Ukraine update:
First, on Josh’s editorial and the views expressed by some observers that Russia appears to be looking to a massive escalation (at least thematically) of the war. Putin may use May Day as a time to repurpose the war from the goal of taking Ukraine, or ‘liberating Donbas’, to a fight against NATO for Russia’s survival. My own take is that Putin doesn’t have the army to undertake any lengthy campaign of war, conquest and occupation, nor to expand it into pro-NATO Europe. I also think that most Russians, including those in the military and the elite, know that Russia is not as strong as NATO.
If there’s anything that could result in a coup to remove Putin from power, it would be the notion of Putin mobilizing Russia on a global war footing to take on NATO. I think any sane Russian would quickly understand the implications of that to the Russian Federation. Russia would lose said conflict and the country would break apart and be involved in Balkanized struggles for a long while.
Second, the battlefield update:
I think this thread…
https://twitter.com/shashj/status/1519268192589340672?s=20&t=jnBgGQQ20L4f7GvHE-JIzQ
and this one… really explain things well in terms of the big picture.
https://twitter.com/PhillipsPOBrien/status/1518886763548319744?s=20&t=jnBgGQQ20L4f7GvHE-JIzQ
In short, what’s happening is that in Donbas and in Donbas adjacent South Kharkiv Oblast is that the Ukrainians are playing a game of rope a dope against a very massive Russian military presence. The Ukrainians fight, cede some territory, and then sneak behind enemy lines to hit them, partially encircle them and then reclaim said territory. In some cases the Russian forces are large enough to push the Ukrainians back despite this activity, but the cost to them is high and the Ukrainians are protecting the major cities.
There has been a major increase in Russian tank and equipment loss, which is pushing them to the point of being unable to continue major offensive operations.
This quote from a western official sums it up:
“Even when the Russians take a village or town the Ukrainians frequently counter attack immediately. So Russians have no time to bed down or control the situation. And they’re immediately on the back foot again”
In Kherson, the Russians are being lured into attacking Ukrainian targets to the west of the city while Ukraine has now deployed solid artillery to challenge them and retake areas that the Russians project force. These are not particularly strategic areas and it’s not stopping Ukraine from moving down the M-14 to where they can approach the City.
In addition to bombing the TV tower, the Ukrainians seem to have drones flying all around the city of Kherson and they know where the Russians are. If Ukraine can geolocate you with a drone, you’re in trouble.
https://twitter.com/ukraine_map/status/1519702378630557697?s=20&t=7aUGmRoKjzy8DQTSNFgCgw
https://twitter.com/CanadianUkrain1/status/1519742922844999685?s=20&t=PnGVCUwKAzz1NaPu_6tZZQ
In the vicinity of Izyum (South Kharkiv Oblast), UKR successfully repelled attacks in the towns of Dovhen’ke, Nova Dmytrivka, and Virnopillya and they’ve tied up the Russians in the area.
https://twitter.com/ukraine_map/status/1519563561835671553?s=20&t=7aUGmRoKjzy8DQTSNFgCgw
In Donetsk Oblast, the Ukrainians have stopped the Russian advance on the city of Lyman while ceding some villages (most of these places have a population of under 1k and most have evacuated b/c the bombing and shooting have turned these places into rubble).
https://twitter.com/ukraine_map/status/1519646335829520384?s=20&t=7aUGmRoKjzy8DQTSNFgCgw
In Luhansk, despite being an obsession of the Russians for 8 years, somehow the cities of Severodonetsk, Borivske and Rubizhne remain in UKR control, though the Russians have advanced closer to Rubizhne. Also in Western Luhansk, the Ukrainians still remain in control of Popasna and Zolote, while UKR repelled a number of attacks in the region.
https://twitter.com/ukraine_map/status/1519596301406593026?s=20&t=7aUGmRoKjzy8DQTSNFgCgw
Ukraine is effectively buying time to get the howitzers and other heavy equipment deployed to take on the Russians, but they have enough there to drain the Russians of military assets and bog them down.
The Russian attempts to advance in Zaporizhia seem to have fallen apart, as well as attempts to move into Mykolaiv (again).
In addition, the Ukrainians successfully blew up the rail link that Russia has been using to move equipment and personnel from Crimea into the South. This rail link was destroyed near Melitopol. x.com
With the targeting of the Moskva, ammo depots, the TV tower in Kherson and the rail link, you’re seeing Ukraine stepping up the campaign of targeting infrastructure, comms and supply lines. What I think we might see over the next few weeks is UKR continuing to improve its capabilities to do large tank and artillery battles while taking out more military infrastructure assets. I would expect the Ukrainians to be able to make a real push in Kherson to take that city and also to repel the Russians in Kharkiv Oblast. I think Donbas will remain a longer war of attrition, but I do see the Ukrainians reaching a turning point where the Russians can no longer effectively wage an offensive war and may be back on their heels. There’s a lot that will happen between now and over the next 4 weeks but the longer Ukraine is able to hold positions and buy time, the more likely the Russians will start to experience the type of collapse we saw in Kyiv.