Sunday, August 9, 2026

 Failure to Deter

Failure to Deter

August 9th, 2026


In his book “Appeasement” author Tim Bouverie perfectly puts the question:

“Of course, the overwhelming responsibility for the Second World War rests with Adolph Hitler. Only he and his most fanatical henchman desired it. Only he willed the series of events that led to it. Yet, while Hitler was uniquely responsible for the tragedy, the question remains: How was he allowed to inflict such misery?”

It’s worth noting that Churchill dubbed World War II the “unnecessary war.” 

Arguably, we learned some things about deterring and preventing war in the wake of WWII, but we seem to be forgetting many of the lessons learned. The ongoing war in Ukraine is an object lesson in things we have gotten wrong in the last 35 years. So, what lessons can we learn from the 30 years between Ukrainian independence and the Russian invasion?

In 1948 Permanent Secretary of the Treasury Sir Warren Fisher commented:

“In 1935 we addressed moral platitudes to the Italians about the integrity of Abyssinia without any advantage to the latter and merely driving the Italians into Germany’s arms, and in 1936 we addressed questionnaire after questionnaire to the Germans about their military reoccupation of the Rhineland.

When the Spanish Civil War broke out we deceived ourselves with a non-intervention pact which nobody but us observed. And in 1938 we partitioned Czechoslovakia.

This brief sketch omits many things, including our fatuous performance or non-performance about Manchuria. But the moral for the future is plain…

Had the British Empire, the United States and France squarely faced the facts in unison, the horrors which started up with the rape of Manchuria, followed by the outrage of Abyssinia, the all-out attack on China, the seizure of Austria and Czechoslovakia and culminating in the years from September 1939 could have been prevented; and therefore none of these countries can disclaim or escape a haven measure of responsibility.”

With the Budapest Memorandum (1994) the US, the UK, and Russia gave security assurances to Ukraine, in exchange for Ukraine surrendering the 1600 nuclear weapons on its soil following the break up of the USSR. Of course, the security assurance was directed at Russia, the US and UK representing no conceivable security threat to Ukraine.

It is worth noting that President Clinton, in April 2023, said:

“I feel a personal stake because I got them [Ukraine] to agree to give up their nuclear weapons. And none of them believe that Russia would have pulled this stunt if Ukraine still had their weapons.”

“I knew that President Putin did not support the agreement President Yeltsin made never to interfere with Ukraine’s territorial boundaries – an agreement he made because he wanted Ukraine to give up their nuclear weapons.”

“They [Ukraine] were afraid to give them up because they thought that’s the only thing that protected them from an expansionist Russia.”

“When it became convenient to him, President Putin broke it and first took Crimea. And I feel terrible about it because Ukraine is a very important country.”

It might well be said that the unraveling of deterrence began in September 1991 when President Bush unilaterally moved to reduce US tactical nuclear forces. What followed has been a series of reductions in nuclear forces across the board, both tactical weapons and intercontinental forces.

Consider these numbers: 1992 versus today

ICBMs: 925 / 400

Bombers: 248 / 141

Missile Subs 30   /  14


At the same time there has been a remarkable reduction in conventional force size.

Fighters (USAF) 3,486  /  1,978

Tankers 668  /  510

Transports 1,185  /  633

Aircraft Carriers 14   /  11

Cruisers 49     3

DDGs 40  /  74 

Frigates 67    0   

SSN 85  /  54

Amphibious 58  /  32


Army Divisions 16   /  11

Tanks 7700 /  4650

The Marines remain the same size but are in the middle of a major reorganization that has included retiring all their tanks.

While all this was going on, the US became involved in a series of wars that, no matter how it might be argued from the inside, from the outside looked as though they dragged on and on and seemed to reflect a high command that was, from one administration to another, strategically adrift, culminating in the withdrawal from Kabul in the summer of 2021.

If the intention was to send signals of stability to our friends and to deter would be foes, the US seems to have done just the opposite over most of the past 34 years. As with Germany’s actions in the 1930s, Russian actions in the teens, the seizing of Crimea, followed by the seizing of parts of Donetsk and Luhansk, were met with a flurry of sanctions directed at senior individuals in the Russian administration, and little else. 

