An Insightful Assessment by General Budanov, Chief of Ukraine’s Defense Intelligence
Peace Talks:
The territorial question remains the central issue of negotiations, and at this stage it is precisely where no convergence exists. Negotiations are about finding a compromise. 1/14
At one point, someone articulated what I consider a very apt phrase: “A compromise in negotiations is not when one side leaves happy and the other unhappy, but when both sides leave unhappy.” This is a general formula, but it captures the essence. 2/14
U.S. National Security Strategy:
For the United States, China is officially identified as the primary adversary and strategic competitor. Washington views the deepening partnership between China and Russia as a serious threat. 3/14
Accordingly, there is a clear interest in attempting to distance the Russian Federation from China, and doing so inevitably requires offering incentives. There is nothing unusual about this approach. 4/14
Russia’s 2026 Objectives:
Russia has not halted its offensive. While advances are slower than planned, Russian forces continue to push forward. 5/14
Moscow’s stated objectives in 2026 remain full control of Donetsk and continued advances into Dnipropetrovsk, Zaporizhzhia, and Kherson oblasts. 6/14
Russia is seeking to expand so-called sanitary or buffer zones along the border. In essence, the strategic focus for 2026 is the Donbas and Zaporizhzhia, specifically the complete occupation of the Zaporizhzhia region. 7/14
Opposition to War in Russia:
Even within the military, far from everyone supported launching a full-scale invasion. 8/14
And now, within Putin’s inner circle, there are voices arguing that this needs to be brought to an end — many more than before. Significantly more than there were earlier. 9/14
Russian Military Mobilization:
Russia fulfilled military mobilization numbers in 2025. The plan called for the recruitment of 403,000 personnel. For 2026, the mobilization target is set at 409,000. In previous years, these targets have consistently been met. 10/14
Recruitment plans for personnel from the temporarily occupied Autonomous Republic of Crimea, as well as parts of Kherson, Zaporizhzhia, Luhansk, and Donetsk Oblasts, have been fulfilled at 100%. 11/14
World Order:
The old world order has been completely dismantled. It no longer exists, and a new one will inevitably have to be constructed. 12/14
Various conceptual and architectural models for a future international system are currently under discussion, though they remain at an early, formative stage. 13/14
Ukraine will either secure a meaningful place within this emerging order, or significant risks will arise — not only for Ukraine itself, but for other states as well. 14/14
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Very important remarks by General Budanov, Chief of Ukraine's Defense Intelligence:
According to Russia’s baseline planning, the country was expected to be ready to initiate an attack on European states by 2030. 1/10
These plans have since been revised and accelerated, shortening the timeline to 2027. In practical terms, this assessment primarily concerns the Baltic states. 2/10
Russia views the Baltic states as targets for occupation. Poland, according to plans known to us, is currently considered only as a target for strikes, involving a military campaign without occupation. 3/10
Very insightful remarks from Ukraine’s Deputy Chief of Defense Intelligence Vadym Skibitsky:
The threat posed by Russia is not going anywhere. My message to our European partners is simple: remember what happened in Prague and in other countries during the Soviet era. 1/9
This can happen again. Russia is steadily losing its potential, particularly its scientific and technological capacity. Missiles are increasingly failing to function as intended, and their accuracy is deteriorating. 2/9
Attempts to bypass sanctions or replace foreign components through so-called import substitution are leading to entirely different, and significantly worse, outcomes. 3/9
Very insightful observations by Kyrylo Veres, Hero of Ukraine and Commander of the K-2 Brigade, on drone warfare:
It is expected that within a few months there will be “traffic jams” of ground robotic systems in the better-equipped brigades. 1/15
However, many other brigades will likely not receive such systems for another three years, which is regrettable. 2/15
The effectiveness of kamikaze-type UGVs depends on the specific operational task. There are many units that employ them exceptionally well when used appropriately. In most cases, manufacturers are able to adjust their designs to meet these evolving requirements. 3/15
Andriy Biletskyi, Commander of the Third Army Corps, on Ukraine’s Military Outlook for 2026:
Regardless of whether the war continues or the country enters a period of ceasefire, the Ukrainian army must change, and it must do so immediately. 1/16
In Ukraine, there is an illusion that increasing the size of the armed forces automatically equals “coffee in Crimea.” This is not the case. 2/16
First Problem - People
Without high-quality basic training and without a strong non-commissioned officer corps, increasing troop numbers only means higher losses. 3/16
Very interesting remarks from Deputy commander of Ukraine's HATRED reconnaissance battalion:
The war evolves roughly every six months. At the moment, it is entering a new era — the widespread introduction of artificial intelligence. 1/11
Half a year ago, the dominant trend involved FPV drones, heavy bombers, “vampires,” and the broad use of uncrewed ground vehicles (UGVs), combat modules, and kamikaze systems. In parallel, electronic warfare and signals intelligence capabilities have been expanding rapidly. 2/11
It now appears that the next stage will be AI systems capable of carrying out combat tasks autonomously: you upload the program, and then — much like in Terminator — the system performs the mission. Perimeter defense, 360-degree surveillance, robots fighting robots. 3/11
A must-read assessment of the current state of the war by General Hennadiy Shapovalov, Commander of the Ground Forces of Ukraine:
Modern warfare is defined by constant adaptation. 1/15
The most difficult challenge has been the need for continuous adjustment to changes in both enemy and friendly tactics, as success now depends on the ability to evolve faster than the opponent. 2/15
While experience gained since 2014 remained relevant in the early stages of the full-scale invasion in 2022, today combat operations, command-and-control methods, and the employment of forces and assets have undergone a profound transformation. 3/15