Balazs Jarabik Profile picture
Oct 15 9 tweets 2 min read Read on X
1/ After weeks of fieldwork in Kyiv and Washington, the 9th edition of Essential Ukraine was published today — one of the most complex snapshots of the war so far. Diplomacy is stalled, escalation is accelerating, and the conflict risks entering a new, more dangerous phase.
2/ What began as a debate over Tomahawk missiles has turned into a geopolitical signal — a Missile Crisis 2.0 moment. Washington’s deliberations have shifted from military utility to political leverage, pushing the war toward a strategic threshold.
3/ For months, the U.S. has been providing ISR data for Ukraine’s deep strikes (as @christopherjm reported) — improving its refinery attack campaign, already a quiet policy shift. If Tomahawks are approved, it would mark a step toward a new missile crisis.
@ChristopherJM 4/ Putin, contradicting his MFA, said he still wants to pursue the Alaska framework — a sign that engagement still works. On the ground, Russia holds escalation dominance: striking gas output, key power nods, and transport - pressuring society toward compromise.
@ChristopherJM 5/ Ukraine faces a multi-crisis winter: a weakening energy system, ballooning fiscal deficit, deepening manpower exhaustion, and political unfreezing. The state endures through external financing, asymmetric warfare, and narrative control — but the strain is visible.
@ChristopherJM 6/ Despite exhaustion, Ukrainian society remains resilient and stubborn — rejecting any compromise that looks like capitulation. Yet fatigue is growing. Winter has become the main conversation — not just a season, but a test of endurance and solidarity.
@ChristopherJM 7/ Europe is trapped between legality and necessity: Russian assets are the only way to sustain Ukraine, yet using them risks eroding the EU’s credibility. To justify the move, Brussels leans on the “hybrid warfare” narrative — legitimizing rearmament, tightening control at home.
8/ Trump remains committed to “ending the war,” but his personal diplomacy satisfies neither Moscow nor Kyiv. The US–Russia track continues w/o real progress. Diplomacy, warfare, and politics have merged into a system of managed attrition - all sides adapting, none in control.
9/ Ukraine’s resilience, Europe’s credibility, and Washington’s strategy now depend less on weapons than on coherence — the ability to endure without losing direction. The intel is in the details. Subscribe and read the full report rpolitik.com/essential-ukra…

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More from @BalazsJarabik

Sep 15
1/ Just back from Kyiv, where I talked to dozens of interlocutors. Below are some observations. First, the mood is heavy but steady. One blogger summed it up with a line from an old war movie: the pilot of a burning plane radios in “No panic, we’re fine, we’re falling.”
2/ While it’s a grim joke, Ukraine is holding: the army remains functional, mobilization is strained but ongoing, protests have faded, financing is still available, and politics remain largely under control. For now, Zelensky faces no strategic internal threat.
3/ Internal strains are mounting. The NABU–SBU clash exposes cracks in wartime governance, while Parubiy’s assassination underscores security gaps. Protests revealed frayed state–society ties — yet for now, the war still holds the bond together.
Read 10 tweets
Sep 11
1/ The 7th edition of Essential Ukraine is out. Given its behind paywall, below are the key trends and conclusions.
2/ After a summer of summits, the war has intensified. Ukraine lives in paradox: society longs for an end to the war, yet rejects concessions to Moscow—creating a persistent tension between public sentiment and geopolitical realities.
3/ On the battlefield, Ukraine has contained a Russian breakthrough near Pokrovsk, but Moscow retains the initiative. Continuous attrition, not decisive advances, remains Russia’s chosen strategy.
Read 10 tweets
Aug 30
1/ The assassination of former Rada speaker Andriy Parubiy is the 4th such high-profile killing in Ukraine over the past 2 years. It comes alongside targeted murders in occupied territories and Russia itself—forming a grim pattern of wartime score-settling.
2/ Russia has seen its own string of assassinations since 2022, including propagandists and military figures, while occupied territories are plagued by regular bombings and targeted killings. Ukraine is not immune either—political violence is spreading.
3/ Parubiy’s case is striking. He was deeply linked to the violent chapters of Maidan and Odesa, and pushed divisive identity politics—forcing repeated votes on the education law after the 2019 election defeat. His legacy was polarizing.
Read 7 tweets
Aug 20
1/ Sharing a telling piece on security guarantees – a central issue for Ukraine (and Zelensky) in ending the war. The bottom line: NATO membership is off the table, and no viable Western alternative has emerged.
2/ The talk of European contingents backed by the US – but only after a peace deal – is at best a distraction and at worst an obstruction. It plays directly into Moscow’s core demand and one of the war’s original triggers.
3/ As the article notes, Europe lacks both the military capacity and the political will to take such a step. Still, even discussing it matters symbolically, as part of Europe’s posture.
Read 6 tweets
Aug 18
1/ I’m in Kyiv these days, and here are some impressions on the possible end of the war. Expectations are muted, information scarce, speculation abundant.
2/ The Alaska Summit — Trump’s turn — has not caused a shock in Ukraine beyond political elites, at least not yet. Summer is in full swing, life goes on. “Everyone wants peace,” people say, but the conditions — the details — will matter most.
3/ Most people would welcome an end to the war — but not at the price of major sacrifices such as giving up Donbas. This ambivalence has shaped the public mood for ~1.5 years: war fatigue, but no surrender.
Read 10 tweets
Jul 23
1/ Essential Ukraine 6 is out - at times of growing uncertainty.
As Russia pushes forward with drone-based maneuver warfare, Ukraine enters a new, shaky phase—marked by external hesitation and internal consolidation. A short 🧵 with key conclusions
2/
Battlefield update: Russia has ended the attritional phase and now leads in ISR-guided drone warfare. Ukraine, still on the defensive, lacks the depth to counter this shift. Ukraine's chronic manpower shortages have left key areas—such as Pokrovsk—vulnerable.
3/
Trump’s tactical timeout: The U.S. has stepped back while pushing Europe to carry the burden. The result: a fragile equilibrium that suits Moscow and leaves Ukraine exposed but not abandoned.
Read 10 tweets

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