Now, 12 years later, more than 4 years into a brutal war in eastern Ukraine, the west seems to not only have no plan to end the war, but doesn’t seem to have learned much else from the strategic malaise of the last three decades.

Arguably, one concrete step to reshape the future in the right direction - depriving the Shia state of Iran of nuclear weapons, is generally decried in Europe. And the alliance structure envisaged after WWII briefly came together in the 1950s and 1960s but was already well frayed by the mid 1970s and the US was left to uphold the Atlantic Alliance over years of protest. 

Europe, with 3 times as many people as Russia, 10 times the economic power, and two nuclear powers as well, ought to be able to secure Europe. But the militaries of the UK, Germany and much of western Europe are crumbling and many expect the US to simply carry the ball.

Meanwhile, US conventional forces are increasingly stretched thin and US weapons stockpiles, while perhaps more robust than many would have us believe, are not a bottomless pit. But conventional forces - large and capable conventional forces - are necessary to contain problems before they escalate; the issue remains the deterrence of the Great Powers - Russia and in particular China.

Eisenhower made the point that conventional forces, no matter how large, will not deter a great power, particularly in its own “theater;” only nuclear forces will do that. True deterrence then means the ability to contain a problem at any level with the understanding that no matter how much the enemy might wish to escalate, at each increment their pain will increase. 

But we have not only let our theater nuclear forces wither, we have over the last 30 years continued to cut our conventional forces. And all this went hand in hand with our allies also in many cases cutting their forces even more dramatically. 

The US and our Allies failed to deter Putin. We might want to blame this all on Putin but it is hard to blame a cobra from being a cobra. We shouldn’t act shocked that Putin wants more land. Nor should we try to rationalize statements by Xi about Taiwan; cobras are cobras.

We need to contain the damage that has been done in Ukraine and bring that war to an end. We need to take a hard turn on those alliances that can help us achieve our goals and deter Russia and China and others. And we need to rebuild both our conventional forces and our nuclear forces, with due regard to the all the changes in how war is being fought at various options around the world. 

But we mustn’t delude ourselves into believing that this is all going to work out. The next great power war is likely to be a great deal more destructive than World War II; we need to deter it. That means being ready to fight it in the air and at sea. But we really need to be strong enough - across the entire spectrum of war - to deter it. And that means acting now.


Friday, August 7, 2026

 August 7th, 2026


- Ukraine and Poland

- Former Ambassador to US in court in Kyiv

- Ground Operations - little change

- Air Strikes continue on both sides


Politics


Ukraine’s State Border Guard Service reported that the net outflow of Ukrainian citizens for the first 6 months of 2026 was 244,300; that is 244,000 Ukrainians left and have not returned. During the first six months of 2025 some 251,000 more left than returned.


The German Interior Ministry has issued a clarification: the Ukrainian AN-124 cargo plane that was on the ground in Leipzig during the evening of August 5th, and apparently attacked by a drone - with no damage done - was NOT carrying weapons from France to Ukraine. The aircraft was, per the Ministry, empty.


Ukraine’s Ambassador to Poland (Vasyl Bodnar) commented on the need for Ukrainian citizens to determine how Ukrainian society will regard Stepan Bandera and the national liberation movement of the 30s and 40s.

"Ukraine will be in the EU. And with Bandera? But we must, first of all, determine for ourselves whether we are going with Bandera, whether we are going with the Ukrainian people and with what we want to achieve in this EU.” 

"The truth is that among the UPA [Ukrainian Insurgent Army] there were criminals who killed Poles. But among the Poles and the Polish underground there were a large number of equally criminal acts.”

"But are you sure that Stepan Bandera is the most important hero of Ukraine? He is one of them. One of those who needs appropriate honoring. He is one of the leaders of the national liberation movement, and this needs to be talked about. But we also need to talk about that side of this national liberation movement, which had its dark sides.”

Following President Zelenskyy’s bestowing the title of “Heroes of the UPA” on the “Independent Center for Special Operations North,” Polish President Nawrocki removed the award of the Order of the White Eagle from Zelenskyy. Further, 

Poland’s Deputy PM and MinDef Kosiniak-Kamysz called the naming a obstacle to Ukraine’s EU entry, and the European Parliament called the naming an “unprovoked escalation.”


