Sunday, January 25, 2026


USS DEFIANT

January 25th, 2026


USS Nimitz has pulled into port for the last time. This gives the US 10 operational aircraft carriers. But not really. One carrier is always getting refueled, a long, and complex process. So, there are really only 9 carriers available. One carrier is based in Japan - thank you Japan. But that doesn't change the simple calculus that because ships need constant maintenance, and new crews need training, it takes 3 ships in the inventory to sustain one at some trouble spot. In fact, because things aren't quite perfect, over a sustained period of time it takes 3 and a bit more to maintain one aircraft carrier on station in, for example, the Gulf of Aden or the North Arabian Sea.

Do we need more carriers? Yes. 11 is a good number, it allows us to honestly sustain 3 forward at any one time, though in a perfect world I would like 15.

What about USS Defiant? I’ll begin by saying I am a fan of battleships. (And aircraft carriers, but that can wait till later.) 

Critics have been quick to point out that the battleships will be quickly sunk. This is true, if they are operated by idiots. This is also true of the argument that hypersonic missiles will sink our aircraft carriers in the first 15 minutes of any war. If the carriers are operated foolishly, they will be sunk quickly. This has always been the case. If you want proof of that, read up on the war in the Pacific between 1941 and 1945. The “Miracle of Midway” saw the entire course of the war change, but not in 15 minutes, just 5, three  IJN carriers lost in just 5 minutes. 

Take a detailed look at the Japanese plan; these were tough, smart aggressive officers, not fools. But they developed an incredibly complex plan, split their forces, and committed their main attack force based on a poor reconnaissance plan, had weak intelligence, not enough support ships - refueling and stores ships, and an overabundance of hubris. The US had better intelligence - substantially better (perhaps the one clear advantage), a simpler, more focused plan, and some superb leadership. 

Which is not to say that the Japanese leadership was bad. In fact, Japanese naval leadership was excellent; some of their leadership was better than ours, some of ours better than theirs. But the differences were small. Everyone knows the results, but the point is worth making: the IJN essentially lost the initiative - the holy grail of warfare - in just 5 minutes on a June morning, and never really got it back. 

The Japanese had already landed in Guadalcanal and the rest of the Solomons, and on New Guinea, by the end of May 1942. In just the briefest span of time they lost three carriers (a fourth a day later) had their plans turned around, and seen their overall war fighting strategy stopped hard. In the few minutes they lost the initiative. They would never get it back. After the first week of June 1942 the Japanese were reacting, not acting. There was still a tremendous amount of fighting ahead and the Japanese would hold their own tactically. But the initiative was ours. The lesson here is that a different, more simple plan and they might well have won.

So, yes, the carriers could be lost in 15 minutes. But that isn’t a glaring weakness in the aircraft carrier concept, it is a glaring weakness in a given plan and the leadership that accepts the plan.

But what about USS Defiant? And the aircraft carrier?

To begin, great power navies have, on occasion fought each other. But for the most part they don’t, even under the most extreme circumstances. In the last 200 years major fleet engagements have been rare. During the French Revolution and Napoleonic wars there were a number of large engagements - 1st of June, Dardanelles, Copenhagen, the Nile, Cape St. Vincent, Trafalgar, etc.), but since then there have been only a handful of true large scale naval engagements with capital ships: - Tsushima (Russo Japanese War), Dogger Bank, Jutland, the Falklands (World War I), Taranto, Mers el Kebir, (Bismarck and Tirpitz were both single ship problems, the running down of Graf Spee and Scharnhorst and Gneisneau also were efforts to kill 1 or 2 ships), Coral Sea, Midway, the long series of battles in the fall and winter in the Solomons, the huge multi-engagement melee that was Leyte (which included the last battleship to battleship engagement), and the battle of Okinawa.

The point is that great power navies engaged in a large scale war at sea is rare, and, if you look at the potential loss of life, can be extremely violent. After all, if a ship has a crew of 1,000 and it sinks, depending on exactly how it sinks, virtually everyone can die.

USS Juneau, sunk off Guadalcanal, November 1942, had a crew of 697 when she was struck by a Japanese torpedo; 10 men lived. When Bismarck was sunk, 114 of her crew were rescued; 2,107 went down with the ship. Yamato, with a crew of 3,332, went down with 3,055 men.

