1/ Surmising Ukraine’s Strategic Options. Earlier this week I speculated on what a revised Russian OPLAN may look like. Today I will surmise on likely strategic options Ukraine may pursue to defeat Russia…and win. Another long thread. #UkraineRussiaWar #UkraineUnderAttack Image
2/ I ended the surmised Russian OPLAN thread with a very brief discussion regarding the challenge how sparse data on the Ukrainian Armed Forces makes it difficult to forecast its operational direction. If anything, this shows the strength of UAF operational security.
3/ One speculative statement I made guessed that the Ukrainian military may be stretched too thin for major counteroffensives, especially of the kind I suggest in this thread. However, I do feel the potential for the action I describe is there for a few reasons.
4/ First, the steady rearming of the Ukrainian military by the West. Second, unlike Russia, Ukraine does have a functioning strategic reserve force & robust domestic/foreign recruitment. Finally, & most importantly, well-motivated Soldiers & competent leaders.
5/ To date, Ukraine has conducted a successful defense in depth along the breath of Russia’s original invasion axes. It was an operational approach that maximized Ukraine’s strength’s while positioning Russian forces to expose their weaknesses.
6/ A key component of Ukraine’s defense in depth was revealing Russia’s principal operational shortcoming, logistics. Ukraine understood how vulnerable Russian logistics were, trading space for time outpaced Russia’s organic ability to support sustained ops & obtain rapid results
7/ Ukraine now faces a similar dilemma. How well the Ukrainian military can transition from an active defense in depth to a more offensive focus to defeat and drive out Russian forces from Ukrainian territory will mean the difference between victory and a renewed frozen conflict.
8/ I have previously stated that the decisive point of a battlefield is determined by the character of geographic positions, the value of the strategic object in view, and the arrangement of the contending forces.
9/ Bearing these in mind we can surmise what seems most important for Ukraine to focus the weight of offensive action to achieve its war aims. Ukraine must now answer the same three questions Russian forces have faced in devising their operational plans.
10/ First, what military conditions much be produced to achieve the strategic goals? Second, what sequence of actions is most likely to produce these conditions? Finally, how should forces and resources be arrayed to accomplish that sequence of actions?
11/ The logical conditions Ukraine must achieve to meet its strategic goals are ability to retain the Severodonetsk Salient, hold Kharkiv & its environs, & recapture the Kherson Oblast and/or a major counteroffensive east of Kharkiv to cut Russian GLOCs to Belgorod.
12/ The logical sequence of actions to obtain these conditions is to conduct simultaneous operations in designated Disruption Zones in the Donetsk & Zaporizhzhia Oblasts, and a series of sequential offensive actions in the Kherson and/or Kharkiv Oblasts.
13/ The current line of contact running from Kharkiv to Kherson (note, this is not a contiguous LOC) generally resembles a classic convex order with a center salient. The advantage this order offers is the ability to direct efforts against the center or one wing.
14/ The reason this is advantageous is that the Ukrainian military can execute a false attack against a portion of the line while applying localized overwhelming force more readily to a weakened defensive sector before the Russians can adjust forces to prevent a breakthrough.
15/ A successful breakthrough on one of the extremities of the convex lines would unravel Russia’s own offensive approach, forcing them into a strategic defense where the initiative would pass decidedly toward Ukraine who could then set the conditions for favorable negotiations.
16/ The Ukrainian military has the potential to execute such an ambitious plan because it has a functioning strategic reserve. Though I am speculating as to the size of this force pool, there are forces that can be repositioned to the east that would enable scalable operations.
17/ Ukraine’s primary focus will be first to defeat the Russian offensive in the Severodonetsk Salient. Russian forces here constitute the last of the Russian military’s immediately available offensive force. Image
18/ It will take until early fall for Russia to reconstitute more forces remotely capable of executing sustained offensive action (assessed as 30+ continuous days in combat). Defeating Russian forces here will remove the potential of shifting these forces to other sectors.
19/ Simultaneously, Ukraine will need to disrupt Russian disruption efforts in the Zaporizhzhia Oblast. Actions here would mostly by SOF/Partisan/Guerilla activity to target Russian logistics and prevent effective control of occupied cities & towns. Image
20/ Even if Mariupol falls, it is likely that a substantial part of its defenders will go to ground and continue guerilla activity to hamper Russian activity to incorporate it into the DPR while denying it as a reliable operational base to extend operations into western Donetsk.
21/ The Kherson Oblast is likely become Ukraine’s primary battle zone. Ukrainian forces are already encroaching on Kherson’s defenses. By assuming risk in the Odesa area, the Ukrainian military could reallocate maneuver forces to reinforce those already west of Kherson. Image
22/ A major counterattack here would be bloody and take considerable time, as Russia would fight a determined battle to hold Kherson. If the city can be retaken Ukrainian forces could advance south and east of the Dnieper River to cut Russian rail GLOCs out of Crimea.
23/ Ukraine could potentially follow up this success by advancing toward the Kherson Oblast border & threaten Russian control of Melitopol. The loss of the Kherson Oblast would be a major defeat for Russia, threatening its hold on Crimea & ability to control the Donbas.
24/ To the north, Ukraine could assume risk around Kyiv & in the NE to reinforce the Kharkiv area and conduct a major counterattack to push Russian forces to the international border and east of the Siverskyi Donets River. Image
25/ This would set conditions for a major counteroffensive east of the Siverskyi Donets that would likely seek to recapture the decisive geographic points of Vovchansk, Velykyi Burluk, and Kupiansk. Recapturing these towns would sever Russian GLOCs to Belgorod from Izium.
26/ With GLOCs to Belgorod blocked, Russian forces in the Izium area would either counterattack north to reestablish access to Belgorod or move east across the Oskil River and establish a new eventual line of defense to protect their hold on northern Luhansk.
27/ Concurently the recapture of Kupiansk would offer the Ukrainian military a new pivot of operations to either eventually advance into northern Luhansk or turn south and attack Russian forces toward Izium.
28/ The Izium area could be turned into a cauldron in which Ukrainian air & artillery strike could devastated a tightly compact Russian defense as it attempts to maneuver out of the kill zone.
29/ As with my Russian OPLAN assessment my estimation of Ukrainian options will likely end up being wildly off the mark. The point of such an exercise is more to illustrate that Ukraine has a variety of operational pathways it will undoubtedly explore and exploit.
30/ Both Russia and Ukraine have several weeks of hard fighting ahead. Though the situation currently favors Ukraine circumstances are always changing. Russian forces may be able to rally, or they could completely break. One thing is certain, it will be a long and deadly summer.

