June 4th, 2026 Battle of Midway June 4-6, 1942
Next Summary June 8th
Politics - St Petersburg International Economic Forum
- Oil flowing through Druzhba pipeline
- Rubio says aid issue will be settled “fairly soon”
Combat Ops - Air strikes continue
- No confirmed changes on the ground
Weather
Kharkiv
70 and mostly cloudy. Rain showers Friday, partly cloudy through the weekend and into Monday Daily lows near 60, daily highs near 80. Winds easterly, 5-10kts.
Melitopol
75 and mostly sunny. Partly or mostly cloudy through the weekend, isolated thunderstorms on Monday. Daily lows around 60, daily highs in the low 80s. Winds variable, 5kts.
Kyiv
70 and partly cloudy, gusting to 20. Partly to mostly cloudy through Tuesday, scattered thunderstorms Sunday and Monday. Daily lows near 60, daily highs upper 70s. Winds easterly, 5-10kts.
Politics
The St Petersburg International Economic Forum (SPIEF) is underway (June 3rd - June 5th) and some 130 countries are expected to send representatives.
President Putin is expected to present the keynote address.
The EU will open the first “cluster” as part of negotiations with Ukraine and Moldova for integrating into the EU.
(Note: Clusters are defined as: Groups of firms, related economic actors, and institutions located near each other and with sufficient scale to develop specialized expertise, services, resources, suppliers and skills.)
Russian oil is flowing through the Druzhba pipeline to Hungary and Slovakia; current volume is 165,000 barrels per day. The pipeline (actually a network of pipelines) was shut down in August of last year after it was reportedly struck by drones from Ukrainian Special Operations forces.
The Druzhba (Friendship) pipeline carries oil from Siberia to Belarus and Poland and Germany and connects to other pipelines (currently providing oil from Kazakhstan at a rate of 25,000 barrels per day), and through Ukraine to Hungary and Slovakia. Maximum capacity is 1.4 million barrels per day.
SecState Rubio commented to a Senate committee yesterday that the US aid to Ukraine, that is being held while the Pentagon sorts out its weapon inventory issues, will be resolved “fairly soon,” but provided no further details.
Ground Operations
Fighting was reported along most of the front lines, Russian probes and infiltration operations continue but there were no confirmed changes in the lines for the last 24 hours.
Imagery confirms that Ukrainian forces still hold parts of Dobrysheve and Novoselivka and several of the smaller villages in this area (10 miles north of Slovyansk), and Ukrainian forces report that they - the Ukrainian forces - are counter-attacking in this area and east of Lyman.
Air and Maritime Operations
As noted yesterday, Ukrainian forces struck Russian oil and naval facilities in the St Petersburg area. Independent damage assessments are not yet available, but the imagery of thick, black clouds from the oil fire won’t play well during the 3 days (June 3rd - June 5th) St Petersburg International Economic Forum.
During the night of June 3rd-June 4th Russian forces launched strikes into Ukrainian airspace, with at least 1 x Iskander ballistic missile and 293 x strike drones. The UAF claimed it shot down, or defeated with EW, 264 drones.
Damage was reported in Dnipropetrovsk, Donetsk, Kharkiv, Kherson, Sumy, and Zaporizhzhia oblasts.
Targets included the power grid and transportation infrastructure; food storage warehouse in Dnipropetrovsk is still on fire, and a blackout was reported in Donetsk oblast.
There were at least 10 civilians killed and 24 wounded in strikes.
RuAF tacair struck at least 8 Ukrainian towns.
During the night of June 2nd-June 3rd Ukrainian forces struck a precision tool plant in Tambov (about 200 miles south-east of Moscow), a plant that manufactures control devices for aircraft and missiles.
During the night of June 2nd-June 3rd Russian forces launched strikes into Ukrainian airspace, with at least 198 x Strike drones. The UAF claimed it shot down, or defeated with EW, 189 drones.
Damage was reported in Dnipropetrovsk, Kharkiv, Odessa, Rivne, and Zaporizhzhia oblasts.
Targets included the power grid and transportation infrastructure; food storage warehouse in Dnipropetrovsk is on fire.
There were at least 6 civilians reported to have been wounded in strikes.
Economic Reporting
Feb22 Feb9 Mar9 Apr8 May8 Jun3 Jun4
Brent 94.71 68.57 106.40 91.78 100.50 97.22 94.66
WTI 92.10 64.04 103.60 93.53 94.91 95.00 92.68
NG 3.97 3.20 3.37 2.73 2.79 3.15 3.31
Wheat 8.52 5.29 6.25 5.79 6.14 5.94 5.86
Ruble 85 77.40 78.20 78.54 74.26 73.77 73.66
Hryvnia 28.6 43.03 43.93 43.45 43.90 44.34 44.35
Urals 91.66 56.37 90.97 124.85 92.56 86.94 88.72
ESPO 94.52 59.77 84.99 103.27 105.56 96.44 98.64
Sokol 99.31 62.85 101.55 96.88 95.96 91.76 90.62
Thoughts
Yesterday at the St Petersburg Forum, Russian media mogul Konstantin Malofeev presented several scenarios - visions of possible Russian futures in the 2036 - 2050 timeframe, that spanned from full Russian control of Ukraine and the collapse of the EU, to loss of the war, Ukraine going NATO and the colonization of Russia. Of note, he speculated about the use of nuclear weapons if the war continued by 2036.
Malofeev is not in government and this has no real impact, accept that the man is a vocal supporter of Putin and this gives a little light to what the virulent Russian nationalists are thinking and allows Putin to appear “moderate” to their more extreme positions.
As for the Russian Spring Offensive, a review of the Russian combat forces inside Ukraine shows about 175 regiments and brigades deployed inside the country, which does not represent a significant change since the start of the year.
Counting Russian units yields a “fuzzy” number as the only sources readily available are unofficial Ukrainian sources, so that number needs to be taken with a grain of salt. If anything, it is probably a bit too high, at least in regard to units that exist in the field and not simply on paper.
What is of note is that the number of units (brigades or regiments) found between the general Pokrovsk area northward to the Donets River is on the order of 80 to 90 brigades or regiments, which would seem to be an increase of perhaps 20 units since the start of this year. And, those units appear to have come from elsewhere along the line, with perhaps another half-dozen brought into the theater for the first time.
What that distills down to is that there does appear to be some increased effort in the terrain east of Slovyansk south to Kostiantinivka and then to Pokrovsk, but it hardly comes across as some sort of major plus-up in forces or a grand “Spring Offensive.”
Ukrainian forces remain essentially the same with, again on paper, a total of some 120 regiments or brigades (infantry, mechanized, tank, and artillery). Actual numbers of personnel appear to remain about the same: some 220,000 - 240,000 Ukrainian troops on the front lines, and a total force of 800,000 - 900,000 (600,000 in support) versus a Russian force with perhaps 325,000 troops on the front lines and a total force in the Ukraine theater of war of about 700,000 (375,000 in support).
v/r pete