The battle of Kharkiv has been won by #Ukraine, with Russian forces withdrawing to the north & east. Today, analysis on what is next for Ukraine’s military as it exploits a faltering Russian eastern offensive. 1/25
2/ The war in the east, and the war in #Ukraine more generally, is approaching an important turning point. vox.com/policy-and-pol…
3/ The Ukrainian success in the battle for Kharkiv is significant. It sees the recapture of Ukrainian territory and will ensure the city is out of Russian field artillery range. These are important humanitarian & political achievements for #Ukraine. forbes.com/sites/michaelp…
4/ It also gives the Ukrainian Army another huge morale & confidence boost. As they did in the north, they have shown again that they can defend, and then go on the offensive to recapture their land from the Russians. They continue to out-think and out-fight the Russian Army.
5/ Despite the Russians recently reorienting their operational design on eastern Ukraine as its main effort, they have yet to make significant gains. Indeed, they have been fought to a near standstill by the Ukrainians.
6/ Not only are the Russians in trouble in the east, but the entire Russian campaign in Ukraine is also close to culminating. I would highlight – this is not the same as a Russian defeat. It just means that Russia may shortly be unable to conduct offensive operations.
7/ Russia, theoretically, might construct some last gasp offensive out of Crimea or elsewhere in the south. But this would be akin to the WW2 German Ardennes Offensive – tactically dangerous for a short time but ultimately operationally and strategically futile.
8/ Ukraine now has several options for what they might do in the wake of success in the Battle of Kharkiv. Issues such as forces available, logistics, air support and geography will be important. But there are probably two over-riding considerations: timing & exploitation limits.
9/ Timing. The Ukrainians got their timing just right for their north east offensive around Kharkiv. Now, they have to pick the right moment for a potential wider counter offensive in the east.
10/ This means they must balance continued attrition of the Russians during their current offensive and attacking a culminated Russian force before they can establish a well-developed scheme of defensive maneuver in the east.
11/ The region to the east of Kharkiv is vulnerable to a Ukrainian advance. Not only are the majority of Russian forces further south and east of this area, seizing this region (to the east of the Donets) poses a threat to ground supply routes for Russia's eastern offensive.
12/ It will be an attractive option for Ukraine. While the ground is better suited for the defender (Russia), it is always better fight over the worst ground than through the greatest concentration of enemy. This, in many respects, has been Ukraine’s approach throughout the war.
13/ By attacking Russian rear areas, weakly defended locations and logistic hubs / convoys, the Ukrainians have forced Russian withdrawals in the north and northeast.
14/ While Russian forces in the east are stronger than those faced in the north and northeast, any interference with their supply lines will have a significant impact on Russian combat operations on the Izium axis of advance.
15/ Of course, Ukrainian success in any offensive is not guaranteed. Operational outcomes range from a Russian collapse followed by withdrawal; they fight each other to a standstill, followed by stalemate; or, potentially, a Ukrainian defeat. In war there are no certainties.
16/ Summarising, Ukraine doesn’t have a lot of time to assemble the forces & support if they are to conduct another counter offensive in the east. They have to strike before the Russians shift to a defensive posture. The Russians will be much harder to push back if that occurs.
17/ Exploitation limits. There has been speculation about how far the Ukrainians might carry their offensives. In particular, might the Ukrainians advance on Belgorod in Russia? This is probably unlikely for several reasons.
18/ First, the Ukrainians have already proved that they can out fight, outthink and defeat the Russian Army. They don’t need to go into Russia to re-prove that.
19/ 2nd, President Zelensky has gained global influence as President of a country that has been invaded. For him to engage in similar behaviour would have an impact on his influence in the outside world. president.gov.ua/en/news/kozhno…
20/ 3rd, as Russia has found, invading another country is much harder than defending your own. The motivation for soldiers ‘invading’ another country is different to the motivation when defending one’s own nation. The Ukrainians are clever enough to understand this.
21/ Finally, any Ukrainian incursion into Russia would (for Putin) validate the sense of external existential threat that Russia is under, and that Putin described in his Victory Day speech. The Ukrainian President (as well as the US & NATO) would want to avoid this.
22/ Within Ukraine’s borders, do they seek to only recapture ground taken by Russia since 24 February, or something more? The Ukrainian President will balance reclaiming Ukrainian territory, retaining Western support & not pushing the Russians to use chem / nuclear weapons.
23/ A window of opportunity is opening for Ukrainian operational design in the east. While defending the Kharkiv region they have just re-secured, they may be able to conduct an operational level strike across the Donets and into the rear of Russia’s axis of advance on Izium.
