Wednesday, November 26, 2025

 November 26th, 2025  Next Summary November 28th

Have a Good Thanksgiving

Politics - Negotiations continue  

- Russian drones over Romania


Combat Ops - Russian gains around Siversk

- Russian gains in Pokrovsk, Pokrovsk pocket

- Russian probes in Hulyaipole

 

Weather


Cloudy weather continues, temperatures dropping this weekend and all next week, probably not cold enough to freeze the fields. 


Kharkiv

45 and cloudy. Cloudy all week. Tomorrow and Friday lows in the mid 40s and highs in the upper 40s, then colder, by Sunday lows in the low 30s and highs in the upper 30s. Winds south-easterly, 5-10kts.


Melitopol

49 and cloudy, gusting to 20. Cloudy for the next week. For the next two days lows will be in the upper 40s, highs will be in the low 50s. From Saturday forward, lows into the low 40s, highs in the upper 40s. Winds easterly, 5-10kts.


Kyiv

48 in light rain, gusting over 20. Rain tomorrow, then colder, but still cloudy. Temperatures in the 40s through Thursday night, then into the 30s for the next week (highs and lows). Winds variable, 5-10kts.


Politics


President Trump made several comments on the Trump Peace Proposal Negotiations - they are slightly different and are both worth reading:

Over the past week, my team has made tremendous progress with respect to ending the War between Russia and Ukraine. The original 28-Point Peace Plan, which was drafted by the United States, has been fine-tuned, with additional input from both sides, and there are only a few remaining points of disagreement. In the hopes of finalizing this Peace Plan, I have directed my Special Envoy Steve Witkoff to meet with President Putin in Moscow and, at the same time, Secretary of the Army Dan Driscoll will be meeting with the Ukrainians. I look forward to hopefully meeting with President Zelenskyy and President Putin soon, but ONLY when the deal to end this War is FINAL or, in its final stages


Over the past week, my team has made tremendous progress with respect to ending the War between Russia and Ukraine (A War that would have NEVER started if I were President!). Last month 25,000 soldiers died. The original 28-Point Peace Plan, which was drafted by the United States, has been fine-tuned, with additional input from both sides, and there are only a few remaining points of disagreement. In the hopes of finalizing this Peace Plan, I have directed my Special Envoy Steve Witkoff to meet with President Putin in Moscow and, at the same time, Secretary of the Army Dan Driscoll will be meeting with the Ukrainians. I will be briefed on all progress made, along with Vice President JD Vance, Secretary of State Marco Rubio, Secretary of War Pete Hegseth, and White House Chief of Staff Susie Wiles. I look forward to hopefully meeting with President Zelenskyy and President Putin soon, but ONLY when the deal to end this War is FINAL or, in its final stages. Thank you for your attention to this very important matter, and let's all hope that

PEACE can be accomplished AS SOON AS POSSIBLE!

DONALD J. TRUMP

PRESIDENT OF THE UNITED STATES OF AMERICA


Ambassador Witkoff will be in Moscow next week, SecArmy Driscoll will be in Kyiv within “several” days” to discuss the negotiations with the respective leadership.

A recording of Ambassador Witkoff speaking with a Russian Ambassador Dmitriev drew criticism from some but the criticism was brushed aside by President Trump as something necessary to sell the proposal.


Last night Russian Deputy ForMin Ryabkov seemed to knock the idea of Russian concessions:

"Different versions of this plan are part of the negotiating process. There can be no talk of any concessions or of surrendering our approaches to the key aspects of the tasks we face, including in the context of the special military operation”

"The problem lies in whether there is genuine political will to strictly implement the agreements reached by the leaders in Anchorage, Alaska. For our part, we remain committed to the outcomes of Anchorage and will continue to act within that framework, correlating what is happening now with those basic guidelines set out there by the two presidents.


The EU continues to work for more of a place at the table. European Commission President von der Leyen stressed that the EU would not support ‘forceful territorial concessions,’ nor one that did not reflect “the centrality of the European Union” in securing peace.

And EU High Representative for Foreign Affairs and Security Policy Kallas clarified the EU’s role isn security guarantees:

"The European Union itself will make a major contribution to security guarantees with funding, training and defence industry support. We are working on these details now, including the extension of our current missions in Ukraine. But security guarantees to Ukraine do not change the fact that the real threat here is Russia.

“In the last 100 years, Russia has attacked more than 19 countries, some as many as three or four times. None of these countries have ever attacked Russia. So, in any peace agreement, we have to put the focus on how to get concessions from the Russian side… that they stop aggression for good and do not try to change borders by force.

