
cannot negotiate with Zelensky. US President Donald Trump has stated that Putin and Zelensky must engage
in negotiations, and Putin is likely shifting his rhetoric in order to explain to Russian domestic
audiences his decision to engage in any future negotiations with Zelensky. Putin and other Kremlin
officials will likely attempt to exploit any Ukrainian military setbacks or differing opinions among
Ukrainian officials to intensify this information operation and sow discord in Ukraine.
Putin
attempted to use new language to repackage the calls for regime change in Ukraine that he has demanded
since 2021. Putin stated during the interview with Zarubin that Russia "has nothing against" the
preservation of Ukrainian statehood but wants Ukraine to "turn into a friendly neighboring state" and for
Ukrainian territory to "not be used as a springboard for an attack against Russia" in the future. Putin's
calls for Ukraine to "turn" into a "friendly" state demonstrate that Putin is still calling for the
removal of the democratically elected government in Ukraine and the installation of a pro-Kremlin
government. The Kremlin has previously used thinly veiled calls for "denazification" to demand regime
change in Ukraine, and Putin appears to be using new language to make these same demands. Putin has
demanded Ukrainian regime change since Summer 2021.
Key Takeaways:
• Russian
President Vladimir Putin implicitly acknowledged Ukrainian President Volodymyr Zelensky as the legitimate
president of Ukraine and Russia's future negotiating partner while promoting a new information operation
that aims to destabilize Ukrainian society and the Ukrainian military from within.
• Putin
attempted to use new language to repackage the calls for regime change in Ukraine that he has demanded
since 2021.
• Putin offered to make a deal with the United States on Russian rare earth
minerals as part of efforts to outbid Ukraine on this matter and to push the United States to accept
Russian offers of economic measures in lieu of any actual Russian concessions on Ukraine.
• Putin attempted to claim that he supports Europe's participation in negotiations on Ukraine while
continuing to show his unwillingness to make concessions and seemingly proposing Russian allies as
possible future negotiating parties.
• Kremlin officials continue to exploit diplomatic
engagements with Russia's allies to reinforce Moscow's narrative that Russia invaded Ukraine to protect
Russian-speaking minorities in Ukraine.
• A delegation from North Korea's Workers' Party of
Korea (WPK) arrived in Moscow on February 25 at the invitation of Russia's ruling party, United Russia,
amid reports that North Korea may be shipping more material to Russia.
• Western officials
continue to highlight the scale of European military aid to Ukraine.
• Russian forces recently
advanced in Kursk Oblast and near Kupyansk, Lyman, and Velyka Novosilka, and Ukrainian forces recently
advanced near Kupyansk.
• Samara Oblast authorities reduced one-time payments to soldiers who
sign military service contracts with the Russian Ministry of Defense (MoD) after temporarily increasing
these payments in January 2025.
• The BBC Russian Service reported on February 25 that over
100 Russian government, military, and security officials accused and convicted of various corruption
charges are fighting in Ukraine.
• The Kremlin continues efforts to use its "Time of Heroes"
program, which places veterans of the war in Ukraine in government positions, to form a new Russian elite
composed of loyal and ultranationalist veterans that will continue to militarize Russian society over the
long term.
• Russia may be reopening a Soviet-era submarine base in occupied Crimea.
US President Donald Trump and Ukrainian President Volodymyr Zelensky are planning to meet at the White
House on February 28, likely to sign a US-Ukraine mineral deal. A draft agreement of the deal published
ahead of the meeting does not provide US security assistance or security guarantees to Ukraine, however.
The Financial Times (FT) published a draft bilateral US-Ukrainian deal on February 26 that states that
the United States wants to "invest alongside Ukraine in a free, sovereign and secure Ukraine" and
supports "Ukraine’s efforts to obtain security guarantees needed to establish lasting peace" but does not
include any concrete US provisions of security assistance or guarantees to Ukraine. Continued US security
assistance to Ukraine is essential to help Ukraine set conditions for a lasting and just resolution of
the war that is in the interests of Ukraine, the United States, and Europe.
Russian officials
directly involved in negotiations with the United States continue to insist that any peace agreement to
resolve the war in Ukraine must be based on Russia’s 2021 demands. They also insist on the surrender to
Russia of territory that Ukrainian forces currently hold that is home to major cities and well over a
million people. Russian Foreign Minister Sergei Lavrov, who recently led the Russian delegation at the
February 18 US-Russian negotiations in Riyadh, Saudi Arabia, claimed on February 26 that negotiations
that result in freezing the current frontlines in Ukraine are impossible because the Russian Constitution
stipulates that Russia’s borders include all of Ukraine’s Donetsk, Luhansk, Kherson, and Zaporizhia
oblasts. Russia currently does not occupy large parts of Donetsk, Kherson, and Zaporizhia oblasts and a
small part of western Luhansk Oblast. Lavrov also stated that Russia will reject any peace deal that
involves continued Western arms provisions to Ukraine. Lavrov is repackaging the maximalist demands
Russia has long made of Ukraine using a pseudo-legal facade, despite the illegitimacy of Russian
annexations of Ukrainian territory under international law. Lavrov likely attempted to justify Russia's
long-standing demands by framing the Russian Constitution as a legal and hence “necessary” element in
future negotiations with the United States. Russian officials have previously invoked “denazification,”
the alleged Ukrainian violations of Russian-speaking minorities’ rights, and the false historical
narrative that Ukraine is inherently part of Russia to justify their territorial claims against Ukraine
and to call for full Ukrainian capitulation.
Russia is demanding that Ukraine surrender
several large cities that Russian forces do not currently occupy and have no prospect of seizing, handing
over one million Ukrainians over to Russia. Russia’s occupation of the remainder of the four Ukrainian
oblasts would include large cities such as Kherson City (pre-war population of about 275,000), Kramatorsk
(147,00 people), and Zaporizhzhia City (706,000 people) — all of which remain under Ukrainian control.
The Russian occupation of such large population centers would significantly escalate the humanitarian
catastrophe in Ukraine. Russian authorities would likely employ the same tactics of oppression,
displacement, and forcible assimilation to Ukrainian civilians living in these areas as they have
employed against the millions of Ukrainians who have been living under Russian occupation for over three
years. Russian advances have recently stalled along the frontline, and Russian forces increasingly face
unsustainable vehicle and personnel losses, indicating that Russian forces will likely be unable to
occupy the full extent of these oblasts through military means in any short period of time if at all.
Lavrov’s rhetoric is likely an attempt to achieve through negotiations what the Russian military cannot
achieve by force. The Kremlin’s stated intent of seizing more of Ukraine's land and people directly
contradicts US and European efforts to achieve a sustainable and lasting peace in Ukraine and reinforces
Russia’s continued efforts to illegally occupy Ukrainian territory rather than to negotiate in good faith
or offer concessions.
Key Takeaways:
• US President Donald Trump and Ukrainian
President Volodymyr Zelensky are planning to meet at the White House on February 28, likely to sign a
US-Ukraine mineral deal. A draft agreement of the deal published ahead of the meeting does not provide US
security assistance or security guarantees to Ukraine, however.
• Russian officials directly
involved in negotiations with the United States continue to insist that any peace agreement to resolve
the war in Ukraine must be based on Russia’s 2021 demands. They also insist on the surrender to Russia of
territory that Ukrainian forces currently hold that is home to major cities and well over a million
people.
• Russia is demanding that Ukraine surrender several large cities that Russian forces
do not currently occupy and have no prospect of seizing, handing over one million Ukrainians over to
Russia.
• Lavrov's and other Kremlin officials' continued rejections of a ceasefire and other
terms that US President Donald Trump and European leaders have identified as necessary to achieve a
lasting peace in Ukraine demonstrate that Russian President Vladimir Putin remains uninterested in
meaningful negotiations and assesses that he can achieve his war objectives militarily in the medium- to
long-term.
• Ukrainian forces recently advanced near Toretsk and Pokrovsk, and Russian forces
recently advanced near Kupyansk, Chasiv Yar, Kurakhove, Velyka Novosilka, and Robotyne.
• Russian officials proposed that the Russian Federal Security Service (FSB) assume control over all
Russian pretrial detention facilities amid reports that the FSB is in charge of a pretrial detention
facility linked to the abuse of Ukrainian prisoners of war (POWs).
Russian President Vladimir Putin and senior Russian officials continue to reject US negotiating terms and
demand that Ukraine surrender territory that Russia does not occupy. Putin stated in his February 27
address to the Federal Security Service (FSB) board that Russia will continue to strengthen FSB
operations in Donbas and "Novorossiya." Kremlin Spokesperson Dmitry Peskov similarly claimed on February
27 that Donbas and "Novorossiya" are an "integral" part of Russia. Putin and other Russian officials have
previously defined "Novorossiya" as all of eastern and southern Ukraine (including Kharkiv,
Dnipropetrovsk, Odesa, and Mykolaiv oblasts), although its precise borders are disputed among Russian
ultranationalists. Putin has previously demanded that Ukraine surrender all of Donetsk, Luhansk, Kherson,
and Zaporizhia oblasts even though Russian forces do not occupy large parts of Donetsk, Kherson, and
Zaporizhia oblasts. Putin and other Russian officials have routinely indicated that they aim for
territorial conquest beyond the administrative boundaries of these four illegally annexed oblasts.
Renewed official Russian statements that the invented region of "Novorossiya" is part of Russia indicate
that Putin maintains his maximalist territorial ambitions and is unwilling to offer territorial
concessions. Russian forces currently occupy a small portion of Kharkiv Oblast and the Kinburn Spit in
Mykolaiv Oblast and are attempting to advance to the Dnipropetrovsk Oblast border, and the Kremlin may
use the Russian occupation of limited territory in these oblasts as a false premise to demand that
Ukraine surrender even more territory. ISW continues to assess that Putin remains uninterested in
good-faith negotiations that require compromises and thinks that he can achieve his war objectives
militarily in the medium- to long-term. US Secretary of State Marco Rubio stated on February 26 that if
Russia is "making maximalist demands that knowscan’t be met," then the United States will know
that Putin is not "serious" about engaging in negotiations. US President Donald Trump reiterated on
February 26 that Russia will have to make concessions in peace negotiations and reiterated on February 27
that the United States will "certainly try to get as much as can back ."
Kremlin guidelines to Russian state media about coverage of recent US–Russian meetings indicate
Russian President Vladimir Putin's determination to manipulate US President Donald Trump and divide the
West. Russian opposition outlet Verstka reported on February 27 that sources in Russian state media who
are close to the Russian presidential administration stated that the Kremlin has not given "strict"
instructions to media about how to cover recent US–Russian contacts. A source who regularly participates
in Kremlin meetings with major media editors reportedly stated that the Kremlin told media outlets to
emphasize "in every way" that Russia is in contact "not with some abstract Americans, but with Trump's
team" and to demonstrate that Trump is "a man who was oppressed in every way both at home and in Europe."
Multiple sources reportedly told Verstka that they had received instructions to create an image of Trump
as a man who "had the wisdom" to respond to the Kremlin's "outstretched" hand. Putin praised the Trump
administration on February 27, claiming that Russia's first contacts with the administration "inspire
certain hopes" and that the Trump team is displaying a "reciprocal determination" to restore US–Russian
relations. Putin claimed that "ideological cliches" have started to "destroy the Western community ...
from within," as evidenced by alleged problems in Western states' economies and domestic politics. Putin
claimed that "some Western elites" are trying to "maintain instability" in the world and will try to
"disrupt or compromise" the US–Russian dialogue that has begun. Putin's claim that "some Western elites"
— but not the Trump administration — are against US–Russian talks is likely an attempt to drive wedges
between Trump and other US actors and European leaders. The Kremlin has similarly recently framed
European leaders as interested in prolonging the war in Ukraine as part of efforts to falsely portray the
US and European positions on negotiations as significantly different and to discredit any possible
European role in negotiations.
US and Russian delegations met in Istanbul, Turkey on February
27 to continue to discuss US–Russian bilateral diplomatic relations. Kremlin Spokesperson Dmitry Peskov
claimed on February 27 that the Russian delegation in Istanbul is working to develop the agreements
reached during the February 18 US–Russian talks in Saudi Arabia. Kremlin newswire TASS reported that the
bilateral meeting would include discussions on the resumption of the work of the US and Russian embassies
in each state. Russian State Television and Radio Broadcasting Company (VGTRK) correspondent Denis
Davydov claimed that Director of the North American Department of the Russian Ministry of Foreign Affairs
(MFA) Alexander Darchiev headed the Russian delegation in Istanbul. Darchiev served as the Russian
Ambassador to Canada from 2014 to 2021. Russian business outlet Kommersant reported in November 2024 that
three informed sources stated that Darchiev is the most likely candidate to become the new Russian
Ambassador to the United States. Peskov stated in November 2024 that the Kremlin had chosen a candidate
and would announce the appointment "in the foreseeable future." The Russian State Duma reportedly held
closed consultations in November 2024 with Darchiev about the appointments of Russian diplomats abroad.
Reuters reported on February 27 that a US official stated that Deputy Assistant Secretary of State for
European and Eurasian Affairs Sonata Coulter led the US delegation in Istanbul.
The Kremlin is
reportedly continuing to push the United States to accept economic benefits that are unrelated to the war
in Ukraine in return for Ukrainian and Western concessions that are related to the war. Bloomberg, citing
a source familiar with the topic, reported on February 27 that CEO of the Russian Direct Investment Fund
(RDIF) and newly appointed Special Presidential Representative for Investment and Economic Cooperation
with Foreign Countries Kirill Dmitriev — who was part of the Russian delegation during the February 18
US–Russian talks in Saudi Arabia — convinced Putin to seek negotiations with the United States through
business opportunities. The Kremlin reportedly viewed US President Donald Trump's interest in a mineral
deal with Ukraine as a chance to initiate economic cooperation discussions between the United States and
Russia, giving Dmitriev an opportunity to take the lead on such initiatives.
Key Takeaways:
• Russian President Vladimir Putin and senior Russian officials continue to reject US negotiating
terms and demand that Ukraine surrender territory that Russia does not occupy.
• Kremlin
guidelines to Russian state media about coverage of recent US–Russian meetings indicate Russian President
Vladimir Putin's determination to manipulate US President Donald Trump and divide the West.
• US and Russian delegations met in Istanbul, Turkey on February 27 to continue to discuss US–Russian
bilateral diplomatic relations.
• The Kremlin is reportedly continuing to push the United
States to accept economic benefits that are unrelated to the war in Ukraine in return for Ukrainian and
Western concessions that are related to the war.
• North Korea reportedly recently deployed
additional troops to Kursk Oblast as North Korea continues to expand its military capabilities through
cooperation with Russia.
• Ukrainian forces recently advanced near Toretsk and Pokrovsk, and
Russian forces recently advanced near Pokrovsk, Kurakhove, and Velyka Novosilka.
Ukrainian President Volodymyr Zelensky and US President Donald Trump held a contentious meeting at the
White House on February 28. Zelensky observed that Russia has repeatedly violated previous ceasefire
agreements, as ISW has reported. Zelensky said that Ukraine will not accept a ceasefire agreement with
Russia without sufficient external security guarantees, as such an agreement will fail to preserve
Ukraine's sovereignty and prevent war in Europe in the long-term. Zelensky stated that Russian strikes
have not "completely destroyed" Ukraine and that Ukraine is "alive" and continuing to defend itself
against Russian aggression. Zelensky reiterated that no country wants to end the war more than Ukraine
and that any negotiations to end the war will be between Ukraine and Russia with US and European
mediation efforts. Trump declined to comment on the possibility of future US security guarantees for
Ukraine and US troop deployments to Ukraine. Secretary of State Marco Rubio reportedly told Zelensky to
leave the White House following the meeting, and the White House cancelled the afternoon press conference
and the signing of the US-Ukraine mineral deal. ISW continues to assess that supporting Ukraine is a
vital American national security interest, as is a strong bilateral relationship between the United
States and Ukraine.
