Thursday, January 29, 2026

 January 29th, 2026


Politics - SecState Rubio: Security Guarantees means the US

- Land (the Donbas) is the one issue

- Chancellor Merz: No EU membership in 2027


Combat Ops - Marginal changes on the ground


Weather


The cold weather eases just a bit for a day or two, as rain and then snow moves in, but returning to very cold weather next week; with wind chills of minus 20 possible in some areas, or lower in Kyiv.

Cloud cover over much of the country for the next several days will continue to degrade commercial satellite imaging, limiting assessment of changes to the front lines.


Kharkiv

37 and light rain. cloudy. Ice - rain - snow mix continues through Saturday, then clearing and colder. Temperatures start dropping Friday midday, in the teens all day Saturday, zero by Sunday at dawn. Daily highs from Sunday through Wednesday will be in the low single digits, wind chills well below zero. Winds variable, 10-15kts.


Melitopol

41 and light rain, gusting to 20. Cloudy with rain or snow through Saturday night, then some clearing. Temperatures will fall starting Saturday afternoon, in the teens by Sunday morning. Daily highs through next Thursday around 20, low single digits at night, wind chills below zero. Winds variable, 5-10kts.


Kyiv

26 and cloudy, gusting over 20. Cloudy tomorrow Friday and Saturday morning, then 4 days of sun. Temperature will start dropping this afternoon, low teens by sunrise tomorrow. Then a little colder each succeeding day. Wednesday temperature at dawn forecast to be minus 14 (-26C), high for that day forecast as zero. Wind chills for the next week remain below zero all day, just before dawn could reach minus 30 (-34C). Winds variable, 10-15kts.


Politics


1,000 Ukrainian bodies were returned yesterday, as well as 38 Russian bodies returned.

Since the two sides started returning bodies last year Russia has returned 17,070 Ukrainian bodies, Ukraine has returned 229 Russian bodies.


SecState Rubio commented to Senators on the US policy on NATO and any security guarantee for Ukraine:

“There's a lot of talk about security guarantees, and it's something that there's general agreement about now with the case of Ukraine. But those security guarantees basically involve the deployment of a handful of European troops, primarily French and UK, and then a US backstop. But in fact, the security guarantee is the US backstop. It is not the — and I'm not diminishing the fact that some countries in Europe are willing to place troops in a post war Ukraine. What I'm pointing out is that is irrelevant without the US backstop and so… and the reason why you need such a strong US backstop is because our allies and our partners have not invested enough in their own defense capabilities over the last 20 or 30 years… Now, hopefully that's going to change. Hopefully that is changing, and in some cases, and in some particular countries, it's already changed. But this is a fact that we cannot ignore.”


Rubio also commented directly on the negotiations, stating that the issue of possession of the Donbas remains the key issue:

"I know there’s active work going to try to see if both sides’ views on that can’t be reconciled. It’s still a bridge we haven’t crossed.” 

“It’s still a gap, but at least we’ve been able to narrow down the issue set to one central one, and it will probably be a very difficult one.”


The next round of talks will February 1st in the UAE, but Rubio said that Ambassador Witkoff and Presidential Advisor Kushner won’t attend.

"There may be a US presence, but it won't be Steve and Jared, and we're trying to move forward.”


Germany’s Chancellor Merz commented on Ukraine’s entry into the EU in 2027:

"Accession on January 1, 2027 is excluded. It is impossible.”

Merz went on to say that full compliance with the Copenhagen criteria, as well as adopting EU standards, take more time.

"We can gradually bring Ukraine closer to the European Union. This is always possible, but such a quick accession is simply not advisable.”


As of this morning, Mayor Klitschko reported 639 apartment buildings in Kyiv still have no heat.


Ground Operations


SUMY AND KHARKIV OBLASTS


Fighting continues north of Sumy city, but there were no confirmed changes to the front lines. There were Russian blogger reports suggesting additional Russian probes across the border east of Sumy city but there is nothing to confirm these reports.