Ukraine’s Minister of Agrarian Policy has asked the European Commission for 220 million euros ($250 million) in non-refundable support to pay interest on loans to Ukrainian agricultural business. Minister Vysotskyi noted:

"Due to Russia's blockade of sea exports, thousands of Ukrainian farmers cannot sell their already grown products and receive funds to continue their work. That is why we have appealed to the European Commission with a proposal to support Ukrainian producers by compensating for interest on loans. This will allow farmers to maintain liquidity, conduct the autumn sowing campaign and avoid forced sales of products at low prices.” 

Projected Ukrainain agricultural exports for the 2026-2027 year was 64.4 million tons of grains and boils. But, due to attacks onto port facilities, the current estimate is that the total may only reach 29.6 million tons, a 54% decrease.


Olha Stefanishyna, Ukraine’s Ambassador to the US since August 2025, was dismissed by President Zelenskyy on August 3rd. No reason was given at first but it now appears that she is accused of “illegal enrichment” and “failing to declare assets” (false filings). 

She reportedly hid two apartments and other assets worth a total of $310,000. 

The former Ambassador appeared in court in Kyiv on Wednesday, the High Anti Corruption Court set bail at UAH 6 million (about $134,000).


Lithuanian DefMin Kaunas is warning of  Russian use of Ukrainian drones to strike targets in the Baltic states.

“We have information that Russia is considering carrying out unconventional kinetic attacks against critical infrastructure in the Baltic region. It is likely that Russia could use Ukrainian-made drones for this.”

“Since Ukraine successfully attacks Russia, some of the Ukrainian drones are intercepted by Russia while defending themselves, and some of the drones crash.”



Ground Operations


Overall, the situation onto ground continues to reflect marginal gains at various point along the line, but little of tactical substance, with the exception that Russian recon probes and infiltrations into and through Kostiantinivka and into the terrain immediately south-east and south of Druzhivka, as well as the terrain just south-east of Dobropillia (north-north-east of Pokrovsk). Ukrainain sources also note an increase in the number of Russian infiltrations in the towns and villages in an arc from the general area north of Pokrovsk over to the western edge of Kostiantinivka. 

None of this changes control, rather it is more of the slow, “rock-soup” Russian tactic, working forward very slowly, generating casualties and very slowly taking ground. Russian forces appear willing to take some losses in terrain elsewhere as long as the grind continues in key areas, particularly around Kostiantinivka and north of Pokrovsk.



Air and Maritime Operations


Ukrainian Forces 


During the August 5th-August 6th time frame Ukrainain forces struck the 

Slavneft-Yanos Oil Refinery in Yaroslavl City ((about 150 miles north-east of Moscow), with a resulting fire. Imagery from the 6th showed a fire at the facility.

Ukrainian forces again struck the Bashneft-Novoil Oil Refinery in Ufa (about 650 miles east of Moscow).


Moscow Mayor Sobyanin commented that a total of 6,225 Ukrainian drones attacked Moscow in July, which he claimed was 2/3rd of all Ukrainian long-range strikes into Russia; this would suggest a total number of drone and missile strikes into Russia on the order of 9,000 - 10,000 for the month, which appears to be roughly consistent with other reporting.


Russian Forces


During the August 6th-August 7th time frame Russian forces launched 114 Strike drones into Ukraine airspace. The UAF shot down or defeated with EW 114 drones.

Damage was reported in Dnipropetrovsk, Kharkiv, Kherson, Odessa, Pavlohrad, Sumy, and Zaporizhzhia oblasts. A power outage was reported in Lviv

Civilian casualties included at least 5 killed and 14 wounded.

RuAF tacair struck at least 5 towns.


On August 6th Russian forces struck the bulk carrier Mera Queen (5200 tons, Guinea Bissau flag) off Odessa, killing one crew and wounding 3 sailors. 

Forbes reports that Russian strikes on the grain handling and related port facilities has, among other things, destroyed 400,000 square meters - 4.3 million sq ft (about 99 acres) of warehouses.


Overall, Russian glide bomb use for July exceeded 8,300, an average of 267 per day.