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More from @JominiW

Mar 11
1/15 🌍 Global Situation Update; Iran war D+11; Russo-Ukrainian War D+1,477; Sudanese Civil War, D+695: The international security architecture is experiencing unprecedented systemic stress. We are witnessing the simultaneous prosecution of industrialized, multi-domain warfare across three distinct geographic theaters. A breakdown of the operational picture: #IranWar2026 #EpicFury #LionsRoar #TruePromise4 #Sudan
2/ 🇸🇦🇮🇷🇮🇱🇺🇸🇦🇪 Middle East: Operations Epic Fury (U.S.) and Lion's Roar (IDF) have successfully transitioned from the initial shaping phase to sustained operational exploitation. The Israel Defense Forces (IDF) and the U.S. Air Force state that they are currently operating with "full aerial freedom" over Iranian sovereign airspace.
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Mar 10
1/9 🌍 Global Situation Update; Iran war D+10, Russo-Ukrainian War D+1,476: The international security architecture is facing unprecedented concurrent stress. As of March 10, 2026, the international system is simultaneously managing two high-intensity, theater-level conflicts that have fundamentally fractured the traditional concept of integrated deterrence. Here is a macro-strategic and tactical synthesis of Operations Epic Fury, Lion's Roar, and True Promise IV in the Middle Eastern theater of War and the Ukrainian TVD. #Irán #EpicFury #LionsRoar #TruePromise4 #UkraineWar #straightofhormuz
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2b/9 🇺🇸 The sheer scale and intensity of Operation Epic Fury have exposed critical vulnerabilities within the United States defense industrial base. The Pentagon reportedly expended an estimated $5.6 billion in precision munitions during the first 48 hours of the campaign alone.

