Monday, December 15, 2025

 December 15th, 2025 Happy Hanukkah! (14th-22nd)

Politics - Zelenskyy, Witkoff meting in Berlin

- Zelenskyy will drop NATO if US gives article 5 guarantee 


Combat Ops - Ukrainian forces gain ground in Kupyansk

- Grind continues in Pokrovsk, Hulyaipole


Weather


Kharkiv

28 and cloudy, snow showers possible tonight. Cloudy all week. Daily highs in the mod 30s, daily lows near freezing, except Thursday, which will see highs near 40. Winds variable, 5-10kts.


Melitopol

30 and cloudy, showers possible tonight. Cloudy all week. Daily highs through Wednesday in the upper 30s, daily lows in the lower 30s. Thursday through Saturday daily highs in the 40s. Winds variable, 5-10kts.


Kyiv

35 and cloudy, gusting over 20. Cloudy or mostly cloudy for the next week. Daily highs will be in the mid to upper 30s, daily lows near freezing, wind chills in the low 20s. Winds variable, 5-10kts.


Politics


President Zelenskyy and Ambassador Witkoff met today in Berlin

Following the meeting the Ukrainian National Security Council released the following:

Over the past two days, Ukrainian-US negotiations have been constructive and productive, with real progress achieved. We hope we will reach an agreement that will bring us closer to peace by the end of the day. There is a lot of noise and anonymous speculation in the media right now. Please don’t fall for rumors and provocations. The American team led by Steve Witkoff and Jared Kushner are working extremely constructively to help Ukraine find a way to a peace agreement that lasts. The Ukrainian team is enormously grateful to President Trump and his team for all the efforts they are putting in.


Earlier, President Zelenskyy commented that Ukraine is prepared to end requests for NATO membership in exchange for a security guarantee from the US and Europe similar to article 5 of the North Atlantic Alliance.


“From the very beginning, Ukraine’s desire was to join NATO; these are real security guarantees. Some partners from the US and Europe did not support this direction.”

“Thus, today, bilateral security guarantees between Ukraine and the US, Article 5-like guarantees for us from the US, and security guarantees from European colleagues, as well as other countries – Canada, Japan – are an opportunity to prevent another Russian invasion. And it is already a compromise from our part.”


Zelenskyy had also commented on the differences between negotiating positions held by the US and Ukraine 

"We and Russia have different positions as regards territory… I believe the US, as a mediator, will propose steps to find at least some consensus. I hope the US will continue to play a mediating role in these matters."

"Of course, not all the issues are simple; some are particularly complex, especially regarding territories. Obviously, everyone raises this issue, and it's important that we all work to ensure these matters are handled fairly. There has been extensive dialogue on the territories, and it seems we still hold different positions, but I believe my counterparts have listened to my personal stance.”


Chancellor Merz feels that there is now a chance for peace.

"We'll walk the path to peace together with you, with Ukrainians, with our European neighbours, and also with the United States. I believe that today we've taken a good step on this path and will take the next one."

"This will not knock us off our path. We're pursuing five goals that we, Ukrainians, Europeans and Americans, have agreed upon together.”

-  a ceasefire that preserves Ukraine's sovereignty.

  • the ceasefire must be secured by legal and material security guarantees from the United States and the Europeans - US proposed legal guarantees he viewed as: ”This is real progress, which I very much welcome.”
  • developing the ceasefire together – the Ukrainians, Europeans and Americans
  • the ceasefire must preserve Ukraine's European perspective and contribute to Ukraine's recovery

"Yesterday and today we made important progress in agreeing on a joint negotiating position. In confidential conversations, we explained our positions in detail and listened to one another. I hope that this evening we will make the next step forward to close ranks between Ukraine, the United States and Europe."


Ground Operations


SUMY AND KHARKIV OBLASTS


Fighting grinds on but there were no confirmed changes in the front lines north of Sumy city.

Fighting continues north of Kharkiv, but there were no confirmed changes in the front lines here or in the border region north of the Oskil river.


NORTH OF THE DONETS RIVER


Fighting continues in and around Kupyansk, with Ukrainian forces appearing to have retaken much of the previously occupied sections of the city, and only several small Russian elements appear to be isolated in the center and south center of the city.

