Thursday, October 22, 2026

 

October 22nd, 2026    


Politics - Kremlin agrees in principle with trilateral talks

- Possible talks November 10th

- Exchange of the dead


Combat Ops - Strikes continue, large strike on Kyiv

- Ground war grinds on


Weather


Kharkiv

56 and partly cloudy. Partly to mostly cloudy through Saturday, sunny on Sunday. Daily lows in the 40s, daily highs in the upper 50s to low 60s. Winds easterly, 5-10kts.


Melitopol

61 and partly cloudy. Partly cloudy for the next week, daily lows in the high 40s, daily highs in the mid 60s. Winds easterly, 5-10kts.


Kyiv

53 and mostly cloudy, gusting to 20. Mostly cloudy through the Monday, rain showers on Friday and again on Monday. Daily lows in the 40s, daily highs in the upper 50s. Winds easterly, 10-15kts.



Politics


Following Wednesday’s meeting between President Putin and Ambassador Witkoff, the Kremlin reported that Putin said he agrees in principle to the resumption of trilateral talks among the Russia, Ukraine and the US.

Later, the Kremlin said that Russia has agreed to hold trilateral talks at the technical level in Abu Dhabi, perhaps beginning as early as November 10th.

Putin thanked President Trump for his efforts and commented:

“I know that President Trump is paying special attention to this, primarily for humanitarian reasons.” He then thanked U.S. First Lady Melania Trump for her “contribution to resolving humanitarian issues.”

Witkoff described his earlier meeting with Zelenskyy as “productive” urged Putin to resume trilateral talks to “discuss the next steps toward achieving a settlement…I believe that all of us and the world are ready for this.”

Witkoff also presented documents for Putin’s review, an outline for a peace agreement with Ukraine.

President Zelenskyy had already commented to Fox News:

“This is very important that Putin will support the peace, maybe first steps of this like ... food security ceasefire, ceasefire on the sea, or energy ceasefire, which is very important, which was raised by President Trump, and I think it was a strong idea from the president. I supported it immediately.”

“Right now, we have to freeze, and I think this is a real way to end this war… the minimum.”

Zelenskyy stressed Ukraine’s need to security guarantees:

“This is the most important—not to be afraid that occupation will come back, aggression will come back, killings will come back.”


Russia and Ukraine conducted another body exchange yesterday (the last was in mid September), with Russia turning over 252 Ukrainian dead and Ukraine turning over 25 Russian dead.

This brings the number of Ukrainian bodies returned by Russia to Ukraine since the exchanges began early in 2025 to a total of 21,065, and the number of Russian bodies turned over to Russia to 449.

There is still no official explanation for the disparity in numbers.


German federal prosecutors have confirmed that a Ukrainian man (“Vadym Y.”) has been arrested on suspicion of spying for Russia.

The man, arrested in Brandenburg (35 miles west of Berlin), has reportedly been working for Russian intelligence since at least July 2025,  and has been gathering intelligence on German armored vehicle production and ammunition production.



Air and Maritime Operations


Ukrainian Forces


At least 630 Ukrainian drones were reported to have been launched into Russian air space, with drones striking "AO 75 Arsenal" (“75th Arsenal”) military repairs plant in Serpukhov of Moscow region (less than 50 miles south of Moscow center). Russian sources stated that all but a handful of drones penetrated Russian air defenses. The 75th arsenal’s main facility was reported to be on fire.


Ukrainian forces continue drone and missile strikes against Russian oil infrastructure.

During the night of October 19th-October 20th Ukrainian forces struck the oil production facility at Novonikolskoye (about 250 miles south-east of Moscow).


Commercial imagery on the VK data center in St Petersburg, struck during the night of October 17th-18th, shows “significant damage” to the facility. Commercial imagery also showed 5 oil tanks damaged or destroyed at the oil terminal in St Petersburg.


Russian Forces


During the period from October 21st-October 22nd Russian forces launched at least 25 x missiles (a mix of Iskander, Oniks, Zircon and S-300/400 missiles missiles) at Kyiv, as well as 210 strike drones.

