Friday, May 8, 2026

 May 8th, 2026 V.E. DAY

NEXT SUMMARY MAY 19th


Politics - Russian Ceasefire for 24 hours

- SecState Rubio: US wants to mediate a peace


Combat Ops - Very little movement, many drone strikes across front lines 

- Ukrainian drones strike refineries in Yaroslavl and Perm


Weather


Kharkiv

79 and sunny, gusting to 20. Mostly cloudy for the next week, rain showers daily beginning Monday. Daily lows in the upper 50s, daily highs in the upper 70s. Winds westerly, 5-10kts.


Melitopol

75 and sunny, gusting to 20. Partly to mostly cloudy for the next week, scattered showers starting Monday. Daily lows in the upper 40s to low 50s, daily highs in the mid 70s. Winds southerly, 5-10kts.


Kyiv

80 and partly cloudy, gusting over 20. Showers possible tonight, rain probable daily through Thursday (a break possible on Monday). Cooler, daily lows in the upper 40s to low 50s, highs in the low 60s. Winds westerly, 10kts.



Politics


The unilateral Russian ceasefire will go into effect at midnight tonight (Moscow time - 4PM EDT) and end 24 hours later (Midnight on the 9th  4PM EDT Saturday.

The Russian Ministry of Defense again issued a series of threats of retaliation against Kyiv if there are strikes into Moscow, and called on Ukraine to cease hostilities for that period.

Kyiv has stated that it “…see(s) no reason to observe the ceasefire.”


The Kremlin has revoked press credentials for a number of foreign press representatives who were to cover the parade. These include: Der Spiegel, ARD, ZDF, Sky News, Agence France-Presse, Rai, and NHK.

A Kremlin spokesman commented:

"The format of the parade coverage has been changed due to the current situation. Therefore, foreign media outlets that had already been granted accreditation are no longer permitted.”

Der Spiegel commented:

“Only Russian media are permitted.”


SecState Rubio commented on the peace process, acknowledging that there not yet “a fruitful outcome” but 

“… it has not led to a fruitful outcome for a variety of reasons”

"We remain prepared to play that role [mediator] if it can be productive. We don't want to waste our time and invest time and energy on an effort that's not moving forward. But if we see an opportunity to act as a mediator that brings both sides closer to a peace deal, we'd like to see it… both sides are paying very heavy prices for it, both economic and obviously at a human level".

"We're prepared to play whatever role we can to bring it to a peaceful diplomatic resolution; unfortunately … those efforts have stagnated, but we always stand ready if those circumstances change.”


A Russian Opposition group, the Dossier Center (located in London, founded by the Russian opposition figure Mikhail Khodorkovsky) has published a brief, out of the office of Putin’s Deputy Chief of Staff Sergei Kiriyenko, which it claims shows “the most plausible scenario” for the end of the war. 

That scenario involves the US signing separate peace agreements with Ukraine and Russia, Russia controls Donetsk and Luhansk in their entirety’s nd the front lines are frozen across the south in Kherson and Zaporizhzhia. The US will then lift sanctions against Russia, Ukraine would be neutral (presumably not a member of NATO), and Russia would receive a symbolic de-nazification of Ukraine. Zelenskyy would remain president.

Whether these slides are real or some sort of propaganda effort or Information Warfare effort remains to be seen.



Ground Operations

SUMY AND KHARKIV OBLASTS


No significant changes noted.


EAST OF THE OSKIL RIVER


Fighting - and Russian assaults - are reported along the entire front lines but there were no confirmed changes in the line.


SLOVYANSK - KOSTIANTINIVKA - POKROVSK


Russian reporting claimed that Russian forces took the small town of Pryshyb (pre-war population of 443), about 6 miles north-west of Lyman, and about 10 miles north of Slovyansk. There is nothing particularly significant about the town itself except that it is on the south side of the Donets River, which is of note. If the report is accurate,  Russian forces would have a “toe-hold” across the river in this area. I would expect Ukrainian forces to move aggressively against the Russian forces here if this report is correct.

Multiple reports of recon probes and infiltration by Russian forces into Kostiantinivka, and the checkerboard continues to slowly grow around the eastern end of the city, and arguably the “gray zone” or no man’s land contains to slowly grow.

One interesting note, Ukrainian sources talking about the Kramatorsk area report a drop in infiltration attempts and an increase in the use of unmanned ground vehicles (UGVs) planting mines while also increasing the use of drones to strike ground lines of logistics supporting the city’s defenders.

Ukrainian reporting notes an increase in the number of Russian elements attacking in the general Pokrovsk area and notes that Russian attacks are taking place around the clock, with no real let-up at night.


SOUTHERN UKRAINE


Fighting continuers west and north-west of Orikhiv, but there are no confirmed changes to the line.

