Now that we have had a couple of days to observe the new Ukrainian cross-border attack into Kursk, I wanted to offer a quick assessment of what we know, as well as Ukraine's potential objectives and the challenges it faces. 1/23 🧵( (Image: @DefenceU)
2/ Surprise is an important continuity in human competition and warfare. The aim is to shock an adversary and overwhelm them when they are their weakest or when they least expect it. That shock, and the accompanying break down in enemy cohesion & ability to effectively respond, can then be used to seize ground and destroy enemy formations.
3/ It appears that yet again, the Ukrainians have surprised Russia, and observers in the west, with their latest operation. Over the past 72 hours, we have watched as Ukraine has launched a significant cross-border assault into Russia’s Kursk region.
4/ Initially viewed as another raid into Russia, similar to the previous Ukrainian operations in May 2023 and March 2024, it has become clear that this is something different. Despite our ability to only see a small part of what is occurring in Kursk, there are several aspects of this new Ukrainian operation which are apparent.
5/ First, this is a multi-brigade operation. At least two Ukrainian brigades have been identified so far: the 22ndMechanized Brigade and the 82nd Air Assault Brigade. These are both quality formations. It appears that unlike in the 2023 southern counteroffensive where fresh brigades were employed, the Ukrainians have allocated experienced formations to this attack.
6/ Second, the Ukrainians have attacked with a highly mobile, mechanised force. This is different to the Russian dismounted attacks into Kharkiv in recent months. A high level of mobility is essential to creating or exploiting gaps in enemy defences, and rapidly exploiting such gaps. Speed and shock action are vital.
7/ Third, the Ukrainians appear to have deployed a significant amount of air defence capability. At least one Russian fighter aircraft and two helicopters have been claimed to have been shot down by the Ukrainians. There has been, as of this point, limited reports of Russia being able to use glide bombs or even large numbers of drones to counter the Ukrainian assault. This is indicative of a more effective air defence environment for the Ukrainians than was created for their 2023 counter offensives.
8/ Fourth, Ukraine has penetrated a good distance into Russia on at least two axes of advance. Main and supporting efforts are unclear. However, the situation remains very unclear and Ukrainian forces could be much deeper into Russia than we know. This constitutes the biggest advance by any side in this war since late 2022.
9/ Fifth, Ukraine has achieved surprise. This is an important theme to note given the obsession of some with describing this war as a ‘transparent battlefield’. This, again, shows that the battlefield is far from transparent, and that deception activities, good intelligence, and surprise are crucial elements of modern war.
10/ More importantly, the Ukrainian cross-border attack shows that surprise is still possible, and that offensive operations are also possible despite the prevalence of the defence in the past year.
11/ So, what might Ukraine's objectives - tactical, operational, strategic and political - be for their Kursk operation?
12/ At the most basic tactical level, this operation will be about seizing ground and destroying Russian ground and aerial forces. That is the central role of ground forces in war. But it is the operational and strategic purpose of conducting operations to seize ground and destroy the enemy that is interesting.
13/ There are a couple of possible operational objectives for this Ukrainian attack. First, Ukraine may be seeking to draw Russian forces away from its attacks on the Niu-York and its advances on Toretsk and Pokrovsk. This might be possible, but given Russia’s advantage in manpower, one would have to assess that this outcome is probably unlikely.
14/ Another operational objective, which is more likely to be realised, is to force the Russians to reconsider their force dispositions elsewhere on the front line. The Russians will have to respond, and even they do not have a bottomless pit of resources to do so. To respond to the Ukrainian attack on the Kursk region, they will have to stop defending somewhere else.
15/ Ukraine may have some specific operational objectives in mind which are related to ground. The Kursk nuclear power station may be one objective, but that still lies 60 kilometres from the border with #Ukraine, well beyond where Ukraine is currently thought to be operating. Key road and railway lines might also be interrupted.
16/ The strategic objectives of this attack can only be estimated at this early stage. First, the attack might be an attempt to slow or kill Russian momentum in its offensives which have lasted for the duration of 2024. Ukrainian planners will understand that even Russia can’t remain on the offensive forever.
17/ A 2nd strategic objective might be to shift the narrative on the war to one more positive for Ukraine and counter Russian misinformation about their ‘inevitable victory’ in Ukraine. The 2022 offensive in Kharkiv not only stunned the world but shifted the narrative on Ukraine’s ability to prosecute the war and resulted in a significant change in the west’s approach to providing aid.
18/ A 3rd strategic objective may be to boost morale in the Ukrainian population. Given the past 8 months of defensive operations, constant aerial attacks on infrastructure and ongoing power shortages, the will of the people will be at the forefront of the Ukrainian government’s considerations about the trajectory of the war.
19/ A 4th strategic objective for Ukraine might be to do what the Russians are doing in eastern Ukraine at the moment – grab as much territory as possible in case Ukraine is forced into some kind of negotiated settlement at the end of 2024 or in early 2025. Negotiating with some of your enemy’s territory is much better than negotiating without it.
20/ Ukraine faces a daunting array of issues as it moves forward with this operation. These include tactical, operational, strategic and political challenges. I explore these in detail in my new (free) article at Futura Doctrina, which can be read at the link. mickryan.substack.com/p/the-battle-o…
21/ Time will tell whether using these Ukrainian brigades to attack into Russia rather than defending eastern Ukraine has been the most strategically effective use of their forces.