What is also of note is that the Russian force presence in general area has seemed to decline even as the Ukrainian presence has increased, with Ukrainian forces plussing up the forces by one or two brigades beginning in November and Russian forces over the past week or so (perhaps longer) appear to have withdrawn several brigades, essentially giving up the fight for the city. 

It has not been clear how big a force the Russians had actually pushed into the city; with reporting running from “less than 200” (a comment made by President Zelenskyy several weeks ago) to about two battalions (from multiple sources, which seemed reasonable), to “1 or 2 brigades,” based on Russian bloggers. 

Today, the assessment was there were perhaps 150 Russian remaining inside Kupyansk.

In any case, the Ukrainian forces moved into the area by early November and managed over the past 2 weeks to sever Russian lines of communication into their forces in the center of the city, cutting off some, forcing others to withdraw, and Ukrainian forces now seem to once again control the city.

Nevertheless, Russian forces continue to probe into the city, suggesting that any withdrawal was simply battlefield necessity and they remain committed to taking the city, but currently lack the assets to do so.

Further south there was a reduced number of engagements reported and no changes in the front lines.


BAKHMUT - TORETSK - POKROVSK


North-east of Bakhmut, hard fighting continues around Siversk, and the actual front line around Siversk remains difficult to exactly define. Some reporting suggest Russian forces control most of Siversk, having pushed up to the banks of the Bakhmutovka River as it snakes through the city, with just the north-west quarter of the city held by Ukrainians; other reporting suggests Russian forces have progressed no further west than the rail line that cuts the city into an eastern and western half, and further reporting suggests Ukraine forces still retain parts of Sviato-Pokrovske just to the south-west.

That said, the Russians appear to have at least 5 brigades engaged in taking Siversk and Sviato-Pokrovske with an artillery brigade in support.

North-west of Toretsk fighting continues in the eastern end of Kostiantinivka. Imagery confirmed that on Thursday Ukrainian  forces retook some terrain on the very east end of the city. But, Russian probes into the city and Russian efforts to take and hold some terrain on the edge of the city have been more successful than was expected, given that Kostiantinivka is the first of the major cities on the “fortress belt,” and suggests to me that Russian tactics continue to evolve and become more successful at penetrating defensive positions.

West of Toretsk, north of the Pokrovsk pocket, there was a good deal of fighting reported along the front lines but there were no confirmed changes to the line.

Pokrovsk and the Pokrovsk pocket continues to be the center of a good deal of fighting and reporting, but sorting out exactly what is happening remains difficult.

Inside Pokrovsk itself there are several reliable reports of at least one Ukrainian element holding a position inside the city - surrounded by Russian forces, and a similar situation exists in the city of Rivne (just north-east of Pokrovsk). As for the pocket, that has been squeezed to roughly the north half of the city of Myrnohrad. Russian forces have pushed into the east side of the city and fighting is now being reported about a half mile east of the center of the city.

Also of note, some reporting suggests that Ukrainian forces have reopened at least one road into the city from the west, though it would seem that the gap, which is at most 3,000 yards across, would easily be covered by artillery and drones. And some reporting continues to show that the mouth of the pocket has, in fact, been closed. Ukrainian forces continue to attack from the north-west and and there is a Ukrainian force of unknown size on the north-west edge of Pokrovsk.

Fighting continues southwest of Pokrovsk, to the Vovcha river, but there were no confirmed gains along the line in this area. Anecdotal reporting continues to suggest that Russian forces are slowly occupying the terrain north of Dachne, east of Filliia and that Russian forces have now reached the immediate vicinity of Novopavlivka from the north-east.


SOUTHERN UKRAINE


There was fighting just south of the Vovcha River, but there are no confirmed changes in this area. Further south, in the terrain north of Hulyaipole, Russian forces appear to have pushed down the T0401 roadway and entered Varvarivka. Whether they have control of that town or not is unclear, though it appears that they do. If so, this gives Russian forces an advantage in attacking Hulyaipole, as they will be able to attack it from west of the Haichur River; behind nearly all defensive positions in the city.

As for Hulyaipole itself, fighting is taking place in eastern Hulyaipole and along most of the north-east edge of the city, but Ukrainian forces are currently holding.

Further west, fighting was reported on some islands in the Dnepr River and near the Antonovskiy bridge, but there were, as normal, no details given.


