Tuesday, August 4, 2026

 

August 4th, 2026    Next Summary August 6th   

Politics - Zaluzhnyi - NATO not up to Ukrainian standards


Combat Ops - No real changes on the ground

- Strikes continue

- “War at sea” is an issue


Weather


Kharkiv

89 and partly cloudy. Sunny through Friday, thunderstorms Saturday and Sunday. Daily lows near 70, daily highs in the mid 90s. Winds northerly, 5kts.


Melitopol

92 and sunny, scattered showers. Mostly sunny through Saturday, thunderstorms on Sunday. Daily lows in the low 70s, daily highs in the upper 90s. Winds easterly, 5-10kts.


Kyiv

88 and sunny. Mostly sunny through Friday morning, Friday afternoon and Saturday will see showers and thunderstorms. Daily lows in the upper 60s to low 70s, daily highs in the 90s. Winds variable, 5-10kts.



Politics


Ukraine’s Ambassador Zaluzhnyi (UK), former CINC of the Ukrainian armed forces, poked hard at NATO, at a meeting of Ukrainian ambassadors in Kyiv.

"I know NATO very well. For 12 years, I must have personally been working to ensure that we mastered NATO standards, and every year I listened to tales that we were about to join NATO. Unfortunately, we will never join it!”

"Most likely, NATO will remain in the same form as it is, and will be for 12 years, like Ukraine, moving to the standards that need to be achieved in order to be at least half the level of the Russian federation.”

"Ukraine needs technologies that are still available in NATO countries today [PATRIOT], it is impossible to join an organization that possesses the doctrines of World War II with the level of development that exists in the armed forces of Ukraine."



Ground operations 


Overall, the situation on the ground is little changed. Infiltrations continue, primarily by Russian forces but also in counter-attack by Ukrainian forces in certain areas. But there are no significant changes in the lines and only a few small, marginal gains. Nevertheless, the fighting continues with the same intensity with an average of more than 200 Russian assaults per day (virtually all less than a platoon in size) across the length of the line.

In the south-east, Ukrainian military reports that Ukrainian forces have gained some ground in the terrain just south-west of Fillia, across the Vovcha river (about a mile south-west of Fillia), pushing about a mile along the west bank of the Mokri Yaly river. Several smaller Ukrainian gains have also been reported along the lines further to the south-west, but have not been confirmed.

Ukrainian sources also report that in the "fortress cities” - Kostiantinivka, Druzhivka, Kramatorsk, Slovyansk - Russian glide bombs are now seemingly a daily event, each city being struck several times per day by glide bombs. These strikes continue to break Ukrainian hard points and support further Russian infiltration efforts.

There have also been several more glide bombs strikes on Pavlohrad city (about 50 miles north-west of Pokrovsk). Russian forces are not infiltrating Pavlohrad, but this city is now acting as a logistics and personnel hub to support the center of the line. Glide bomb strikes will obviously degrade logistics support to the front.



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). 


Ukrainian Forces


Ukrainian strikes again hit Wildberries warehouses as well as two oil facilities. Oil facilities struck were:

The oil refinery in Syzran - 450 miles south-east of Moscow

The oil facility in Kstovo - 275 miles east-north-east of Moscow 

Warehouses were hit in the Moscow and St Petersburg areas. 

Casualty reports included 15 civilians killed and 56 wounded.


The Cameroon flagged RO/RO Nadezhda (Turkish crew, Turkish owner, 390 feet, 4,400 dead weight tons) was struck by a drone 30 miles outside Novorossiysk. 4 members of the crew were injured. The ship was carrying a load of fresh fruit and vegetables from Samsun, Turkey to Novorossiysk.

Ukrainian strikes on Russian shipping continue; since the start on July 6th, Operation Molochkha (Молочка = milk, and is also a colloquial for milk products) has struck 129 ships in the Sea of Azov and 72 in the Black Sea. Per the Ukrainian unit commander, the intention is to damage but not sink the ships.


Russian Forces


During the night of August 3rd-August 4th Russian forces launched at least 1 x Iskander ballistic missile and 136 x strike drones. The UAF claimed it shot down or defeated with EW, 117 drones.

Damage was reported in Dnipropetrovsk, Donetsk, Mykolaiv, Odessa, and  Sumy oblasts.

Targets included power, transport, logistics infrastructure. The port facility in Mykolaiv was again struck, damaging 3 ships.

Civilian casualties include at least  4 killed and 34 wounded.

RuAF tacair struck at least 4 towns.


Russian strikes into Odessa and other Ukrainian ports had, as reported several weeks ago, reduced total loading capacity from 6 million tons per month to 4 million. Amid the continuing strikes, there is no timeline as to when repairs will be affected, and there has been some additional damage in the last 3 weeks; the greater Odessa area ports account for 90% of Ukraine’s grain and oils export.

Russia has also begun regular strikes on ships entering and leaving Odessa ports, with at least 28 ships damaged, 10 sailors killed another 34 wounded. And, strikes on both off-loading facilities and on trains themselves has caused the Ukraine state railroad to limit certain train travel into Odessa.


