The Ukrainian southern campaign continues to play out. While their forces fix Russian defenders in the south west, the Ukrainians are advancing from the north. Some observations on the Kherson & Kharkiv offensives. 1/20 🧵
2/ While this may appear to be a ‘sudden’ breakthrough in the south, it is actually the continuation of a long series of orchestrated actions in the south and north east of Ukraine.
3/ Ukrainian attacks in the south began months ago. Not only did these recapture territory, they were part of the reconnaissance battle to gain intelligence while denying information to Russian recon elements.
4/ These early actions shaped the battlefield, and eventually drew Russian reinforcements. Planners in Kyiv would have then started exploiting the opportunity to isolate Russian forces west of the Dnipro. #HIMARS helped, but clever planning for its use was vital.
5/ At the same time, the Ukrainian strategic planners in Kyiv would have been looking further afield for other opportunities where the Russians might have thinned out their defences to cover the responsibilities of the troops sent to the south.
6/ It is highly likely that the north east would have been on their radar for some time. But, as the Russians thinned out there, Ukraine would have made the final decision to launch a second campaign in the north east.
7/ Then, with the Kharkiv campaign rampaging through the north east, the Ukrainians again would have been looking for opportunities elsewhere, and scanning for Russian weaknesses. They found an opportunity in northern #Kherson.
8/ What might we take from this? I think there are a few observations that might be made, even with the limited amount of information we have.
9/ First, the Ukrainians had a broad overall operational design featuring potential operations in the south, north east - and probably elsewhere. However, launching these was not only based on time, but also about when opportunities presented themselves.
10/ Second, the Ukrainians clearly had both dedicated and situational reserves that they had allocated for planned offensives - and for exploiting opportunities. Creating these required a good appreciation of risk, deception, operational security and logistic stockpiling.
11/ Third, the Ukrainians have fought a superior recon battle. A senior military officer, during our Kyiv visit, confirmed the Russians were poor at tactical recon. This is an essential part of preventing surprise and recognising enemy weaknesses to exploit.
12/ This recon battle, undertaken by ground, air and EW recon elements, paints a picture of the ground, enemy dispositions, reserves, C2, key transport routes and logistics. And Ukraine’s tactical recon is probably complemented by strategic recon from other sources.
13/ Fourth, after nearly 8 months of operations (and 8 years since Russia started this war), Ukraine has several senior commanders who are seasoned strategists and operational artists. They clearly know their enemy well, and know how to balance strategic risk & opportunity.
14/ And these commanders, including Generals Zaluzhnyi, Syrskiy and Kovalchuk, are adept at guiding their staffs and subordinate commanders through the planning and execution of large scale military operations. This is a rare skill that few military institutions master.
15/ Fifth, the asymmetry in command philosophies, where Russia centrally controls operations and Ukraine allows more freedom to exploit opportunities through mission command, has been telling.
16/ In fast moving operations, like the Kharkiv and northern Kherson operations, those who do not have to constantly refer back to higher headquarters will be able to set and dominate operational tempo, ultimately seizing the initiative.
17/ It is the combination of these five factors - as well as the courage of Ukrainians in close combat and the lack of purpose among Russian soldiers - that has been central to Ukraine’s success in recapturing so much of its territory in the past several weeks.
18/ The Russian Army do not appear to have an answer to what the Ukrainians are doing to them. We are seeing cascading failures which are likely to continue for a while yet. The injection of mobilised troops is likely to provide only human speed bumps for the Ukrainians.
19/ Not since the initial part of Operation Barbarossa in WW2 has the Russian Army had such a terrible series of reverses on the battlefield. And with large numbers of troops stuck west of the Dnipro, the days ahead could get much worse for them yet. End.
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.