Russia continues to showcase its deepening relations with American
adversaries despite Russian President Vladimir Putin's effort to posture Russia's receptiveness to
negotiations with the United States. Russian Security Council Secretary Sergei Shoigu met separately with
People's Republic of China (PRC) President Xi Jinping and PRC Foreign Minister Wang Yi in Beijing on
February 28 to discuss bilateral security issues and international and regional matters. Shoigu and Xi
also underlined the need to continue coordinating efforts at key international platforms including BRICS
and the Shanghai Cooperation Organization (SCO) and diplomatic efforts about "solving the Ukrainian
crisis." Shoigu claimed that the Russia-PRC relationship has reached "unprecedented" heights, and Russian
state media highlighted statements from Xi and PRC Ministry of Foreign Affairs (MFA) Spokesperson Lin
Jian's praise of close bilateral relations.
Russian Security Council Deputy Chairperson and
Chairperson of the ruling United Russia party Dmitry Medvedev met with North Korea's Workers' Party (WPK)
Central Committee member Ri Hi-yong on February 26 in Moscow to express United Russia's desire "for
closer cooperation with the WPK and for expanding contracts and exchanges in all areas." Russian
President Vladimir Putin met with Ri on February 27, but the Kremlin's readout did not provide further
details about the meeting. Representatives of the Kursk Oblast Chamber of Commerce signed a cooperation
agreement with the Pyongyang Chamber of Commerce on February 27 to develop bilateral economic ties and
expand municipal production opportunities between Kursk Oblast and North Korean enterprises. The
agreement also includes trade and economic ties; cooperation in industry, agriculture, and processing;
and joint logistical projects. Russia continues to range itself with adversaries of the United States,
underscoring the importance of strengthening and supporting US allies and partners, including Ukraine.
Key Takeaways:
• Ukrainian President Volodymyr Zelensky and US President Donald Trump
held a contentious meeting at the White House on February 28.
• Russia continues to showcase
its deepening relations with American adversaries despite Russian President Vladimir Putin's effort to
posture Russia's receptiveness to negotiations with the United States.
• Russia continues to
range itself with adversaries of the United States, underscoring the importance of strengthening and
supporting US allies and partners, including Ukraine.
• Ukrainian officials are increasing
cooperation with South Korea amid deepening Russia-North Korea ties and recent reports of a new wave of
North Korean troop deployments to Kursk Oblast.
• Ukrainian forces conducted strikes against
near-rear Russian military assets in occupied Ukraine.
• The Russian Ministry of Foreign
Affairs (MFA) announced on February 28 that the United States approved current MFA North American
Department Director Alexander Darchiev's appointment as Russia's Ambassador to the United States.
• Russian forces recently advanced near Pokrovsk, Kurakhove, and Velyka Novosilka and in western
Zaporizhia.
• Russian President Vladimir Putin tasked Crimea occupation head Sergey Aksyonov
with establishing a "Kadry" ("Human Resources") national project to integrate Russian veterans into the
Russian economy, likely in support of the Kremlin's efforts to prevent the emergence of subversive
veteran civil societies.
Senior US officials are suggesting that the United States may cut all aid to Ukraine, although US
President Donald Trump has not indicated any such intention. Cutting the current flow of aid to Ukraine
would directly undermine President Trump’s stated goal of achieving a sustainable peace in Ukraine. The
New York Times and Washington Post, citing unnamed senior Trump Administration officials, reported on
February 28 that the Trump Administration is considering canceling all US military assistance to Ukraine,
including any final aid shipments that former US President Joe Biden approved.
Ukrainian
forces, enabled by essential US assistance, are inflicting unsustainable losses on Russian forces while
holding them to marginal gains. This situation, combined with the severe challenges Russia will face in
2025, offers the United States great leverage in peace negotiations. A suspension of ongoing US military
assistance to Ukraine would encourage Russian President Vladimir Putin to continue to increase his
demands and fuel his conviction that he can achieve total victory through war. ISW has repeatedly
highlighted the importance of continued and timely Western military assistance to Ukraine and observed a
correlation between the magnitude of the Russian gains in Ukraine and delays or halts in Western military
support. Ukrainian forces have leveraged US-supplied military systems, including Patriot air defense
systems and HIMARS and ATACMS long-range strike systems, to defend against nightly Russian drone and
missile strikes, enhance Ukraine's strike capabilities, complicate Russian logistics and command and
control (C2), and disrupt Russia's defense industrial base (DIB). Ukrainian efforts, aided by the steady
flow of Western aid, have significantly slowed Russian advances along the front, inflicted significant
Russian personnel and equipment losses, and undermined Russia's efforts to project economic and domestic
stability amid rising pressures from the war. Russia's economic, force generation, and defense industrial
constraints provide key opportunities that Ukraine, the United States, and its Western allies could
leverage to extract concessions from Putin in peace negotiations.
The cessation of US military
assistance and monetary assistance aimed at strengthening Ukraine's defense industry could help tip the
balance of the war and give Russia greater advantages on the battlefield in Ukraine, increasing the
likelihood of a Russian victory in Ukraine. Russia would leverage the cessation of US aid to Ukraine to
seize more territory in Ukraine and attempt to exhaust European support – the approach Putin has outlined
in his theory of victory. Ending US aid to Ukraine and enabling further Russian gains would also embolden
Putin and strengthen his belief that Russia can seize and control Ukraine and other former Soviet
countries, including current NATO member states. The Kremlin will likely intensify its military campaign
in Ukraine and attempt to exploit any delay or cessation of US military assistance to Ukraine - as the
Kremlin did in Spring 2024.
Curtailing aid to Ukraine would risk diminishing US influence in
the world and emboldening US adversaries. Russia, Iran, North Korea, and the People's Republic of China
(PRC) have formed a bloc aimed at defeating the United States and its allies around the world and are
currently testing the limits of US commitment to its allies in Europe, the Middle East, and the
Asia-Pacific region. PRC President Xi Jinping stated during a phone call with Russian President Vladimir
Putin in late February 2025 that the PRC and Russia are "true friends" who "cannot be moved away" from
each other and will not be influenced by "any third party." Russia established bilateral comprehensive
strategic partnership agreements since the start of the war with the PRC in May 2023, North Korea in
October 2024, and Iran in January 2025. Putin continues to rely on Iranian drones and North Korean
ballistic missiles and troops in his war against Ukraine. US aid to Ukraine is a demonstration of the
United States' commitment to defending democracies against ongoing and future aggression around the
world, including but not limited to Ukraine, Israel, South Korea, and Taiwan. The Russia-led bloc will
likely see the United States abandoning Ukraine as an indicator that the United States will abandon its
other allies and will seek to test the limits of US commitment around the world. The Russia-led bloc is
searching for easily exploitable divisions between the United States and its allies to isolate and weaken
the United States on the global stage, allowing adversaries to rise up and dictate where and how the
United States can engage the world. Cutting US aid to Ukraine plays directly into these adversaries'
goals and is a step toward curtailing US influence in the world.
Putin, not Ukrainian
President Volodymyr Zelensky, remains the main obstacle to a lasting peace agreement on Ukraine. Zelensky
has continuously reiterated his commitment to obtaining a just and lasting peace in Ukraine through
negotiations. Zelensky has indicated several times — including in his February 28 Fox News interview —
that he is willing to make concessions on territory, Ukraine's NATO membership, and even his own tenure
in office to secure a just and sustainable peace. These concessions align with US Secretary of State
Marco Rubio's February 26 statement that "what Ukraine really needs is deterrence...to make it costly for
anyone to come after them again in the future" and that both the United States and Europe "can be
involved" in such deterrence efforts.
Putin and other senior Kremlin officials have by
contrast continuously reiterated their commitment to Putin's initial war aims in Ukraine, which amount to
Ukraine's full capitulation, replacing the current Ukrainian government with a pro-Russian puppet
government, and Ukrainian commitments to neutrality and demilitarization — all of which would leave
Ukraine nearly helpless against future Russian aggression and destabilization efforts. Putin and other
Kremlin officials are repackaging these demands in efforts to appear willing to negotiate in good faith
with the United States, likely to extract concessions from the United States regarding Ukraine. Achieving
a meaningful peace in Ukraine will require the United States and its allies to help Ukraine continue to
inflict significant losses on Russia and to undertake a diplomatic and economic pressure campaign aimed
at forcing Putin to abandon his insistence on full Ukrainian surrender and efforts to weaken Europe and
the United States.
Key Takeaways:
• Senior US officials are suggesting that the
United States may cut all aid to Ukraine, although US President Donald Trump has not indicated any such
intention. Cutting the current flow of aid to Ukraine would directly undermine President Trump’s stated
goal of achieving a sustainable peace in Ukraine.
• Ukrainian forces enabled by essential US
assistance are inflicting unsustainable losses on Russian forces while holding them to marginal gains.
This situation, combined with the severe challenges Russia will face in 2025, offers the US great
leverage in peace negotiations. A suspension of ongoing US military assistance to Ukraine would encourage
Russian President Vladimir Putin to continue to increase his demands and fuel his conviction that he can
achieve total victory through war.
• Curtailing aid to Ukraine would risk diminishing US
influence in the world and emboldening US adversaries.
• Putin, not Ukrainian President
Volodymyr Zelensky, remains the main obstacle to a lasting peace agreement on Ukraine.
• The
Kremlin launched another informational effort intended to discourage additional US and European military
assistance to Ukraine by claiming that Russia has won the war in Ukraine.
• European countries
remain committed to supporting the Ukrainian military and defense industry, however, amid preparations
for a European defense summit about Ukraine on March 2.
• Ukrainian forces recently advanced
near Toretsk and Russian forces recently advanced near Velyka Novosilka.
• The Russian
Ministry of Defense (MoD) continues to recruit medically unfit soldiers in an effort to address personnel
shortages.
Recent Russian official statements in response to the proposed US-Ukraine mineral deal indicate that the
Kremlin is trying to sabotage the deal through narratives targeting Ukrainian and American audiences. The
Kremlin is claiming that this mineral deal does not benefit Ukraine while also claiming that Russia can
make a better offer to the United States, indicating that Moscow sees the deal as harmful to its
objectives. Kremlin Spokesperson Dmitry Peskov responded on February 23 to a question about the
US-Ukraine mineral deal and whether US pressure would push Ukrainian President Volodymyr Zelensky to
"finally sell out all of Ukraine," including Russia's illegally annexed territories in Ukraine.<1> Peskov
claimed that the people in occupied Ukraine decided "long ago" that they wanted to join Russia so "no one
will ever sell off these territories" — implying that Zelensky may "sell out" other areas of Ukraine.
Russian state television evening news program Vesti claimed on February 24 that the United States is
"blackmailing" Ukraine with the mineral deal.<2> A Kremlin-affiliated Russian milblogger claimed on
February 22 that "there is nothing good for Kyiv" in a new version of the US-Ukraine mineral deal.<3> The
milblogger claimed that the mineral deal is "humiliating" for Ukraine and that Zelensky would be "selling
the benefits of his country for nothing" should he sign the deal.
Kremlin officials are also
trying to prevent the United States and Ukraine from concluding a mineral deal by making competing
offers. Russian President Vladimir Putin claimed to Kremlin journalist Pavel Zarubin on February 24 that
Russia has an "order of magnitude" more rare earth materials than Ukraine and stated that Russia can
cooperate with both the US government and US companies in capital investment projects for rare earth
materials.<4> Putin referred to mineral reserves both within Russia and within occupied Ukraine in his
attempts to appeal to the United States to invest in "Russian" rare earth minerals (claiming minerals in
occupied Ukraine as Russia's own). Putin also offered to conclude deals with the United States on the
supply of Russian aluminum. CEO of the Russian Direct Investment Fund (RDIF) and newly appointed Special
Presidential Representative for Investment and Economic Cooperation with Foreign Countries Kirill
Dmitriev told CNN on February 24 that Russia is open to economic cooperation with the United States, that
the first stage of cooperation would be in the energy sphere, and that such cooperation is key for a
"more resilient global economy."<5>
Russian state media is delaying coverage of select Kremlin
statements in order to exploit changing dynamics in the US-Ukrainian relationship and drive wedges
between Ukraine and the United States. Zarubin and Russian state media outlets TASS and RIA Novosti
amplified on March 2 a previous statement from Peskov about the US decision on February 24 to vote
alongside Russia against a Ukrainian- and European-backed UN resolution that recognized Russia as the
aggressor in the war.<6> Peskov claimed on February 26 that the Trump administration is "rapidly
changing" all of its foreign policies in ways that "largely coincide with vision," but TASS,
RIA Novosti, and Zarubin only reported Peskov's statements on March 2.<7> Russian state media headlines
on March 2 deliberately misrepresented Peskov's statements such that they appeared to be in response to
the February 28 meeting between US President Donald Trump and Ukrainian President Volodymyr
Zelensky.<8>
The Kremlin has a vested interest in preventing the United States and Ukraine
from signing a mineral deal, as the deal will commit the United States to a long-term investment in
Ukraine and Ukraine's sovereignty. The Kremlin is investing significant time and effort into undermining
and misrepresenting the US-Ukrainian mineral deal, indicating that the Kremlin views the deal as an
impediment to accomplishing Russian President Vladimir Putin's objectives in Ukraine.<9> The mineral
deal, even one that does not include text about an American security guarantees for Ukraine, will
represent a long-term US economic investment in Ukraine and could be a building block towards additional
US assistance or military sales to Ukraine in the future, as US Secretary of the Treasury Scott Bessent
observed in an interview to CBS on March 2.<10> Any agreement that ties the United States to an
independent and sovereign Ukraine is contrary to Russia's long-term goals of isolating and conquering
Ukraine. Putin likely assesses that preventing the US-Ukrainian mineral deal is a necessary step towards
pushing the United States into stopping military assistance to Ukraine and abandoning Ukraine altogether.
Putin's articulated theory of victory in Ukraine — which assumes that Russia can continue slow, gradual
advances in exchange for significant personnel and materiel losses — rests on the assumption that Russia
can outlast and overcome US and European security assistance to Ukraine and Ukrainian efforts to mobilize
its economy and population to support its defense.<11> Putin is likely attempting to undermine the
US-Ukrainian mineral deal in order to prevent deepening US-Ukraine ties in the hope that Russia will be
able to destroy or extract significant territorial concessions from Ukraine during future negotiations
before Russia's own wartime economic and force generation issues begin to significantly impede Russia
ability to advance on the battlefield in 2025 and beyond.<12>
Russian Foreign Minister Sergei
Lavrov is attempting to exploit discussions between the United States and the EU about the possible
deployment of European peacekeeping forces to Ukraine as part of a future peace settlement in order to
reinvigorate the Kremlin's demands for regime change in Ukraine. Lavrov claimed on March 2 that plans to
introduce European peacekeeping forces in Ukraine in the future are a continuation of European leaders'
supposed efforts to "incite" Ukraine to "war against ."<13> Lavrov claimed that the West brought
Ukrainian President Volodymyr Zelensky to power using "bayonets" and will use future peacekeeping forces
as "bayonets" to "prop up" Zelensky. Lavrov claimed that Europe wants to continue the war in Ukraine
through these peacekeeping forces whereas the United States is openly stating its desire to end the
war.<14> Lavrov claimed that the introduction of peacekeepers to Ukraine would not eliminate the "root
causes" of the war.<15> Lavrov has previously defined the "root causes" of the war as NATO's alleged
violation of obligations not to expand eastward and the Ukrainian government's alleged discrimination
against ethnic Russians and Russian language, media, and culture in Ukraine.<16> The Kremlin has recently
attempted to use this phrase to justify its calls for regime change in Ukraine. Lavrov is exploiting the
ongoing discussions in the West about the deployment of peacekeepers to Ukraine in the future to make yet
another argument for Russia's longstanding demand for regime change. Lavrov and other Kremlin officials
have recently engaged in rhetoric similarly attempting to exacerbate US-European divisions and falsely
portraying European countries as wanting to continue the war in Ukraine.<17> The Kremlin is likely
attempting to drive a wedge between the United States and Europe to extract concessions in Russia's favor
in future peace negotiations and other talks.<18>
European leaders demonstrated their
commitment to supporting Ukraine at a defense summit in London on March 2. The United Kingdom (UK) hosted
leaders of Ukraine, France, Germany, Denmark, Italy, the Netherlands, Norway, Poland, Spain, Canada,
Finland, Sweden, Czechia, and Romania as well as the Foreign Minister of Turkey, Hakan Fidan, NATO
General Secretary Mark Rutte, President of the European Commission Ursula von der Leyen and President of
the European Council Antonio Costa.<19> UK Prime Minister Keir Starmer announced at the summit that the
UK and France, along with other unspecified countries, have expressed their commitment to develop a
"coalition of the willing" that will deploy peacekeepers to defend a peace agreement in Ukraine.<20>
Starmer revealed at the summit a plan aimed at assisting Ukraine: keeping military aid flowing while the
war continues and increasing economic pressure on Russia; ensuring that any peace deal upholds Ukraine's
sovereignty and security and that Ukraine is at the negotiating table; and committing European leaders to
aim to deter any future invasion of Ukraine.<21> Ukrainian President Volodymyr Zelensky stated that the
defense summit was dedicated to Ukraine and a common European future and noted that "European unity is at
an extremely high level."<22> Zelensky stated that Ukraine is continuing discussions about security
guarantees and conditions for a just peace with partner states and is working with Europe to create a
"reliable basis of cooperation" with the United States about Ukrainian peace and guaranteed security.