So, what do great power navies do when they aren't engaged war at sea with another great power? Strategic presence, maintenance of sea lanes and control of lines of communication. If necessary, power projection ashore. The essence of this is, of course, the actual combat capability of the fleet. To fight and win a “war at sea” is the ultimate “coin of the realm” for a navy, the ability to fight and win a fight at sea against another great power, and then the ability to project power ashore, either by shore bombardment (with guns, aircraft and missiles) and the landing of Marines to raid, and in some cases seize and hold. 

And once you have fought and won any large engagement, the ability to sustain and control the line of communication. 

Which leaves us where?

It leaves us with the need for a “full spectrum” naval force. Does that include aircraft carriers? That depends; do we still need aircraft? Or are aircraft obsolete? If the latter, then no. If the former, then yes. If we need aircraft, we need aircraft carriers. Anyone who wants to understand how this plays out, even in a modern, very specific strike such as Fordow (Iran’s nuclear facilities) needs to take a hard look at the use of E-2s and EF-18Gs and what a modern air control and deep strike campaign looks like. 

We need to build a new airwing that will include much more use of drones and a more comprehensive (probably much much more comprehensive) real time analysis and integration of all sorts of data streams, but that is a function of engineering the answer. All that points to a different, and perhaps very different, airwing on a carrier. But there needs to be an airwing. It might be mostly unmanned, it might include a dozen different kinds of drones, and drones of all sizes, some of them launched from ashore, remaining aloft for days or even weeks, others launched from the carrier, other from smaller ships (which we did for decades with battleships and cruisers), some from other aircraft, and some from small boats or even from SEALs going ashore surreptitiously and adding to the “info-sphere.”

But there will be lots of aircraft. And some of them will be strike aircraft (manned and unmanned) and all that means we need aircraft carriers.

Do we need a battleship?

State it differently: do we need a large ship, with lots of strike capability, sustainability, survivability, and room for command and control? The answer is clearly yes.

The fleet in 5 years and 10 and 15, will see growing numbers of unmanned and autonomous assets, in the air, on the surface, and below the surface. There needs to be command elements afloat to “orchestrate” all these assets, large and small. Small ships are going to be space constrained. And small ships simply are not as survivable as large ships. A look at what it took to sink some of the more modern ships built from the 1930s forward shows that large ships can be very hard to sink. And armor has gotten better and better (think of kevlar and composite armors), we understand compartmentation, fire suppression, and damage control better now than we did 50 years ago or 90 years ago. And size brings additional survivability. A 35,000 ton ship can be made very tough. 

Is it a battleship? The answer is that it would be a capital ship, and a command site, and would be armed with long range strike weapons… calling it a battleship is quite appropriate.

Should it be armed with nuclear weapons? Absolutely. In a fight with a peer - that would be China or Russia - it is necessary that they understand that there are limits; if they use a nuclear weapon in a war at sea there will be US nuclear weapons “nearby” ready for use. That represents a deterrent that we do not have if nuclear weapons are not at sea. And make no mistake, Eisenhower was correct when he said - at a time when the US was spending nearly 10% of GDP on defense - conventional forces alone cannot deter a great power. Nuclear weapons need to be part of the equation.

And other ships? Certainly the Burke DDGs, certainly the frigate based on the USCG Security Cutters. But more.

We need more underway replenishment ships, to sustain the force forward.

We need tenders - “destroyer” tenders to provide maintenance and certain weapon support for surface units (the battleships, the destroyers, the frigates. And more submarine tenders to support the submarines - manned and unmanned.

Unmanned and autonomous ships, aircraft and submarines - many of them. These ships and subs and aircraft do not replace manned ships as much as integrate with and complement them. Missions change and expand, situational awareness improves, at sea lethality increases. War at sea and power projection ashore capabilities will improve.

If we do it right, perfectly, we might never use any of them in a real fight because everyone will be deterred. And a 35,000 ton ship, armed to the teeth with state-of-the-art weaponry, to include perhaps 25 nuclear tipped missiles, and escorted by 4 or 5 guided missile destroyers, a support ship or two, perhaps 2 or 3 amphibious ships and a battalion of Marines, and the knowledge that there are a score or more of unmanned ships just over the horizon, is a heck of a deterrent. And it would be nice to have more options than 9 operational aircraft carriers available at any one time.

