The Ukrainian operation in Kursk is almost one week into execution. As the Russians slowly but surely redeploy forces to seal off the breach in their border and attempt to push the Ukrainians back into #Ukraine, it is worth pondering the options the Ukrainians might have once they reach their limit of exploitation. 1/20 🧵🇺🇦
2/ Like all military operations, this will have been planned as a multiphase operation, including the prelude shaping operations. These would have included intelligence collection, force preparation, deception, operational security, logistics and other aspects necessary to prepare the Ukrainian force for battle.
3/ Other phases will have been planned, including the ‘break in’ and ‘break through’ battles, ongoing exploitation and consolidation phases. These phases will have a range of forces and support elements applied to each.
4/ The Ukrainian’s the first phase, the ‘break in’ and ‘break through’ are complete. They are currently in an ‘exploitation’ phase. Many operations also normally include a ‘limit of exploitation’ governed by terrain, logistics and reaction of the enemy, as well as the objectives of the operation.
5/ What might be Ukraine’s strategic options once they reach their limit of exploitation? I think they probably have three options. Each will have minor branch plans, as well as opportunities and risks.
6/ Option 1 is for the Ukrainians to consolidate on the terrain they have seized so far and then defend it until some form of negotiation takes place. This is the highest risk option because the Ukrainian dispositions feature multiple small salients which would be easily cut off and destroyed by even a semi-competant Russian commander.
7/ The high probably of losing a large number of forces in this scenario makes it a strategic & political liability. Ukraine could lose battalions and brigades, as well as artillery, EW and air defence it could not afford to lose. This option, should it go bad, would also squander the very positive strategic messaging that has been generated by the Ukrainian surprise attack into Russia.
8/ The objective for this option would be to continue posing a significant risk to Russian sovereignty and critical assets, and constitute a draw for Russian forces from Ukraine. It might also provide Ukraine some leverage if forced into negotiations in the near future. It is questionable whether the downside risks of this option are worth the return however.
9/ Option 2. The 2nd option is for the Ukrainians to undertake a partial withdrawal from the territory it has seized, back to ground that is more defensible. This is a medium risk option, with a decreased risk of Option 1.
10/ This would rely on the Ukrainians conducting a withdrawal into pre-designated terrain that is easier to defend, requires a smaller quantity of troops to defend, and is able to be supported by fires, logistics and other functions more effectively.
11/ This option would also ensure that more troops could be reallocated after the operation to other activities, be they defending in the Donbas or subsequent cross-border attacks into Russia where there is an opportunity to do so.
12/ Option 2 allows #Ukraine to maximise the political and strategic benefits of the strategic shock, while reducing the risks of losing that combat force. It would still require large numbers of combat and support troops to defend the seized Russian territory, and would demand a major engineer effort to build minefields and other obstacles, trenchlines and deep bunkers and logistic storage locations.
13/ The objective for this option would be to continue posing a risk to Russian sovereignty, comprise an ongoing draw for Russian forces from #Ukraine, and to give #Ukraine some leverage if forced into negotiations in the near future. The humilitation of Putin and his military is also important. The risks of this opportunity might be worth the potential gains.
14/ The third option for #Ukraine would be to fully withdraw back to the international border between #Russia and #Ukraine. This would permit Ukraine to maximise the political and strategic benefits of operation into Russia while preserving a large body of experienced combat troops that might be employed on subsequent offensive operations in 2024 and 2025.
15/ By choosing this option the Ukrainians would be messaging to the Russians that “we can invade and hurt your country if we choose, but we have no wish to occupy our neighbours”. While the Ukrainian invasion may allow Putin to reinforce his point to Russians about the ‘threat from NATO’, he also appears weak because he was not able to punish those who conducted the operation in Kursk.
16/ The objective for this option would be to humilitate Putin, preserve Ukrainian combat forces, while sending a strategic message to Ukraine’s supporters that that can go on the offensive and do so in a manner which does pose an existential risk to the ground forces conducting the operation.
17/ Given the preservation of Ukrainian forces under this option, it will probably be the one that gives Zelenskyy the best domestic political boost and improvement in Ukrainian morale.
18/ A range of factors will have an influence on which option the Ukrainian government chooses. These factors include how the Russians change their force posture in Ukraine (including in the Donbas), the Russian response in Kursk, domestic and international political considerations, and the sustainability of the operation itself.
19/ You can read a much more detailed examination of this issue in my new (free) post at Futura Doctrina. End. mickryan.substack.com/p/kursks-next-…
20/ Thank you to the following, whose links and images where used in this thread: @War_Mapper @Militarylandnet @emilkastehelmi @UAControlMap @DefenceU @TheStudyofWar @criticalthreats @Maks_NAFO_FELLA
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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.