Russian forces have apparently now completed their conquest of the Luhansk region. They have however only partially succeed in achieving their operational objective of capturing the Donbas. They have not destroyed the Ukrainian army in field, nor their steel will. 1/12 🧵
2/ The Ukrainians, having persevered in the face of Russian artillery & air power, conducted a disciplined retrograde operation to preserve their army. They have ensured the Russian forces have bled for every metre of territory gained in Luhansk. smh.com.au/world/europe/a…
3/ Russia will leverage this ‘victory’ for its strategic influence campaign. Putin, having already apparently declared victory in the past 24 hours, will want to communicate this as a success to his domestic audience.
4/ Russia will use a ‘victory in Luhansk’ message to portray that the tide of the war has turned (it hasn’t). Russian messaging will seek to convey to wavering nations & politicians in the west (there are still a few) that supporting Ukraine is only delaying the inevitable.
5/ The Russians, always ruthless in their battlefield calculations, are likely to have made the assessment that no matter how exhausted Russian troops and logistic systems are, the Ukrainians are probably more exhausted. War is about relative advantages, and exploiting them.
6/ The Russian Army will therefore seek to continue advancing to secure the Donetsk region. To do so, they will maintain the approach taken in the eastern campaign; advance behind extensive artillery and rocket fires, seek the envelopment and destruction of Ukrainian forces.
7/ But Russia is also under pressure in the south. Ukraine is continuing to seize territory through a series of rolling counter attacks. This war in the south is the more decisive front. Possession of Ukraine’s south permits Russia to economically strangle Ukraine.
8/ Russia’s challenge in the south is magnified for the Russians by the Ukrainian resistance activities. Over the weekend, another Russian train was derailed in the south, and there has been a campaign targeting Russian soldiers and collaborators. reuters.com/world/europe/u…
9/ So, in the wake of any Luhansk success, Russia may have no choice but to rebalance its forces between the east and the south. This - and stout Ukrainian defences in the east - will impact on their ability to seize the entire Donbas.
10/ So, while tactical momentum in the east of Ukraine may be with the Russians, this momentum has been enormously expensive in lives and ammunition, has destroyed whole cities and has resulted in relatively small amounts of seized territory.
11/ In the short term though, the Ukrainians in the east face a renewed Russian onslaught. It is likely to be every bit as brutal as that we have seen in the past two months.
12/ But the Ukrainians have shown how effective a defensive strategy can be if it integrates modern sensors, precision munitions, reinforcements, flexibility and good #leadership. They will need a full measure of all these in the weeks ahead. End. (Images: @IAPonomarenko)
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America has just released its 2026 National Defense Strategy (NDS). Not seeing much press activity from the Dept of Defense/War on this. While I need time to ponder the deeper implications of the document, a few things stand out on first reading. 1/11 🧵
2/ First, the document is consistent with the 2025 National Security Strategy (NSS) released by the Trump Administration in November 2025. Key priorities in the NDS align with the NSS, as you would expect. However, while the NSS has priorities, the NDS has "Lines of Effort". whitehouse.gov/wp-content/upl…
3/ There are four Lines of Effort in the new NDS:
1. Defend the U.S. Homeland. 2. Deter China in the Indo-Pacific Through Strength, Not Confrontation. 3. Increase Burden-Sharing with U.S. Allies and Partners. 4. Supercharge the U.S. Defense Industrial Base.
"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.