Fighting continues north and north-east of Kharkiv City, as well as along the border north of the Oskil River, but there were no confirmed changes in the lines in these area.


NORTH OF THE DONETS RIVER


Imagery confirmed a Russian recon probe into Kutkivka (about 11 miles north of Kupyansk), the first confirmed activity in this area in several months. 

Fighting continues in and around Kupyansk, and the pocket east and south of Kupyansk, but there were no confirmed changes to the front lines.

Russian operations continue north-east and east of Borova, but there were no changes to the front lines.

In the general area east of Slovyansk (the Slovyansk - Lyman - Siversk general area) fighting continues and Ukrainian reporting notes increased levels of activity and suggestions that Russians are moving additional troops into the area - particularly in the Serebrianske forest (just north of the Donets River, north-west of Siversk) in preparation for a more focused assault on Slovyansk and the small towns just east of it.

Ukrainian reporting also notes increased Russian drone strikes on the ground lines of communication (GLOC) into the Slovyansk area.


BAKHMUT - KOSTIANTINIVKA - POKROVSK


Fighting continues north-west and south-west of Bakhmut, and probes continue into Kostiantinivka, but there were no confirmed changes to the front lines, despite Russian claims of gains north-west of Bakhmut, near Minkivka (about 7 miles north-west of Bakhmut).

North of Pokrovsk there were no confirmed changes to the front lines.

In the Pokrovsk - Myrnohrad area fighting remains confused, with Ukrainian forces holding small patches of both cities even as Russian forces try to clear them. At the same time, imagery confirmed a Ukrainian element had pushed back into the north-west corner of Pokrovsk, as Russian forces continue to push on Hryshyne from the south-east.

Further to the south-west, imagery confirmed Ukrainian forces were holding terrain in Novopavlivka that had been under Russian control several days ago.

Nevertheless, Ukrainian General Staff reporting confirms that Russian forces continue to straighten lines and taken most of the would-be pocket east of Filliia, north of the Vovcha River.


SOUTHERN UKRAINE


Operations continue along the Haichur River and inside Hulyaipole, but there are no confirmed changes to the lines in this area or across southern Ukraine to the Dnepr River.


Air and Maritime Operations 


During the night of January 28th-January 229th, Russian forces launched at least 105 x strike drones into Ukrainian air space. The UAF claimed it shot down, or defeated with EW, 84 drones. 

Damage was reported in Dnipropetrovsk, Donetsk, Kherson, Zaporizhzhia  oblasts. There is no report yet as to the extent of damage.

At least one civilian has been killed and 6 wounded in the attacks.

RuAF tacair struck targets in 10 towns.


An RuAF Su-34 was reportedly shot down over the Black Sea early today. 


The Telegraph is reporting that it has identified $10.3 billion of advanced technology sent to Russia by China - no time frame is given. Equipment includes computer controlled (CNC) machines used for precision tooling of parts for missiles, as well as microchips, memory boards, ball bearings, telescopic sights, etc.


The Ukrainian General Staff reported that Ukrainian drones struck the Khokholsky Oil Depot in Khokholsky, Voronezh Oblast (about 300 miles south of Moscow, 100 miles east of Ukraine), during the night of January 27th-January 28th. Voronezh Oblast government officials reported drone activity and a fire. There is no report on the extent of damage.


During the night of January 27th-January 28th, Russian forces launched at least 1 x Iskander ballistic missile and 146 x strike drones into Ukrainian air space. The UAF claimed it shot down, or defeated with EW, 103 drones. 

Damage was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kharkiv, Kyiv, Lviv, Mykolaiv, Odessa, Sumy and Zaporizhzhia oblasts. There is no report yet as to the extent of damage.

Civilian casualties include at least 12 killed and 4 wounded. 

RuAF tacair struck targets in 12 towns.


