Nine days since the Russian conquest of Ukraine began. The potential encirclement of Kyiv is the focus of my 9th daily thread. 1/25 (Image via @Osinttechnical)
4/25 Kyiv is an industrial, cultural and political centre for Ukraine. It is a transportation hub and a city of historic value.
5/25 At the same time, both the Russians and Ukrainians have assigned significant political value to Kyiv. As @spencerguard & @JaysonGeroux have written “while a city may have no initial military value, it becomes so when political value is assigned to it" mwi.usma.edu/urban-warfare-…
6/25 The ongoing defence of Kyiv is a major psychological boost for Ukraine’s soldiers and civilians. It also acts to catalyse international support for Ukraine. (Image - @IAPonomarenko).
7/25 Denying Kyiv to the Russians frustrates them in achieving their key military and political objective in war. Holding it also buys the Ukrainians time for provision of international support to continue building up.
8/25 How does an encirclement, and possibly the capture, of Kyiv play out?
(Image - Google Earth)
9/25 First, the Russians need to physically cut the city off on the ground. This will be an enormous undertaking. The city measures about 25km east to west and 35km north to south. Roughly, the Russians will need to create (at least) a 90km long cordon around the city.
10/25 In defensive operations, a battalion sized organization (what the Russians call a BTG) occupies a ‘frontage’ of about 1000 metres. This means that an effective encirclement of the city would take up the vast majority of Russian forces in Ukraine. This probably isn’t viable.
11/25 The Russians might opt for a looser cordon around the city. But this would allow the Ukrainians to resupply the defenders, prolonging any siege by providing reinforcements to defend the city in the event of a Russian assault.
12/25 The Russians will seek to cut the city in half by destroying the Dnieper River bridges. This makes coordination and internal reinforcement difficult for the defenders. The Russians might also conduct riverine operations to prevent defenders from crossing the river.
13/25 The Russians will need to cut the city off to prevent defenders and others from leaving. This will be the mission of the ‘inner cordon’ of any Russian encirclement.
14/25 The Russians will also need an ‘outer cordon’ to prevent supplies and reinforcements getting into the city. This is what the US Army calls a ‘perimeter defence’. It requires an integrated force of infantry, armour, engineers, artillery, air defence, EW, and logistics.
15/25 The Russians will also want to prevent journalists entering the city to report on the Russian tactics needed to secure the city. They will want to deny the world pictures of the starving citizens that a Russian siege would produce. (Image - @CNN)
16/25 And they will not want international aid organisations getting into the city either.
17/25 The Russians will also attempt to cut off power to the city. This has a major impact on civilian morale. It prevents long term storage of food. It also restricts the kinds of communications systems that might be used.
18/25 The Russians will be desperate to destroy communications networks. This is to break down the command and control of defenders in the city. It also prevents the defenders communicating with outside military forces to coordinate resupply and reinforcements.
19/25 Importantly, if the Russians destroy the terrestrial & cellular networks in Kyiv, they may stop the Ukrainian President talking to & rallying in his people. This would have a major strategic impact for the people of Ukraine, & for the coordination of international support.
20/25 Concurrently, the Russians will be using artillery, rockets and air dropped dumb bombs to kill defenders and break down C2. They will also hope to harass the city’s inhabitants into leaving the city so there are fewer potential defenders in the city. Image- @IAPonomarenko
21/25 Finally they will want to deny Ukrainian air power over the city, including stopping aerial resupply. But the Russians have failed to far to dominate the skies. A Pentagon brief today notes briefed that “Ukraine has a significant majority of its aircraft still available”
22/25 Indeed, some are speculating about whether the Russian air force is capable of what is required of it in Ukraine: rusi.org/explore-our-re…
23/25 All of this is what we could call ‘shaping operations’ by the Russians. These are the activities that are required to provide a foundation for their subsequent assault on the city. There are several different ways the Russians might do this.
24/25 How this assault might play out will be the subject of my thread tomorrow. A warning – it will be very grim. We already know that the Russian way of war has embraced the destruction of cities in Chechnya & Syria. They are using this playbook in Mariupol & other cities.
25/25 My observations, part 9, ends. Thank you to the many followers, old and new, who have been reading and sharing these posts. I hope they have provided useful insights.
(Image - @IAPonomarenko)
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"The Oreshnik is the sign of a Fearful, Worried Putin, Not a Leader Confident of Victory." My first 2026 update on war and great power competition. This week: the Oreshnik attack, peace talks progress, the ground war in #Ukraine, China's reaction to Venezuela and more. 1/5 🧵🇺🇦 (Image: @DefenceU)
2/ In events related to #Ukraine this week, the Oreshnik strike absorbed a lot of attention. But this was not an event that demonstrates Russia's strength. Indeed it showed the opposite. Also, peace talks in Paris took place as did a meeting of the Coalition of the Willing.
