Thursday, July 23, 2026

 July 23rd, 2026    

Politics - Rubio, Lavrov meet

- Protests continue over Cabinet Firings

- Zelenskyy offers Fedorov new job, turned down


Combat Ops - Some Russian ground gains

- Missile and drone strikes continue

 


Weather


Kharkiv

74 and cloudy. Partly cloudy to mostly cloudy through the weekend, showers Sunday. Daily lows near 60, daily highs in the mid 70s. Winds northerly, 5-10kts.


Melitopol

78 and cloudy. Mostly cloudy through the weekend, showers and thunderstorms Saturday and Sunday. Daily lows near 60, daily highs in the low 80s. Winds northerly, 5-10kts.


Kyiv

68 and mostly cloudy. Partly cloudy through the weekend. Daily lows in the mid to upper 50s, daily highs in the low to mid 70s. Winds variable, 5-10kts.



Politics


SecSstate Rubio met with Russian ForMin Lavrov in Manila earlier today. 

Rubio posted:

“Met today with Russian Foreign Minister Sergey Lavrov on the sidelines of the ASEAN Ministerial,We discussed the U.S.–Russia relationship and the need to end the Russia–Ukraine war.”

“We had a good conversation, a frank conversation,

“The United States, the president’s been clear that ... we are prepared to play a constructive role in bringing about an end to a senseless war, and we’re ready to do that.”


The Russian Foreign Ministry stated:

“…during the discussion of the Ukrainian issue, Sergey Lavrov briefed his American counterpart on the real state of affairs along the line of contact and emphasized the unacceptability of further armament of the Kyiv regime and the generally destabilizing policies of European countries, which continue to seek a ‘strategic defeat’ for Russia.”… the ForMin "reaffirmed Russia’s readiness for a political and diplomatic resolution of the conflict,” … Moscow remained committed to the “proposals put forward by the American side at the meeting between Presidents Vladimir Putin and Donald Trump in Anchorage, to which the Russian leader agreed.”


Also in attendance were:

Russian Deputy ForMin Rudenko; 

Dir. Foreign Policy Planning Department Drobinin

President’s Permanent Rep to ASEAN Zagaynov,


For the US UnderSecState Political Affairs Hooker 

Special Presidential Envoy Gore



Protests of the dismissal of the cabinet, and in particular of MinDef Fedorov continued for the 7th day, with protests reported in Chernivtsi, Ivano-Frankivsk, Kharkiv, Kremenchug, Kyiv, Lviv, Odessa, Poltava, Ternopil, and Vinnytsia. 

While the protests continued, videos show ordered, peaceful protests.


President Zelenskyy appointed Ukrainian General Staff (UGS) Deputy, MGEN Ihor Skybyuk as the new Chief of the UGS, replacing MG Hnatov. Skybyuk was the commander of Airborne Forces prior to being named the Deputy UGS. No follow-on assignment has yet been mentioned for Hnatov.


Former MinDef Fedorov thanked Gen Syrskyi for his defense of the nation. At the same time, he noted that the country needed to move faster:

"We need to move even faster and write new chapters, correcting all previous mistakes.” 

Fedorov also identified what he considered to be the main tasks facing the new leadership:

  • Preserving the lives of Ukrainian military personnel
  • Robotization of the front
  • Carrying out asymmetric strikes on Russia
  • Exhausting the Russian economy

President Zelenskyy commented on the tasks facing Gen Drapatyi (New Armed Forces CINC) and acting MinDef Khmara: 

"Undoubtedly, both Drapatyi and Khmara will have to fulfill the main task facing us today after a long and exhausting war for everyone. The tasks that I set for both [Mykhailo] Fedorov and [Oleksandr] Syrskyi (because you can't separate them, nor can we say that one is to blame and the other is not) were the issue of 'closing the skies', the issue of how military enlistment offices are run and the issue of giving mobilization a more human face, if I can put it that way. Until the war ends, all of this will have to be done together, in unity. Unfortunately, that unity did not exist before."


President Zelenskyy yesterday offered former MinDef Fedorov the post of Deputy PM for Military Innovation.

"Mykhailo is on the team. I has offered him several positions, without going into the details of all our meetings: the latest position was deputy prime minister for military innovation, and this is very important, because any innovations must be coordinated with the leadership of the Ministry of Defence, with military command, with the commander-in-chief of our army and with the president. All of this can be done, and must be done every day.”