Zelensky met with Italian Prime Minister Giorgia Meloni on the sidelines of the summit to discuss the
development of a joint action plan to end the war in Ukraine.<23> Ukrainian Defense Minister Rustem
Umerov also met with UK Defense Secretary John Healey on the sidelines to discuss the UK's readiness to
increase military assistance to Ukraine, the prospect of purchasing weapons with profits from frozen
Russian assets, and the UK's role in the Ramstein format.<24>
European countries announced
additional military assistance packages for Ukraine before and during the summit. The UK announced on
March 1 a loan worth 2.6 billion pounds (roughly $3.2 billion) to bolster Ukraine's defense backed by
profits from frozen Russian assets.<25> The UK stated that the first tranche of the loan will arrive
later next week. Zelensky stated that the UK loan will fund Ukrainian weapons production.<26> Starmer
announced on March 2 an additional 1.6 billion pound (roughly $2 billion) deal that will allow Ukraine to
purchase 5,000 lightweight-multirole missiles from the UK.<27> The Lithuanian Ministry of Defense (MoD)
announced on March 1 that it will allocate 20 million euros (roughly $20.7 million) to purchasing
Ukrainian-produced weapons for Ukraine and to develop a joint weapons production facility in
Lithuania.<28>
Key Takeaways:
Recent Russian official statements in response to the
proposed US-Ukraine mineral deal indicate that the Kremlin is trying to sabotage the deal through
narratives targeting Ukrainian and American audiences. The Kremlin is claiming that this mineral deal
does not benefit Ukraine while also claiming that Russia can make a better offer to the United States,
indicating that Moscow sees the deal as harmful to its objectives. The Kremlin has a vested interest
in preventing the United States and Ukraine from signing a mineral deal, as the deal will commit the
United States to a long-term investment in Ukraine and Ukraine's sovereignty. Russian Foreign
Minister Sergei Lavrov is attempting to exploit discussions between the United States and the EU about
the possible deployment of European peacekeeping forces to Ukraine as part of a future peace settlement
in order to reinvigorate the Kremlin's demands for regime change in Ukraine. European leaders
demonstrated their commitment to supporting Ukraine at a defense summit in London on March 2. Ukrainian forces recently advanced near Toretsk, and Russian forces recently advanced near Velyka
Novosilka.
Ich fühle mich überhaupt zurückerinnert an meinen Geschichtsunterricht in der Schule, als über die
Kolonialisierungszeit vor dem 1. Weltkrieg gesprochen wurde. Ich hab das Gefühl, dass sich diese
Geschichte in abgeänderter Form (anderer Technologiestandard, anderer Fokus bei Landeinnahme) wiederholt.
Ukraine, Grönland, Panama, Gaza, vielleicht dann in weiterer Folge Moldawien, Georgien. China
kolonialisiert Afrika und Teile Asiens mit wirtschaftlicher Totalabhängigkeit. Irgendwie gruselig.
>Es wird ungemütlich in Europa. Trump würde den Russen damit >Europa als leicht verdaulichen
Leckerbissen servieren und >bekommt dafür freie Hand in Kanada und Grönland?
Ich
dachte, er möchte, dass die Europäer (mehr) Waren aus den USA kaufen. Mit Europa unter Russland wird das
nicht gelingen.
Ukrainian military intelligence indicated that about 620,000 Russian soldiers are operating in Ukraine
and Kursk Oblast, an increase of about 40,000 personnel compared to late 2024. Ukrainian Main Military
Intelligence Directorate (GUR) Deputy Head Major General Vadym Skibitskyi stated in an interview with
RBK-Ukraine published on March 3 that there are 620,000 Russian soldiers in Ukraine and Kursk Oblast,
about 200,000 of whom are actively fighting on the frontline. Skibitskyi stated that there are roughly
35,000 additional Rosgvardia troops protecting rear areas and that these personnel can become a second
line of defense if necessary. Skibitskyi stated in November 2024 there were about 580,000 Russian
soldiers operating against Ukraine (presumably both within Ukraine and in Kursk Oblast), and Ukrainian
President Volodymyr Zelensky stated in January 2025 that the total Russian force grouping in Ukraine was
about 600,000 troops.
Russian authorities reportedly exceeded their recruitment quotas in 2024
and January 2025, likely in part due to increased financial incentives for recruits and prison
recruitment efforts that are unsustainable in the medium- to long-term. Skibitskyi reported on March 3
that Russian authorities recruited 440,000 military personnel in 2024 — 10,000 more than their quota for
the year — and fulfilled their January 2025 recruitment quota by 107 percent. Russian Security Council
Deputy Chairperson Dmitry Medvedev also claimed in late December 2024 that 440,000 recruits signed
military service contracts with the Russian Ministry of Defense (MoD) in 2024. Russian President Vladimir
Putin signed a decree in July 2024 awarding 400,000 rubles (roughly $4,400) to anyone who signed a
contract with the Russian MoD between August 1, 2024 and December 31, 2024 - more than double the
previous federal award of 195,000 rubles (roughly $2,100). This increased federal reward likely
contributed to Russia's successful recruitment drive in 2024. Russian federal subjects offered additional
high regional bonuses to those who signed military service contracts in late 2024 and early 2025, but
select federal subjects have started to reduce these regional payments following the expiration of these
limited time offers, indicating that such measures are not sustainable indefinitely. Skibitskyi stated
that 15 percent of Russian recruits in 2024 were people under criminal investigation, in prison, or
serving suspended sentences and that this figure will increase to roughly 30 percent in 2025. Russian
officials reported in 2024 that Russia was shutting down some prisons after Russia's prison population
significantly dropped due to the Russian prison recruitment drives. Russia has recently been increasingly
recruiting defendants in pretrial detention centers, likely as the pool of prison recruits has dwindled.
ISW continues to assess that increased military spending, including large payments and benefits to
Russian servicemembers, is hurting the Russian economy at the macro level and that the Kremlin is
reducing this spending on military personnel as part of efforts to mitigate the impacts of such
initiatives. Russian authorities are unlikely to sustain such high financial incentives as part of their
recruitment drives in the medium- and long-term as the Russian economy continues to decline.
Skibitskyi noted that Russian authorities have previously adjusted their annual quotas throughout the
year, having originally called for Russian authorities to recruit 375,000 to 380,000 personnel in 2024
before increasing this number to 430,000. Adjustments to the 2024 recruitment quotas were likely meant to
account for Russia's increased tempo of offensive operations in the last few months of 2024 that resulted
in the highest casualty rates Russia experienced since early 2022. Skibitskyi concluded that Russia's
recruitment plans for 2025 will "mostly" allow the Russian military command to replace its battlefield
losses should the current tempo of offensive operations and losses continue. Russian authorities will
likely have to adjust their 2025 quotas as they did in 2024 should they want the current tempo of
offensive operations to continue and should Russian forces continue to suffer high losses while advancing
at a slower rate. Russian authorities are unlikely to generate enough forces to significantly increase
the tempo of Russian offensive operations in Ukraine in the near future. Continued Western military aid
would help Ukrainian forces inflict additional losses on the Russian military that would likely intensify
Russia's economic and military issues and force Putin into making concessions during meaningful
negotiations in 2025.
Key Takeaways:
• Ukrainian military intelligence indicated
that about 620,000 Russian soldiers are operating in Ukraine and Kursk Oblast, an increase of about
40,000 personnel compared to late 2024.
• Russian authorities reportedly exceeded their
recruitment quotas in 2024 and January 2025, likely in part due to increased financial incentives for
recruits and prison recruitment efforts that are unsustainable in the medium- to long-term.
• Russian forces continue to innovate their strike packages and leverage larger numbers of Shahed and
decoy drones in an attempt to penetrate Ukraine's air defense umbrella.
• Russian missile
production has reportedly not significantly increased, but Russian forces appear to be prioritizing
production of missile and drone variants that are more effective against Ukrainian air defenses.
• Ukrainian forces recently advanced near Pokrovsk, and Russian forces recently advanced near Velyka
Novosilka and in Kursk Oblast.
• The Kremlin continues to promote its "Time of Heroes"
veterans' program as part of efforts to militarize the Russian government and society.
US President Donald Trump ordered a pause on US military aid to Ukraine on March 3, suspending the
delivery of critical warfighting materiel. An anonymous White House official told the Wall Street Journal
on March 3 that the United States is "pausing and reviewing" military aid to Ukraine until Trump
"determines that Ukrainian President Volodymyr Zelensky is making a good-faith effort towards peace
negotiations with Russia." The White House official did not provide clarification about what conditions
the White House is expecting Zelensky to meet in order to resume aid.
The United States had
been providing Ukraine with artillery ammunition, armored vehicles, towed howitzers, Patriot air defense
batteries, and long-range rocket and missile systems such as HIMARS and ATACMS — many of which are
sophisticated systems that only the United States can supply Pauses in this aid will harm Ukraine's
warfighting capabilities, although it will likely take from weeks to months for the suspension of US aid
to affect the frontline. Western officials estimated in late February 2025 that Ukraine will be able to
sustain its current pace of operations until about mid-2025 (roughly June 2025) as long as the United
States continues to provide the aid contracted under the Biden administration on the previously
anticipated timelines. A Ukrainian official told CNN on March 4 following the suspension that Ukraine may
run out of US-provided artillery shells by May or June 2025 but warned that Patriot air defense missiles
could run out "in a matter of weeks." Ukraine relies heavily on US Patriot systems for its air defense
umbrella to protect against Russian missile strikes against Ukraine's rear areas. The shortage and
eventual lack of Patriot missiles is likely to have severe impacts on the safety of Ukraine's critical,
industrial, and civilian infrastructure, as Ukraine's other supporters lack an analogous system that can
protect against Russian missile strikes, particularly those including ballistic missiles. As Ukraine runs
short on Patriot missiles, Kyiv will have to make difficult decisions about which population centers to
prioritize in terms of air defense protection. If it runs out of Patriots entirely then Ukrainian cities
will lie open to Russian ballistic missiles.
Key Takeaways:
• US President Donald
Trump ordered a pause on US military aid to Ukraine on March 3, suspending the delivery of critical
warfighting materiel.
• The United States had been providing Ukraine with artillery
ammunition, armored vehicles, towed howitzers, Patriot air defense batteries, and long-range rocket and
missile systems such as HIMARS and ATACMS — many of which are sophisticated systems that only the United
States can supply.
• The frontline in Ukraine does not risk imminent collapse, but the
effects of the US aid pause will become more acute over time.
• The European Commission
proposed a plan on March 4 that would enable EU member states to increase defense spending to support
Ukraine and strengthen European security. European rearmament is vital for Europe's short- and long-term
security, and Europe should pursue these efforts regardless of the status of US aid to Ukraine.
• Ukraine has significantly expanded its defense industrial production capabilities throughout the war
in an effort to eventually meet its military needs independently, but Ukraine's ability to become
self-sufficient in the long-term is contingent on continued support from partner states in the short- and
medium-term.
• The Ukrainian Parliament (Verkhovna Rada) and Ukrainian President Volodymyr
Zelensky reiterated on March 4 Ukraine's commitment to work with the Trump Administration to achieve a
sustainable and lasting peace in Ukraine.
• The high casualties in Russia's war in Ukraine
are the direct result of Putin's determination to conquer all of Ukraine using horrific and costly
tactics, and Putin can dramatically reduce this killing any time he chooses
• The Kremlin
continues to express cautious optimism about the pausing of US military aid to Ukraine and advanced
several narratives as part of efforts to impose additional demands on the United States.Russian forces
recently advanced near Lyman, and Pokrovsk and in western Zaporizhia Oblast, and Ukrainian forces
recently advanced near Pokrovsk.
• The Russian Ministry of Defense (MoD) is reportedly
developing a plan to partially demobilize a limited number of mobilized personnel no earlier than July
2025, likely to address growing societal backlash over the lack of rotations and demobilization of
Russian mobilized troops for over two years.
>The shortage and eventual lack of Patriot missiles is likely to have >severe impacts on the
safety of Ukraine's critical, industrial, and >civilian infrastructure, as Ukraine's other
supporters lack an >analogous system that can protect against Russian missile strikes
Patriots hat aber so ziemlich jeder NATO-Staat. Kurzfristig könnten die aus ihren Beständen liefern und
beim Hersteller nachbestellen, solange die USA das nicht untersagen.
>>The shortage and eventual lack of Patriot missiles is >likely to have >>severe impacts on the safety of Ukraine's critical, >industrial, and >>civilian infrastructure, as Ukraine's other supporters >lack an >>analogous
system that can protect against Russian missile >strikes > >Patriots hat aber so
ziemlich jeder NATO-Staat. Kurzfristig >könnten die aus ihren Beständen liefern und beim
Hersteller >nachbestellen, solange die USA das nicht untersagen.
Aber die Frage
ist halt Lieferzeit? Ganz auf Null Bestand werden die alle nicht gehen wollen.
>>Patriots hat aber so ziemlich jeder NATO-Staat. >Kurzfristig >>könnten
die aus ihren Beständen liefern und beim >Hersteller >>nachbestellen, solange die USA
das nicht untersagen. > > >Aber die Frage ist halt Lieferzeit? Ganz auf Null
Bestand >werden die alle nicht gehen wollen.
Ich denke, dass man jetzt sowieso wieder
mehr auf den Verhandlungstisch zurück muss und anstatt sich auf weitere Waffenlieferungen(ohne USA!) zu
konzentrieren.
>Patriots hat aber so ziemlich jeder NATO-Staat. Kurzfristig >könnten die aus ihren Beständen
liefern und beim Hersteller >nachbestellen, solange die USA das nicht untersagen.
Aber
gibt ja keiner her, wie man sieht. In Zeiten wie diesen will keiner die eigene Verteidigung
vernachlässigen.
Ok, Israel gibt einige her, die haben mittlerweile ihr eigenes, besseres
System. Aber lange genug waren die Patriots unverzichtbar.
The Trump administration suspended intelligence sharing with Ukraine, one of many demands the Kremlin has
made of the US, Ukraine, and Ukraine's other supporters. Details about the US suspension of intelligence
sharing with Ukraine vary in different reports, but the Trump administration has suspended some level of
intelligence sharing with Ukraine with some reporting indicating that the suspension affected all
intelligence sharing. Western media reported that the Trump administration specifically suspended the
sharing of intelligence that Ukraine uses for early warning systems to protect against Russian long-range
missile and drone strikes, for target designation for HIMARS Guided Multiple Launch Rocket Systems
(GMLRS) strikes, and for target designation for long-range strikes within Russia. British outlet Daily
Mail reported that the United States also prohibited the United Kingdom from sharing US intelligence with
Ukraine. The Kremlin has repeatedly insisted on an end to the provision of all foreign assistance to
Ukraine as part of any peace agreement, and Kremlin Spokesperson Dmitry Peskov March 4 specifically
stated on March 4 that the United States provides Ukraine with intelligence data such as satellite
reconnaissance data.
The suspension of US intelligence sharing with Ukraine will damage
Ukraine's ability to defend itself against ongoing Russian attacks against military and civilian targets.