22/ At a time when Ukrainian defenders in the east are being pushed back on several axes, the use of highly capable Ukrainian combat forces in Kursk is either a brilliant countermove to shift the momentum in the war, or a strategic error which compounds the challenges in Ukraine’s eastern Ukraine defensive operations.
23/ There is no way yet to make this assessment, however. As with all war, there is an abundance of uncertainty at the early stage of this Ukrainian offensive. Not only are we unsure about just how far the Ukrainians have penetrated, but we are also unsure of the strategic & political objectives of this operation. There is much more to learn in the coming days. End.
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100s of drones downed over Moscow & a major oil refinery ablaze for the 2nd time in a week. Ukraine's largest strike on Moscow leads this week's update. 1/5
2/ The deep-strike campaign is now a central element of Ukraine's war to defend itself and secure a just peace. By Kyiv's own accounting it has knocked out roughly a tenth of Russia's refining capacity. On the ground, Russia's spring offensive in Donetsk looks close to culminating.
3/ In the Pacific, INDOPACOM reverts to Pacific Command as Beijing presses around Taiwan, the Philippines and Japan.
Ukraine has just struck a Russian defence plant with its new long-range FP-5 missiles and damaged a key bridge to Crimea. Things keep getting worse for Putin and Gerasimov. My Part 2 assessment of Russia's losing war, and how Putin might reverse things. 1/5 🧵
2/ Russia is losing its war on Ukraine. But a losing trajectory is not a settled outcome. Part 2 of Losing on Every Dimension examines the five "reversal conditions" that could still rescue Putin, and what the West must do to lock in his defeat.
3/ The most revealing point about these five reversal conditions. With one exception, none lies within Russia's own control: a US settlement, the oil price, China's treasury, North Korean manpower, and Western fatigue. Russia's escape from defeat depends on the decisions of others.
For the first time since the invasion, Russia is losing more troops than it can recruit. Net territorial movement over the past three months has favoured Ukraine. Part 1 of my new assessment, I explore how Russia is "Losing on Every Dimension" - military, cognitive, moral, industrial and economic. 1/7 🧵
2/ MILITARY. In 2025 Russia paid roughly 200 casualties per square mile taken. In the first five months of 2026, with a net gain of 17 square miles, it paid over 9,600 per square mile. The meat grinder is grinding through Russian men faster than Russia can produce them. Tactical operations are now unified with mid-range and long-range strikes.
3/ COGNITIVE. Russia's narratives are decoupling from a battlefield made visible by open-source reporting. When Putin has to ask Ukrainian permission to hold parades, and cannot hold an international forum without a Ukrainian attack, his narrative about inevitable war crashes.
Our darker angels have returned. For a decade, influential scholars argued that major war was on an irreversible decline. Pinker's 'Better Angels' thesis became almost orthodoxy in parts of the security studies world. But, as @lawdavf has written, war has a future. 1/4 🧵
2/ Fast forward to 2024. PRIO records 61 state-based conflicts — the highest since World War II. 129,000 battle deaths. The fourth most violent year since the Cold War. The 2024 data from SIPRI and PRIO is unambiguous: a historic peak in state-based conflicts, the fourth most violent year since the Cold War, and a Russo-Ukrainian war that has now consumed an estimated 500,000 lives.
3/ The analytical failure wasn't just academic. Governments that accepted the 'war is fading' narrative underinvested in defence, deterrence and industrial capacity. Ukraine paid some of the price. But most Western nations are still underinvested in force structure, defence industry, war stocks and most importantly, national will to resist authoritarian aggression.
China fields a military where 70-80% of soldiers are only children. Every battlefield death risks extinguishing a family line. This demographic reality shapes Xi's strategic calculus in ways Western analysis should pay more attention to. My new piece explores this. 1/5 🧵mickryan.substack.com/p/one-child-on…
2/ China's one-child policy ended in 2015. Its military consequences are only beginning. By 2015, ~70% of PLA soldiers and 80% of combat troops came from one-child households. There is almost no historical precedent for a major military force comprised almost entirely of only children.
3/ The research is sobering. Only children are measurably less trusting, less resilient, less risk-tolerant, and less competitive than those with siblings. These are not ideal traits for combat. They are increasingly the defining traits of the PLA's human capital.
Some initial thoughts on the new Australian National Defence Strategy released today in Canberra. Overall, the focus and trajectory of Australia's defence strategy remains consistent with the 2024 version. There are some notable things worth highlighting. 1/15 🧵🇦🇺
2/ The new NDS shifts more towards a true 'defence' strategy rather than just a 'military' strategy that was described in the 2024 version. There is stronger language around national civil preparedness, fuel security, and economic security. This is good. But these are also topics that should be in a National Security Strategy - if Australia had one!
3/ Spending. There is an uptick in spending. This is a positive. There is a claim that we might get 3% of GDP on defence at some point in the future. The reality is that because we are well short of this now, trying to fund both AUKUS and the ADF at the same time with current spending is challenging (nice word for not possible), and conventional military capabilities are degrading - and not modernising fast enough.