Air and Maritime Operations


During the night of December 14th-December 15th, Russian forces launched at least 153 x Shahed drones into Ukrainian airspace. The UAF has yet to report on numbers engaged.

Damage was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kharkiv, Zaporizhzhia oblasts. Energy infrastructure was again the primary target, and the Ukrainain General Staff is reporting that the Astrakhan gas processing plant in Kyiv has been struck.

Civilian casualties include at least 6 civilians injured.

RuAF tacair struck targets in 6 towns.


During the three nights of December 11th-December 14th, Russian forces launched at least 4 x Kinzhal ballistic missiles, 6 x Iskander ballistic missiles, 5 x Iskander cruise missiles, 16 x Kalibr cruise missiles, and 683 x Shahed drones into Ukrainian airspace, targeting the power grid and transportation assets across eastern and central Ukraine. The UAF claimed it shot down, or otherwise defeated with EW, 13 cruise missiles, and 591 drones.

Civilian casualties include at least 14 civilians injured. More than 1 million households suffered blackouts over the weekend. 


For the week of December 7th - December 14th Russian forces launched more than 1,500 Shahed drones, 500 glide bombs and 46 missiles into Ukrainian airspace. 


Over the weekend Ukrainian forces again struck an oil and gas platform in the Caspian Sea; there is no current damage assessment.


A Ukrainian sea-borne drone (a “Sea Baby” USV) struck a Russian Kilo class submarine in Novorossiysk. Independent damage assessment pending.


Economic Reporting


Feb22   Sep9 Oct8 Nov7 Dec8 Dec12 Dec15

Brent      94.71    67.03 66.18 63.86 62.94 61.00 60.65

WTI     92.10    63.26 62.48 59.94 59.26 57.33 56.90

NG       3.97         3.12 3.44 4.33 4.96 4.09 4.01

Wheat     8.52          5.22 5.06 5.32 5.38 5.31 5.23

Ruble     85          84.03 81.28 80.95 76.52 79.56 79.25

Hryvnia 28.6 41.23 41.48 41.89 42.15 42.20 42.10

Urals 91.66 60.12 61.15 56.56 54.92 51.94 51.53

ESPO 94.52 68.32 66.74 65.18 61.95 54.56 59.12

Sokol 99.31 62.97 61.91 60.71 60.62 58.23 57.84


Urals oil is now at its lowest price since March 2023


Thoughts


President Zelenskyy’s compromise - dropping NATO membership request in exchange for an Article 5 guarantee from the US - would seem to be too big an ask. The US - and at least 5 other NATO countries - have repeatedly spoken against NATO membership for Ukraine precisely because of Article 5 guarantees. 

And while article 5 says that “an attack against one is an attack against all,” it is not an automatic commitment; each country’s laws and constitutions remain in effect and the various governments must decide how they will react.

Nevertheless, the understanding is that an attack on a member - or a country with such a guarantee, would mean the others, in this case the US, would go to war in support of the attacked country - Ukraine.

Not only is the US unlikely to accept that, Russia is unlikely to agree to a ceasefire that is predicated on that point.

Said differently, the words sound good, but they translate into: the war goes on.


v/r pete 



Friday, December 12, 2025

 December 12th, 2025

Politics - Zelenskyy visits troops in Kupyansk

- Umierov meets with FBI

- Rutte: No Sense of Urgency


Combat Ops - Kupyansk quiet

- Siversk - Russian gains


Weather


Cloudy weather and thick fog continues to be reported across much of Ukraine and much of the terrain remains covered in mud. Rain and snow-to-rain conditions over much of the front, with temperatures in the upper 30s into the weekend but much colder next week - ground should begin to freeze. 


Kharkiv

42 and mostly cloudy, more rain tonight. Temperatures falling tonight as the sky clears, tomorrow morning in the 20s, by Sunday morning temperature will be in the high teens, and will stay below freezing until Tuesday; snow likely in Monday, wind chills could drop to single digits Saturday night. Winds variable, 10-15kts.


Melitopol

43 and partly cloudy. Partly cloudy tomorrow, temperature falling all day tomorrow, 23 and snow by dawn on Sunday. Temperatures will stay below freezing until morning on Tuesday. Winds variable, 10-15kts.