Ukrainian forces have leveraged their ability to strike within Russia and destroy significant amounts of
materiel in order to increase pressure on Russia. Ukrainian forces struck a Russian missile and
ammunition storage facility near Toropets, Tver Oblast on the night of September 17 to 18, 2024,
destroying two to three months of Russia’s ammunition supply. The Toropets facility also stored Iskander
missiles, Tochka-U ballistic missiles, glide bombs, and artillery ammunition. Ukrainian forces struck the
Tikhoretsk Arsenal just north of Kamenny, Krasnodar Krai on the night of September 20 to 21, 2024, which
at the time contained at least 2,000 tons of munitions, including munitions from North Korea. Russian
forces previously leveraged their quantitative artillery ammunition advantage and glide bomb strikes to
facilitate battlefield gains by destroying settlements before deploying infantry to attack the area —
most notably near Avdiivka in February 2024 during delays in US military aid to Ukraine. Ukrainian
strikes on Russian missile and ammunition storage facilities have previously relieved pressure on
Ukrainian forces across the frontline by preventing Russian forces from leveraging their artillery
advantage to secure gains. Ukrainian strikes against military targets in Russia also pushed Russian
aviation operations further from Ukraine into Russia's rear areas, hindering Russia's ability to conduct
glide bomb and missile strikes against Ukrainian frontline positions from Russian airspace. Ukraine's
inability to conduct ATACMS and HIMARS strikes against Russian air defense systems within Russia and
occupied Ukraine will likely impact how close to the frontline Russian pilots are willing to operate and
expand Russia's ability to effectively use glide bombs against both frontline areas and near rear
Ukrainian cities.
The suspension of all US intelligence sharing with Ukraine would also allow
Russian forces to intensify their drone and missile strikes against the Ukrainian rear, affecting
millions of Ukrainian civilians and the growth of Ukraine's defense industrial base (DIB). US
intelligence has contributed to Ukraine's early warning system against Russian strikes against Ukrainian
cities, allowing Ukrainian authorities and civilians to prepare once Russian forces launch missiles and
drones. The suspension of US intelligence on Russian strikes against the Ukrainian rear, coupled with the
US suspension of supplies of Patriot air defense missiles that Ukraine relies upon to defend against
Russian ballistic missiles, would have severe impacts on the safety of Ukrainian rear areas.
Russian drone and missile strikes have heavily targeted Ukraine's energy infrastructure and DIB. The
likely intensification of these strikes following the US suspension of military aid and intelligence
sharing to Ukraine will hinder Ukraine's ongoing progress towards expanding its DIB to be able to supply
the Ukrainian military with all of its materiel needs. A self-sufficient Ukrainian DIB would allow
Ukraine to defend itself over the long-term with dramatically reduced foreign military assistance, and it
is in America's core national security interests that Ukraine be able to continue its efforts towards
self-sufficiency.
The Trump administration has been applying considerable pressure on Ukraine,
whose leaders continue to offer concessions and publicly declare their interest in achieving a lasting
end to the war. These Trump administration policies are undermining the leverage that the United States
needs to get Russian President Vladimir Putin to accept any peace agreement that is in the interests of
the United States, Ukraine, and Europe. Ukrainian President Volodymyr Zelensky stated on March 4 that
"Ukraine is ready to come to the negotiating table as soon as possible to bring lasting peace closer."
Zelensky also offered to exchange Ukrainian and Russian prisoners of war (POWs), to ban missile and
long-range drone strikes against energy and civilian infrastructure, and to reach an immediate truce in
the Black Sea. Zelensky has indicated several times — including in his February 28 Fox News interview —
that he is willing to make concessions on territory, Ukraine's NATO membership, and his own tenure in
office in order to secure a just and sustainable peace. Russian President Vladimir Putin and numerous
Kremlin officials have, in contrast, offered no meaningful concessions. They continuously repeat demands
that amount to complete Ukrainian capitulation as well as the rolling back of NATO from Eastern
Europe.
Russia's war effort in Ukraine has brought about a series of materiel, manpower, and
economic challenges for Moscow that will worsen in the coming months if Ukraine is able to sustain its
defensive military operations. The United States should leverage these Russian challenges in order to
secure concessions necessary to achieve a just and sustainable peace. US policies suspending military aid
and intelligence sharing to Ukraine reduce the leverage US President Donald Trump's needs to achieve his
stated policy objective of bringing about an end to the war in Ukraine on acceptable terms, a task that
requires increasing pressure on Russia, not Ukraine.
Key Takeaways:
• The Trump
administration suspended intelligence sharing with Ukraine, one of many demands the Kremlin has made of
the US, Ukraine, and Ukraine's other supporters.
• The suspension of US intelligence sharing
with Ukraine will damage Ukraine's ability to defend itself against ongoing Russian attacks against
military and civilian targets.
• The suspension of all US intelligence sharing with Ukraine
would also allow Russian forces to intensify their drone and missile strikes against the Ukrainian rear,
affecting millions of Ukrainian civilians and the growth of Ukraine's defense industrial base (DIB).
• The Trump administration has been applying considerable pressure on Ukraine, whose leaders
continue to offer concessions and publicly declare their interest in achieving a lasting end to the war.
These Trump administration policies are undermining the leverage that the United States needs to get
Russian President Vladimir Putin to accept any peace agreement that is in the interests of the United
States, Ukraine, and Europe.
• Kremlin officials announced their intention of taking advantage
of the suspension of US military aid and intelligence sharing to make additional battlefield gains.
• Russian officials continue inaccurately to place the blame on Ukrainian President Volodymyr
Zelensky — and not Russian President Vladimir Putin — for the lack of meaningful peace negotiations.
• Kremlin officials continue to use business incentives to make further demands of the United
States and to push the United States to de facto recognize Russia's annexation of Ukrainian territory.
• Ukrainian forces recently advanced near Toretsk and Pokrovsk.
• Over 50,000 Russian
servicemembers are reportedly listed as having abandoned their units and are absent without leave (AWOL)
between February 2022 and mid-December 2024.
Russian President Vladimir Putin and other Kremlin officials explicitly rejected making any concessions
in future peace negotiations or accepting any US, European, or Ukrainian peace proposals and the Russian
Ministry of Foreign Affairs (MFA) rejected the possibility of a negotiated ceasefire on March 6. Putin
stated during a visit to the Defenders of the Fatherland Foundation's Moscow branch on March 6 that
Russia does not intend to "give in to anyone" or make any compromises in future peace negotiations. Putin
stated that Russia must choose a peace option that best suits Russia and will ensure peace in the
long-term. Putin noted that Russian societal unity is critical for Russian victory in Ukraine. Putin
alluded to the Russian Revolution, noted that Russian society collapsed during the First World War, and
urged Russians to maintain support and unity as the war continues. Putin stated that Russia "will not
give up" its "own" territory in future peace negotiations — likely referring to illegally annexed
territory in occupied Ukraine. The Kremlin launched the Defenders of the Fatherland State Fund in April
2023 to oversee social support for veterans, elevate veterans within Russian society, and monopolize
control over veterans activities in Russia. Putin has also declared 2025 the "Year of the Defender of the
Fatherland" — underlining Putin's efforts to prioritize militarizing Russian society and rallying support
behind Russia's war effort in Ukraine in 2025.
Russian Foreign Minister Sergei Lavrov claimed
during a press conference on March 6 that Russia will reject any proposals to station European
peacekeeping forces in Ukraine to enforce a future ceasefire agreement. Lavrov stated that Russia sees
"no room for compromise" on this issue and will consider the presence of a European peacekeeping force in
Ukraine as akin to a NATO deployment in Ukraine. Lavrov stated that Russia will consider the deployment
of any European peacekeepers to Ukraine as the "direct, official, undisguised involvement of NATO
countries" in the war and that Russia will reject such a deployment. Russian MFA Spokesperson Maria
Zakharova rejected the possibility of a negotiated ceasefire and the deployment of European troops to
Ukraine on March 6 and claimed that Russia considers any proposal that gives Ukraine a "respite" along
the frontline as unacceptable. Lavrov and Zakharova are explicitly rejecting US Defense Secretary Pete
Hegseth's February 12 suggestion that European and non-European countries should station troops in
Ukraine to enforce any future peace agreement.
Lavrov said that any peace agreement must
account for the alleged "root causes" of the war in Ukraine, including guarantees that NATO will stop
expanding, trying to "swallow" Ukraine, and developing threats against Russia. Lavrov claimed that US
President Donald Trump "understands" the need to eliminate these "root causes" while European countries
are attempting to ignore the "root causes." Lavrov previously identified the "root causes" of the war as
NATO's alleged violation of obligations not to expand eastward and the Ukrainian government's alleged
discrimination against ethnic Russians and Russian language, media, and culture in Ukraine. Russian
officials often invoke the concept of "root causes" to allude to their demands for NATO to abandon its
open-door policy and to blame the West and Ukraine for Putin's decision to invade Ukraine.
Key
Takeaways:
• Russian President Vladimir Putin and other Kremlin officials explicitly rejected
making any concessions in future peace negotiations or accepting any US, European, or Ukrainian peace
proposals and the Russian Ministry of Foreign Affairs (MFA) rejected the possibility of a negotiated
ceasefire on March 6.
• Russian officials will likely take advantage of the suspension of US
military aid to and intelligence sharing with Ukraine to spread a longstanding Russian information
operation meant to falsely portray Russian victory as inevitable.
• The Kremlin welcomed a
Trump administration official's recent comments mischaracterizing Russia's illegal and unprovoked
invasion of Ukraine as a "proxy war," and Russian media portrayed the statement as an admission that the
United States is a participant in the war.
• US and Ukrainian delegations will conduct
bilateral meetings in Saudi Arabia next week.
• Ukrainian opposition politicians rejected the
possibility of holding elections in Ukraine before the end of the war.
• European countries
continue to announce new military assistance packages and other measures to support the Ukrainian
military.
• Ukrainian forces recently advanced in the Pokrovsk direction and Russian forces
recently advanced in the Kupyansk, Borova, Siversk, Pokrovsk, and Kurakhove directions.
• Russian President Vladimir Putin attempted to assuage Russian fears about conscripts going to war
amid continued reports that Russian military units are forcing conscripts to sign contracts with the
Russian Ministry of Defense (MoD).
Russian forces conducted one of the largest ever missile and drone strikes against Ukraine on the night
of March 6 to 7 as Russian forces continue to adapt strike packages to overwhelm Ukraine's air defense
umbrella by increasing the total number of Shahed and decoy drones in each strike. Russian forces
launched the largest combined strike package against Ukraine since November 2024 on the night of March 6
to 7. The Ukrainian Air Force reported that Russian forces launched 67 missiles including 35 Kh-101/Kh-55
cruise missiles, eight Kalibr cruise missiles, three Iskander-M/Kn-23 ballistic missiles, four S-300 air
defense missiles, eight Kh-59/69 cruise missiles, and 194 Shahed and decoy drones. The Ukrainian Air
Force reported that Ukrainian forces downed 25 Kh-101/Kh-55 cruise missiles, all eight Kalibr cruise
missiles, one Kh-59/69 cruise missile, and 100 Shahed and decoy drones and that 86 decoy drones and up to
10 missiles did not reach their targets, likely due to Ukrainian electronic warfare (EW) interference.
The Ukrainian Air Force stated that Ukrainian forces downed Russian targets using F-16 and
Mirage-2000 aircraft and that this was the first instance of Ukrainian forces using Mirage-2000s, which
arrived one month ago, to defend against Russian strikes. The Ukrainian Air Force stated that Russian
forces targeted Ukrainian gas production facilities during the strike. Ukrainian President Volodymyr
Zelensky and other official Ukrainian sources stated that Russian strikes damaged energy facilities in
Odesa, Poltava, Chernihiv, and Ternopil oblasts. Ternopil Oblast Military Administration reported that
two Russian missiles struck a critical infrastructure facility, causing a fire. Ukraine's largest private
energy company DTEK stated that the strikes damaged an energy facility in Odesa Oblast.
Russian forces began increasing the number of Shahed and decoy drones in strike packages in Fall 2024,
likely to adapt to successful Ukrainian electronic warfare (EW) innovations. ISW observed reports that
Russian forces began launching between 80 and 100 (or more) Shahed and decoy drones as part of their
larger strike packages in October and November 2024, and reports indicate that Russia has increased the
production of Shahed drone airframes while continuing to rely on Iranian or Chinese imports for other
drone components in December 2024. Russia has likely leveraged the increased production of Shahed drones
to increase the total number of drones launched in each strike package. Russian forces launched an
average 83.4 drones per strike package in January 2025, an average of 139.3 drones per strike package in
February 2024, and an average of 128.8 drones per strike package from March 1 through 7. Russian forces
have only sporadically included missiles in the January, February, and March 2025 strike packages, and
the 67 missiles launched in the March 6 to 7 strike series is a larger amount than in previous missile
strikes this year. Russian forces likely increased the combined number of Iskander-M/KN-23 ballistic
missiles and Kh-101/Kh-55 cruise missiles in the March 6 to 7 strike packages to inflict maximum damage
on select targets in Ukraine while using the large number of Shahed drones, decoy drones, and Kalibr
cruise missiles to detect and overwhelm Ukrainian air defenses and mobile fire groups.
Russia
will likely take advantage of the suspension of US military aid and intelligence sharing with Ukraine to
intensify its long-range strike campaign and deplete Ukrainian air defense missiles. US intelligence has
contributed to Ukraine's early warning system against Russian strikes and its suspension will likely
impact Ukraine's ability to rapidly respond to adapting Russian strike packages. Ukraine's Main Military
Intelligence Directorate (GUR) recently reported that Russia is modernizing and increasing its production
of Shahed-136 drones and producing a new Geran-3 drone variant. Russan forces will likely attempt to
overwhelm Ukrainian air defense systems by increasing the number of Shahed and decoy drones per strike
package in addition to increasing the number of missiles in select strike packages to destroy Ukrainian
energy and defense industrial base (DIB) infrastructure. Russia also likely intends to force Ukraine into
quickly depleting its supply of Patriot air defense interceptors - which Ukraine relies on to defend
against Russian ballistic missiles - during the pause in US military aid and intelligence sharing to
maximize the damage of subsequent strikes. Ukrainian forces will likely have to be more selective in
intercepting strikes as their stock of interceptors decreases with no resupply on the horizon, and
successful Russian strikes against Ukrainian energy facilities will likely have lasting effects on
Ukraine's ability to generate power for DIB and civilian use.
Key Takeaways:
• Russian forces conducted one of the largest ever missile and drone strikes against Ukraine on the
night of March 6 to 7 as Russian forces continue to adapt strike packages to overwhelm Ukraine's air
defense umbrella by increasing the total number of Shahed and decoy drones in each strike.
• Russian forces began increasing the number of Shahed and decoy drones in strike packages in Fall
2024, likely to adapt to successful Ukrainian electronic warfare (EW) innovations.
• Russia
will likely take advantage of the suspension of US military aid to and intelligence sharing with Ukraine
to intensify its long-range strike campaign and deplete Ukrainian air defense missiles.
• Russian forces are further intensifying offensive operations in select frontline areas likely in
order to capitalize on any immediate and longer-term battlefield impacts of the cessation of US aid to
Ukraine.
• Russian forces recently advanced into northern Sumy Oblast for the first time
since 2022 – when Ukrainian forces pushed Russian forces from significant swathes of Ukrainian territory
following the initial months of Russian advances. Russian forces likely intend to leverage limited
advances into Sumy Oblast to completely expel Ukrainian forces from Kursk Oblast among other
objectives.
• Russian forces also recently intensified offensive operations aimed at seizing
Chasiv Yar and attacking Kostyantynivka – the southernmost settlement of Ukraine's fortress belt in
Donetsk Oblast.
• Russian officials continue to explicitly reject making any concessions in
future peace negotiations or accepting any US, European, or Ukrainian peace proposals.
• Lithuania's intelligence services assessed that Russia may have the capabilities to conduct a limited
campaign against one or several NATO countries within three to five years, an assessment that is
consistent with ISW's assessments about Russian efforts to restructure and prepare its military and
society for a future conflict with NATO in the medium to long-term.
• The United Kingdom (UK)
issued Ukraine's first tranche of revenue generated from frozen Russian assets. Russian forces recently
advanced in Sumy Oblast and near Borova, Chasiv Yar, Toretsk, and Pokrovsk.
• The Kremlin
continues to leverage its "Time of Heroes" program to fill government positions with veterans of its war
in Ukraine as part of a long-term effort to militarize Russian society and form a new cadre of loyal
Russian officials.
