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.
The last few years have seen many examples of wartime adaptation. This has occurred in #Ukraine as well as the Middle East. We have also seen nations in Europe, North America and Asia seek to learn and conduct peacetime adaptation. But there is a 3rd form of #adaptation that is crucial. 1/4 🧵
2/ This 3rd form of adaptation is that which occurs in the short period between peace and war: Peace to War Adaptation. It is important to understand this form of adaptation because it is the crucial process of learning and change that connects peacetime and wartime adaptation.
3/ The effectiveness or otherwise of Peace to War Adaptation can also influence the trajectory of a war. It is important to ensure governments, industry, the military and society are all prepared for such a rapid cognitive shift.
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.