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Notes -
Ukraine.
By now, wise people, people who avoid reading the newspapers (newspaper generally lie) have noticed that the news out of Ukraine is bad. After years of relentless and very stupid propaganda, even 'The Sun' ran an article which was basically fine. Torygraph ditto. A bit of lying around the end, some lies by omission but generally thoughtful and not grossly incorrect.
That's means something. Not at all clear what. Obsessive observers of the war believe Ukraine is likely to hold out until end of '26, early '27. However:
1- There's a financing issue, sure - Americans, unwilling since Trump inauguration to keep paying for what they started now only want to deliver weapons if Europeans, who were against it initially, pay for them.
Europe, as everyone knows, is mostly broke, with the exception of Germany, which isn't only because it typically doesn't shower money around. Paying through the nose for overpriced weaponry like e.g. Patriot or Aster 30 missiles ($ 2mil per unit) which then are going to be fired, best case, at cruise missiles of equal worth doesn't seem like a winning strategy, especially with the Geran spam being able to destroy anything that doesn't have a rare cannon SPAA sitting on top of it. If there's 50 of them in Ukraine, that's probably too much.
There was a plan of 'magicking' up money by making a loan to buy more weapons, covered by the frozen Russian assets, thus 'risk-free' because 'Russia is going to release those assets as war reparations'. Belgium, which would have ended up having jurisdiction over it refused to go along..
2- Materially, it's bad. We know the gist of the situation: Ukraine has too few men -line infantry is at 20-30% staffing , is outmatched in drones, artillery and air attacks. Russia, being larger, is able to mobilize troops and sustain operations. There is shortage of everything on the Ukrainian side. Civilian cars, drones, men. -save perhaps small-calibre ammunition which is barely used in this war. (allegedly <5% of wounds are from gunshot). Why there is a shortage of cars seems.. mysterious. Germany surely should be able to keep Ukrainians knee deep in cheap trucks. E.g. Dacia Duster cost €20k and there's 100k made per year. A mere 2 billion € a year could give Ukraine 1 4x4 car for every 5 servicemen. What gives?
Ukraine drops some bombs using their few planes, possibly even daily , but Russians sometimes delivers up to 300 a day, although the mean is 160 in 2025. Any bunker, HQ, supply dump close behind the front can be hit. That's pretty modest- just 40 sorties in an Su-34. Ukraine doesn't have what to use - France supplied 800 glide bombs... for the whole of 2024. Promised 1200 for 2025. 4 a day. If Americans have given more, we'd have heard about it. If GDP so high, why so few bombs? Where's the American UMPK? Does US have no huge pile of old bombs you can stick sheet metal & gps modules to? Are cheap, effective, good enough weapons only something despotic alcoholic nations can make ?
The true rate of attrition is unknown. Ukraine armed forces, internally seem to believe it's 8 Ukrainians for 10 Russians or something along those lines, if we go by the testimony of this International Legion guy who deserted earlier this year after being allocated to an especially dire 1st rifleman battalion with 50% odds of surviving one rotation. (or so he says). In any case, as Europeans and Americans have shown themselves unwilling to go and risk death, the required rate needed to have been something like 2:10 just to break even, demographics wise.
3- the front. right now, a some amount of troops is encircled at Pokrovsk. Supposedly very few (AMK_mapping, an autist who follows the war hourly says Ukrainians mostly withdrew), but then, it's unclear how dire the situation is, however GUR fed their spec-ops team to the front near Pokrovsk, in an effort to make evacuation easier, to probably little avail (there is an FPV montage of these guys getting blown up already). They operate 3 Blackhawk helos, one of them was apparently downed.
Overall, as you probably know, the situation on the front is bad. Ukraine cannot hold territory, cannot counterattack effectively. Previously, Russia was only being able to push one place at a time, now it's multiples. If you want an overview, here's an interview of AMK_Mapping, a rare pro Ukrainian OSINT account respected by people on both sides. Honestly he seems autistic. The 'mapping' means he's one of the people keeping track of the war online by obsessively reading Telegram channels, geolocating etc. The interviewer is pro-Russian, somewhat overly optimistic I think.
Going by the aphorism 'If you're reading this, it's for you', it looks like the American press is preparing the public for a closing act of the majestic capeshit arc that started with the Maidan massacre. Ukrainians are generally eager to negotiate, nobody believes in winning anymore, though the demands Russia has are not viewed as acceptable. I wonder what the frontline troops and officers would say in private.
There are a lot of links here, but at least the helicopter one seems to be a Russian psyop - Ukraine used helicopters close enough to the front for Russia to film, with footage released of their landing, this then became claims of helicopters lost in the comments with no footage, instead all I saw was grainy footage of FPV attacks on individual soldiers from another location? Have you got any footage of an actual blackhawk being downed or a clear continuity? Ukraine certainly loves to publish their helicopter kills.
Pokrovsk itself has been fought over for 1 year 3 months now - https://en.wikipedia.org/wiki/Pokrovsk_offensive (I hate Wikipedia too, but that start date seems pretty fair, surely?), and while pressure is mounting along the line there's hardly crazy breakthroughs considering Russia is still outside of Bakhmut (which was hoped to open up new offensive options), and the Donbass is ~10% Ukrainian? It seems like Ukraine is launching a limited counterattack, like with the 47th at Andriivka, where they use fresh elites to push up and hold a pocket open, and get the last men out before withdrawing - a pocket it should be stressed that is hardly Stalingrad.
I think it is still unclear how this will end as a war, Ukraine is under a lot of pressure but Russia is seriously underperforming and taking a lot of strategic hits with a base that might come apart over years more fighting (have you seen the refineries campaign? How many haven't been hit at this point?). However, you seem certain that this was all folly, and Ukraine will crumble with a situation worse than surrendering at letting Russia do what they will? This time next year, do you think there's going to be a lasting peace agreement? What broadly would be its terms - unconditional Russian wargoals from day 1?
Total collapse of the front and Russian annexation all the way to Lyviv. The 2014 fortifications are about to fall, after that it’s going to be very hard to prevent major collapses of the undermanned front line. Ukraine has no leverage left for a settlement. Insurgency is unlikely given the amount of casualties.
Once Severodonetsk/Popasna/Bakhmut/Avdiika/Chasiv Yar fall the kokhols will be shattered and they will fall back like the cornered rats they are. They totally won't fall back to the next defensive line that, undermanned and underprovisioned as they are, still managed to hold off the unsupported spears.
It'll work this time! This time the kokhols really are on the ropes and going to collapse! Once Kramatorsk falls then Russia will have finally achieved the territorial victory they achieved in 2014!
Снами Бог! Скоро все бананы будут нашими!
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