Fedorov already turned down the offer. Fedorov was Deputy PM for Digital Transformation (2019 - 2025) and Innovation (2023-2025) prior to being named MinDef.

Fedorov noted that it would be impossible to implement his strategy to stop Russia without the real powers held only by the Ministry of Defence.


The International Monetary Fund (IMF) transferred $690 million to Ukraine, the 2nd tranche of a 4 year, $2.2 billion loan.


President Zelenskyy commented on the next six months:

"We have two paths ahead of us this winter. The first path is that we find a way to sit down at the negotiating table with Russia and end this war. This is the priority. That's what I'm focused on. We understand who we're dealing with. Which means that the alternative, which is always sought not by Ukraine but by Russia, is an escalation of the war and an increase in mobilization.

I have received a broad intelligence briefing, and we can see that there are people around Putin who want to end the war, who can see the economic collapse and the logistical collapse. But there are military figures who want to see the war escalate and mobilization be stepped up. That's what they want, they want to kill us. So we need to prepare a plan for getting through the winter."


Ground Operations 


There are again, some marginal changes, mainly Russian gains, along the lines from the Lyman area (just north-east of Slovyansk) to the area west of Hulyaipole. 

There are several exceptions of note: Russian forces have clearly made gains (confirmed by Ukrainian military) at several points in a line about 12 miles long,  roughly north of Pokrovsk, beginning just north of Hryshyne (which is west of Pokrovsk) and including 7 villages and 4 salients, to the area of  Kucheriv Yar, about 11-12 miles north-east of Pokrovsk. It isn’t clear how many additional forces the Russians are pushing into these gains, that should become clear in the next week or two, but obviously, Ukrainian forces need to stop these gains. That said, the Russians have routinely made these sort of gains and then been slow to reinforce and the gains are often marginalized; I’ll keep my eye on these areas.

In, and in the area immediately around ,Kostiantinivka Russian forces continue to infiltrate to the north-west into the northern end of the city, even as Ukrainian forces continue to hold positions in the city center, further expanding the “checkerboard” disposition of forces in the city. There are a good many differences in the various reports on the actual front line but all show a creeping expansion of the Russian infiltration areas, though there remains no way to define a “front line” in this area.

Elsewhere, in some of the areas where there is less activity - north of Sumy City, east of Sumy City along the border, and along the border north of the Oskil River, it appears that Russian forces continue to slowly harden their hold on these areas. If - IF - the Russians stick with SOP, there would be engineering units moving in and improving defensive positions. But reporting on these engineering units is lacking. It should also be noted that the prepared Russian defensive lines have, to date, proven very difficult to breach.



Air and Maritime Operations


Both sides continue the long-range drone / cruise missile strikes. 

Both sides also continue the drone sniping across the front lines into the immediate rear (the vast majority less than 5 miles out), of which there is very little reporting.


Ukrainian Forces


The Ukrainian counter logistics effort in Crimea continues, with power outages again noted yesterday across Crimea. 

Ukraine is getting excellent press coverage of the strikes on the Wildberries warehouses, though there is reasoned commentary that sees it as a diversion, and that they would be better served continuing to attack oil industry targets.

An oil pumping station in Bashkiria (about 550 miles east-south-east of Moscow) was hit yesterday and photographs showed a fire at the facility but there is no independent assessment of damage.


Russian Forces


During the night of July 22nd-July 23rd Russian forces launched strikes into Ukrainian airspace with at least 1 x Iskander ballistic missile, 5 x Kh-59/69 cruise missiles, and 168 strike drones. The UAF claimed it shot down or defeated with EW, 2 cruise missiles and 154 drones.

Damage was reported in Dnipropetrovsk, Kharkiv, Odessa, Sumy, and  Zaporizhzhia oblast. The ballistic missile appears to have struck Odessa.

Civilian casualties include at least 3 dead and 19 injured.


During the night of July 21st-July 22nd Russian forces launched strikes into Ukrainian airspace with at least 1 x Iskander ballistic missile, 3 x Kh-59/69 cruise missiles, and 216 strike drones. The UAF claimed it shot down or defeated with EW, 3 cruise missiles and 204 drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kharkiv, Kherson, Mykolaiv, Odessa, Sumy, and  Zaporizhzhia oblast. Power outages were reported in Dnipropetrovsk, Donetsk, Kharkiv, Kherson, Kyiv, Mykolaiv, Odesa, and Sumy oblasts

Civilian casualties include at least 3 dead and 19 injured.