South-east of Orikhiv Ukrainian forces appear to be holding in the town of Bilohirya, with Ukrainian forces on the north side of the small Konka River, Russian forces holding on the south side. 

Further east, Russian probes that had pushed into central Prymorske have been pushed out and the line now seems to lie just north of Stepnohirsk and across the south end of Prymorske; Ukrainian counter-attacks appear to be on the increase and it would seem that Ukrainian forces currently have the initiative in the Orikhiv area and points west to the Dnepr River.



Air and Maritime Operations


Last night Ukrainian drones struck the refinery in Yaroslavl, about 150 miles north-east of Moscow. Extent of the damage is unknown, but fires were reported.


There is no new assessment on the damage to the Perm refinery, which was struck again last night - the third strike on the refinery. An assessment published early on the 7th said that the facility was operating at 70% capacity (roughly 250,000 barrels per day).


During the night of May 6th-May 7th Russian forces launched at least 67 x strike drones into Ukrainian airspace. The UAF claimed it shot down, or defeated with EW, 56 drones.

Damage was reported in Dnipropetrovsk and Kharkiv oblasts.

Targets included the power grid and transportation infrastructure.

There were no reports of civilian casualties.

RuAF tacair struck 6 towns.


During the night of May 6th-May 7th Russian forces launched at least 1 x ballistic missile (not identified) and 102 x strike drones into Ukrainian airspace. The UAF claimed it shot down, or defeated with EW, 92 drones. 1 ballistic missile was successfully engaged over Dnipropetrovsk city. 

Damage was reported in Dnipropetrovsk, Kharkiv, and Mykolaiv oblasts.

Targets included the power grid and transportation infrastructure.

There were at least 6 civilians wounded.

RuAF tacair struck 3 towns.



Economic Reporting


Feb22  Jan8 Feb9 Mar9 Apr8 May7 May8

Brent      94.71   61.26 68.57 106.40 91.78 97.41 100.50

WTI     92.10   57.10 64.04 103.60 93.53 91.32 94.91

NG       3.97      3.41 3.20 3.37 2.73 2.78 2.79

Wheat     8.52  5.22 5.29 6.25 5.79 6.10 6.14

Ruble     85          80.35 77.40 78.20 78.54 74.53 74.26

Hryvnia 28.6 43.10 43.03 43.93 43.45 43.86 43.90

Urals 91.66 50.40 56.37 90.97 124.85 98.46 92.56

ESPO 94.52 52.28 59.77 84.99 103.27 107.27 105.56

Sokol 99.31 55.57 62.85 101.55 96.88 97.42 95.96



Thoughts

 

While Ukrainian long-range strikes against Russian oil infrastructure has made the news, reporting suggests an increase in the number of Ukrainian drone strikes on Russian tactical positions immediately behind the front lines. The extent of these strikes is difficult to gauge as the number reported is still small in absolute terms: with strikes on one or two tactical vehicles, antennas, command posts or a gathering of troops reported every day. 

These strikes are always small: a single vehicle, an antenna, a gathering of a squad or a slice of platoon. And, the language is always absolute but at the same time not definitive: a “facility was struck and is now on fire.” At the same time Ukrainian reporting notes increased Russian drone strikes across the front lines into the Ukrainian rear. 

What doesn’t match are the numbers: reporting covers only a handful of incidents, but then overall numbers are related that suggest tidal waves of drones. Both sides report that they are using thousands of FPV drones per day; Gen. Syrskyi stated that Ukrainian tactical drones struck 150,000 targets in March alone, while using 11,000 FPV drones per day. Russian reporting suggests FPV drone usage of a similar scale - thousands per day.

And yet Ukrainian reporting singles out that they “stopped a mechanized assault" as a key event of the day, and then it is revealed that the assault consisted of a single infantry fighting vehicle and 12 guys on all terrain vehicles.

At the same time, the “objective” coverage is often framed in hyperbolic terms: the facility was “destroyed,” yet later independent imagery shows much of a facility undamaged.

All together it suggests that there is a very difficult time assessing what the real outcomes are of these attacks and so the answer is to judge everything based on the “input” - as much for propaganda effect as anything else, and then simply extrapolate: in March 330,000 FPV drone sorties were flown, 150,000 targets were attacked and destroyed, 35,000 Russians were killed, all this a 10% increase over February. Russian numbers aren’t quite as over the top, but perhaps only because they aren’t published as much.

Yet, the front line really is stagnant. And my best estimate is that each side is suffering something on the order of 150 - 200 KIAs per day, and a similar number of severally wounded per day. 


v/r pete 


Thursday, May 7, 2026

 May 7th, 2026


Politics - Ukraine’s Umierov to Washington DC

- Zelenskyy posts objectives: humanitarian issues, diplomacy, security

- Air Defense assets to Moscow


Combat Ops - Marginal ground gains

- Strikes continue, Perm refinery hit again


Thoughts - Putin weakening???