Kyiv

44 and light rain, gusting to 40. Tomorrow colder, partly cloudy, snow on Sunday and Monday. From Saturday through Monday, temperatures may not get above freezing, and lows will be in the low 20s with wind chills in the low teens. Winds variable, 20, gusting to 40 today, then 5-10kts Sunday and all next week.


Politics


President Zelenskyy commented on his conversation Thursday with SecState Rubio and SecWar Hegseth and others, noting that it was “Constructive and in-depth,” but gave no substantive details.


The EU voted early today to permanently freeze 210 billion euros ($244 billion) of Russian assets, rather than revisiting the issue every 6 months; this is viewed as a first step towards seizing the assets.


The Washington Post reports that National Security Council Secretary Umierov, who is also lead Ukrainian negotiator, has held talks with the FBI Director Patel; the Post report noted that this was confirmed by the Ukrainian Ambassador to the UN. The Ambassador commented that the meetings were strictly concerned with Ukrainian national security issues, but speculation is that it concerns amnesty from any possible future corruption charges. 

The White House noted that:

"US officials regularly communicate with world leaders about national security issues of shared interest.”


NATO SecGen Rutte said that NATO members need to increase defense spending and defense industry efforts to avoid a war: “on the scale of war our grandparents and great-grandparents endured.”

He commented that many NATO countries do not feel the urgency of Russia’s threat to Europe and are not doing what must be done to increase defense production.


Responsible Statecraft is reporting that an employee at a highly regarded think tank made a change in an interactive map in November as bets were being placed on when the Russians might or might not seize the city of Myrnohrad. After some bettors received their payments, the map was reportedly changed, and the edits disappeared from the map. The individual involved was fired the day after this was discovered.


Ground Operations


SUMY AND KHARKIV OBLASTS


Fighting continues north of Sumy City but there were no confirmed changes in the front lines.

Fighting also continues north of Kharkiv City and along the border north of the Oskil River, and Ukrainian forces are reporting increased Russian drone and glide bomb attacks in the Vovchansk area.


NORTH OF THE DONETS RIVER


Fighting continues along most of the line contact but there were no confirmed changes to the front lines. President Zelenskyy visited the troops in Kupyansk this morning and was photographed inside the city taking a “selfie” in front of a large sign reading “KUPYANSK” (in Cyrillic). Russian forces were said to be roughly a city block away.

Reporting reflects that Russian presence in the city has dropped over the past week or so to less than a battalion, and some blogger maps are showing a Russian withdrawal from the city. Of interest, Ukrainian General Staff reports noted no Russian ground activity in the city in the last 24 hours.


BAKHMUT - TORETSK - POKROVSK


Disregarding Russian MOD propaganda, Russian forces did, in fact, make some gains in and around Siversk, but the city is not in Russian hands. Russian forces appear to have pushed further into the north-east and east sides of the city, and are pushing northward from Svyato-Pokrovske (the small town just south-west of Siversk). Current front line maps however, do not show the Russian forces as having taken the high ground just north of that town, nor have they gained any ground north-west of Siversk. Taking the high ground west of Siversk is necessary to control the city, and will require gains from the north-west.

North-west of Toretsk Russian forces continue probes into Kostiantinivka, but there were no changes to the front lines in this area.

West of Toretsk - north of the Pokrovsk pocket - fighting continues in the area of Ivanivka, but there were no changes in the front lines.

Fighting continues in Pokrovsk and Myrnohrad, and imagery confirmed Ukrainian forces retook terrain in eastern Myrnohrad. Gen. Syrskyi noted that Ukrainian forces had been pushed out of the Pokrovsk but have now fought their way back in. 

At the same time, Russian sources claim that Ukrainian forces in Myrnohrad are slowly withdrawing to the north and north-west. Fighting appears to have again devolved to street-to-street, house-to-house fighting. At the same time, it isn't clear how large a force remains in Myrnohrad, and there are some reports that Ukrainian  troops have been able to both evacuate some wounded and to reinforce some units in Myrnohrad. To what extent that is so is not at all clear.


SOUTHERN UKRAINE


Fighting continues between the Vovcha River and Hulyaipole, but there were no confirmed changes in the front lines.