Do we need to spend more? Yes. The 5% budget the President Trump has put forward is a step back to reality. Does all this need to be audited? Yes. That is part and parcel of this: we need to spend more but be tight-fisted in the control of that money.

But, we do need to spend more. Consider this: the most anemic defense budget of the Carter Administration, which contributed to his failed re-election bid, was ONLY 4.94% of GDP. We fell below that again in 1991 and haven’t spent that much since. The strategic wilderness that was the 1990s saw the DOD budget fall to just over 3%; following the surge in spending following 2001, we briefly reached 4.9% (Bush’s last budget), but spending has been dropping since then. As has been amply demonstrated by the Russo-Ukraine war and how we soon were dipping dangerously close to our limits on weapon reserves, we have spent decades underfunding the most obvious issues, such as ammunition and missiles, buying new airframes (Navy, Air Force, Marines, Army), maintaining ships, overall readiness, etc., etc. The President’s budget pushes us to 4.8%. It probably needs to inch up past 5% but this is the right direction.

All this sounds very expensive. It is. But deterring a fight is much cheaper than the fight, and failure to win a war at sea to a peer, the loss of sea lanes, the closing of lines of communication, would be an order of magnitude more expensive than the fight itself. Let’s not test that.


Friday, January 23, 2026

 January 23rd, 2026


Politics - Trilateral talks in UAE

- Power Grid in Kyiv still a problem, 1,200 buildings still without


Combat Ops - Both sides marginal gains, Myrnohrad difficult 


Weather


The very cold weather continues.


Kharkiv

11 and partly cloudy, winds gusting to 20. Clouding up tonight and cloudy for the next week. Snow showers or snow-sleet showers on and off for the next week. Very cold through Tuesday, with high temperatures in the teens, wind chills below zero. Wednesday through the end of next week temperatures in the low 30s. Winds easterly, 5-10kts.


Melitopol

20 and light snow, gusting to 20. Cloudy all week, snow on Saturday, snow-ice Monday. Daily highs in the mid 20s, daily lows on the low 20s through Tuesday, then several days of temperatures in the low 30s. Wind chills in the teens. Winds easterly, 5-10kts.


Kyiv

14 and light snow, gusting to 20. Cloudy through all next week, snow starts on Sunday, rain-ice-snow mix for the following 7 days. Very cold through Sunday, daily highs in the low teens, warming on Monday to low 30s, but high 20s rest of the week. Wind chills around zero this week, low 20s next week. Winds variable, 10-15kts.


Politics


The first trilateral meeting - Russia, Ukraine, USA - is reportedly ongoing as I write this, in the UAE, with a second meeting scheduled for tomorrow. 

Ambassador Witkoff and Presidential Advisor, Mr Kushner met with President Putin (before flying to Switzerland); following the meeting Witkoff commented that the negotiations between Russian and Ukraine are “down to one issue” and then added that "And we have discussed iterations of that issue, and that means it's solvable.”

Witkoff and Kushner will be present for the talks in the UAE.

Witkoff did not hint what that issue might be, but I would guess (along with several tens of million others) that it has something to do with ceding land to Russia (de facto, not de jure).

Witkoff commented, before leaving Switzerland for the UAE: 

"The President [President Trump] has talked about a tariff-free zone from Ukraine that I think would be game-changing.”

"I think we made a lot of progress. I think in the beginning of this process there was a little bit of confusion. I was going to Moscow quite a bit, but I think it was important that we go there because we're at the end now and I actually am optimistic.


The director of the League of Energy Development, Oleksandr Holizdra, commented on sate of the power grid: 

"Next week should be easier, provided that the Russians do not strike hard again. Provided that there are no new strikes, the schedules may be approximately 3-3.5 lines.”

This would translate into about 12 hours of electricity per day for Kyiv’s residents.


As of 1800 Kyiv time today (0900 EST) there were 1,200 apartment buildings in Kyiv with no power, per Mayor Klitschko, and efforts continue to restore power and water and heat, an improvement from 1,940 buildings as of this morning in Kyiv, and 2,600 last night.

"Utility workers and power engineers continue working to restore the heat supply to all residential buildings that remain without heating."


Politico has published a draft agreement between the US, EU and Ukraine for an $800 billion, multi-year year recovery plan for Ukraine, with funding through 2040.

The plan would include $500 billion in public and private capital from the US, EU and various international financial institutions (IMF, etc.), plus $100 billion in budget support from the EU, and $200 billion in private investment. 