The extent of the US suspension of intelligence sharing with Ukraine remains unclear. The Washington Post
reported on March 7 that a statement by the US National Geospatial-Intelligence Agency (NGA) noted that
the NGA "temporarily suspended access" to the system that provides Ukraine with commercial
satellite imagery that the United States has purchased. Ukraine can reportedly still access imagery that
it has purchased with its own accounts. A Ukrainian servicemember told the Washington Post that satellite
service near Pokrovsk "simply disappeared" but that Ukrainian forces will "use own plans." CNN
reported on March 7 that two US defense officials stated that the United States is still sharing
intelligence with Ukraine that can help Ukrainian forces "defend" themselves but has "scaled back" the
sharing of intelligence that Ukrainian forces could use for offensive targeting of Russian forces.
Politico reported on March 8 that a European official familiar with the intelligence capabilities of
allies was "still puzzling" over the extent of the US intelligence sharing suspension and stated that
European states may not be able to "bridge the gap." A source familiar with talks among the NATO allies
about how to handle the US suspension reportedly stated that NATO members are not prohibited from sharing
some US intelligence with Ukraine but that such sharing could be very limited as the NATO allies are
trying to avoid "jeopardizing" their relationships with the United States or with each other. Politico
reported that one NATO official stated that there is no pressure from the Trump administration to reduce
or curtail allies' intelligence sharing or weapons deliveries to Ukraine.
Western and
Ukrainian officials indicated that the US suspension of intelligence sharing is generating battlefield
effects. Time reported on March 8 that five senior Western and Ukrainian officials and military officers
stated that the suspension of US intelligence to Ukraine has helped Russian forces advance on the
battlefield. An unspecified officer told Time that the suspension has left Ukrainian forces unable to use
"some of their best weapons systems." A source in the Ukrainian government stated that the suspension has
impacted Ukrainian operations in Kursk Oblast the most and that Ukrainian forces have lost the ability to
detect Russian aircraft approaching Ukraine — compromising Ukrainian authorities' ability to warn
civilians and military personnel about incoming Russian strikes. CNN reported on March 8 that a Ukrainian
official stated that Ukrainian forces may run out of artillery shells by May or June 2025 — likely
referring only to stockpiles of US-supplied ammunition. A Ukrainian official also told CNN that Ukraine
may exhaust its stockpile of Patriot air defense missiles, upon which Ukraine relies to shoot down
Russian ballistic missiles, "in a matter of weeks." ISW cannot independently verify statements about the
effects on the ground of the US intelligence sharing suspension. ISW continues to assess, however, that
the complete suspension of US intelligence sharing would damage Ukraine's ability to use long-range
strikes to generate battlefield effects and defend against Russian offensive operations and would allow
Russian forces to intensify their drone and missile strikes against Ukrainian rear areas, affecting
millions of Ukrainian civilians and the growth of Ukraine's defense industrial base (DIB).
European states continue efforts to supplement intelligence sharing with Ukraine following the US
suspension. French Ministry of Foreign Affairs (MFA) Spokesperson Christophe Lemonde stated on March 8
that European states discussed how to try to compensate for the intelligence that the United States "may
stop providing" during that March 6 EU summit. French Defense Minister Sebastien Lecornu stated on March
6 that France would continue to provide intelligence to Ukraine. French outlet Intelligence Online
reported on March 7 that Safran.AI, a subsidiary of French defense corporation Safran, will provide
Ukraine's Main Military Intelligence Directorate (GUR) with a data fusion platform to analyze French
satellite imagery and that Safran.AI and the GUR signed the agreement at the end of February 2025 —
before the US suspension of intelligence sharing with Ukraine. Two Ukrainian officers told Time that some
European intelligence agencies are trying to fill the gap following the US suspension of intelligence
sharing to Ukraine but that it will take time for European authorities to deploy these capabilities and
that Europe is unlikely to entirely make up for the US intelligence capability "any time soon."
Russian forces intensified their multi-directional campaign to eliminate the remaining Ukrainian
salient in Kursk Oblast on March 7 and 8. Geolocated footage published on March 8 indicates that Russian
forces recently seized Cherkasskoye Porechnoye (north of Sudzha). Russian milbloggers claimed that
elements of the 30th Motorized Rifle Regiment (72nd Motorized Rifle Division, 44th Army Corps ,
Leningrad Military District ) and 1427th Motorized Rifle Regiment (formed during the 2022 partial
reserve call up) are advancing near Cherkasskoye Porechnoye. A Kremlin-affiliated milblogger claimed that
Russian airborne (VDV) units seized Lebedevka (west of Sudzha), and another Russian milblogger claimed
that Russian forces seized Kubatkin (north of Sudzha) and advanced up to eight kilometers into the
Ukrainian salient. A Russian source claimed that fighting is ongoing along the
Lebedevka-Kubatkin-Bondarevka line (northwest and east of Sudzha), but that the situation in this area is
unclear.
Key Takeaways:
• The extent of the US suspension of intelligence sharing
with Ukraine remains unclear.
• Western and Ukrainian officials indicated that the US
suspension of intelligence sharing is generating battlefield effects.
• European states
continue efforts to supplement intelligence sharing with Ukraine following the US suspension.
• Russian forces intensified their multi-directional campaign to eliminate the remaining Ukrainian
salient in Kursk Oblast on March 7 and 8.
• Russian forces appear to be destroying bridges in
Kursk Oblast and along the international border, likely as part of efforts to prevent Ukrainian forces
from withdrawing from Kursk Oblast into Ukraine.
• The Russian Ministry of Defense's (MoD)
Main Military-Political Directorate Deputy Head and Akhmat Spetsnaz Commander, Major General Apti
Alaudinov, announced the intensified Russian effort in Kursk Oblast on March 8.
• Russian
forces conducted a series of missile and drone strikes against Ukrainian rear and near rear areas on the
night of March 7 and 8 and during the day on March 8, and Ukrainian forces notably did not shoot down any
Russian ballistic missiles.
• The Kremlin continues to promote the false narrative that
European Union (EU) member states and Ukraine seek to protract and escalate the war in Ukraine in order
to distract from Russia's own long-term preparations for a war with the West.
• Ukrainian
President Volodymyr Zelensky stated on March 8 that Ukrainian Presidential Administration Chief of Staff
Andriy Yermak, Ukrainian Foreign Minister Andriy Sybiha, Ukrainian Defense Minister Rustem Umerov, and
Deputy Head of the Ukrainian President's Office Colonel Pavlo Palisa will participate in the US-Ukrainian
talks on March 11 in Jeddah, Saudi Arabia.
• Ukrainian forces recently advanced near Toretsk
and Pokrovsk, and Russian forces recently advanced in Kursk Oblast and near Toretsk and Pokrovsk.
Russian forces are collapsing the northern part of the Ukrainian salient in Kursk Oblast following
several days of intensified Russian activity in the area. Geolocated footage published on March 8
indicates that Russian forces seized Novaya Sorochina (northwest of Sudzha), Malaya Loknya (just south of
Novaya Sorochina), and Lebedevka (south of Malaya Loknya), and the fields between the settlements.
Russian milbloggers claimed that elements of the Russian 34th Motorized Rifle Brigade (49th Combined Arms
Army , Southern Military District ) seized Malaya Loknya and that elements of the Russian 51st
Airborne (VDV) Regiment (106th VDV Division) seized Lebedevka. Russian milbloggers claimed that Russian
forces seized Pravda and Ivashkovshyi (both north of Sudzha) and positions along an unspecified area of
the railway line between Malaya Loknya and Sudzha.<3> Russian milbloggers claimed that elements of the
Chechen Akhmat Spetsnaz and 30th Motorized Rifle Regiment (72nd Motorized Rifle Division, 44th Army Corps
, Leningrad Military District ) participated in the seizure of Kubatkin (north of Sudzha) and
Pravda and that additional elements of the Russian 106th VDV Division are advancing into Kazachya Loknya
(north of Sudzha) from Lebedevka. Russian milbloggers claimed that Ukrainian troops hold limited
positions in Malaya Loknya, Cherkasskoye Porechnoye (north of Sudzha), and Martynovka (northeast of
Sudzha) but that most Ukrainian forces have withdrawn from positions in the northern part of the salient
towards Kazachya Loknya and Sudzha. Russian milbloggers claimed that preparatory Russian efforts to
destroy the bridges north and south of Sudzha have significantly complicated Ukraine's ability to
withdraw back to Sudzha. A Russian milblogger claimed that Ukrainian forces unsuccessfully
counterattacked near Malaya Loknya.
The temporal correlation between the suspension of US
intelligence sharing with Ukraine and the start of Russia's collapse of the Ukrainian Kursk salient is
noteworthy. Russia has been attempting to push Ukrainian forces from the salient in Kursk Oblast through
slow, grinding advances since the incursion began in August 2024. Russia later deployed roughly 12,000
North Korean military personnel in October 2024 to assist in repelling the incursion, but Russian forces
continued to make only gradual gains. The Trump administration suspended US intelligence sharing with
Ukraine on March 5, although there continue to be conflicting reports about the details about the US
suspension. Russian forces intensified offensive operations to expel Ukrainian forces from Kursk Oblast
on March 6 and 7. A source reportedly affiliated with Ukrainian military intelligence started reporting
more rapid Russian advances in Kursk Oblast on March 5. A source in the Ukrainian government stated in a
March 8 Time article that the US intelligence sharing suspension has impacted Ukrainian operations in
Kursk Oblast the most. The Russian military has not previously prioritized the effort to push Ukrainian
forces out of Kursk Oblast over making further advances in eastern Ukraine despite concentrating a
sufficient force grouping to do so in late 2024. A direct link between the suspension of US intelligence
sharing and the start of the collapse of Ukraine's salient in Kursk Oblast is unclear, although Kremlin
officials have recently announced their intention to take advantage of the suspension of US military aid
and intelligence sharing to "inflict maximum damage" to Ukrainian forces "on the ground" during the
limited time frame before the possible future resumption of US intelligence sharing and military aid to
Ukraine.
Reports about the extent of the suspension of US military aid to Ukraine continue to
indicate that the suspension will likely affect Ukraine's ability to defend itself against Russia. Forbes
stated on March 7 that the Trump administration has halted US support for Ukraine's F-16 fighter jet
radar jammers. The Wall Street Journal reported on March 8 that a source familiar with the matter stated
that Ukraine is currently able to fire one artillery shell for every three that Russian forces fire –
even with Ukraine's current supplies of US shells. The suspension of US support to Ukrainian F-16 radar
jammers will likely hamper Ukraine's ability to continue to use the aircraft to defend against Russian
strikes into Ukraine's rear. Ukrainian officials indicated in December 2024 that Ukrainian forces had
been able to gain an artillery advantage of 1.5 to one or three-to-one in some areas of the front, and
Russia's current artillery advantage over Ukraine will likely continue to grow as Ukraine's stockpiles of
US ammunition decrease further following the US suspension of military aid.
Key Takeaways
• Russian forces are collapsing the northern part of the Ukrainian salient in Kursk Oblast
following several days of intensified Russian activity in the area.
• The temporal correlation
between the suspension of US intelligence sharing with Ukraine and the start of Russia's collapse of the
Ukrainian Kursk salient is noteworthy.
• Reports about the extent of the suspension of US
military aid to Ukraine continue to indicate that the suspension will likely affect Ukraine's ability to
defend itself against Russia.
• Ukraine's European allies continue to provide material and
financial aid to Ukraine.
• Russia continues to showcase its deepening relations with American
adversaries despite ongoing bilateral talks between the United States and Russia.
• Ukrainian
forces advanced near Toretsk and Pokrovsk, and Russian forces recently advanced in Sumy and Kursk oblasts
and near Siversk, Toretsk, Kurakhove, and Robotyne.
Russia continues to publicly claim that it wants peace while offering no concessions of its own in sharp
contrast with the concessions Ukraine has already offered. Reuters reported on March 9 that two US
officials stated that the US is planning to use the March 11 US-Ukrainian talks in Saudi Arabia "in part
to determine whether Ukraine is willing to make material concessions to Russia to end the war." One US
official stated that Ukraine cannot say both "I want peace" and "I refuse to compromise on anything" at
the upcoming talks. The other US official stated that the US wants "to see if the Ukrainians are
interested not just in peace, but in a realistic peace." The Financial Times reported on
March 9 that unspecified officials briefed on the upcoming US-Ukrainian negotiations stated that Ukraine
will propose a partial ceasefire with Russia for long-range drone and missile strikes and combat
operations in the Black Sea. Ukrainian outlet Suspilne reported on March 10 that a source familiar with
the Ukrainian delegation's position stated that Ukraine will also propose a prisoner of war (POW)
exchange. The Ukrainian source noted that these proposals are "realistic to implement quickly" and to
"control." Ukrainian President Volodymyr Zelensky first suggested a ceasefire in the air and sea on March
5, and Ukraine is offering the kind of ceasefires that are more straightforward and do not require
extended negotiations or a complex monitoring process. A ceasefire along the thousand kilometers of
complex front line characterized by multiple “gray zones” where the lines of opposing forces are blurred
would be extremely difficult to negotiate and monitor. Zelensky has also indicated several times —
including in his February 28 Fox News interview — that he is willing to make concessions on territory,
Ukraine's NATO membership, and his own tenure in office in order to secure a just and sustainable
peace.
Russian officials, in contrast, continue to reiterate Russian President Vladimir
Putin's 2021 and 2022 demands. Russian Foreign Minister Sergei Lavrov claimed in an interview to "New
Regions of Russia" magazine published on March 10 that any future peace settlement must "eradicate" the
"root causes" of the war. Lavrov defined the "root causes" of the war as the alleged "threats to Russia's
security from the Ukrainian and Western directions in general" that are due to NATO's eastward expansion
and the Ukrainian government's alleged "extermination" of everything that is "connected with Russia and
the Russian World ," including Russian language, culture, Orthodoxy, and media. Lavrov
similarly defined the alleged "root causes" of the war in late December 2024, and the Kremlin's rhetoric
on this topic has not changed in the over two months, even after the start of US-Russian bilateral talks
in February 2024. Russia's repeated rhetoric about the "root causes" of the war and constant reiteration
of its specific unchanged demands contrast sharply with the flexibility Ukraine has shown.
Russian officials continue to capitalize on the Trump administration's statements and actions in an
attempt to divide the United States and Europe. Russian Foreign Minister Sergei Lavrov claimed in an
interview to the "New Regions of Russia" magazine published on March 10 that US and Russian diplomats
voted the same way for the first time in three years against the Ukrainian- and European-backed United
Nations (UN) resolution on February 24. This resolution commemorated the third anniversary of Russia's
full-scale invasion of Ukraine, recognized Russia as the aggressor in the war, called for a just peace in
Ukraine, and supported Ukraine's sovereignty and territorial integrity. Lavrov claimed that the
"ultraliberal ruling elites of the West," support Ukraine and that European Union (EU) countries and the
United Kingdom (UK) maintain "predatory, colonial habits." Lavrov notably did not mention the United
States, likely in an attempt to drive a perceived ideological wedge between the United States and Europe.
Lavrov's use of the "ruling elites" narrative echoes Russian President Vladimir Putin's February 27 claim
that "some Western elites" are trying to "maintain instability" in the world and will try to "disrupt or
compromise" the US–Russian dialogue that has begun. Russia's Foreign Intelligence Service (SVR) claimed
on March 10 that the UK government is prioritizing "undermining Trump's peace efforts" and has tasked
non-governmental organizations with "demonizing" Trump. The SVR notably made such claims ahead of the
UK’s hosting of a virtual meeting on March 15 with mainly European and British commonwealth countries to
support a ceasefire agreement. Russian officials are likely attempting to leverage Trump administration
statements and actions to divide the United States and Europe and will likely continue such efforts to
secure maximum concessions on Ukraine from the US, Europe, and Ukraine as well as to fracture the
US-Europe relationship to Russia’s benefit.
Key Takeaways
• Russia continues
to publicly claim that it wants peace while offering no concessions of its own in sharp contrast with the
concessions Ukraine has already offered.
• Russian officials continue to capitalize on the
Trump administration's statements and actions in an attempt to divide the United States and Europe.
• Russian forces are consolidating their gains in Kursk Oblast and likely preparing to attack
Sudzha in the coming days.
• Ukraine continues to expand its domestic production of drones and
air defense systems to support its war effort.