Economic Reporting


       Feb22  Apr8 May8 Jun8 Jul9        Jul22 Jul23

Brent      94.71   91.78 100.50 93.82 77.93 93.96 98.77

WTI     92.10   93.53 94.91 90.59 73.11 86.76 90.76

NG       3.97      2.73        2.79        3.14 m     3.12        2.92        2.95

Wheat     8.52         5.79        6.14        5.82         6.06 7.02 7.07

Ruble     85          78.54 74.26 73.10 76.31 78.52 78.45

Hryvnia 28.6        43.45 43.90 44.64 44.51 44.81 44.81

Urals 91.66 124.85 92.56 86.33 57.80 73.12 80.73

ESPO 94.52 103.27 105.56 95.51 73.53 92.01 93.07

Sokol 99.31 96.88 95.96 89.90 71.56 85.02 85.95



Thoughts


It is worth noting that, while the protests are peaceful, there are protests. Put in the context of nearly any other country on earth, the idea of protests because of the firing of the Minister of Defense seems ludicrous. 

But Fedorov was very popular before the war even started, is widely credited with modernizing the army, and his dismissal is viewed by many as something much darker. 

Fedorov was responsible - before he was MinDef - of modernizing paperwork across much of the Ukrainian government, famously allowing you to file for standard things like drivers license renewals, and file taxes, on your cell phone (among a long list of achievements).

When he arrived in the Defense Ministry he began an earnest, aggressive effort to modernize and make transparent all contracting in the Ministry. Now consider that in 2021 Ukraine’s defense budget was just short of $7 billion, in a country with a GDP of $160 billion. In 2026, with a population reduced by 25%, and a GDP that exists almost completely of EU grants, the defense budget will be $100 billion.

And Fedorov was trying to make all that spending transparent to the average Ukrainian citizen, readily available on a laptop or cell phone, while making the “Main Directorate for State Quality Assurance” - 1,000 people, most of whom are Army LtCols and Cols, into a civilian agency. The Army was not pleased.

There are, it seems, a great many Ukrainians who believe that there are too many people in the bureaucracy in Kyiv who could not risk the aggressive reform of procurement and defense spending that Fedorov was trying to usher in.

It is worth noting that during the summer of 2025 an effort was made to bring the anti-corruption offices in the government more closely under Presidential control, and this too resulted in protests that resulted in overturning the proposed changes. It remains to be seen if there will be any reversal of course, but the dismissal of nearly every minister will make a reversal that much more difficult than last year’s course correction. 


v/r pete    


Wednesday, July 22, 2026

 

July 22nd, 2026    

Politics - Syrskyi replaced , others replaced 

- Rubio Lavrov to meet in Manila


Combat Ops - Strikes continue

- Few changes on the ground 


Weather


Kharkiv

77 and partly cloudy. Partly cloudy to mostly cloudy through the weekend, showers Friday and Sunday. Daily lows near 60, daily highs in the mid 70s. sunny for the next week. Winds northerly, 5-10kts.


Melitopol

80 and cloudy. Mostly cloudy through the weekend, showers and thunderstorms Saturday and Sunday. Daily lows near60, daily highs near 80s. Winds northerly, 5-10kts.


Kyiv

64 and partly cloudy, gusting over 25. Partly cloudy through the weekend. Daily lows in the upper 50s, daily highs in the low 70s. Winds variable, 5-10kts.



Politics


The most important development of the last week, and perhaps in the past month, has been the firing of both MinDef Fedorov last week followed by a good deal of public protests against Zelenskyy’s decision, and then the firing yesterday of Gen Syrskyi. 

Fedorov commented:

“We hit a situation where all the initiatives we proposed were blocked, and Syrskyi, considering all the problems we discussed today, is not ready to look [me] in the eye and talk openly about the problems. Instead of working out how to asymmetrically defeat Russia ... he has worked out how to split the country.”


Yesterday President Zelenskyy appointed MGEN Mykhailo Drapatyi as the new CINC (Commander in Chief ) of the Ukrainian Armed Forces. Drapatyi had been serving as the commander of the Joint Forces Task Forces for the past 13 months and served as the commander of Ukrainian ground forces from November 2024 through June 2025.

