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Notes -
As I'm sure many of you are already aware, it's been another insane 48 hours in Ukraine. The "side offensive" in the northeast that accompanied the "main offensive" in Kherson has made astonishing progress, with Ukrainian forces pushing all the way to the Oskil River, with Kupyansk under attack and Izyum and Lyman both threatened. None of this will mean much to most us, I realise, so here's a quick (already outdated) map of the progress.
It's important not to get carried away here; while this is the closest we've come to a true war of movement since April, and there are reports of desertions and surrenders by Russian forces, we're dealing with one front in a war with at least three more (roughly, in the Kherson, Zaporizhzhia, and Donetsk sectors). This will probably not trigger a general collapse of Russian forces. Moreover, it is still possible that Ukrainian forces will find themselves overextended and vulnerable to counterattacks. However, as matters stand, this looks like a decisive operational-level victory for Ukraine.
My main uncertainty in what follows is what Russia's response to this apparent defeat will be, given that the underlying tides seem to favour Ukraine. Mass mobilisation may have helped a few months back, but - in addition to its political difficulties - it's unclear whether this late into the war it will be sufficient to turn the tide. Obviously there's always the option of nuclear escalation, but this would be a colossal gamble for Russia, potentially leaving them diplomatically isolated while providing limited relief on the battlefield. Another possibility would be for Russia explicitly to use the Zaporizhzhia plant as a hostage, but again it's unclear how that would translate into gains on the battlefield. And all the while, Russia's gas blackmail strategy seems to be floundering; not only have European reserves filled at faster than expected rates, European gas futures continued to fall, suggesting optimism about long-term supply issues.
Clearly, the best solution for Russia is the removal of Putin. His successor might still be able to cut a deal with the West that allows them de facto control of Crimea (for example, via a Hong Kong-style lease agreement, accompanied by a clever financial 'reparations package' that involves minimal pain on all sides). That will not begin to ameliorate the damage this idiotic war has caused to Russia and Ukraine, but at this point it is the least bad option. The only question now is how Russia can best ensure a relatively fast recovery from the self-inflicted harm it has created.
Will Schryver, which has been praised as ‘consistently more accurate than western observers’ by some people here (Shakesneer) , said 12 hours ago “neither Kupyansk nor Izyum are threatened; AFU casualties are catastrophic. ”Well, ukrainian troops are in the center of Kupyansk, and if a bunch of russian sources are to be believed, Izyum and Lyman are being evacuated.
https://nitter.kavin.rocks/imetatronink/status/1568370298373967872#m
https://twitter.com/christogrozev/status/1568519813332406274
https://twitter.com/BarracudaVol1/status/1568531278256799750
What twitter people are you all following? Any side welcome, I haven't been paying serious attention.
I guess @KofmanMichael (tends to hedge excessively) and @powerfultakes (rationalist-adjacent) have the least egg on their faces of their respective teams.
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