• Ukrainian forces recently advanced near
Toretsk and Pokrovsk, and Russian forces recently advanced in Kursk Oblast and near Toretsk and Pokrovsk.
• Russian President Vladimir Putin approved a list on March 10 of instructions for the
Russian government and the Defenders of the Fatherland Foundation aimed at increasing social benefits to
Russian veterans, which will likely put further strain on the Russian budget and economy.
The United States and Ukraine agreed on March 11 to an immediate 30-day ceasefire in Ukraine contingent
on Russia's agreement, and the United States reportedly restarted intelligence sharing and military aid.
US and Ukrainian representatives met in Jeddah, Saudi Arabia on March 11 for bilateral talks and agreed
to the ceasefire proposal, which the United States will soon propose to Russia. The US-Ukrainian joint
statement emphasized that Russia's reciprocity to this ceasefire proposal is the key to achieving peace
and noted that the ceasefire can be extended if all parties agree. The joint statement noted that the
United States will immediately lift its suspension on intelligence sharing and military assistance to
Ukraine. The United States and Ukraine also agreed to finalize a deal on minerals as soon as possible.
Ukraine reiterated in the joint statement that European partners will be involved in the peace process.
The United States and Ukraine also discussed humanitarian relief to Ukraine, especially during the
ceasefire, including the return of prisoners of war (POWs), detained civilians, and forcibly deported
Ukrainian children to Ukraine. Ukrainian Presidential Office Deputy Head Pavlo Palisa confirmed on March
11 that the United States has already resumed the flow of military assistance to Ukraine. A source close
to the Ukrainian government told CNN that the United States also fully restored intelligence sharing to
Ukraine on March 11.
Ukrainian President Volodymyr Zelensky stated that the ceasefire would
encompass a cease in combat operations along the entire frontline, a moratorium on long-range missile and
drone strikes, and the cessation of operations in the Black Sea and would begin as soon as Russia agrees
to the US proposal. US Secretary of State Marco Rubio responded during a press conference on March 11 to
a question about a deadline for Russia to respond, stating that the deadline is "as quickly as possible,"
that the United States will inform Russia about the ceasefire proposal through multiple diplomatic
channels, and that the "ball is now in court." US National Security Advisor Mike Waltz stated
that he will speak with his Russian counterpart in the coming days and clarified that the resumed US
military assistance to Ukraine includes the provision of material authorized under the Presidential
Drawdown Authority (PDA). European Commission President Ursula von der Leyen, UK Prime Minister Keir
Starmer, and French President Emmanuel Macron expressed support for the 30-day ceasefire proposal and
emphasized that the onus to respond is now on Russia.
Russian ultranationalist voices,
including a Russian State Duma deputy, largely rejected the ceasefire proposal on March 11. Russian
milbloggers, including Kremlin-coopted milbloggers, rejected the ceasefire proposal because the United
States and Ukraine will allegedly "abandon" peace "at the first opportunity" and the war in Ukraine is
existential for Russia. One milblogger claimed that accepting the ceasefire would be "pure betrayal and
sabotage," and another milblogger questioned the purpose of accepting this ceasefire proposal without
achieving Russia's war aims. Russian State Duma Deputy and former 58th Combined Arms Army Commander
Lieutenant General Viktor Sobolev stated after the publication of the joint statement that Russia should
not agree to the "unacceptable" 30-day ceasefire proposal because it would allow Ukraine to rearm and
regroup.
The Kremlin has not officially responded to the ceasefire proposal as of this
publication, and Russian state media is attempting to frame earlier official Russian statements about
bilateral US-Russian negotiations as responses to the ceasefire proposal. Following the publication of
the ceasefire proposal, Russian state media largely amplified a statement from Ministry of Foreign
Affairs (MFA) Spokesperson Maria Zakharova from earlier in the day on March 11 saying that Russia "does
not rule out" contacts with the United States in the next few days. Russian State Duma Security Committee
member Mikhail Sheremet stated before the joint statement was released that Russia is interested in a
settlement in Ukraine but will not allow itself to be deceived, and Russian state media only amplified
Sheremet's statement after the ceasefire proposal. Russian state media is likely attempting to portray
the immediate Russian reaction as moderate for domestic audiences until Kremlin officials make public
statements and provide a framing for broader Russian media coverage of the proposal.
Ukraine's
allies and partners from Europe, Asia, and Oceania continue efforts to strengthen the Ukrainian military
and back Ukraine with security guarantees — the most effective deterrent against future Russian
aggression against Ukraine following a potential future peace agreement. French Defense Minister
Sebastien Lecornu stated on March 11 that France "will refuse any form of demilitarization of Ukraine"
and that the "first guarantee of security remains the Ukrainian army." Reuters reported that 34 military
officials from European NATO states, EU states, Asia, and Oceania, met on March 11 in Paris to assess
their militaries' capabilities to maintain Ukraine's long-term military strength and to guarantee
Ukrainian security in the event of a permanent ceasefire in the war. French President Emmanuel Macron
stated after the meeting that Ukraine's partners must "define credible security guarantees" for Ukraine.
A French military official told the Associated Press on March 10 that the meeting would discuss a French
and British plan for the creation of a multinational force that would aim to reassure Ukraine and deter
another large-scale Russian offensive. The official stated that the envisaged force could include heavy
weaponry and weapons stockpiles that participating militaries could deploy to help Ukraine defend itself
in "hours or days" in the event of a renewed Russian attack. A strong Ukrainian military backed by
Western security guarantees continues to be the strongest deterrent against another Russian invasion in
the future, and Russia has been repeatedly insisting on Ukraine's "demilitarization" and disarmament in
order to deny Ukraine this deterrent and allow Russia to renew attacks against Ukraine at a time of
Moscow's choosing in the future.
Bloomberg reported on March 11 that Western security
officials stated that Russian President Vladimir Putin has "no intention" of making compromises on
territory, peacekeepers, or Ukrainian neutrality and that Putin is prepared to continue fighting if he
doesn't achieve his objectives in his war in Ukraine. The officials stated that Putin has deliberately
made "maximalist" demands, knowing that Ukraine and Europe would likely find these demands unacceptable.
Western security officials' reports of the Kremlin's intention to achieve its "maximalist" goals in
Ukraine are consistent with Putin's and other Russian officials' public statements, even as the Kremlin
has attempted to posture itself as open to negotiations and ending the war.
Key Takeaways
• The United States and Ukraine agreed on March 11 to an immediate 30-day ceasefire in Ukraine
contingent on Russia's agreement, and the US reportedly restarted intelligence sharing and military
aid.
• Ukraine's allies and partners from Europe, Asia, and Oceania continue efforts to
strengthen the Ukrainian military and back Ukraine with security guarantees – the most effective
deterrent against future Russian aggression against Ukraine following a potential future peace
agreement.
• Russian forces continue to make confirmed advances in Kursk Oblast and have
likely begun attacking Sudzha.
• Ukrainian forces conducted a large-scale series of drone
strikes against Russia on the night of March 10 to 11, largely targeting Moscow Oblast.
• Ukrainian forces recently advanced near Toretsk and Pokrovsk, and Russian forces recently advanced
near Siversk and Robotyne and in Kursk Oblast.
• The Kremlin continues to expand social
benefits for Russian soldiers who fought in Ukraine, including soldiers who have fought for the militias
of the Donetsk and Luhansk people's republics (DNR and LNR) since 2014.
Kremlin Spokesperson Dmitry Peskov offered a vague response on March 12 to the US-Ukrainian 30-day
ceasefire proposal. Peskov responded to a question about Russia's response to the joint temporary
ceasefire proposal, stating that "we don't want to get ahead of ourselves." Peskov stated that Russia
expects US Secretary of State Marco Rubio and US National Security Advisor Mike Waltz to inform the
Kremlin about the details of the US-Ukrainian negotiations. Russian opposition outlet Verstka reported on
March 12 that its sources in the Russian government stated that the US-Ukrainian temporary ceasefire
proposal surprised the Kremlin, and a source close to the Russian presidential administration stated that
the Kremlin expected the United States to discuss such a proposal with Russia in private before publicly
announcing it, thereby providing the Kremlin time to formulate a prepared response.
Russian
President Vladimir Putin may hold hostage the ceasefire proposal to which Ukraine has agreed in order to
extract preemptive concessions before formal negotiations to end the war have started. Reuters reported
on March 12 that senior Russian sources stated that a deal on the temporary ceasefire would have to "take
into account" Russia's advances on the battlefield and "address concerns." Bloomberg reported
on March 12 that sources familiar with the Kremlin's thinking and the situation stated that Putin will
"stretch the timeline" for agreeing to the temporary ceasefire in order to ensure that his stipulations
"are taken into account." A source close to the Kremlin stated that Russia may demand a halt to weapons
supplies to Ukraine as a condition of agreeing to the temporary ceasefire, but did not specify whether
such a halt would include all international weapons provisions to Ukraine or only those from select
countries. Suspending US or other military assistance to Ukraine during a ceasefire would be extremely
advantageous to Russia, which continues to receive critical supplies and assistance from Iran, North
Korea, and the People's Republic of China. Such an enormous concession would also destroy US leverage in
future negotiations, in addition to violating the conditions under which Ukraine agreed to the ceasefire
in the first place.
Russian opposition outlet Verstka reported on March 12 that a source close
to the Russian Presidential Administration stated that the Kremlin would "formally" give a "positive
response" to the temporary ceasefire proposal but would also demand "impossible conditions" to which
Ukraine cannot agree. The source stated that Putin wants to remove Ukraine from talks so that Russia can
engage in negotiations with the United States alone while also "correcting the situation on the front" to
strengthen Russia's negotiating position. The source added that the conditions of the temporary ceasefire
"must suit Russia" and that Russia's agreement to a temporary ceasefire during which Ukraine continues to
receive weapons and financing from its partners and allies is "stupid." These leaks may be intentional
and part of a Russian negotiating strategy that aims to push the United States to renegotiate its deal
with Ukraine on the temporary ceasefire.
Key Takeaways
• Kremlin Spokesperson
Dmitry Peskov offered a vague response on March 12 to the US-Ukrainian 30-day ceasefire proposal.
• Russian President Vladimir Putin may hold hostage the ceasefire proposal to which Ukraine has
agreed in order to extract preemptive concessions before formal negotiations to end the war have
started.
• Senior US and Ukrainian officials have said that the purpose of the temporary
ceasefire is for Russia and Ukraine to demonstrate their willingness for peace and that the temporary
ceasefire and negotiations to end the war are separate matters, whereas the Kremlin may intend to conjoin
them.
• Russian insider reports about the demands that the Kremlin may make before agreeing to
the temporary ceasefire are in line with Russian officials' public statements in the past months.
• US Central Intelligence Agency (CIA) Director John Ratcliffe and Russian Foreign Intelligence
Service (SVR) Head Sergey Naryshkin had a phone call on March 11 amid talks about the war in Ukraine.
• Russian forces recently seized Sudzha amid continued Russian assaults in Kursk Oblast on March
12.
• Russan President Vladimir Putin visited a Russian military command post in Kursk Oblast
for the first time since Ukraine's incursion into Kursk Oblast in August 2024 — demonstrating Putin's
desire to use Russia's seizure of Sudzha to project military success and strength against the backdrop of
the US-Ukrainian temporary ceasefire proposal.
• Ukrainian forces recently advanced near
Toretsk and Pokrovsk, and Russian forces recently advanced in Kursk Oblast and near Borova, Toretsk, and
Velyka Novosilka.
Russian President Vladimir Putin rejected the ceasefire proposal that the United States and Ukraine
recently agreed upon in Jeddah, Saudi Arabia and offered an alternative proposal that undermines US
President Donald Trump's stated goal of securing a lasting peace in Ukraine. Putin claimed on March 13
that he "agrees" with the temporary ceasefire proposal and that the "idea itself is correct" but that the
cessation of hostilities "should be such that it would lead to long-term peace and eliminate the initial
causes" of the war. Putin thus rejected one of the main principles of the US-Ukrainian proposal — that
the temporary ceasefire precede formal negotiations to end the war. Putin also claimed that there are
questions that "require painstaking research from both sides." Putin questioned several aspects of the
US-Ukrainian temporary ceasefire proposal. Putin asked what would happen to the remaining Ukrainian
salient in Kursk Oblast and whether Ukraine would be allowed to continue to mobilize forces, train newly
mobilized soldiers, and receive military aid from its partners and allies. Putin questioned the control
and verification measures of a temporary ceasefire and who would give the orders to stop fighting. Putin
suggested that he may call President Trump to discuss the "issues" involved in the ceasefire proposal.
Putin postured military strength during his rejection of the ceasefire proposal, highlighting recent
Russian successes in pushing Ukrainian forces out of Kursk Oblast and claiming that Russian forces are
advancing in "almost all areas of combat."
Putin is offering an alternative ceasefire
agreement that is contrary to the intentions and goals of the US-Ukrainian ceasefire proposal. The
US-Ukrainian ceasefire proposal calls for a renewable 30-day cessation of combat operations along the
entire frontline, a moratorium on long-range missile and drone strikes, and a cessation of operations in
the Black Sea. The proposal allows for Russia and Ukraine to extend the ceasefire and assumes the
continuation of US intelligence sharing and US and other military assistance to Ukraine. The US-Ukrainian
ceasefire proposal was explicitly aimed at allowing Russia and Ukraine to demonstrate their willingness
to make peace and separates the temporary ceasefire from future negotiations to end the war.
Putin is holding the ceasefire proposal hostage and is attempting to extract preemptive concessions
ahead of formal negotiations to end the war. Putin refused to accept the US-Ukrainian ceasefire proposal
on its own terms and is instead demanding additional conditions that would contribute directly to the
Kremlin's war aims. US Secretary of State Marco Rubio stated on March 11 that the US will "know what the
impediment is to peace" in Ukraine if Putin rejected the ceasefire proposal. ISW continues to assess that
Putin is disinterested in good faith peace negotiations to end the war. Putin remains committed to
accomplishing his long-term goals of installing a pro-Russian puppet regime in Ukraine, undermining
Ukraine's ability to defend itself against future Russian aggression and preventing Ukraine's accession
to NATO. Putin's rejection of the ceasefire proposal underscores Putin's commitment to securing his
objectives in Ukraine, particularly Ukraine's demilitarization, and disinterest in any pause in fighting
that does not result in Ukrainian capitulation or at least set conditions for a successful renewal of
Russian offensive operations in the future.
Key Takeaways
• Russian President
Vladimir Putin rejected the ceasefire proposal that the United States and Ukraine recently agreed upon in
Jeddah, Saudi Arabia and offered an alternative proposal that undermines US President Donald Trump's
stated goal of securing a lasting peace in Ukraine.
• Putin is offering an alternative
ceasefire agreement that is contrary to the intentions and goals of the US-Ukrainian ceasefire
proposal.
• Putin's envisioned ceasefire agreement would grant Russia greatly disproportionate
advantages and set conditions for the Kremlin to renew hostilities on terms extremely favorable to
Russia.
• Putin is holding the ceasefire proposal hostage and is attempting to extract
preemptive concessions ahead of formal negotiations to end the war.
• Russian forces continue
to clear Ukrainian forces from Sudzha and its environs as Russian troops advance closer to the border in
Kursk Oblast slowed on March 13 compared to recent days.
• Russian milbloggers theorized on
March 13 that Russian forces may launch an organized offensive operation into northern Sumy Oblast in the
coming weeks and months and may also attack into Chernihiv Oblast — in line with Russian President
Vladimir Putin's March 12 statements.
• Kremlin officials continue to use narratives similar
to those that the Kremlin has used to justify its invasions of Ukraine to set informational conditions to
justify future aggression against NATO member states.
• Russian forces continue to execute
Ukrainian prisoners of war (POW) in violation of international law.
• Russia will likely
expand its permanent military basing in Belarus to enhance Russia’s force posture against NATO’s eastern
flank.
• Ukrainian forces recently advanced near Pokrovsk, and Russian forces recently
advanced in Sumy Oblast and near Lyman, Siversk, and Toretsk.
• Russia continues its
crypto-mobilization efforts against the backdrop of US efforts to start the negotiation process to end
the war.