Economic Reporting


Feb22   Sep9 Oct8 Nov7 Dec8 Jan8 Jan28 Jan29

Brent      94.71    67.03 66.18 63.86 62.94 61.26 68.15 71.02

WTI     92.10    63.26 62.48 59.94 59.26 57.10 63.08 66.17

NG       3.97         3.12 3.44 4.33 4.96 3.41 6.14 3.79

Wheat     8.52  5.22 5.06 5.32 5.38 5.22 5.33 5.42

Ruble     85          84.03 81.28 80.95 76.52 80.35 76.30 75.38

Hryvnia 28.6 41.23 41.48 41.89 42.15 43.10 42.88 42.86

Urals 91.66 60.12 61.15 56.56 54.92 50.40 54.48 56.28

ESPO 94.52 68.32 66.74 65.18 61.95 52.28 58.46 59.04

Sokol 99.31 62.97 61.91 60.71 60.62 55.57 62.34 63.33


Oil prices are up over concerns about interruptions in oil flow out of the Mid East if the US acts against Iran.

The huge drop in natural gas prices, despite the cold weather in the northern hemisphere, is an effect of contract rollovers into March. 


Thoughts


SecState Rubio has illuminated, appropriately, two obvious points that needed stating:

There is no security guarantee without the US. 

The issue of Land - the Donbas in particular - is central to any solution.

At the same time, some interesting comments from Ukrainians interviewed on the street (by Al Jazeera), the recurring statements kept distilling down to something like: “Too many people have died for us to simply end the war now.” 

This argument, the “sunk cost” argument, is a horrible place to find yourself, as it makes any sort of negotiated settlement very difficult to reach.

There is a recent assessment on casualties on both sides; I am looking at it right now, and will try to put something together tomorrow.


v/r pete 



Wednesday, January 28, 2026

 January 28th, 2026


Politics - 710,000 in Kyiv still without power

- No hot water in Chernihiv as of 30 January  


Combat Ops - Russian forces gain near Siversk, in Pokrovsk, Myrnohrad


Weather


The cold weather eases just a bit through Saturday, as rain and then snow move in, but returning to very cold weather next week; with wind chills of minus 20 possible in some areas, to include Kyiv.

Cloud cover over much of the country for the next several days will continue to degrade commercial satellite imaging, limiting assessment of changes to the front lines.


Kharkiv

34 and cloudy. Ice - rain - snow mix through Saturday, then clearing and colder. Thursday and Friday temperatures will be in the low 30s, then dropping, highs of single digits Sunday through Wednesday, lows below zero, wind chills of minus 20 possible. Winds variable, 5-10kts.


Melitopol

38 and partly cloudy, some fog. Cloudy through Saturday, Saturday some rain or snow, then clearing, sunny next week. Temperatures in the mid 30s through midday Saturday, then temperatures dropping, by Sunday highs will be in the upper teens, lows in single digits, and that will continue through next Wednesday, followed by a little bit warmer weather. Winds variable, 5-10kts.


Kyiv

28 and cloudy, lights snow, more snow on Thursday. Cloudy Friday and Saturday morning, then 4 days of sun. Temperature tomorrow around freezing. Cold weather returns on Saturday.  Highs for the following week will be in the teens falling to single digits Sunday through Wednesday. Daily lows will be at or below zero, wind chills as low as minus 20 are possible. Winds variable, 10-15kts.


Politics


Minister of Energy Shmyhal said 710,000 people in Kyiv are without electricity.

"There are currently 710,000 consumers without electricity in Kyiv. We understand that living in the unknown without clear schedules is exhausting. The immediate task of specialists is to reach the predicted schedules.”

"In parallel, we are working on systemic solutions - cogeneration, simplifying connections, building new lines. We are completing the verification of cogeneration plants available in the capital. The priority is their stable operation and maximum electricity supply to the network. This will allow us to partially cover the needs of consumers and strengthen the energy sustainability of the capital.”


In Chernihiv (a city of 280,000, 50 miles north-east of Kyiv) the municipal power company Teplokomunenergo will suspend the city’s hot water supply beginning January 30th (Friday) as there is insufficient energy (heat) to keep the system warm and the pipes will need to be drained to keep them from freezing and rupturing.