24/ With their recent experience, home ground advantage & western support, there is no one in the world better at making such a decision than the Ukrainian high command. It will be their decisions, not Russia’s, that could result in an important turning point in this war. End
An initial assessment of the PLA parade that has just finished in Beijing. Overall, no major surprises although there were was some new equipment. The structure and content of the parade was pretty standard. Five key themes stood out for me however. 1/9 🧵
2/ Theme 1. Most of the weapons and platforms were not brand new, but generally, every land, air and sea platform was more modern than that in the inventories of western military organisations. Newer does not always mean better however. While most western military equipment has been tested in Iraq, #Ukraine and elsewhere, none of China's new kit has.
3/ Theme 2. The new weapons and platforms were interesting and demonstrate the ongoing, advanced military R&D eco-system that China now has. The Large Underwater Uncrewed Vessels, the uncrewed rotary wing aircraft and the HHQ-16C (HT @AlexLuck9), DF-61 and DF-31BJ missiles as well as the laser defence systems were new reveals by the PLA. I thought the UAV on the back of the Infantry Fighting Vehicle was interesting. Long gone are the days were China was reliant on Russia or other foreign systems. This level of indigenous capacity infers high levels of sustainability in any future conflict.
Tomorrow's big parade in Beijing will preview new Chinese weapon systems. But the military 'bling' may also provide insights into new and evolved PLA operating concepts for drones and missiles. 1/7 🧵
2/ In my latest piece, I explore the concept of a Pacific drone wall built by China, and how tomorrow’s PLA parade might preview some of its new components. There has been much speculation about the new weaponry that might be unveiled during the 3 September parade. Two key systems that are likely to receive a lot of attention are missiles and drones.
3/ Of course, China is not the only nation capable of assembling a 21st century military barrier comprised of air, sea and land drones. The U.S. Indo-Pacific Command has been discussing and simulating the creation of a drone barrier in the Taiwan Strait called Hellscape.
I have just published my regular update on global conflict. This week: Gerasimov's Ukraine war update, the aerial campaigns of Ukraine & Russia, Japan's missile moves, China's big parade and my Big Five reads. 1/5 🇺🇦🧵(Image: @DefenceU)
2/ This week, Russia's General Gerasimov provided an update on the war in Ukraine. Among his insights, Russia won't stop until it achieves its objectives, and that Russia holds the strategic initiative. He also discussed Russia's attacks on 'industrial targets' in Ukraine.
3/ In the Pacific, Japan made announcements about the deployment of American Typhon missile systems in September, as well as the deployment of indigenous counter-strike missile systems throughout Japan. Also, Exercise Alon 2025 concluded and China practiced for its 3 September parade. (Image: @TaiwanMonitor)
Ukraine has developed a world-class long-range strike capability. My latest assessment explores this topic. Ukraine's strikes in the past few months, especially against the Russian oil industry, reinforce that Russia cannot win this war. 1/6 🇺🇦🧵
2/ The impact of Ukraine's long-range strike campaign shows that Russia can only be handed a victory through a political process, which is why Putin is so desperate to convince the Trump administration about land transfers, and deny the presence of foreign troops in Ukraine.
3/ Ukraine's long-range strike capability has been a vital development for the Ukrainian Armed Forces since February 2022. They have developed an increasingly capable range of weapons to hit further into Russia and hold a wider range of strategic targets at risk.
I have just published a short initial assessment on the outcomes of the Alaska Summit. A caveat is that we are likely to find out more later today, so I will update this if that occurs. There were a few things we might take away from the meeting. 1/9 (Image: @Reuters)
2/ First, Putin appeared to be more upbeat at the press conference than Trump did. While Trump did not appear downcast, there was a marked disparity in the overall posture of the two leaders. This indicates that no overall agreement has been reached but that some small points of common ground may have been agreed.
3/ Second, Putin was laying on the flattery of Trump in a big way. This is an attempt by Putin to ensure the next meeting is also a one-on-one and does not include Ukraine. It will also be an attempt to split Trump from European leaders by convincing him that Putin is not as bad as European leaders have portrayed. Putin also held out the prospect of business ties.
My regular update on global conflicting & confrontation is now available. This week: the envelopment of Pokrovsk, Russia’s war on Ukraine’s cities and its protracted saturation strategy, and Exercise Talisman Sabre. 1/5
2/ The Russians appear to be in the final phases of their double envelopment of the Ukrainian city of Pokrovsk. The Russian campaign for Pokrovsk, which has been a long series of large and small battles, has been underway for more than a year. Russia also continued its large scale bombardment of Ukraine’s cities this week, targeting infrastructure and civilian morale. The largest attack in the past week was on 21 July, when the Russians launched 450 missiles and drones against targets inside Ukraine.
3/ The two key factors at play in this phase of the war pursued by Russia - protraction and saturation - offer a variety of insights for Western defence planners, as well as for Russia’s partners such as China and North Korea. For European and US defence planners, preparations for countering the protraction of war require both political and societal adaptation. Both China and North Korea, already inclined towards strategies of protraction and saturation, will be learning that the protraction and saturation method is a viable strategy for them as well if they decide to engage in military campaigns against Taiwan and South Korea.