This burn rate has triggered immediate congressional alarm regarding the rapid depletion of American weapon stockpiles, mirroring and severely exacerbating the magazine depth crisis previously observed during the arming of Ukraine. The operational efficacy of the Western security architecture is currently undergoing a structural stress test, forcing a rapid transition from a posture of sustainable power projection to a mathematically grueling war of industrial attrition.
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Mar 9
1/ Global Situation Update; Iran war D+9, Russo-Ukrainian War D+1,475: The Persian Gulf and Ukrainian theaters are currently defined by unprecedented aerospace saturation, high-intensity ground maneuverability, and massive macroeconomic volatility. A thread on the multi-domain kinetic cascade. 🧵 #USIranWar #Epicfury #LionsRoar #TruePromise4 #UkraineWar
2a/ 🇺🇸🇮🇱 Persian Gulf Theater of Operations: The US-Israeli campaign (Epic Fury/Lion's Roar) has entered a grinding, multi-domain attrition phase. The IDF reports launching over 1,600 strike sorties since the operation's inception. Despite this intense bombardment, the Iranian regime's command structure has consolidated.
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Mar 9
1/10 Global Situation Update; Iran war D+8, Russo-Ukrainian War D+1,474: The international security architecture continues to experience severe stress. High-intensity multi-domain operations across the Middle East (Epic Fury/Lion's Roar/True Promise IV) and Eastern Europe are beginning to strategically converge.
#IranWar2026 #EpicFury #LionsRoar #TruePromise4 #USIranWar #UkraineRussiaWar
2/10 🇮🇷 Strategic Pivot: Iran's Assembly of Experts has officially named 56-year-old Mojtaba Khamenei as the new Supreme Leader. This cements IRGC hardline control and marks the first hereditary transfer of supreme power since the 1979 Islamic Revolution. U.S. President Trump immediately condemned the succession, stating the new leader will not "last long" without U.S. approval.

x.com/MonitorX99800/…
3/10 🇺🇸 Operation Epic Fury: CENTCOM's aerospace campaign remains relentless. U.S. B-2 Spirit stealth bombers dropped dozens of 2,000-lb penetrator munitions specifically targeting deeply buried IRGC ballistic missile launchers. Concurrently, the U.S. military confirmed a 7th American service member died from injuries sustained during an earlier March 1 attack in Saudi Arabia.

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Mar 8
1/ 🌍 Daily Tactical Update, Iran War D+7, Russo-Ukraine War D+1,473: The global security architecture is fracturing simultaneously across two primary theaters of war. The US-Israeli Coalition continues its air campaign (Epic Fury/Lion's Roar), while it faces an asymmetric Iranian response (True Promise IV), and the Russo-Ukrainian War sees major multi-domain innovations. A thread 🧵
#IranWar #IranIsraelWar #EpicFury #LionsRoar #TruePromise4
2/ 🇮🇷🇦🇪 Persian Gulf Theater of Operations: Iran's "True Promise IV" reached a critical inflection point today. An Iranian OWA drone penetrated UAE air defenses, striking Dubai Intl Airport (DXB) near Concourse A. Operations were temporarily suspended, which paralyzed Israeli repatriation airlifts. The U.S. Embassy in Baghdad and the Consulate in Erbil, Iraq, came under drone and rocket attack by Iranian forces.

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3/ 🇮🇷 Iranian Command Rupture: Paradoxically, Iranian President Pezeshkian issued a televised "apology" and conditional ceasefire to Gulf states today. In contrast, the IRGC issued a statement calling President Pezeshkian's message a “mistake”, encouraging Pezeshkian's comments to be ignored. The juxtaposition of this diplomatic off-ramp with the DXB strike strongly indicates the Provisional Leadership Council has lost operational control of forward IRGC launch units.

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Mar 7
1/7 Daily Tactical Update, Iran War D+6 / Russo-Ukraine War D+ 1,472: We are observing synchronized, high-intensity multi-domain combat operations across two distinct theaters—the Middle East and Eastern Europe. Here is a brief OSINT and strategic rollup of the last 24 hours. 🧵👇 #IranIsraelUSWar #EpicFury #LionsRoar #TruePromiseIV
2/7 🇮🇷/🇺🇸/🇮🇱 Operations Epic Fury & Lion's Roar: The joint US-Israeli campaign has entered its 7th day. Allied forces have struck a combined 4,500+ targets (over 2,000 US strikes and 2,500 Israeli strikes), establishing near-total air superiority. March 6 kinetic strikes heavily degraded regime infrastructure in Tehran, completely destroying the Diplomatic Police Center and the Azadi Sports Complex.

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3/7 🇮🇷 Operation True Promise IV: Iran continues its massive, multi-axis retaliation across the Persian Gulf and the Levant, utilizing ballistic missiles and one-way attack (OWA) drones. The sheer volume of Shahed-class munitions continues to strain regional integrated air defense systems (IADS), highlighting the rapid maturation of aerospace saturation tactics.

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Read 7 tweets

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