"Under these conditions, the available resources are insufficient to provide both heating and hot water to consumers at the same time. Therefore, all resources during this period will be directed to maintaining heating in residential buildings to keep homes in Chernihiv warm."

The hot water supply has also been temporarily limited in parts of Kyiv for the same reason.


In Kharkiv, 80% of the city was said to be without electricity as of yesterday afternoon.

The EU is sending 447 generators to Kyiv (76 arrived yesterday).


1.3 million residents of occupied Ukraine are also with electricity following Ukrainian strikes on the Russian power grid.


Slovakia will take the EU to court over the proposed ban on Russian natural gas imports.


Ground Operations


SUMY AND KHARKIV OBLASTS


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

Fighting continues north and north-east of Kharkiv city, but there were no changes to the front lines.


NORTH OF THE DONETS RIVER


Fighting continues in the Kupyansk area, as well as east and north-east of Borova, but there were no confirmed changes in the front lines. Small pockets of Russian forces remain dug in, inside Kupyansk and in several nearby towns. These all appear to be smaller than platoon sized elements. At the same time, Russian recon elements continue to make probes into Ukrainian territory, but here too there were no changes in the front lines.

Further south, in the rough triangle of Lyman, Slovyansk and Siversk, Russian forces appear to have made another deep advance, again suggesting a seam in the Ukrainian. A Russian unit operating in the area just west of Vasukivka (10 miles south-east of Siversk, just west of the T0513 roadway), pushed westerly along Zarichna street and reached Nykyforivka, a distance of about 5 miles. Whether there are Russian forces behind them to reinforce the small salient, or this is imply another Russian unit that got out too far and will be withdrawn remains to be seen. Nykyforivka was a village of less than 700 (before the war) but has already been “rolled over" at least twice since 2022.


BAKHMUT - KOSTIANTINIVKA - POKROVSK


Fighting continues from north of Bakhmut along most of the front lines and down to Kostiantinivka. Imagery confirmed that both Ukrainian and Russian forces made small gains north-west of Bakhmut (about 8 miles), with Ukrainian forces improving their position in Minkivka and Russian forces gaining ground just to the north, near Pryvillia.

Russian forces continue to probe into Kostiantinivka and Ukrainian forces continue to push back, but there were no confirmed changes in the front lines. Of note, Ukrainian forces operating in Kostiantinivka reported that there are just 2,000 civilians remaining in the city, pre-war population of 67,000. Kostiantinivka was an industrial town, noted for glass manufacturing.

Fighting continues further west, north of the Pokrovsk pocket, but there were no confirmed changes to the front line in this area.

In Pokrovsk and Myrnohrad imagery confirmed Russian gains, as Russian forces pushed north-west along the E50 (also labeled M04) roadway towards the north-west, as well as pushing easterly along Nakhimova street. Both of these advances push into the two sections of Pokrovsk that Ukraine forces still are trying to hold; Ukrainian forces were still holding and there was a reported artillery duel taking place.

Imagery confirmed Russian recon elements probing into northern Myrnohrad, along Vatutina street, running through the center of the city; this mainly serves to show the confusing nature of the fight on the ground, with a patchwork of Ukrainian and Russian positions across much of Myrnohrad and Pokrovsk. Manpower numbers will, in the end, decide the outcome.


SOUTHERN UKRAINE


Fighting continues along the Vovcha River and Haichur River lines, and in, and south-west of, Hulyaipole, but there were no confirmed changes to the front lines.

Fighting was again reported near the Antonovsky bridge.


Air and Maritime Operations 


During the night of January 27th-January 28th, Russian forces launched at least 1 x Iskander ballistic missile and 147 x strike drones into Ukrainian air space. The UAF claimed it shot down, or defeated with EW, 103 drones. 

Damage was reported in Donetsk, Kharkiv, Kyiv, Lviv, Mykolaiv, Odessa, and Sumy oblasts. There is no report yet as to the extent of damage.