The Defense Minister has not yet been replaced; there is, instead an interim - acting - Minister, the former herd of the Special service Unit.


Russia’s ForMin Lavrov announced he will meet with SecState Rubio in Manila on Thursday - which will be soon - Manila is 12 hours ahead of Washington DC.


Other Ukrainian personnel changes:


Ukrainian Security Service (SBU) First Deputy Head Oleksandr Poklad now acting Director SBU 

Nomination: Internal Affairs Minister General Ihor Klymenko become the secretary of the National Security and Defense Council

Dismissed Timur Tkachenko as the head of the Kyiv City Military Administration - replacement not yet announced.



Ground Operations


There have been small - marginal - changes in terrain controlled at several spots along the lines. Russian forces have made small pushes along the border south-east of Sumy City, and also in the terrain south of Vovchansk (north-east of Kharkiv City). 

Very few changes are confirmed east of the Oskil River, with Russian forces continuing recon probes and small unit infiltrations.

There are a good many Russian claims of Russian gains, but many are nothing more that Russian elements of 5 - 10 men, surreptitiously moving forward, and then getting photographed by a Russian drone holding a Russian flag. Some of these are simply infiltration units who really are holding onto a given building, some simply exfiltrate after the picture, and there has been some ion these incidents are pictures modified with AI to appear to be forward while they are not. Some are clearly for Russian consumption, some for Ukrainian and EU consumption; to spin the tale of Russian gains, but also, it seems, sometimes just to irritate Ukrainian forces.

In several spots the tow sides continue to clear the terrain they “control, with Ukrainian forces reporting several more towns in the terrain about 10-12 miles north of Hulyaipole having been cleared. This terrain, as noted last week, was overrun and retaken - for the most part - by Ukrainian forces in March. Small Russian elements (squad level (10 troops) or at most a couple of squads (20-25 troops) continue to hold, and Ukrainian forces continue to work to dig them out - in many respects, the real story of this war.

The one area of concern remains Kostiantinivka, and Russian forces continue to slowly probe and hold, taking a building at a time. The bulk of the city remains a “checkerboard” of small Russian elements, and the Russians continue to slowly - very slowly - move forward. And, the Ukrainains continue to have difficulty stopped them.

There are several spots where Ukrainian forces continue to hold most if not all of the town - Lyman, Novopavlivka, Kupyansk, but the Russian forces continue to infiltrate, and Russian tactical aviation continues to delver FAB 500 and FAB 1500 KG glide bombs and continue to reduce Ukrainian hard points.

It is worth noting that hte Russian probes and attacks remain small, small enough that the largest unit mentioned last week was a platoon-sized assault, and another report noted a Russian motorized assault that, when pulled apart, consisted of 8 troops on 4 x ATVs. The point is, this continues to be a war fought by hundreds of fire teams of 2 - 5 troops moving together, no bigger than that, as droens and artillery simply make large elements too easy to strike.


On July 15th Rosatom (the Russian Nuclear Energy Agency) reported that the chief engineer at the Zaporizhzhia Nuclear Power Plant (ZNPP), Alexey Likhachev, was killed by a drone strike at the Energodar facility on the outskirts of the plant itself. IAEA personnel reported drone strikes into the residential area and into the Energodar hospital, and on the 14th a staff vehicle was attacked by a drone.

The Ukrainian State Regulatory Commission stated that the only legal chief engineer of the ZNPP is Denys Marynenko (the Ukrainian appointed engineer) and he was not killed. 

The IAEA Chief has called for an end to all military activities around the ZNPP.



Air and Maritime Operations 


Ukrainian Forces


Ukrainian forces continued to strike Russian oil and gas facilities across western Russia, as well as in Crimea, and over the past 5 days have repeatedly struck the Wildberries warehouse in 4 or 5 different areas, what has been compared to hitting the major Amazon warehouses in the US. Attacks ahve also contend on the oil industry, and in shorter range attacks, strikes on the ground lines of logistics leading into occupied Ukraine and particularly into Crimea. 

Ukrainian strikes also continue on the coastal shipping and barge traffic across the Sea of Azov, with another several ships - or more - hit every day over the past week. There is some dispute as to the current number, but the running total appears to have reached 119 ships. The Ukrainian government claimed earlier this month that there were 120 - 130 ships on the Sea of Azov so there is a need to take that with a grain of salt. It is probable that some ships have taken hits, been repaired, and been hit again. 