>• Putin is holding the ceasefire proposal hostage and is >attempting to extract
preemptive concessions ahead of formal >negotiations to end the war. > >
Die Amis werden (leider) bzgl. Putin Paktfähigkeit auch noch die Lernkurve machen...
ISW has observed no geolocated evidence to indicate that Russian forces have encircled a significant
number of Ukrainian forces in Kursk Oblast or elsewhere along the frontline in Ukraine. Russian President
Vladimir Putin claimed during a press conference on March 13 that Russian forces have "isolated"
Ukrainian forces in Kursk Oblast and that it is "impossible" for small groups of Ukrainian forces to
withdraw from positions in Kursk Oblast. Putin claimed that Ukrainian forces will not be able to leave
Kursk at all "if" Russian forces can conduct a "physical blockade" in the coming days. Putin stated
during a Russian Security Council meeting on March 14 that Russian forces have "blocked" unspecified
Ukrainian forces in Kursk Oblast. The Ukrainian General Staff reported on March 14 that Russian
authorities are fabricating claims about the alleged "encirclement" of Ukrainian forces in Kursk Oblast
in order to influence the political and informational scene. The Ukrainian General Staff reported that
Ukrainian forces have regrouped and withdrawn to more advantageous defensive positions in Kursk Oblast
and that Ukrainian forces are not under threat of encirclement.
Russian milbloggers have also
not coalesced around claims that Russian forces have encircled or "blocked" a significant number of
Ukrainian forces in Kursk Oblast in recent days, but milbloggers may alter their reporting to mirror
Putin's claims in the coming days. Some Russian milbloggers claimed on March 12 and 13 that Russian
forces encircled an unspecified number of Ukrainian forces in an unspecified area of Kursk Oblast, but
many Russian milbloggers published maps on March 13 and 14 acknowledging that Ukrainian forces have
viable egress routes into Sumy Oblast from their remaining positions in Kursk Oblast. At least one
Russian milblogger explicitly questioned claims that Russian forces encircled Ukrainian forces in Kursk
Oblast on March 12, and another complained on March 12 that Russian forces are unable to encircle
Ukrainian forces in Kursk Oblast because Russian forces cannot conduct rapid, mechanized breakthroughs
into rear Ukrainian areas.
Putin claimed in October 2024 that Russian forces "encircled" 2,000
Ukrainian troops in Kursk Oblast, but ISW never observed any Russian milblogger claims or geolocated
footage to substantiate Putin's October 2024 claim. Putin has repeatedly failed to acknowledge that the
Ukrainian salient in Kursk Oblast extends from the Ukrainian-Russian international border and that
Ukrainian forces can transit the sections of the border under Ukrainian control.
Putin seized
on a statement by US President Donald Trump about the supposed encirclement of Ukrainian forces in Kursk
Oblast to distract from his recent rejection of the US-Ukrainian ceasefire proposal. President Trump
stated in a post on Truth Social on March 14 that Russian forces have "completely surrounded" "thousands"
of Ukrainian forces, presumably in Kursk Oblast, and called on Putin to "spare" their lives. Putin
responded directly to Trump's request during the March 14 security council meeting and claimed that
Russian forces will guarantee the "life and decent treatment" of Ukrainian forces in Kursk Oblast if
Ukrainian forces surrender. Putin reiterated unsubstantiated claims that Ukrainian forces in Kursk Oblast
have committed crimes against Russian civilians in the area and said that Russia considers the Ukrainian
incursion an act of "terrorism." Putin claimed that Ukrainian authorities must order Ukrainian forces to
surrender in order for Russia to implement Trump's request. Putin is attempting to present himself as a
reasonable and merciful leader whom President Trump can engage with and to generate a new narrative to
distract from Putin's decision to reject the US-Ukrainian ceasefire proposal on March 13.
Key
Takeaways
• ISW has observed no geolocated evidence to indicate that Russian forces have
encircled a significant number of Ukrainian forces in Kursk Oblast or elsewhere along the frontline in
Ukraine.
• Putin seized on a statement by US President Donald Trump about the supposed
encirclement of Ukrainian forces in Kursk Oblast to distract from his recent rejection of the
US-Ukrainian ceasefire proposal.
• Kremlin statements following Putin's meeting with US
Special Envoy to the Middle East Steve Witkoff on March 13 underscore Putin's rejection of the
US-Ukrainian ceasefire proposal and continued unwillingness to engage in good faith negotiations to end
the war in Ukraine.
• Russian forces marginally advanced towards the international border in
Kursk Oblast on March 14, but Ukrainian forces still maintain limited positions in Kursk Oblast.
• Consistent Ukrainian strikes against Russian air defense assets are reportedly allowing Ukrainian
long-range drones to increasingly penetrate the Russian air defense umbrella in deep rear areas,
including in Moscow Oblast.
• The Ukrainian military reorganized the Ukrainian 3rd Separate
Assault Brigade into the 3rd Army Corps, further showcasing Ukraine's force efforts to transition to a
corps structure.
• Ukraine's European allies continue to provide military assistance and
technical support and demonstrate interest in strengthening bilateral cooperation.
• Ukrainian forces recently advanced in Toretsk, and Russian forces recently advanced in Toretsk and
near Siversk and Pokrovsk.
Russian milbloggers and Ukrainian officials continue to deny Russian President Vladimir Putin's
unsubstantiated claim that Russian forces have encircled a significant number of Ukrainian troops in
Kursk Oblast. Russian milbloggers published maps on March 14 and 15 showing Russian and Ukrainian
positions in Kursk Oblast that do not indicate Russian forces have encircled Ukrainian forces, and two
Russian milbloggers explicitly denied Putin's claim that Russian forces encircled a significant number of
Ukrainian forces in the area on March 13 and 14. One milblogger characterized Putin's claims as a
narrative intended to influence US President Donald Trump ahead of peace negotiations. Ukrainian
President Volodymyr Zelensky noted that Russian forces are unsuccessfully attempting to encircle
Ukrainian forces in Kursk Oblast, that no encirclement currently exists, and stated that Putin is
attempting to delay discussion of the US-Ukrainian 30-day ceasefire proposal by spreading these
claims.Independent Ukrainian sources also denied Putin's claims about Russian encirclements of Ukrainian
forces and noted that Ukrainian forces maintain the ability to maneuver from their remaining positions in
Kursk Oblast despite a difficult tactical situation. ISW has still not observed any Russian milblogger
claims or geolocated footage suggesting that Russian forces have encircled Ukrainian troops in Kursk
Oblast. Ukrainian forces appear to maintain egress routes across the international border from their
positions in Kursk Oblast as of this publication.
Russian forces continued offensive
operations in Kursk Oblast but have not completely pushed Ukrainian forces out of the area as of this
publication. Geolocated footage published on March 12 indicates that Russian forces recently advanced in
western Basivka (northeast of Sumy City in Sumy Oblast). The Russian Ministry of Defense (MoD) and other
Russian sources claimed on March 15 that Russian forces seized Zaoleshenka (immediately west of Sudzha)
and Rubanshchina (west of Sudzha), but ISW has not observed evidence to assess that Russian forces have
seized the entirety of these settlements. Russian milbloggers claimed that Russian forces seized
Gogolevka (west of Sudzha) and are clearing Guyevo (south of Sudzha). Russian milbloggers claimed that
Ukrainian forces maintain positions near Oleshnya and Gornal (both southwest of Sudzha). Russian forces
continued attacking near Rubanshchina, Gogolevka, and Guyevo. Elements of the Russian 11th Airborne (VDV)
Brigade are reportedly operating near Gogolevka, and elements of the 810th Naval Infantry Brigade (Black
Sea Fleet) and 177th Naval Infantry Regiment (Caspian Flotilla) are reportedly operating near Guyevo.
Key Takeaways
• Russian milbloggers and Ukrainian officials continue to deny Russian
President Vladimir Putin's unsubstantiated claim that Russian forces have encircled a significant number
of Ukrainian troops in Kursk Oblast.
• Russian forces continued offensive operations in Kursk
Oblast but have not completely pushed Ukrainian forces out of the area as of this publication.
• Ukrainian officials expressed concern about Russian ground operations in northern Sumy Oblast but
doubt Russia's ability to conduct an effective concerted offensive operation against Sumy City.
• The Kremlin is likely preparing to intensify a narrative that accuses Ukrainian forces of war crimes
in Kursk Oblast in an attempt to discredit the Ukrainian military, erode Western support for Ukraine, and
spoil or delay straightforward discussions about the 30-day ceasefire that US President Donald Trump
proposed to Putin.
• Russian forces conducted drone and missile strikes against Ukraine on the
night of March 14 to 15, including conducting their third double-tap strike against Ukraine in the past
week.
• Ukrainian President Volodymyr Zelensky appointed the official Ukrainian delegation to
"engage with Ukraine's international partners" in the negotiation process to end the war on March 15.
• Ukrainian forces recently advanced near Toretsk and Russian forces recently advanced in Sumy
Oblast and near Chasiv Yar and Pokrovsk.
Mit Blick auf die von ihm geforderte „Kriegswirtschaft“ sagte Weber, das
bedeute zum Beispiel beschleunigte Genehmigungsverfahren bei Rüstungsgütern und mehr Zusammenarbeit
zwischen den europäischen Rüstungsherstellern. Aber auch, dass Unternehmen von der Produktion ziviler auf
militärische Produkte umgestellt werden.
„Klare Ansagen bei Beschaffung“ Zudem brauche
Europa ein gemeinsames europäisches Führungskommando, sagte Weber. Ein europäischer Generalstabschef
solle dann „die aufgerüsteten nationalen Armeen befehligen und klare Ansagen bei der Beschaffung machen
können“, verlangte der EVP-Fraktionschef.
>Russian milbloggers and Ukrainian officials continue to deny >Russian President Vladimir
Putin's unsubstantiated claim that >Russian forces have encircled a significant number of >Ukrainian troops in Kursk Oblast.
Eine Seite sagt so, die andere so, wenn man
nicht direkt selbst vor Ort ist bleibt eine Einschätzung schwierig.
US National Security Advisor Mike Waltz stated on March 16 that Ukraine will receive unspecified security
guarantees in exchange for unspecified territorial concessions. Waltz also stated that the United States
is considering "the reality of the situation on the ground" in diplomatic talks when discussing an end to
the war in Ukraine. It is not clear exactly what Waltz meant by "the reality of the situation on the
ground." Russian officials have frequently used the narrative that any negotiations must consider the
"realities on the ground" to refer to the current frontline in Ukraine and their claims of the
inevitability of further Russian battlefield gains. Waltz's acknowledgement that Ukraine will receive
unspecified security guarantees is a key aspect of achieving US President Donald Trump's stated goal of
securing a lasting peace in Ukraine, but stopping hostilities on indefensible lines would limit the
effectiveness of security guarantees.
The current frontlines do not provide the strategic
depth that Ukraine will need to reliably defend against renewed Russian aggression. Russian forces are
just across the Dnipro River from Kherson City, roughly 25 kilometers from Zaporizhzhia City, and 30
kilometers from Kharkiv City. Russian troops on the Dnipro River could use a ceasefire to prepare for the
extremely difficult task of conducting an opposed river crossing undisturbed, significantly increasing
the likelihood of success in such an endeavor. Stopping a well-prepared, major mechanized offensive cold
is extremely rare in war, which means that a renewed Russian assault would likely threaten both Kharkiv
and Zaporizhzhia cities, as well as key cities in the Donetsk "fortress belt," almost immediately. Russia
is constructing a large highway and railway aimed at connecting major cities in occupied Ukraine and
Russia, which will reinforce Russia's hold on occupied Ukraine and Russia's ability to transport and
supply Russian forces operating in Ukraine in the event of a future Russian offensive in southern
Ukraine.
The US and Europe would likely need to provide military aid to Ukraine more rapidly,
in much larger volumes, and at higher cost the closer the ultimate ceasefire lines are to the current
frontline. Ukraine would likely need an even larger military with greater capabilities to play its
critical role in deterring and, if necessary, defeating future aggression along current frontline (both
within Ukraine and along Ukraine’s international border with Russia) that is over 2,100 kilometers long.
Enforcing a ceasefire along the current frontline would also require the commitment of large numbers of
Western forces. Helping Ukraine regain strategically critical territory, as Trump has suggested he
intends to do, could significantly reduce the cost and difficulty of securing a future peace. A ceasefire
along more defensible positions would also place Russian forces in a more disadvantaged position for
renewed offensive operations, making future Russian aggression less likely.
Russian officials
maintain their maximalist territorial claims over all occupied Ukraine and significant parts of
unoccupied Ukraine, however. Senior Kremlin officials, including Russian President Vladimir Putin, have
consistently demanded that Ukraine surrender the entirety of Donetsk, Luhansk, Zaporizhia, and Kherson
oblasts, including areas that Russian forces do not already occupy, and have reiterated these claims in
recent weeks. Russian state media has also recently amplified similar sentiments from Kremlin-affiliated
mouthpieces. Putin recently claimed that "Novorossiya" is an integral part of Russia, and Kremlin
Spokesperson Dmitry Peskov defined "Novorossiya" as all of eastern and southern Ukraine including
Kharkiv, Dnipropetrovsk, Odesa, and Mykolaiv oblasts. Russia currently occupies a small portion of
Kharkiv Oblast and the Kinburn Spit in Mykolaiv Oblast, and Russian forces are advancing towards the
Dnipropetrovsk Oblast administrative border. Continued Kremlin statements demanding that Ukraine cede
unoccupied Ukrainian territory indicate that the Kremlin and Putin remain committed to these territorial
goals despite ongoing negotiations.
Russian officials have given no public indications that
they are willing to make concessions on their territorial or security demands of Ukraine. Accepting
Western-backed security guarantees for Ukraine would be a significant concession for Putin. Putin has
repeatedly called for Ukraine to permanently abandon its goals of joining NATO or any security bloc and
to reject future offers of foreign military assistance, and Russian Foreign Minister Sergei Lavrov
recently claimed that Russia will reject the future deployment of any European peacekeepers to Ukraine
and consider any such deployment as the "direct, official, undisguised involvement of NATO countries" in
the war. Russian officials also appear to be generating increased support for their demands in Russian
society despite the costs of Russia's protracted war effort, and Putin likely remains committed to
securing a return for Russia's investment in the war he regards as sufficient. Putin and Kremlin
officials have been regularly broadcasting their demands for Ukrainian territorial and security
concessions beyond the current frontlines to the Russian people, underscoring how unlikely Putin is to
abandon his ambitions in Ukraine even after a ceasefire.
Key Takeaways
• US
National Security Advisor Mike Waltz stated on March 16 that Ukraine will receive unspecified security
guarantees in exchange for unspecified territorial concessions.
• The current frontlines do
not provide the strategic depth that Ukraine will need to reliably defend against renewed Russian
aggression.
• Russian officials maintain their maximalist territorial claims over all
occupied Ukraine and significant parts of unoccupied Ukraine, however.
• Russian officials
have given no public indications that they are willing to make concessions on their territorial or
security demands of Ukraine.
• Russia continues to seize on diplomatic engagements with the
United States to normalize its war demands.
• The United Kingdom (UK) convened a virtual
Coalition of the Willing summit on March 15 to reiterate support for Ukraine and discuss plans for
peace.
• Ukrainian forces recently advanced near Borova and Russian forces advanced in Sumy
Oblast and near Velyka Novosilka.
• The Russian Ministry of Defense (MoD) continues efforts
to posture as solving issues with the Russian military.
Russian President Vladimir Putin appears to have been partially successful in holding the ceasefire
proposal hostage as part of his efforts to extract preemptive concessions from US President Donald Trump
in negotiations to end the war. Trump stated on March 17 that he plans to speak with Putin on March 18
and "wants] to see if he and Putin can bring the war to an end." Trump added that he and Putin will "be
talking about land," "power plants," and "dividing up certain assets." The United States and Ukraine
agreed on March 11 to a 30-day ceasefire proposal that is contingent on Russia's "acceptance and
concurrent implementation." The proposal stated that Ukraine and the United States intend to name their
negotiating teams and immediately begin negotiations toward an enduring peace — noting the distinction
between the temporary ceasefire and future negotiations on a peace settlement. Putin rejected the
temporary ceasefire proposal on March 13 and claimed that the cessation of hostilities "should be such
that it would lead to long-term peace and eliminate the initial causes" of the war. Putin thus rejected
one of the main principles of the US-Ukrainian proposal — that the temporary ceasefire precedes formal
negotiations to end the war. The US-Ukrainian temporary ceasefire proposal noted that the United States
and Ukraine discussed the return of prisoners of war (POWs), detained civilians, and forcibly deported
Ukrainian children — all of which will require future talks with Russia. The US-Ukrainian temporary
ceasefire proposal did not mention talks with Russia about Ukrainian territory, energy infrastructure, or
assets. Putin also suggested on March 13 that he may call Trump to discuss "issues" involved in the
ceasefire proposal, such as Ukraine's continued ability to mobilize forces and receive military aid from
partners and allies — issues notably not included in the US-Ukrainian temporary ceasefire proposal. Putin
is attempting to change the sequence of talks in order to push Trump into making preemptive concessions
on issues that are not part of the US-Ukrainian temporary ceasefire but are part of Russia's war aims.