Damage was reported in Dnipropetrovsk, Donetsk, Kharkiv, Kirovohrad, Kyiv, Vinnytsia, Zaporizhzhia, and Zhytomyr oblasts. Targets included power grid and associated infrastructure, as well as logistics related sites. A large retail mall was also struck.

The Pivdennyi (southern) Bridge was struck and the subway line across the bridge is reported to have been damaged.

Civilian casualties included at least 3 dead and 56 wounded.


During the period from October 20th-October 21st Russian forces launched at least 186 x strike drones into Ukrainian airspace. 

Damage was reported in Cherkasy, Dnipropetrovsk, Ivano-Frankivsk, Kharkiv, Kherson, Kyiv, Mykolaiv, Odessa, Poltava, Volyn, and Zaporizhzhia oblasts. Targets included power grid and associated infrastructure, as well as logistics related sites. Power outages were reported in Kyiv.

Civilian casualties included at least 4 dead and 46 wounded.


Technology 


Ukraine’s Military Intelligence Directorate (GUR) reports that, as of the beginning of October Russia has 700 ballistic missiles and several thousand cruise missiles stockpiled. Iskander ballistic missiles are being produced at a rate of 65 per month and the stockpile has increased in size by 13% since August.

The stockpile also includes: 450 x Kalibr cruise missile, 600 x Onyx missiles and 120 x Zircon hypersonic missiles.

The GUR also notes that Russia has passed the 10,000 strike drones per month production level. Note, these are the larger, long range, winged dozens; FPV drone production numbers are guesstimated to be in excess of 15,000 per day (450,000 per month). Ukrainian FPV production is estimated to be in the neighborhood of 19,000 per day (550,000 per month). Of interest, the GUR notes that Russia is currently producing some 4,000 jet-powered drones per month.



Ground Operations


Russian infiltrations continue along much of the line - north of Kharkiv, north and east of Kupyansk, North-east and east and south-east of Slovyansk, on the north and north-east edges of Kostiantinivka, on the eastern and southern edges of Dobripillia, and in an arc from south-west to north-west of Hulyaipole, but there are no confirmed changes in the line. Rather, the gray area between the forces “simply” continues to slowly become more of an irregular checkerboard of intermixed Russian and Ukrainian elements - that process is slowing, but continues.

North-east of Kharkiv Ukrainian forces appear to control the village of Karaichne, a village that was the site of large commercial farm, with a population of 232 before the war.

North of Pokrovsk, in the general Dobripillia area, per Ukrainian General Staff reporting, Russian forces pushed along the Byk River into the center of the town of Hannivka (just north-east of Dobripillia) and appear to have reached (and therefore cut) the T0514 Roadway that runs into Dobripillia from the north-east.



Economic Reporting


         Feb22  Jul9          Aug7 Sep8 Oct8 Oct21 Oct 22

Brent      94.71   77.93 81.75 98.19 105.80 108.90 111.50

WTI     92.10   73.11 76.66 93.28 92.99 97.93 98.38

NG       3.97        3.12   2.64 2.95 3.16 2.86 2.81

Wheat     8.52           6.06   6.35   7.46 6.86 6.23 6.22

Ruble     85         76.31 82.61 86.21 85.20 82.02 81.84

Hryvnia 28.6 44.51 44.73 44.63 44.93 45.05 45.16

Urals 91.66 57.80 79.19 89.44 123.93 104.76 101.56

ESPO 94.52 73.53 78.79 98.44 108.70 138.79 138.82

Sokol 99.31 71.56 77.42 94.09 109.20 116.69 117.34


ESPO Forward, 22 October - 128.70.


Thoughts


Russia has participated in talks before but their position - to include insisting Kyiv cede all of Donetsk and Luhansk, as well as balking at any sort of NATO or EU backed security force, prevented any meaningful negotiations.