Ukrainian government reporting also claimed some 64 ships hit in the Black Sea since July 1st, though again this total appears to involve some double counting.

Be that as it may, this is clearly impacting Russian operations on Crimea, as simply evidenced by the black market price of gasoline (400 rubels per - liter $19 per gallon).


Russian Forces


Russian forces continue long range drone  and missile strikes into Ukraine, to include another major strikes into Kyiv over the weekend. Strikes continue to hit the power grid, transportation and shipping facilities. This includes strikes on civilian trains, and it was noted over the weekend that a Russian strike drone (one of the newer, jet-powered strike drones).

The jet-powered strike drones travel at 260kts and are substantially more difficult to engage with guns than the slower propeller driven drones.

Open source reporting also notes that both sides are now using AI software to allow for target acquisition by the drones.

Also noted is that Russian glide bombs (similar to JDAM-ER) have now struck Ukrainian targets more than 50 miles behind the lines. While the nominal range is said to be about 90 miles, the Russian SOP is to release the weapon with the launch aircraft well inside Russian controlled airspace, suggesting they are pushing the ranges out further than they have in the past, either do to greater comfort in using the weapons or perhaps developed a way to extend the range.



Economic Reporting


Feb22  Apr8 May8 Jun8 Jul9 Jul15 Jul22

Brent      94.71   91.78 100.50 93.82 77.93 84.93 93.96

WTI     92.10   93.53 94.91 90.59 73.11 79.63 86.76

NG       3.97      2.73 2.79 3.14 3.12 2.90 2.92

Wheat     8.52  5.79 6.14 5.82 6.06 6.65 7.02

Ruble     85          78.54 74.26 73.10 76.31 77.75 78.52

Hryvnia 28.6 43.45 43.90 44.64 44.51 44.70 44.81

Urals 91.66 124.85 92.56 86.33 57.80 66.25 73.12

ESPO 94.52 103.27 105.56 95.51 73.53 85.73 92.01

Sokol 99.31 96.88 95.96 89.90 71.56 76.26 85.02


Gasoline prices (95 octane) of last week:

Moscow: 72 ruble per liter ($3.47 / gal.)

Crimea: 86 rubles per liter ($4.15 / gal.)

Black market 300 - 400 rubles per liter ($14.45 - $19.30 / gal.)



Thoughts


The “Why” behind the firing of the leadership of the Ukrainian government is still not clear, and there are a host of rumors and conspiracy theories. But whatever President Zelenskyy was thinking, his firing of Fedorov was seen by many as a misstep, in as much as Fedorov is credited with the asymmetric operations that have stopped the Russian advance and are now providing strike capabilities into Russia that have damaged Russian logistics and support into Crimea and occupied Ukraine.

Fedorov was Ukraine’s Deputy Prime Minister for Digital Transformation from 2019 through 2023, then his portfolio was expanded to include "Innovation, Education, Science and Technology” and then in January of this year he was made the Minister of Defense. It is not an exaggeration that the development of Ukrainian drone capability, and the command and control architecture that has made it so effective, are his doing.

Fedorov came into office in January wishing to continue to expand the “asymmetric side” of the army while also addressing what he called “Ukraine’s 2 million missing men,” the conscription aged Ukrainians who are either in hiding inside the country or who have left, and who he saw as vital to sustaining the Ukrainian armed forces.

At the same time, Gen Syrskyi - now gone, was determined to rebuild a more conventional military and was often at odds with Fedorov. As Fedorov noted above, there was some real head-banging, and Zelenskyy took the side of Syrskyi, until 6 days of protests forced him to fire Syrskyi as well. 

The new CINC, Mykhailo Drapatyi, formerly head of the Joint Forces Command, assumed his position as CINC mid-day today in Ukraine. His previous positions, Joint Forces Command, is roughly equivalent to the role of Director of the Joint Staff. Drapatyi was responsible, as deputy commander of Southern Command, of the defeat of Russian forces west of the Dnepr River in fall of 2022.

The acting MinDef is Yevhenii Khmara, up until this week the head of the Security Service of Ukraine (SBU), a combination of special operations, counter-terrorism and internal security organization. Khmara was head of the SBU’s Alpha unit, which was their own internal special operations, and as such oversaw Operation Spiderweb, the attack on Russian bombers, June 1st 2025.


v/r pete