It would also include a “fast-track” EU membership for Ukraine, with membership by 2027.

At the same, Hungarian PM Orban commented that no Hungarian Parliament would agree to Ukrainian membership in the next 100 years. New members require unanimous approval from current members.


In the “interesting comment” section, President Zelenskyy sniped at Europe:

"Last year, here in Davos, I concluded my speech with these words: 'Europe must know how to defend itself.' A year has passed. And nothing has changed.”


Ukrainian MinDef Fedorov dismissed 5 deputy defense ministers yesterday (Anatoliy Klochko, Oleksandr Kozenko, Mykola Shevtsov, Volodymyr Zaverukha, and Hanna Hvozdiar). No reason was given, and reportedly several will remain in the ministry at other positions.


Ground Operations


SUMY AND KHARKIV OBLASTS


Fighting continued north of Sumy City and north of Kharkiv City, but there were no confirmed changes to the front lines. There are reports of small Russian gains in eastern Vovchansk, and the Russian MinDef claims Russian gains south of Vovchansk, but neither can be confirmed.

Fighting was also reported around the small village of Ambarne, on the edge of a small forest just north-east of the town, about 14 miles north of the Oskil River, perhaps 3 miles west of the Ukraine - Russia border, but there were no confirmed changes to the front line.


NORTH OF THE DONETS RIVER


Fighting continues along essentially the entire front line from the Donets River north to Kupyansk, but there were no confirmed changes except in the immediate Lyman area. Of note, Ukrainian forces spokesman commented that there are no more than 50 Russian troops remaining in Kupyansk. Since mid-December the Ukrainian forces estimate has remained below 100 Russian troops in the city (it was never more than a light battalion, it was “fewer than 200" by the end of November), but Ukrainian forces are having difficulty digging out these few troops, 

This is a hallmark of the fighting in this war on both sides: small elements get isolated, but dig in and hold for extended periods of time, as the Russians are still digging small pockets of Ukrainian troops out of Pokrovsk and Myrnohrad.


BAKHMUT - TORETSK - POKROVSK


Fighting continues in the general area west of Siversk, between Siversk and Slovyansk, as well as in an arc north and just east of Lyman. Russian reports claim Russian gains in this area but they can’t be confirmed. Imagery confirmed Russian gains south-west of Siversk, pushing into the small village of Riznykivka (population was less than 500 before the war). The village lies just west of Sviato-Pokrovske, and lies on the banks of the Sukha River. These two towns lie immediately south (less than a half-mile) of a plateau - ridge that is about 150 - 200 feet higher than the towns themselves. The Russians control the high ground which makes holding the towns very difficult. There is a third village, Kalenyky, immediately west of Riznykivka, which will be equally difficult to hold.

North-west of Toretsk imagery confirmed Ukrainian forces seized a small lodgment at the southern end of Ivanopillia, and imagery also confirms Ukrainian forces holding pockets inside eastern Kostiantinivka even as Russian recon probes keep pushing into the east end and center of the city.

Further west, north of the Pokrovsk - Myrnohrad pocket, imagery confirmed Russian gains just north of Dorozhnie, as fighting continued along most of that northern facing edge of the front line.

There is no imagery to confirm this, but Ukrainian forces maps show the Myrnohrad pocket shrinking and the southern edge of Ukrainian controlled territory is now (per the Ukrainian General Staff reports) roughly a mile north of the T0504 (or H32) roadway, a shift north of about a mile in just three days. The east end of the pocket has also shifted west a bit more than a mile, meaning that the pocket (assuming the map is correct) has been squeezed to half its size in the last 3 or 4 days.

Fighting continues in the north-west quadrant of Pokrovsk, but there was no change to the front lines. Russian forces did have small confirmed gains in south-eastern Hryshyne, northwest of Pokrovsk, 

Further to the west and south-west, Russian forces had confirmed gains in Novopavlivka, pushing into the south-west edge of the city. At the same time, reporting suggests that Russian forces have nearly finished straightening lines east of Filiia, clearing the mostly empty farmland east of that town.


SOUTHERN UKRAINE


Fighting continues along much of the front line in Southern Ukraine, and imagery confirmed Ukrainian forces pushed back into Russian controlled terrain and have pushed back into the south side of the village of Kosivtseve (north-west of Dobrypillia about 3 miles). Ukrainian forces also pushed into the village of Zelene, also along the Haichur River, a bit more than 3 miles downriver from Hulyaipole.