Weather


Kharkiv

81 and sunny. Sunny tomorrow, then 3 days of clouds, rain showers Monday. Daily lows in the upper 50s, daily highs near 80. Winds westerly, 5-10kts.


Melitopol

75 and sunny. Sunny or partly sunny through the weekend, scattered showers Sunday night. Daily lows in the upper 40s to low 50s, daily highs in the mid 70s. Winds variable, 5-10kts.


Kyiv

82 and sunny, gusting over 30. Clouds come in tonight, partly to mostly cloudy for the next week, rain on Sunday. Daily lows in the upper 40s to low 50s, high tomorrow in the 70s, then cooler, highs in the upper 50s to low 60s. Winds variable, 10-15kts.



Politics


Ukraine’s unilateral ceasefire came and went and was never recognized by Russian forces.


Ukraine’s chief negotiator Umierov will be in Washington this weekend for talks with President Trump and the US negotiating team.

President Zelenskyy stated 3 objectives for the talks later this weeks with President Trump:

"First, the humanitarian track. We hope it will be possible to carry out a new stage of the release of prisoners. 

“Second, the reinvigoration of the diplomatic process. We are in constant communication with the American side and know about the relevant contacts of our partners with the Russian side. We are working to ensure that this helps bring a dignified peace closer and guarantee security.”

"Third, there are several specific security-related instructions for the NSDCsecretary concerning our cooperation with the United States. Following today's meetings, I expect a detailed report.”

Zelenskyy also posted on talks with European nations:

"We are preparing the agreements reached at the highest level, as well as new steps in joint technological work. There must be more security.”


Russia’s Foreign Ministry has warned the diplomatic missions present in Kyiv in the lead-up to the May 9th Victory Day celebration:

“The Russian Ministry of Foreign Affairs strongly urges the authorities of your country, the leadership of your organisation, to treat this statement with the utmost responsibility and ensure the timely evacuation from the city of Kyiv of the personnel of diplomatic and other representations in connection with the inevitability of a retaliatory strike on Kyiv by Russia’s Armed Forces.”

Ukrainian President Zelenskyy has made “aggressive and threatening statements…Several EU countries were present… None of them reprimanded the ringleader of the Kyiv regime.”


Ukrainian intelligence is reporting Russian air defense assets are being moved to the Moscow area in preparation for the May 9th Victory Day parade, which, frankly, seems prudent, from the Russian perspective.



Ground Operations


SUMY AND KHARKIV OBLASTS


Fighting continues along virtually all of the front lines, with Russian recon probes reported by every sector of the front. But confirmed gains were few, as usual.

About 60 miles north-north-west of Sumy city imagery confirmed Russian forces control the small border town of Sopych, along the Kleven River. The town had a pre-war population of 763, but has been mostly evacuated. Russian forces claimed they occupied it in early March but this is the first confirmation of Russian control.

Fighting continues in the town of Myropillia, north-east of Sumy City.

Fighting continues north of Kharkiv and Russian sources claim gains in this area and also along the border east of Kharkiv (north of the Oskil river), but none of this has been confirmed.


EAST OF THE OSKIL RIVER


Fighting continues but nothing significant to report.


SLOVYANSK - KOSTIANTINIVKA - POKROVSK


Fighting continues in the general area east of Slovyansk, with both sides reporting that the enemy is conducting multiple probes, but there were no confirmed changes in the lines.

Imagery in the Kostianitnivka area confirms that Russian elements have infiltrated into the west side of that city, north of the town of Illinivka. This is of note as, as noted before, the west side of the city allows an attack on the city’s defenses over level, flat terrain. Russian recon probes also continue into the middle of the city.

Further west, north of Pokrovsk, unconfirmed reports suggest that Ukrainian forces have retaken Bilytske (about 7 miles north of Pokrovsk), and probably do have control of the western half of the town. Bilytske was a coal town, with a population of about 8,000 prior to the war. It has now been rolled over several times by both armies.

There are other unconfirmed reports of Russian gains west and north-west of Pokrovsk, and there are reports of increased Russian drone activity in these area.


SOUTHERN UKRAINE


Imagery showed Ukrainian forces shelling Dobropillia (about 7 miles north-north-west of Hulyaipole), which would seem to suggest that the Russians have retaken that town, and there were confirmed Russian probes into Ukrainian lines elsewhere, but the front line remains unchanged.

Further west, north and north-east of Kamyanske, Ukrainian forces are trying to regain control of the open terrain north-east of Kamaynske and appear to have moved one tree-line ahead.

Not directly in response, but as part of the Russian effort in this area, elements of a Russian airborne division have arrived in this area, having been shifted from the Sumy front.



Air and Maritime Operations


Ukraine’s General Staff reported that Ukrainian forces struck a Karakurt-class corvette, in the Caspian Sea, near its home port of Kaspiysk, Dagestan. 