While there has been recent talk about a Yalta 2 style meeting (with Trump, Putin and Xi filling in from FDR, Stalin and Churchill) and how destructive that would be, Yalta, as one of my correspondents points out, really was a different situation (Poland was already fully occupied by the Russian army’s as was virtually all of Eastern Europe).

The more appropriate analogy is, perhaps Korea. As you’ll recall, Syngman Rhee refused to agree or sign. Today, 73 years and 4 months later, there still is no peace treaty. There is, instead a ceasefire, and in the shadow of that ceasefire the Republic of Korea rebuilt and became an economic powerhouse with a per capita income perhaps 70 times that of North Korea.


As for the turnover of bodies, the last several months have seen Ukraine regain some ground, pushing Russians back, and claiming truly remarkable casualty counts over the Russians. Why then the continued disparity in the number of exchanged dead? The gains negate the argument that it was because of the advance that Russia could gather Ukrainian bodies. Who knows…

But, it is at least worth a note that looking at the various Russian casualty figures released by various elements of the Ukrainian government, there is one that is of the same order as numbers published by Mediazone, which is, as I’ve noted before, the only public figure that has a reasonable methodology to track Russian KIAs. Mediazone numbers now suggest that between 276,000 and some 400,000+ Russian soldiers have been killed in the war. These numbers have grown steadily, so while there are spikes and drops in the number, Russian casualties have on the whole stayed between 1,000 and 1,600 per week (4,000 - 6,500 per month).

And one figure that was just released was that Russian forces over the course of the summer (13 weeks) had suffered 49,000 casualties. Note that for every 100 KIAs there are an additional 60 severely wounded (will not return to active duty) and some 100 wounded (will return to active duty. Those ratios, fitted into 49,000 total casualties, produce the following results (just KIAs, severely wounded and lightly wounded) over the course of 13 weeks: 18,000 KIA / 11,000 severely wounded / 18,000 lightly wounded.

That said, overall reporting still supports the conclusion that Ukrainian casualties are of the same magnitude as Russian.


v/r pete     


Wednesday, October 21, 2026

 

October 21st, 2026     



Politics - Zelenskyy: Ready for “Ceasefire”

- EU leadership to discuss more loans for Ukraine

- Steven Hubbard released


Combat Ops - Strikes continue

- Ukrainian forces consolidating on the Zherebets

- Little else of note on the ground


Weather


Kharkiv

49 and partly cloudy. Partly to mostly cloudy through Saturday, sunny on Sunday. Daily lows in the 40s, daily highs in the upper 50s to low 60s. Winds easterly, 5-10kts.


Melitopol

61 and partly cloudy. Partly cloudy for the next week, daily lows around 50, daily highs in the mid 60s. Winds easterly, 5-10kts.


Kyiv

56 and cloudy. Mostly cloudy through the weekend, rain showers on Friday. Daily lows in the mid 40s, daily highs in the upper 50s. Winds easterly, 10kts.



Politics


President Zelenskyy, during an interview with Fox News earlier today, said that he is ready for a peace deal, one that froze the war in place now. He also emphasized that Ukraine needs security guarantees.

"We call it ceasefire or stop killing like President Trump called it. Freeze and stop. And of course this is minimum what we need from Russia today.”


EU leadership will meet on informally in Dublin on November 13th and hold a special meeting November 26th-27th to discuss Ukraine’s requests for an additional 70 billion Euros ($78 billion) for 2027.

Ukraine is currently in the middle of a 90 billion Euro ($101 billion) loan for 2026-2027 to fund the war and to fund the government (60 billion for the war, 30 billion to run the country). The additional 70 billion is just to fund additional war costs in 2027.

It is of note that under the terms of the agreement, EU nations will pay the interest on the loans, and Ukraine will repay the principle, but only if Russia agrees to reparations; no reparations and the EU will have to pay the entire loan.


As of Tuesday afternoon the Starlink services have been - apparently - fully restored. Exactly what happened remains a bit of a mystery. SecState Rubio insists there was no decision made inside the US government to alter reporting to Ukraine and suggested that it may well have been some technical glitch - which was what the Ukrainian Air Force personnel who actually receive the feed suggested in the first place - as it has happened before.