The focus should be on what Russia – the aggressor – must do, not what Ukraine – the victim – must sacrifice. Today, we reaffirmed our shared principles: sovereignty, independence, territorial integrity and Ukraine's inherent right to self-defence. Nothing about Ukraine without Ukraine.”


During the night of November 24th-25th two Russian drones (Gerbera drones (a more cheaply made version of the Shahed drone, often without a warhead, sometime used as a decoy or a communications relay)) penetrated Romanian airspace in south-east Romania, near the southern tip-off Moldova. Two NATO Typhoons and 2 F-16s were launched and intercepted but did not shoot down the drones.


Ground Operations 


SUMY AND KHARKIV OBLAST


Russian forces continued probes and small unit attacks across the front lines north of Sumy City but there were no changes to the front lines.

North and north-east of Kharkiv city Russian forces continue operations but there were no confirmed changes to the front lines.

Fighting continues just north of the Oskil River near the Russia-Ukraine border, but there were no changes in the front lines.


NORTH OF THE DONETS RIVER


Fighting continues in Kupyansk and along the entire front south to the Donets River but there were no confirmed changes to the front lines. There are, however, multiple reports of Russian probes into Lyman (just north of the Donets River), as well as reports from the Ukrainian General Staff of Russian of troops in contact just east of the town, and unofficial commentary that Russian forces are threatening the ground lines of communication (GLOC) into Lyman from the west.


BAKHMUT - TORETSK - POKROVSK


There are multiple reports of Russian forces pushing into the north-east corner of Siversk but these have not been confirmed. It does appear, however, that Russian forces have reached the reservoirs just north-east of the city, and there is unconfirmed reporting that Russian forces just west of Platonivka have reached and control the T0513 roadway, the major GLOC in Siversk.

Russian forces continue probes into Kostiantinivka, and Ukrainian military sources suggest that the Russian units now operating inside the city are no longer simply small recon elements but are growing in size; Russian drone strikes into Kostiantinivka have been growing in frequency as well.

North-west of Toretsk, outside of Kostiantinivka, a good deal of fighting was reported, just at the eastern end of the Kleban Byk Reservoir and in Nelipivka, Ivanopilllia and across pieces of 4 or 5 more towns, and on the eastern edge of Kostinanitnivka itself. Russian forces continue to probe, and conduct drone strikes into the city and the surrounding town; Ukrainian forces continue to push back at the city edge; There are a number of small Ukrainian elements (how small isn't clear) that continue to hold positions inside what would otherwise be Russian controlled territory, and they are being resupplied with ammo by drones. At the same time, the Russian probes into Kostiantinivka are gradually increasing in number.

In Pokrovsk, Ukrainian reporting confirms Russian control of Pokrovsk, with complete control south of the rail line, and notes that the remaining fighting has been pushed back to the northern edges of the city. Reporting notes Russian artillery has now been moved into the city to support attacks on Ukrainian forces on the north edge, as well as to cut the narrow corridor that connects the Poklrovsk pocket to the west and interdict the GLOC into the Pokrovsk pocket. Ukrainian sources also note that Russian forces over the past week have pushed back into Rodynske (just north of Pokrovsk), and now control that town as well.

As for the Pokrovsk pocket and Myrnohrad, Russian forces in Rodynske and Pokrovsk are working to push across the “mouth” of the pocket and close it off, and also continue to send probes into Myrnohrad itself; a number of Russian soldiers were captured while operating in the center of Myrnohrad. Ukrainian military sources note that all Ukrainian lines of communication and all positions in the pocket are within range of Russian FPV drones.

South-west of Pokrovsk, Russian forces appear to made some gains pushing onto Novopavlivka from the south, and also appear to be making slow, steady gains in closing up the pocket east of Fillia.


SOUTHERN UKRAINE


Fighting continues just south of the Vovcha River, but there were no confirmed gains in this area.

Further south, in the area of Hulyaipole and in the terrain with 15 miles north of that city, Russian forces continue to attack west and south; there were no confirmed changes in the front lines, but reporting suggests Russian forces are increasing the number of probes into Hulyaipole, that direct attacks on Hulyaipole may have begun on Monday, and that Russian forces are also trying to clear Ukrainian forces from high ground east of Hulyaipole (about 3-4 miles east of Hulyaipole the terrain is a small ridge about 150 feet higher than the surround farmland)

There were no other confirmed changes to the line further west across southern Ukraine.


Air and Maritime Operations


During the night of November 25th-November 26th Russian forces launched at least 2 x Iskander ballistic missiles, 90 x Shahed drones into Ukrainian airspace. The UAF claimed it shot down, or otherwise defeated with EW, 72 drones. 

Damage was reported in Dnipropetrovsk, Kherson and Kyiv oblasts. Targets included the power grid; there were power blackouts and water disruptions in Kyiv, and a partial blackout in Odessa.