Comment on drone strikes: Much has been made about the fact that both sides are flying more than 10,000 FPV drones per day (best guess right now is Ukrainian forces about 15,000 per day, and Russian forces about 12,000 per day). Further, depending on whose numbers you believe, between 40% and 60% of those sorties result in a “target struck.”

Assuming that there is a soldier associated with each of those “targets” (they are each destroying no more than scores of vehicles per day, not even 100), shouldn’t that translate into at least 5,000 casualties per day?

The answer is no. Videos readily found on line regularly show soldiers getting attacked and knocked down, only to get up a minute or so later. A recent video showed an old man, not in very good shape, struck in a parking lot; the drone seems to explode as it comes in contact with his back. We later learn he was treated by medics and walked away. 

But video “BDA” would report this as a successful strike.


Thoughts


It will be interesting to see how Ambassador Bodnar’s argument resonates with Poland.


The Border Guard report on net departures needs to be taken with a grain of salt. 

The Border Guard noted 251,000 net departures for the first half of 2025. And other reports noted that some 78,000 men aged 18 - 22 left - net - after the August change in the law that allowed them to depart, but then the total for al of 2025 is given as 290,300.

Other, unofficial, sources suggest that net departures may be well over 100,000 per month. But, best case, accepting the Border Guard numbers as dead-on accurate, a net of 534,600 departed Ukraine in the last 18 months: 1.5% of the total population. Again, other reports suggest that is a LOW number.

Polish Border Guards noted that, in the 5 months between September 2025 and January this year 184,000 Ukrainian men aged 18-22 entered Poland, but they do not track how many returned.

Germany’s Ministry of the Interior however notes that before the law in August 2025, they were receiving 19 young Ukrainian males per week, but that climbed to 1,800 per week by October. Further, Germany’s Immigration Office notes that, between March of 2025 and May 2026, the number of Ukrainain military age males registered in Germany increased 58,000, from 297,600 to 355,745.

Just a few week ago Denys Shmyhal, Ukraine’s PM from 2020 - 2025, and now the Deputy PM for Energy, commented that he believes that most of the people who have left Ukraine are not coming back.


v/r pete  



Thursday, August 6, 2026

 August 6th, 2026


Politics


Former DefMin Fedorov is still hopeful he will return as defense minister when the Verkhovna Rada returns from summer recess on August 18th. 

"I currently have no moral right to engage in anything else, because while people are fighting for tomorrow and my name is being mentioned, people believe this can be done, and today there is no clear 'no', I believe we always have a chance.”

"This may be a temporary situation, but it cannot go on for long … so it is very important that this process has a certain deadline.”

"Let's wait until we pass those dates, [August 18th] and then I will talk more about my path and what we will do. I have options B, C, D, and so on.”

"It is important to work towards our victory, to implement the plan we discussed, because we do not have hundreds of teams with hundreds of people who understand the war and are ready to serve their country 24/7. So we will find a format in which we will serve our country regardless.”


Airport personnel in Leipzig sighted a drone between to AN-124 cargo aircraft, an aircraft owned by the Ukrainian Antonov airline, and after the drone hit one of the ground crew, it fell to the ground. It was later determined to have explosives on it. At least one of the two AN-124s were carrying explosives from France to be delivered to Ukraine. 


The Polish “Law and Justice” party has drafted a law that would order the deportation of Ukrainain men of conscription age who do not have a job. Poland’s Department of Labor estimates that there are at least 11,000 such individuals.


Ground Operations


Overall there were small changes on the ground with both sides posting some gains. 

North of the Donets River, south-east of Borova, Ukrainain forces were confirmed in imagery to have gained some ground south of the town of Novovodyane and may have made if it across the Zherebets river just south of the town.

Ukrainian forces also have pushed into the small village of Zirka, on Sunday and Monday, about 2 miles south of the Vovcha River, south-south-west of Fillia, continuing Ukrainain gains in this area.

Russian forces continue infiltrations in several towns north-east and east of Slvoyansk and continue to make slow gains east of Slovyansk and Kramatorsk, and mandatory evacuation of children from 424 families have been ordered in villages east of Kramatorsk.