The acceptance of these Russian demands in the context of negotiations for an immediate ceasefire would
cede valuable US and Ukrainian leverage during future negotiations to secure a lasting peace in Ukraine.
Russian officials continue to demonstrate that Russia's aim of destroying Ukrainian
sovereignty remains unchanged since before Russia launched its full-scale invasion in 2022. Russian
Deputy Foreign Minister Alexander Grushko claimed in an interview with Kremlin-affiliated outlet
Izvestiya on March 17 that Russia continues to demand that Ukraine be a neutral state and that NATO
states refuse to accept Ukraine as a member. Ukrainian Foreign Minister Andriy Sybiha stated to RBK
Ukraine on March 17 that no country should have a "veto" over Ukraine's choice to participate in
alliances, including the EU or NATO. Syhiba noted that Ukraine's NATO aspirations are enshrined in the
Ukrainian Constitution and reflect a "strategic choice of the Ukrainian people." A Russian "veto" of
Ukraine's choices about these matters would amount to a denial of Ukraine's ability to make choices about
its alliances and security arrangements as a sovereign and independent state. Grushko acknowledged during
his interview that Russia's demands for Ukrainian neutrality and NATO's refusal to allow Ukraine into the
alliance are the same demands that Russia made in 2021 before its full-scale invasion of Ukraine —
demonstrating how Russia's demands to destroy Ukraine as an independent, sovereign state have remained
unchanged.
The Kremlin continues to reject the prospect of European peacekeepers in Ukraine,
in opposition to US and Ukrainian positions on the matter and impeding the establishment of a stable,
lasting peace to end the war. Grushko stated on March 17 that Russia will not accept peacekeepers from
the EU, NATO, or individual Western states in post-war Ukraine as Russia considers all of these possible
peacekeeping contingents to be "NATO contingents." Grushko claimed that any talks about future
international peacekeeping missions in Ukraine should only occur after the conclusion of the final peace
agreement to end the war and only if parties to the peace agreement agree that the peace agreement
requires international support. The Kremlin appears to be trying to dictate the timing and sequence of
talks, demanding that final peace talks precede any discussions about peacekeeping missions in post-war
Ukraine. Russia continues to make clear its rejection of any European involvement in post-war Ukraine —
in contradiction to US and Ukrainian positions on the matter. Trump stated on February 26 that Europe
should be responsible for security guarantees for Ukraine, and the joint US-Ukrainian March 11 statement
outlining the temporary ceasefire proposal stated that Ukraine reiterated its positions that European
partners should be involved in the peace process. Sybiha stressed the importance of European support to
assist in monitoring and enforcing the terms of a permanent ceasefire in Ukraine and noted that Ukraine
is already discussing specific details with those European countries willing to deploy peacekeeping
forces to Ukraine. Significant European involvement in post-war Ukraine is critical for any peace
settlement that aims to establish an enduring peace in Ukraine.
A strong Ukrainian military
backed by security guarantees remains the most important component of a sustainable peace in Ukraine and
deterrence of future Russian aggression. Sybiha emphasized that there can be no restriction on Ukraine's
defensive capabilities or military strength in any future peace agreement and that Ukraine must keep
working towards a self-sufficient defense industrial sector to deter further Russian aggression. Sybiha,
responding to a question about Ukraine's fundamental stipulations in "any" future negotiations, stated
that Ukraine will not compromise its territorial integrity and sovereignty and "will never recognize
occupied territories." Discussions on the permanent status of occupied Ukrainian territory should
properly only be a part of negotiations on a permanent settlement of the war.
Key Takeaways
• Russian President Vladimir Putin appears to have been partially successful in holding the
ceasefire proposal hostage as part of his efforts to extract preemptive concessions from US President
Donald Trump in negotiations to end the war.
• Russian officials continue to demonstrate that
Russia's aim of destroying Ukrainian sovereignty remains unchanged since before Russia launched its
full-scale invasion in 2022.
• The Kremlin continues to reject the prospect of European
peacekeepers in Ukraine, in opposition to US and Ukrainian positions on the matter and impeding the
establishment of a stable, lasting peace to end the war.
• A strong Ukrainian military backed
by security guarantees remains the most important component of a sustainable peace in Ukraine and
deterrence of future Russian aggression.
• The United States announced its withdrawal from war
crimes monitoring agencies related to the war in Ukraine – essentially a unilateral concession to Russia
with no Russian concessions in return.
• Ukrainian President Volodymyr Zelensky replaced Chief
of General Staff Lieutenant General Anatoliy Barhylevych with Major General Andriy Hnatov on March 16.
• Ukrainian forces recently advanced near Toretsk, and Russian forces recently advanced near
Toretsk and Velyka Novosilka and in western Zaporizhia Oblast.
• Russian occupation officials
continue to develop analogues to the federal "Time of Heroes" programming in occupied Ukraine as part of
long-term efforts to integrate occupied Ukraine into Russia and militarize society in occupied
Ukraine.
Russian President Vladimir Putin did not accept the US-Ukrainian proposal for a temporary ceasefire along
the frontline and reiterated his demands for a resolution to the war that amount to Ukrainian
capitulation. Putin and US President Donald Trump held a phone call on March 18. The Kremlin's official
readout of the call stated that Putin emphasized the need to address the "root causes" of the war.
Russian officials have repeatedly defined these root causes as NATO's eastward expansion and Ukraine's
alleged violations of the rights of Russian-speaking minorities in Ukraine. Russian officials’ calls for
the elimination of these "root causes" amount to Russian demands for Ukraine's permanent neutrality and
the installation of a pro-Russian government in Kyiv.
Putin demanded on March 18 that Ukraine
stop mobilizing (i.e. recruiting and training) forces during a potential temporary ceasefire. Putin also
called for a halt to all foreign military aid and intelligence sharing with Ukraine but did not discuss
Russia's military support from North Korea, the People's Republic of China (PRC), and Iran. Putin claimed
that Russia and the United States should continue their efforts toward a peace settlement in "bilateral
mode," excluding Ukraine or Europe from future negotiations about the war in Ukraine. Putin's demands on
the March 18 call parallel the demands he made on March 13.
ISW continues to assess that Putin
is attempting to hold the temporary ceasefire proposal hostage in order to extract preemptive concessions
ahead of formal negotiations to end the war. ISW also continues to assess that Putin's demands for the
removal of the legitimate government of Ukraine, the weakening of the Ukrainian military such that it
cannot defend against future Russian aggression, and the denial of Ukraine's sovereignty and independence
remain unchanged. The persistence of Putin's demands for Ukraine's capitulation demonstrates that Putin
is not interested in good-faith negotiations to pursue Trump's stated goal of achieving a lasting peace
in Ukraine.
Trump and Putin agreed on a temporary moratorium on long-range strikes against
energy infrastructure, but the exact contours of the moratorium remain unclear at this time. The Kremlin
stated that Putin accepted Trump's proposal for a 30-day moratorium on strikes against "energy
infrastructure" and that Putin "immediately gave the Russian military the corresponding order," whereas
the White House stated that Putin and Trump agreed to "an energy and infrastructure ceasefire." It is
unclear which targets are explicitly prohibited under the 30-day moratorium given the difference in
language between the two readouts of the call.
The Kremlin also stated that Putin "informed"
Trump that Russia and Ukraine will each exchange 175 prisoners of war (POWs) on March 19 and that Russia
will also transfer 23 seriously wounded Ukrainian soldiers, whom Putin claimed are currently undergoing
medical treatment in Russian hospitals, as a "gesture of goodwill." The March 11 US-Ukrainian temporary
ceasefire proposal stated that Ukrainian and American delegations discussed POW exchanges as part of the
peace process, particularly during a potential temporary ceasefire on the frontline. The White House
stated on March 18 that Russia and the United States will "immediately" begin negotiations in an
unspecified country in the Middle East about a temporary maritime ceasefire in the Black Sea, a "full
ceasefire," and a permanent peace settlement. The Kremlin stated that the United States and Russia are
creating "expert groups" to continue efforts to achieve a peace settlement "in bilateral mode."
Ukrainian President Volodymyr Zelensky endorsed the Trump-Putin energy strikes moratorium agreement on
March 18 and said that Ukraine expects to receive additional information from Trump about the proposal.
Zelensky stated that Ukraine would not accept a situation in which Russia strikes Ukrainian energy
infrastructure and Ukraine is unable to respond.
Key Takeaways
• Russian President
Vladimir Putin did not accept the US-Ukrainian proposal for a temporary ceasefire along the frontline and
reiterated his demands for a resolution to the war that amount to Ukrainian capitulation.
• Trump and Putin agreed on a temporary moratorium on long-range strikes against energy infrastructure,
but the exact contours of the moratorium remain unclear at this time.
• Putin continues to
hold the temporary ceasefire hostage, likely to extract further concessions from US President Donald
Trump and delay or spoil negotiations for an enduring peace in Ukraine.
• Russian forces
recently advanced in western Zaporizhia Oblast amid intensified Russian offensive operations in the area,
likely as part of efforts to leverage Russia's deliberate stalling of the temporary ceasefire proposal to
make battlefield gains.
• Ukrainian forces recently advanced near Kurakhove, and Russian
forces recently advanced in Kursk Oblast and near Borova.
• The Russian military is reportedly
increasing the number of its information and psychological operations units.
Russia and Ukraine have not formally announced the implementation of the temporary long-range strikes
ceasefire. Ceasefires take time to negotiate, execute, and monitor and require both sides to agree to
cease attacks on specified targets at a specific time and date. Ceasefires also require both sides to
agree to mechanisms to monitor the ceasefire and to address allegations of violations. Ukrainian
President Volodymyr Zelensky stated on March 19 that if Russia and Ukraine come to a temporary strikes
ceasefire agreement, then Ukraine will prepare a list of "civilian objects, energy objects,
infrastructure objects" to give to Ukraine's partners — indicating that Russia and Ukraine have not
finalized the details of which targets would be off limits or agreed on an implementation date.
Official American, Ukrainian, and Russian statements indicate that the parties to the ceasefire have
not yet finalized the details of the agreement. Kremlin Spokesperson Dmitry Peskov stated on March 19
that the temporary ceasefire only applies to "energy infrastructure facilities," and Kremlin newswire
TASS reported that Peskov declined to comment on the White House statement — likely referring to the
March 18 White House statement following the call between US President Donald Trump and Russian President
Vladimir Putin — that the ceasefire applied to "energy and infrastructure." Trump told the Washington
Examiner on March 18 after his call with Putin that Russia agreed to "an immediate ceasefire on energy
and infrastructure." US Special Envoy to the Middle East Steve Witkoff similarly stated on March 18 after
the call that the temporary ceasefire covers "energy and infrastructure in general." The Trump
administration's statement following Trump's March 19 call with Zelensky stated that Trump and Zelensky
"agreed on a partial ceasefire against energy." Zelensky stated on March 19 that Ukraine is "ready to
implement" a ceasefire on strikes against "energy and civilian infrastructure."
Russian
President Vladimir Putin is adding confusion about the timing and details of the ceasefire in an attempt
to falsely blame Ukraine for violating the ceasefire before both countries have officially implemented
the agreement. The Kremlin is attempting to posture Russia as already adhering to the temporary ceasefire
while claiming that Ukraine is violating the ceasefire — even though both parties have not agreed on the
details of the agreement or officially implemented the ceasefire. The Kremlin readout of the March 18
phone call between Putin and Trump stated that Putin "immediately gave the Russian military" an order
that "corresponded" with his "positive response" to Trump's temporary ceasefire proposal. The Russian
Ministry of Defense (MoD) claimed that seven Russian drones were en route to striking Ukrainian energy
facilities connected to defense industrial enterprises in Mykolaiv Oblast when Putin issued the order to
the Russian military. The Russian MoD claimed that Russian forces received orders to "neutralize" the
drones and that Russian forces used Pantsir air defense systems to down six drones and that a Russian
Aerospace Forces (VKS) fighter jet destroyed the other. Ukrainian officials reported that Russian forces
launched a series of drone and missile strikes against Ukraine on the night of March 18 to 19, and
Zelensky noted on March 19 that Russian drones had struck a hospital in Sumy Oblast and unspecified areas
in Donetsk Oblast. The Russian MoD claimed that Ukrainian drones struck an oil transshipment facility in
Krasnodar Krai following the Trump-Putin call and attempted to frame the Ukrainian strike as a violation
of the ceasefire agreement. Russian claims that Russia adhered to the ceasefire by abstaining from
conducting strikes against Ukrainian energy infrastructure and that Ukraine violated the ceasefire are
inaccurate as Russia and Ukraine have not yet officially implemented the agreement. Such Russian claims
are attempts to take advantage of the lack of clarity about the details of the ceasefire that the Kremlin
is injecting. Putin's attempt to confuse and manipulate the temporary strikes ceasefire and blame Ukraine
for violations even before the agreement has come into effect is an indicator of how Putin will likely
exploit any future agreements.
Key Takeaways
• Russia and Ukraine have not formally
announced the implementation of the temporary long-range strikes ceasefire.
• Official
American, Ukrainian, and Russian statements indicate that the parties to the ceasefire have not yet
finalized the details of the agreement.
• Russian President Vladimir Putin is adding confusion
about the timing and details of the ceasefire in an attempt to falsely blame Ukraine for violating the
ceasefire before both countries have officially implemented the agreement.
• The Kremlin
continues to contradict Trump's report of his call with Putin on March 18.
• The Kremlin
continues to demand that Ukraine cede Ukrainian territory that Russia does not currently occupy and to
set conditions to make further territorial demands.
• The United States, Ukraine, and Europe
continue to agree that Ukraine and Europe must be involved in peace negotiations to end the war, despite
Russian President Vladimir Putin's efforts to exclude Ukraine and Europe from such negotiations.
• Ukraine and Russia conducted a prisoner of war (POW) exchange on March 19.
• The Russian
Ministry of Defense's (MoD) Main Military-Political Directorate Deputy Head and Akhmat Spetsnaz
Commander, Major General Apti Alaudinov, described recent Russian deception tactics that may amount to
acts of perfidy — a war crime under the Geneva Convention.
• Ukrainian forces recently
advanced in Belgorod Oblast and near Pokrovsk, and Russian forces recently advanced near Chasiv Yar,
Toretsk, Pokrovsk, and Velyka Novosilka.
• Russian milbloggers argued that the Russian
government should give military awards and social benefits to military instructors and Russian defense
industrial base (DIB) employees.
>• The Russian Ministry of Defense's (MoD) Main >Military-Political Directorate Deputy Head
and Akhmat Spetsnaz >Commander, Major General Apti Alaudinov, described recent >Russian
deception tactics that may amount to acts of perfidy — >a war crime under the Geneva
Convention.
Acts of perfidy?
Man lernt. In Praxis wohl das Tragen
ukrainischer Uniformen.
Article 37 - Prohibition of perfidy
(d) the feigning
of protected status by the use of signs, emblems or uniforms of the United Nations or of neutral or other
States not Parties to the conflict. 2. Ruses of war are not prohibited.
Die Aussagen von John Bolten würde ich nicht allzu ernst nehmen. Der ist noch immer sauer, weil ihn
Trump, während der 1. Amtszeit, als Berater rausgeschmissen hat. Bolton, einer der für mehr Krieg, als
weniger Krieg eintritt..
"The U.S. leader called Bolton “a disgruntled boring fool who only
wanted to go to war. Never had a clue, was ostracized & happily dumped. What a dope!”