1/ Analyzing Breakthrough Operations in the Donbas. Today I take a little closer look at the state of operations along the line of operations ranging from Izium to Popasna in east Ukraine to gain a better understanding of what it will take to achieve a decisive breakthrough.
3/ This is not a prediction, but a brief analysis of what seems to be the overall direction of operations by the Russian military in what is clearly the decisive terrain in east Ukraine – the convex line running from Izium through Siverskyi Donets to the Severondontsk Salient.
4/ I have been stressing since March 14 this portion of the Donbas front is the key to ultimate victory or defeat in the east. I still hold to this assessment. I think it is even more so now in the wake of Russia’s decisive defeat in the Battle for Kyiv.
5/ There has been a lot of discussion lately, both online and in the media, of the trajectory of Russian operations and what they may accomplish. May 9 is seen as an important waypoint for Russia, whether this is an actual deadline is debatable.
6/ Let us look at the balance of forces currently engaged in the Severodonetsk-Donetsk OD & their likely mission set. The most recent geolocation data places at least 60x BTGs in the Severodonetsk-Donetsk OD. 51x BTGs are arrayed from Izium to Popsana.
7/ Of the known Ukrainian forces in the Severodonetsk-Donetsk OD, pre-war tables of organization allocate 61x Maneuver Battalions & 20x Territorial Defense Battalions in the Donbas. 37x Maneuver & all 20x Territorial Defense Battalions are currently arrayed from Izium to Popsana.
8/ The number of Ukrainian BNs have likely changed due to attrition. However, these numbers give us a picture of the balance of forces. @HN_Schlottman has gone a step further and done some great work on a general estimate of force composition for the OD.
9/ Russia has struggled, and continues to struggle, with properly resourcing & sustaining their war effort, but the Russian military clearly sees the Severodonetsk-Donetsk OD, in particular the Siverskyi Donets line, as decisive terrain to control.
10/ To do this Russia has to accomplish the integration & synchronization of the preponderance of their forces in time & space through strategic movement, successively, upon decisive points & key points of communication without compromising their own.
11/ Here is a model of what this would look like. Key to successfully obtaining integration & synchronization of mass in time & space is the ability to arrange forces & combat multipliers (aviation, artillery, cyber, ADA, engineers, etc.) at the proper time with ample energy.
12/ This last part is the crucial element of combined arms maneuver. Here is the same graphic but arrayed with what I surmise is the Russian operational plan. April 24 is my mark on the wall for when general large-scale offensive operations began in earnest in the Donbas.
13/ Using May 9 as a key date for the Kremlin to declare some sort of “victory”, Russian forces only had 16 days to reach their operational objectives. As you can see, if May 9 is indeed a mark on the wall to measure Russian success, they are way behind the power curve.
14/ It is not likely at this point for Russia to achieve some sort of positive or negative breakthrough by May 9, if this is indeed a key date in Russian operational planning. Still Russia is gaining ground through slow incremental advances.
15/ Russian forces have marginally improved at conducting large-scale operations with forces moving along mutually supporting routes of advance, employing for effective recon by force techniques to engage & maneuver against Ukrainian defenses supported by air & artillery.
16/ Though poor morale, logistical issues, manpower shortages, poor leadership still plague Russian operations, the immediate obstacle to their success is the Ukrainian military & resolve. This more than anything else, is what is slowing Russian progress. #SlavaUkraini
17/ Ukraine has reinforced and fortified prepared defensive positions. These points are capable of withstanding prolonged air & artillery strikes. With excellent morale and leadership, it will be difficult for Russian forces to breach their defenses.
18/ Here is a look at division opposed rates of advance against fortified, prepared, and hasty defenses based on historical combat data from the @dupuyinstitute. As you can see, historical daily advance rates for mechanized forces against intense resistance is slow.
19/ Let us now look at a variant of the space/time/mass maneuver model. This is aligned with a traditional Russian doctrinal template advancing along multiple axes to split defenders into separate or isolated groups to be destroyed in detail while striking deep into secure areas.
20/ Again, if May 9 is/was a target date for Russian forces in this OD, they should uniformly at or approaching the 20km line indicated in this graphic. Russian forces are not near this point. The grueling pace of Russian daily advances are consistent with HERO historical data.
21/ Russia is underperforming when it comes to their ability to achieve a meaningful breakthrough, even along the Izium Axis where they should be making bigger gains. These trends support the assessment in thread post 11, Russia may achieve a delayed breakthrough by late May.
22/ Here is one more data point to support this, using data from @HN_Schlottman @HelloMrBond inputted into a modified QJM model from Trevor Dupuy’s “Understanding War: History & Theory of Combat” at the @dupuyinstitute.
23/ Even though the QJM shows Russia has an advantage in combat power and should be able to achieve a breakthrough there is a lot working against this effort. As noted at the top of this thread the Ukrainians have a greater number of maneuver BNs to blunt advances.
24/ Still we could see a situation that ends up like this by late May/early June if Russian forces are able to continue to make incremental progress. This would be the best situation the Russians could hope for now. Reaching this point will culminate what force they have left.
25/ The Summer may see a long-drawn-out siege of the urban cluster ranging from Kramatorsk to Lysychansk. Either way there is still a lot of bloody hard fighting to go before either side has a definitive battlefield advantage in the Donbas. It will be a long summer. END
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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.
3/ 🇮🇱🇺🇸Today marks the most intense day of coalition strikes yet, with U.S. and Israeli assets simultaneously striking the IRGC special forces HQ, the Imam Hassan complex in Tehran, a massive Basij militia complex in Tabriz, and strategic sites in Isfahan and Qom.
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
2a/9 🇺🇸🇮🇱 Persian Gulf Theater of Operations: Day 11 marks the kinetic zenith of Operations Epic Fury & Lion's Roar thus far. Secretary of War Pete Hegseth and Gen. Dan Caine confirmed March 10 as the "most intense day of strikes inside Iran". Over 5,000 targets (IRGC HQs, IADS, drone hubs) have been dismantled to date.
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.
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.
2b/ 🇺🇸To maintain this unrelenting operational tempo and secure the surrounding maritime corridors, the United States established a robust three-carrier posture: the USS Gerald R. Ford (CVN-78) positioned in the Eastern Mediterranean, the USS Abraham Lincoln (CVN-72) operating in the Arabian Sea, and the USS George Washington (CVN-73) forward-deployed at Yokosuka to maintain deterrence in the Pacific theater. The USS George H.W. Bush (CVN-77) Carrier Strike Group is preparing to deploy to support Operation Epic Fury, likely joining the USS Gerald R. Ford in the Eastern Mediterranean.
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.
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.
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.
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.
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.
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.