Further south, imagery confirms Russian recon probes and infiltrations continue into the western and north-western ends of Kostiantinivka and appear to have reached the eastern edge of Druzhivka. It now appears that 100% of Kostiantinivka has been, at one time or another in the past 8 or 9 months, probed by Russian infiltration elements.

Russian forces also continued a series of infiltrations in villages along an arc from south-west about 6 miles to about 12 miles north-west of Hulyaipole.

And on Tuesday a Russian Recon probe was confirmed to have entered the south-east edge of Orikhiv, and were moving along the first row of houses. This is, I believe, the first time Russian troops have penetrated Orikhiv.


Air Operations


Both Ukrainain and Russian forces continued their strikes on logistics infrastructure. Of note, During the night of August 4th-August 5th Russian forces struck with a relatively small package, primarily focused on Kyiv (24 x Iskander ballistic missiles, 4 x Zircon missiles and 115 strike drones), but Ukrainain forces were able to only shoot down 98 drones. The 28 missiles and 17 strike drones “got through.” The Ukrainian reporting notes that they are now out of Patriot missiles and were unable to engage any of the missiles.

Civilian casualties included 16 killed and 29 wounded in the Kyiv area.


Ukrainain Deputy PM Shmyhal commented that, as of 03 August, Russian strikes has cumulatively resulted in damage to 80% of Ukraine’s power generation capacity and there is now a 6 gigawatt shortfall.


Ukrainian forces also continued strikes on the Wildberries warehouses and on Russian oil infrastructure. Yesterday drones again struck the oil refineries in Ufa, and photographs showed fire and smoke, though the full extent of the damage is not yet known.

In a related development, Ukrainain Military Intelligence reports that a North Korean unit is deploying to western Russia with 120 ballistic missiles (unknown designation), 6 launchers and 90 troops (which seems very low). Ukrainian Intelligence claims that unit will deploy to the Voronezh area (about 250 miles south-south-east of Moscow, with the 112th Missile Bde (Russian army).

In addition, Ukrainain Intelligence reports that North Korea recently transferred 40 x Kn-23 (Hwasong-11A, 500 miles, 3,000 lb warhead) and 24 x Kn-24 (Hwasong-11b, 250 miles, 1,000lb warhead)  ballistic missiles to Russia.

112th Guards Novorossiyskaya Missile Brigade is garrisoned at Shuya, about 100 miles north-east of Moscow. The unit was equipped with the Iskander ballistic missiles, with a 300 mile range and a 1500lb warhead.

Accuracy of the North Korean missiles was very poor when first used (200meter for the both the 11a and 11b at full range), but reportedly Russian assistance has substantially improved accuracy. 

As for the numbers, this is a good many missiles for a single brigade. Normal Russian organization is 2 x launchers per battery, 2 batteries per battalion, 3 battalions per brigade, so 12 launchers per brigade. Each launcher has 2 missiles and 2 reloads, so 48 total missiles for a fully loaded brigade.


Thoughts


Fedorov is still holding out hope to return, and a recent poll shows that Ukrainians trust him more than President Zelenskyy. A poll last week of 2,000 Ukrainians showed the following levels of trust (fully trust / partial trust / partial do not trust / do not trust):

Amb. (Former CINC) Zaluzhnyi 27.8% / 37.1% / 11.6% / 18.1%

Fedorov  26.8% /37.8% / 8.5% / 16.3%

‘Magyar’ Brovdi (UAV forces) 25.4% / 25.8% / 7.4% / 17.7%

Gen Drapatyi (new CINC) 24%

Budanov (President’s COS) 23.8%

Pres. Zelenskyy 18% / 24.5% / 17% / 37%


Polls should always be taken with a grain of salt: how the people polled are picked, how the questions are asked, etc. Still, it must give Zelenskyy pause that he is not trusted as much as his Chef of Staff, never mind Gen. Zaluzhnyi, who has been regularly named as his real political rival since before he was fired in early 2024. 

What is more interesting, I think is that Fedorov is still holding onto the idea that he will return, though it would seem to me that for him to return would be to de facto undercut Zelenskyy’s authority, which would certainly not help the county. 

Meanwhile, Ukraine has no Patriot missiles and Russia is getting more ballistic missiles - courtesy of North Korea - to continue to strike the Ukrainain the power grid.


v/r pete