The Meaning of Creeping Ukrainian Losses in the East
From War on the Rocks
Mike Kaufman•Carnegie Endowment for International Peace
Executive Summary
Russian forces are making steady, grinding advances in the Donbas, with the key city of Pokrovsk now under direct threat of siege and destruction.
Ukraine's incursion into Russia's Kursk region is a tactical success but has not forced a major strategic diversion of Russian forces, serving primarily as political leverage for securing advanced Western weapons.
Both Ukraine and Russia face significant long-term sustainability challenges; Ukraine struggles with manpower quality after delayed mobilization, while Russia's economy is overheating and faces constraints heading into 2025.
The war is characterized by escalating long-range strike campaigns, with Russia targeting Ukraine's power grid distribution and Ukraine increasing its use of sophisticated drones against targets deep inside Russia.
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Concerns Raised
The likely fall of Pokrovsk and the steady erosion of Ukrainian positions in the Donbas.
The poor quality and exhaustion of Ukrainian frontline units due to delayed mobilization.
Russia's effective strategy of fragmenting Ukraine's power grid ahead of winter.
Russia's continued ability to sustain its war machine via sanctions evasion and support from China, Iran, and North Korea.
Opportunities Identified
Ukraine's expanding long-range drone strike capability could inflict significant costs on Russia over time.
Russia's overheating economy, high inflation, and labor shortages may constrain its ability to sustain the war effort at current intensity in 2025.
The Kursk incursion could provide political leverage for Ukraine to secure permission for long-range strikes with US-supplied weapons.