At the same time, Russian forces continue to push into Hulyaipole, and Russian forces appear to have reached the west edge of north-western Hulyaipole. Russian forces have also pushed further southwest on the T0814 roadway, and are at or near the west edge of Hulyaipole and about 1.5 miles from Zaliznychne. If accurate, this gives Russia control of perhaps 80% of Hulyaipole.

Fighting continues south-east and west of Orikhiv but there were no confirmed changes to the front lines.


Air and Maritime Operations 


During the night of January 22nd-January 23rd, Russian forces launched at least 101 x strike drones into Ukrainian air space. The UAF claimed it shot down, or defeated with EW, 76 drones. 

Damage was reported in Dnipropetrovsk, Kharkiv, Sumy and Zaporizhzhia oblasts.  Energy infrastructure was again the primary target. There was an initial report this afternoon that Russian forces have struck the thermal power plant in Slovyansk. There is no report yet as to the extent of damage.

Civilian casualties include at least 3 dead and 10 wounded. 

RuAF tacair struck targets in 8 towns.


During the night of January 21st-January 22nd, Russian forces launched at least 1 ballistic missile and 94 x strike drones into Ukrainian air space. The UAF claimed it shot down, or defeated with EW, 80 drones. The Ballistic missile struck Kryvyi Rih, in Dnipropetrovsk.

Damage was reported in Cherkasy, Chernihiv, Dnipropetrovsk, Kharkiv, Kirovohrad, Odessa, Poltava, Sumy, and Zaporizhzhia oblasts.  Energy infrastructure was again the primary target.

Civilian casualties include at least 5 dead and 16 wounded. 

RuAF tacair struck targets in 11 towns.


During the night of January 20th-January 21st Ukrainian drones struck the Oryol thermal power plant causing a power outage in that city; Oryol is about 100 miles north-east of the north-east corner of Ukraine, about 200 miles south-west of Moscow.


During the night of January 20th-January 21st, Russian forces launched at least 1 x Iskander Ballistic missile, 1 x Kh-22 cruise missile, and 97 x strike drones into Ukrainian air space. The UAF claimed it shot down, or defeated with EW, 84 drones. 

Damage was reported in Donetsk, Kherson, Mykolaiv, and Zaporizhzhia oblasts.  Energy infrastructure was again the primary target.

Civilian casualties include at least 5 dead and 3 wounded. 

RuAF tacair struck targets in 12 towns.


Economic Reporting


Feb22   Sep9 Oct8 Nov7 Dec8 Jan8 Jan21 Jan23

Brent      94.71    67.03 66.18 63.86 62.94 61.26 64.94 65.78

WTI     92.10    63.26 62.48 59.94 59.26 57.10 60.41 61.02

NG       3.97        3.12 3.44 4.33 4.96 3.41 4.62 5.23

Wheat     8.52  5.22 5.06 5.32 5.38 5.22 5.09 5.21

Ruble     85          84.03 81.28 80.95 76.52 80.35 76.70 75.70

Hryvnia 28.6 41.23 41.48 41.89 42.15 43.10 43.03 43.15

Urals 91.66 60.12 61.15 56.56 54.92 50.40 56.85 54.76

ESPO 94.52 68.32 66.74 65.18 61.95 52.28 57.19 55.47

Sokol 99.31 62.97 61.91 60.71 60.62 55.57 59.62 59.72


Thoughts

Weather is the issue, on top of the power grid. Next week is supposed to be marginally warmer in Kyiv, assuming the forecasters are correct. But that only matters if there is some power. 

At the same time, it’s worth noting that the Russians haven’t had a large scale strike package in several days, which means one is probably due this weekend. 

Currently, Kyiv’s residents are, for the most part, hanging tough. Running out of heat and water and lights and not having workable toilets can be managed for a few days. But only for a few days. The toilets, individually, and the sewers and waste treatment collectively, can become a very difficult health problem very quickly. Individual toilets and pipes freeze up but can be fixed quickly.. The sewers and major water pipes were drained to prevent catastrophic freezing and they will need to be refilled, something that presents real risks if the power is unreliable and the strikes (and cold weather) continue. 


v/r pete