3/ In the Pacific, China continues to posture about American operations in Venezuela. While we might like to think that China will practice what it preaches with regards to its statement that “military means are not the solution to problems”, its accelerating use of military coercion and aggression against neighbours shows just how hollow and hypocritical the Xi regime is.
Also this week, Trump discussed Taiwan in his New York Times interview.
On 29 December, just as the summit between Zelenskyy and Trump was finishing at Mar-a-lago, the PLA Eastern Theatre Command announced that it had commenced exercise "Justice Mission 2025" in the #Taiwan Strait. I have just published an assessment of what China designed it to achieve, and how we can learn from it. 1/8 🧵🇹🇼
2/ Exercise Justice Mission 2025 has taken place at multiple locations around Taiwan. While the maps demonstrate the physical environment of the exercise, the more important exercise “location” is the minds of Taiwanese and foreign observers. But perhaps the most important exercise location is the mind of the U.S. president. (Map: @TaiwanMonitor)
3/ The exercise will have been designed by the Chinese with multiple objectives beyond the normal political coercion of Taiwan. These objectives include:
-rehearsing military activities for different Taiwan contingencies, including decapitation operations.
-continue developing the skills of the commanders, staff, units and overall command and control of the Eastern Theatre Command.
-assess the response of Taiwanese and American political and military systems.
-normalise large joint operations around Taiwan.
Putin can play Trump like a fiddle. But the bigger issue is that Putin has clearly decided that continuing the war in #Ukraine - while keeping Trump on side - is more advantageous to him (for now) than agreeing to any peace deal. This is a deliberate Russian provocation to get Ukraine-haters worked up and undermine the peace process. 1/6 🧵
2/ Putin has wasted no time in making his views on the current 20-point plan clear. He does not like it, but needs to keep Trump from placing more sanctions on Russia. If the current peace plan isn’t dead, it may be on life support. Will Trump hold Putin to account for this however?
3/ And today, Putin held a carefully scripted ‘military update’ with senior military commanders to further shape the minds of decision makers Washington DC, Beijing and elsewhere around Russia’s inevitable victory. The key theme - everything is going well, the enemy (Ukraine) is doing badly and we must continue fighting to ‘liberate the Donbas and Zaporizhzhia.
The much-anticipated summit between the leaders of #Ukraine and America, held at President Trump’s #Mar-a-Largo resort, has just concluded with a press conference. A quick update on outcomes. 1/15 🧵🇺🇦
2/ This is the latest meeting between Trump and Zelenskyy since Trump returned to the White House in early 2025. Some of the meetings did not go well, such as the now-infamous 28 February Oval Office meeting. Others just kicked the can down the road, such as the Alaska Summit.
3/ In the lead up to the meeting, Ukraine released details of a 20-point peace plan that would be discussed with the Trump administration, and then potential presented to the Russians. The draft plan covered multiple subjects, including security guarantees for Ukraine, Ukrainian membership of the EU, reconstruction and territory.
Also, Trump had a 2.5 hour phone conversation with Putin - a call that was as long as today's main meeting between Ukraine and the US.
I recently returned from another research visit to #Ukraine, my second for 2025. I have written a new white paper, published by the @CSIS, which explores 7 strategic insights based on knowledge gained on my recent visit & other research. 1/7 🧵🇺🇦
2/ The white paper covers a range of subjects related to how #Ukraine and #Russia are fighting this war. The seven insights not only illuminate the state of the war, and the degree of learning and #adaptation occurring, they provide lessons that western military institutions must analyse and heed.
3/ The seven subjects covered are:
1. Drone saturation and Russian drone innovation. 2. The new tactical battle triangle. 3. The ongoing and accelerating adaptation battle. 4. Long-range strike operations. 5. Ground-based air defence. 6. Russia's tactical and strategic advantages. 7. War strategy and trajectory.
Yesterday, my report on the new global adaptation war was published by the @scsp_ai . The report proposes that the learning and adaptation ecosystem spawned by the war in #Ukraine has now metastasised into an international learning and #adaptation competition. 1/10 🧵🇺🇦
2/ As the report describes, in the past three years, Ukraine and Russia have learned and adapted. Both sides have also learned to learn better and to absorb lessons into their military and industrial systems with increasing speed. But the sharing of lessons by both nations has seen the Ukraine Adaptation Battle transform into a global Adaptation War.
3/ A new adversary learning and adaptation bloc has emerged. While not a formal alliance, China, Russia, Iran and North Korea have developed a mesh of different agreements and strategic partnerships that have allowed these authoritarian regimes to construct a connected knowledge market on 21st century strategic competition and conflict.