Civilian casualties include at least 10 killed and 4 wounded. 

RuAF tacair struck targets in 11 towns.


Several items of note: 

Russian use of FAB glide bombs (JDAM ER equivalent) continues to rise with more than 360 dropped on Pokrovsk alone in the last week.

Ukrainian forces are regularly reporting Russian fiber optic controlled drones make strikes 20 kilometers (12 miles) behind the front line.

Russian forces conducted a Shahed drone strike on a passenger train near Kharkiv, two drones striking the train and one hitting nearby (killing 5 civilian passengers). Of technical and tactical significance is that the drones were able to hit a moving train, implying some sort of seeker head. Some reporting also suggests that these drones are “AI enabled,” though what specifically that means is not known.

Both Russian and Ukraine are producing on the order of 50,000 fiber optic drones per month; Russian fiber optic lines now reach 60 KM in length (36 miles), Ukrainian lines have reached 40-50 KM (24 - 30 miles), but the Ukrainian standard is 15-20 KM (9-12 miles) and Ukrainian drone operators complain that their fiber optic systems are not as reliable as are the Russian fiber optics. Fiber optics in these drones are “bare fiber” (no insulation cover) and the process of winding is sensitive to any minor error. Ukraine is learning the technique, Russia is buying spools from China. Of note, if electric power is cut to the winding machines the fiber is normally damaged.


During the night of January 26th-January 27th, Russian forces launched at least 165 x strike drones into Ukrainian air space. The UAF claimed it shot down, or defeated with EW, 135 drones. 

Damage was reported in Cherkesy, Dnipropetrovsk, Kharkiv, Lviv, Odessa, Sumy oblasts. There is no report yet as to the extent of damage.

Civilian casualties include at least 5 killed and 37 wounded. 

RuAF tacair struck targets in 8 towns.


Economic Reporting


Feb22   Sep9 Oct8 Nov7 Dec8 Jan8 Jan27 Jan28

Brent      94.71    67.03 66.18 63.86 62.94 61.26 66.13 68.15

WTI     92.10    63.26 62.48 59.94 59.26 57.10 61.17 63.08

NG       3.97         3.12 3.44 4.33 4.96 3.41 6.03 6.14

Wheat     8.52  5.22 5.06 5.32 5.38 5.22 5.22 5.33

Ruble     85          84.03 81.28 80.95 76.52 80.35 76.23 76.30

Hryvnia 28.6 41.23 41.48 41.89 42.15 43.10 42.87 42.88

Urals 91.66 60.12 61.15 56.56 54.92 50.40 56.10 54.48

ESPO 94.52 68.32 66.74 65.18 61.95 52.28 58.09 58.46

Sokol 99.31 62.97 61.91 60.71 60.62 55.57 60.09 62.34


Natural gas prices continue to reflect increased demand due to extreme cold in the northern hemisphere.


Thoughts


The cold weather continues, will ease slightly over the next few days, then return with a vengeance. Presumably the Russians will save strike assets to hit the power grid (and water system) hard immediately before and then during the next cold period - next week, when temperatures are forecast to be 5 - 10 degrees colder than last week.

Remarkably, there are no reported deaths from the cold in Kyiv. Whether that is because of extreme diligence by Mayo Klitschko’s people or because they are not being reported isn’t clear. In the US there are about 1,000 deaths per year from the cold, for Ukraine (1/10th the population) that would translate into 100 deaths across the nation. But a search on line reveals no stories of deaths by cold - yet.

Yet, Ukrainians are now referring to this as the “kholodomor,” death by cold, a reflection of Stalin’s “holodomor” - death by starvation. The power outages, scheduled and unscheduled, persist and reports note 90+ hours per week without any power. And nearly 3 million people remain in Kyiv alone, never mind the populations of the other cities, such as Kharkiv that are also without power.

Still, that 1.3 million people on the other side of the front line were also without electricity as of this morning suggests there is a good deal of war still to come.


v/r pete