South Korea’s Foreign Ministry announced a partial withdrawal of staff from the embassy in Kyiv, part of the continuing fall-out from President Zelenskyy’s announcement of the transfer of the North Korean POWs to Seoul. 

South Korea has also recently stated that they would like to move to ward normalization of relations with Moscow. 


Russia released Steven Hubbard, 74, and the man is now en route to the US.

Hubbard, a retired teacher, had been living in Izyum, eastern Ukraine since 2014, he was taken prisoner in 2024. Hubbard was charged as a mercenary, convicted, and sentenced to 7 years in prison. Hubbard has denied serving in any Ukrainian military organization and his lawyer noted he was arrested in his house. 

Hubbard grew up in Grand Rapids, Michigan, served in the USAF and the National Guard, then went back to school  and earned a masters in English. He then taught English in Japan for 25 years, then in Cyprus for a number of years, and then moved to Ukraine in 2014.



Air and Maritime Operations


This is a repeat of a note from a number of months ago: the Ukrainian civilian casualty numbers below are almost certainly wrong. At various points in the war the civilian casualty numbers - based on comments I received from Ukrainian friends and from various blogs - are almost certainly low. Sometimes they have been high. But mostly they are low, and in some cases quite low.

Why is a good question, and suggests that the government does not want the people of Ukraine to know how destructive are some of these strikes, but that is purely a supposition. Anecdotally, there are nights when only handful of civilians are reported killed and 30 or 40 wounded, and yet there are other reports that suggest scores killed and scores more wounded. 


Ukrainian Forces


Ukrainian forces continue drone and missile strikes against Russian oil infrastructure.

During the night of October 19th-October 20th Ukrainian forces struck the oil production facility at Novonikolskoye (about 250 miles south-east of Moscow).


Commercial imagery on the VK data center in St Petersburg, struck during the night of October 17th-18th, shows “significant damage” to the facility. Commercial imagery also showed 5 oil tanks damaged or destroyed at the oil terminal in St Petersburg.


During the night of October 17th-October 18th Ukrainian forces conducted a large raid on the city of St. Petersburg, the Leningrad Oblast generals, and Crimea, and Russian air defense forces claiming to have shot down a total of 1,015 drones. 

Targets included a data and server center, the St. Petersburg Oil Terminal, a large commercial warehouse, and a bridge.


Russian Forces


During the period from October 20th-October 21st Russian forces launched at least 186 x strike drones into Ukrainian airspace. 

Damage was reported in Cherkasy, Dnipropetrovsk, Ivano-Frankivsk, Kharkiv, Kherson, Kyiv, Mykolaiv, Odessa, Poltava, Volyn, and Zaporizhzhia oblasts. Targets included power grid and associated infrastructure, as well as logistics related sites. Power outages were reported in Kyiv.

Civilian casualties included at least 4 dead and 46 wounded.


During the period from October 19th-October 20th Russian forces launched at least 165 x Strike drones into Ukrainian airspace. The UAF claimed it shot down or defeated with EW 115 drones.

Damage was reported in Dnipropetrovsk, Donetsk, Ivano-Frankivsk, Kharkiv, Kirovohrad, Kyiv, Lviv, and Ternopil oblasts.  Targets included power grid and associated infrastructure, as well as logistics related sites. Power outages were reported Chernihiv, Donetsk, Kharkiv, Khmelnytskyi, Kirovohrad, Lviv, Odessa, Rivne, Sumy, Ternopil, Zaporizhzhia, and Zhytomyr oblasts.

Strike drones impacted near the Pivnichnyi bridge in Kyiv.

Civilian casualties included at least 9 dead and 22 wounded.


During the period from October 18th-October 19th Russian forces launched multiple Iskander ballistic missiles, cruise missiles and Banderol loitering munitions, as well as 269 x strike drones into Ukrainian airspace. The UAF claimed it had shot down or defeated 4 cruise missiles and 243 drones. No Ballistic missile intercepts were reported.