The Karakurt (220 ft, 860 tons) can carry Kalibr long-range cruise missiles in 8 vertical launch cells.


Ukrainian drones struck Perm oil refinery again, no new independent damage assessments. 

Drones were also were reported over Moscow


During the night of May 6th-May 7th Russian forces launched at least 1 x ballistic missile (not identified) and 102 x strike drones into Ukrainian airspace. The UAF claimed it shot down, or defeated with EW, 92 drones. 1 ballistic missile was successfully engaged over Dnipropetrovsk city. 

Damage was reported in Dnipropetrovsk, Kharkiv, and Mykolaiv oblasts.

Targets included the power grid and transportation infrastructure.

There were at least 6 civilians wounded.

RuAF tacair struck 3 towns.


During the night of May 5th-May 6th Russian forces launched at least 2 x Iskander ballistic missiles, 1 x Kh-31 missile, and 108 x strike drones into Ukrainian airspace. The UAF claimed it shot down, or defeated with EW, 89 drones. The Kh-31 used over land is normally used as an anti-radiation missile. Ukrainian forces have had some success in shooting them down with Patriot (the Kh-31 is a Mach 3.5 missile), but when not shot down (as last night), that usually means a radar has been struck.

Damage was reported in Dnipropetrovsk, Donetsk, Kharkiv, Sumy and Zaporizhzhia oblasts; power outages were reported in Donetsk, Kharkiv and Zaporizhzhia oblasts.

Targets included the power grid and transportation infrastructure.

There were at least 12 civilian killed and 38 wounded.

RuAF tacair struck 4 towns.



Economic Reporting


Feb22  Jan8 Feb9 Mar9 Apr8 May6 May7

Brent      94.71   61.26 68.57 106.40 91.78 101.90 97.41

WTI     92.10   57.10 64.04 103.60 93.53 95.11 91.32

NG       3.97      3.41 3.20 3.37 2.73 2.78 2.78

Wheat     8.52  5.22 5.29 6.25 5.79 6.11 6.10

Ruble     85          80.35 77.40 78.20 78.54 74.78 74.53

Hryvnia 28.6 43.10 43.03 43.93 43.45 43.95 43.86

Urals 91.66 50.40 56.37 90.97 124.85 112.49 98.46

ESPO 94.52 52.28 59.77 84.99 103.27 NA 107.27

Sokol 99.31 55.57 62.85 101.55 96.88 103.41 97.42


Of note, gasoline prices continue to rise in Moscow and across Russia, but still not as bad as elsewhere. Yesterday’s prices in Moscow showed 95 Octane between $1.87 and $3.43 per gallon, with an average of $2.52 per gallon. The US average for premium (93 Octane) was $5.08.


Thoughts


Over the last several days there have been multiple reports in Western media on the state of mind of Tsar Putin, suggesting that he is increasingly assuming a bunker mentality, that he is increasingly paranoid, that there is growing opposition, etc. 

This all may be true, but it’s difficult to prove. Polls continue to show support for Putin at least above 70% and often above 80%. And obviously, there is the issue of people protecting themselves and giving the answer they are “supposed to give.”

In fact, poll taken in the last week showed 80% of the country support Putin and his rule, and only 15% disapprove.

But, at the same time, Russian society does, historically support the leadership and the government, and the worse things get, the more they dig in.

There are also rumors of growing unease among the elite. Yet, reports of a brewing putsch or coup of some sort is somewhat silly: if a coup hasn’t started and it’s being talked about, it’s over before it began. The only successful coup in Moscow would be one we read about after it starts. 

And it bears repeating that throughout history, through the present, very few intelligence offices have been successful in forecasting the death - loss of power - collapse of regime. Not only is it very difficult to get that level of insight, it is the sort of thing that is layered with a whole host of biases. The end result is that the overwhelming percentage of such predictions are wildly wrong.

And, it is worth asking: who would replace Putin if he were removed or died or whatever? The best answer to that question is: “Someone an awful lot like Putin.” And would he end the war? The best answer tooth is: “Maybe yes, maybe no… it’s 50 - 50. He might escalate it.” 

My own sense is that these reports are a mix of propaganda and wishful thinking. There was a similar flurry in the spring of 2023, led by a prediction by then head of Ukrainian intelligence, LTGEN Budanov (now Zelenskyy’s Chief of Staff), that there was clear intelligence that Putin was on his death bed, and was about to be replaced. That didn’t quite play out…

If there is a coup brewing, we will know when it happens… 

Other than that, this all strikes me as a hope for some sort “Deus ex Machina” ending to the war. It would be nice, but, as has been said before: “the race isn’t always to the swift, nor the battle to the strong, but that’s the way to bet.”

And I know how China would bet… 


v/r pete