At least 1 civilian was killed and 2 civilians were wounded in last night’s strikes. 

RuAF tacair conducted strikes on 6 towns.


During the night of November 24th-November 25th Ukrainian forces struck an airfield in Hvardiiske, central Crimea, and destroyed the A-60 aircraft at the field. The A-60 was a Russian experimental aircraft, based on an IL-76 transport, used as a flying laser laboratory. Reportedly, the aircraft hasn’t flown since 2016.


During the night of November 24th-November 25th Russian forces launched at least 4 x Kinzhal ballistic missiles, 3 x Iskander ballistic missiles, 7 x Iskander cruise missiles, 8 x Kalibr cruise missiles, and 464 x Shahed drones into Ukrainian airspace. The UAF claimed it shot down, or otherwise defeated with EW, 1 Kinzhal ballistic missile, 3 Iskander ballistic missiles, 5 Kalibr cruise missiles, 5 Iskander cruise missiles, and 438 drones. 

Damage was reported in Cherkasy, Chernihiv, Dnipropetrovsk, Kharkiv, Kyiv, Odessa and Sumy oblasts. Targets included the power grid and rail; there were power blackouts and water disruptions in Kyiv, and a partial blackout in Odessa.

At least 9 civilians killed and 32 civilians were wounded in last night’s strikes. 

RuAF tacair conducted strikes on 10 towns.


Economic Reporting


Feb22   Aug8 Sep9 Oct8 Nov7 Nov25 Nov26

Brent      94.71    66.90 67.03 66.18 63.86 62.35 62.27

WTI     92.10    64.29 63.26 62.48 59.94 57.83 57.25

NG       3.97         3.06 3.12 3.44 4.33 4.38 4.60

Wheat     8.52          5.18 5.22 5.06 5.32 5.34 5.39

Ruble     85          79.74 84.03 81.28 80.95 78.92 78.58

Hryvnia 28.6 41.39 41.23 41.48 41.89 42.27 42.28

Urals 91.66 63.17 60.12 61.15 56.56 53.35 53.78

ESPO 94.52 68.63 68.32 66.74 65.18 59.22 59.22

Sokol 99.31 62.57 62.97 61.91 60.71 59.57 59.30


There was some price movement in oil following the Trump Peace Proposal but, after some speculation, plus debate as to whether the Fed will cut rates in December, prices seemed to have settled; the market is, apparently, waiting for more news. 


Thoughts


The following is to considered speculation:

At the start of 2022 there were reportedly 200,000 on active duty and another 200,000 ready reservists in the Ukrainian armed forces. Martial law and mobilization was ordered shortly after the war began. There was an initial surge in recruiting and then recruiting settled to a steady rate of 20,000 - 27,000 per month, and has been at 27,000 per month for all of 2025, per the Ukrainian government. As of late last year the numbers being used by the government cycled between 1.2 million and 1.3 million, with some 35,000 in the UAF and perhaps 30,000 in the Ukrainian Navy. At one point it was reported that there were 1,280,000 in uniform, with 1,200,000 in the army. But in the last few months the number has settled on figures in the 900,000 range.

Now, some math. Assume 23,500 new recruits per month (half way between 20,000 and 27,000), for 9 months in 2022, and 24 total months (2023 + 2024), and 27,000 for 10 months in 2025. Plus the original 400,000. That gives a total of 775,500 + 270,000 + 400,000 + 1,445,500 who have served in uniform.

With very few exceptions, other than those severely wounded and can’t return to active duty, no one has been discharged from the army. So, the difference between the total who have served (1,445,500) and the number currently in service (900,000) represent “unrecoverable losses,” killed in action, severely wounded (and can’t return to active duty), desertions, and POWs. Note that 70% of WIAs return to active duty, per the Ukrainian army. Normally, it wold also include “Missing,” but there have been admissions that, in essence, all the missing are, in fact, KIAs.

So, total unrecoverable losses would be 545,500. We know that there have been something on the order of 150,000 desertions. That places KIAs, Severe WIAs and POWs at 400,000. POW numbers are hard to pin down but scattered reporting suggests 10-15,000. This would leave the total KIA and severely wounded count - which has been shown to be split roughly evenly, at 380,000, or 190,000 KIA and 190,000 severely wounded, or an average of 4,200 KIA and 4,200 severe WIAs per month.

These numbers are consistent (albeit a little low) with the reported 100,000 amputees from combat wounds.

As of last week Mediazone, the most reliable count of Russian casualties, places Russian KIAs between 149,000 and 219,000. Again, severely wounded counts are approximately the same as KIAs.


v/r pete 


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