Fighting continues around Hulyaipole, though there were no confirmed changes in the lines in the immediate area of the city. Various reports note that Russian forces can strike all roads leading onto Hulyaipole with artillery and drone fire, but this has been the case for more than a week. 

Fighting continues in Stepnohirsk and along the coast toward Prymorske, but there were no changes in the lines. Imagery showed that Ukrainian forces continue to hold a small facility about 3 miles east of Kamyanske - what appears to be a small farm.

Fighting was again reported up river from Kherson near the Antonovskiy bridge.


Air and Maritime Operations


During the night of December 11th-December 12th, Russian forces launched at least 1 x unidentified ballistic missile and 80 x Shahed drones into Ukrainian airspace. The UAF claimed it shot down, or otherwise defeated with EW, 64 drones.

Damage was reported in Kharkiv, Odessa, and Sumy oblasts. Energy infrastructure was again the primary target, and a temporary blackout was reported in Kyiv. At least one ballistic missile struck Odessa, reportedly damaging a ship that was pier-side in the port facility.

Civilian casualties include at least 6 civilians injured.

RuAF tacair struck targets in 5 towns.


During the night of December 10th-December 11th Ukrainian drones struck an oil platform in the Filanovsky Oil Field in the Caspian Sea (offshore of Astrakhan in the north-west “corner” of the sea). The Filanovsky oil field is estimated to have 1.3 billion barrels of recoverable oil and currently produces about 160,000 barrels per day. Pumping has been temporarily suspended following the strike.


During the night of December 10th-December 11th, Russian forces launched at least 3 x Iskander ballistic missiles and 151 x Shahed drones into Ukrainian airspace. The UAF claimed it shot down, or otherwise defeated with EW, 2 ballistic missiles and 83 drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Kyiv, Lviv, Odessa, Poltava and Zaporizhzhia oblasts. Energy infrastructure was again the primary target, and a temporary blackout was reported in Kyiv.

Civilian casualties include at least 3 civilians injured.

RuAF tacair struck targets in 5 towns.


Economic Reporting


Feb22   Sep9 Oct8 Nov7 Dec8 Dec11 Dec12

Brent      94.71    67.03 66.18 63.86 62.94 61.06 61.00

WTI     92.10    63.26 62.48 59.94 59.26 57.31 57.33

NG       3.97         3.12 3.44 4.33 4.96 4.33 4.09

Wheat     8.52          5.22 5.06 5.32 5.38 5.31 5.31

Ruble     85          84.03 81.28 80.95 76.52 79.51 79.56

Hryvnia 28.6 41.23 41.48 41.89 42.15 42.24 42.20

Urals 91.66 60.12 61.15 56.56 54.92 52.34 51.94

ESPO 94.52 68.32 66.74 65.18 61.95 60.41 54.56

Sokol 99.31 62.97 61.91 60.71 60.62 58.29 58.23


Reuters is reporting that, as of Monday, Russia was offering ESPO crude to China at $5 below Brent, despite the listed bid above. 


Thoughts


President Zelenskyy visited troops in Kupyansk this morning and sent out a picture of himself standing in front of a large sign labeling the city. Reporters were later told that Russian forces were 1 city block away, although some reports suggest that Russian forces have withdrawn from that area of the city.

The picture will raise Ukrainian troop morale, though one might also note the city behind Zelenskyy is beaten up.

There is also the issue that Russian boasting and propaganda, claiming that the city was in Russian control, led to the movement of Ukrainian forces to that city, weakening the line elsewhere, and that Russian forces are now pressing hard on Siversk, Pokrovsk and Hulyaipole.

There are also some interesting comments on tactical developments among various analysts, noting that the Russians are only making "tactical gains” and that there is no point along the line where the Ukrainian forces are going to collapse. But I think that misses the point of the Russian’s ponderously slow and deliberate “way of war;” there is no effort to make anything other than a daily, tactical, grind. This is a slow, painful war of attrition, the real effort is to cause casualties, and, after ugly, street-to-street, house-to-house fighting (as we now see in Siversk and Myrnohrad and Pokrovsk and Huylaipole), only as the Ukrainian army withdraws, do they occupy - not a city, but ruins. The Russians now have a long list of Ukrainian cities and towns pounded into rubble. They aren’t really trying to capture cities, they’re trying to inflict casualties.


v/r pete