Damage was reported in Dnipropetrovsk, Ivano-Frankivsk, Kharkiv, Khmelnytskyi, Kirovohrad, Kyiv, Lviv, Mykolaiv, Odessa, Rivne, Sumy, Ternopil,  Vinnytsia, Volyn, Zhytomyr, and Zaporizhzhia oblasts.  Targets included power grid and associated infrastructure, as well as logistics related sites. Power outages were reported in 15 oblasts and involved 550,000 houses.

Since July 16th Russian long range strikes have hit 2,147 energy infrastructure targets, a rate of 23 per day.

Civilian casualties included at least 4 dead and 55 wounded.



Ground Operations


Some Ukrainian reporting notes that Ukraine forces have crossed the Zherebets River, north of Zarichne, have pressed into that towns and have also crossed the Zherebets at that town and are on the edge of Torske. Other reporting suggests these were just brief recon probes and that Ukrainian forces have now drawn up lines on west bank of the river and are trying to consolidate their positions, straightening lines and filling in small empty, possible salients, presumably for the autumn, during which rains will cause the river to rise, terrain to get muddy, and the loss of leaves will make undetected movement more difficult for both sides.

Further south, Ukrainian forces were confirmed to have made gains in the terrain north of Shakove (about 10 miles north-east of Pokrovsk), a small woodland that retains some cover. The terrain they are in is north of the Russian lines.

Russian recon probes and infiltration continue along much of the line; of note, imagery confirmed a Russian infiltration element in the village of Omelnyk, about 5 - 6 miles north-east of Orikhiv, just east of the T0408 roadway.



Economic Reporting


         Feb22  Jul9         Aug7 Sep8 Oct8 Oct19 Oct21

Brent      94.71   77.93 81.75 98.19 105.80 107.80 108.90

WTI     92.10   73.11 76.66 93.28 92.99 100.50 97.93

NG       3.97        3.12   2.64  2.95  3.16 3.14 2.86

Wheat     8.52           6.06   6.35   7.46  6.86 6.60 6.23

Ruble     85         76.31 82.61 86.21 85.20 82.63 82.02

Hryvnia 28.6 44.51 44.73 44.63 44.93 45.09 45.05

Urals 91.66 57.80 79.19 89.44 123.93 111.06 104.76

ESPO 94.52 73.53 78.79 98.44 108.70 139.86 138.79

Sokol 99.31 71.56 77.42 94.09 109.20 113.70 116.69


ESPO Forward, 21 October (January deliveries) are 128.86.


Thoughts


Ukrainian forces appear to be consolidating positions along the west bank of the lower Zherebets River, and they continue to report on the results of Operations Vivaldi, both of which dovetail with President Zelenskyy’s comment that a ceasefire along current lines is possible. The Zherebets River forms a basis for building a defensible line in that area, and defensible lines will be needed. And trying to cross that river at that point, just as fall rains start, would add an extra degree of difficulty to an already tough problem.

On top of that, the numbers that are shared speak to a real stalemate. Estimates of Russian control run between 116,165 square kilometers and 116,700 square kilometers - the difference being less than 1/2 of 1%. Operation Vivaldi reclaimed some 300 square kilometers - 1/4th of 1%

This total area is the size of the state of Ohio. The amount of land that is being discussed as reclaimed is a bit more than the area of Cleveland. They fought for 9 months and reclaimed perhaps - most favorable numbers - roughly, 100 square miles. Casualty figures have not, of course, been released, but, again anecdotally, appear to be consistent with previous fights so, of the same order of magnitude, that is thousands of KIAs per month - my own estimate is that Ukrainian KIAs are running on the order of 5,000 - 7,500 per month. And, if gaining 100 square miles for the year is the mark of success, the front is static. And, it seems any future gains will be at even greater cost. It would seem to be time for a ceasefire.


v/r pete