During the night of August 2nd-August 3rd Russian forces launched at least 181 x strike drones. The UAF claimed it shot down or defeated with EW, 163 drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kharkiv, Kyiv, Mykolaiv, Odessa, and Zaporizhzhia oblasts.

Targets included power, transport, logistics infrastructure. Power outages were reported in Dnipropetrovsk, Donetsk, Kharkiv, Kherson, Mykolaiv, and Sumy oblasts.

Russina droens also struck a a civilan tugboat in Odessa.

Civilian casualties include at least  4 killed and 33 wounded.



Economic Reporting


Feb22  Apr8 May8 Jun8 Jul9 Aug3 Aug4

Brent      94.71   91.78 100.50 93.82 77.93 83.45 83.54

WTI     92.10   93.53 94.91 90.59 73.11 79.51 79.61

NG       3.97      2.73 2.79 3.14 3.12 2.76 2.71

Wheat     8.52  5.79 6.14   5.82   6.06 6.39 6.47

Ruble     85          78.54 74.26 73.10 76.31 80.15 80.60

Hryvnia 28.6 43.45 43.90 44.64 44.51 44.89 44.64

Urals 91.66 124.85 92.56 86.33 57.80 87.50 85.21

ESPO 94.52 103.27 105.56 95.51 73.53 87.62 80.77

Sokol 99.31 96.88 95.96 89.90 71.56 78.30 79.91



Thoughts


File this under speculation, but I have a sense that the last 4 - 6 weeks have marked another shift in the war. As noted on July 24th, the Russian Rassvet satellite constellation is now in an initial operations phase and Russian forces are using it to support longer range strikes into Ukraine and presumably to provide better command and control for strikes on “near rear” Ukrainian GLOCs (Ground Lines of Communication). These were the strikes - the logistics interdiction effort - that Russian forces had developed and honed in 2024-2025 using Starlink, which produced gains in 2025, but which was denied them at the start of February this year. This is also the process that was adopted by Ukraine (DefMin Fedorov) beginning at the start of this year that showed real success in limiting Russian gains.

But it now seems, and there is more of feel than hard data on this, that the Russian attacks on Ukrainian logistics has become just a bit more effective in the last month and that Ukrainian forces, which seem to have challenged Russian forces for the initiative in the past 4 or 5 months, may again be losing it to the Russians. At the same time, Ukrainian strikes on the Russian oil industry and on other elements of the economy continue, but arguably, Russia is adapting - as Ukraine has - and people are learning to live with the pain. 

None of this means large or rapid changes in the battlefield, as it remains “not that kind of war.” But it will add greater strain to an already strained nation, on top of the continuing Russian strikes on the Ukrainian power grid. 

All told, I think both countries will have hard winters, but it appears at this point that the continuing grinding damage done to the Ukrainian power grid will make this winter in Kyiv worse than last.


v/r pete    



Monday, August 3, 2026

 

August 3rd, 2026   1492 Columbus departs Palos de la Frontera, heading west  

Politics - IED in Moscow Restaurant, LtGen targeted, not killed

- Polish government summons Russian Ambassador 


Combat Ops - Ground grind continues, modest Russian gains

- Drone and missile strikes continue


Weather


Kharkiv

89 and sunny. Mostly sunny through next week. Daily lows near 70, daily highs around 90 80. Winds north-easterly, 5kts.


Melitopol

92 and sunny. Partly cloudy tomorrow, mostly sunny through the rest of the week. Daily lows around 70, daily highs in the low 90s. Winds easterly, 5-10kts.


Kyiv

84 and mostly cloudy, wind gusting to 20. Sunny or mostly sunny through next week. Daily lows in the mid 60s, daily highs near 90. Winds variable, 5-10kts.



Politics


Peaceful demonstrations continued through the weekend in support of Former MinDef Fedorov.


President Zelenskyy commented that Ukraine seeks to force Russia to end the war before winter.

An IED detonated in a restaurant - the Balzi Rossi - near the Kudrinskaya Square Building on Saturday, killing five and wounding 19. A young woman was later identified as the bomber. The guard who stopped the woman, and three others were also killed.

The restaurant’s web site had stated that the site was closed for a private function, but did not identify who would be in attendance. Speculation is that the incident was an assassination attempt against Col. Gen. Chayko, commander-in-chief of Aerospace Forces.


On Friday the Polish Foreign Ministry summoned the Russian Ambassador in response to the Kh-101 cruise missile that entered Polish airspace on the 30th.

The missile impacted in an open field some 50 miles or so inside Poland. There were no casualties and no damage to any buildings.


President Zelenskyy has appointed:

  • Rustem Umierov - head the Foreign Intelligence Service
  • Ihor Klymenko - secretary of the National Security and Defence Council 
  • Oleh Luhovskyi, the first deputy head of the Foreign Intelligence Service, as acting chief of Foreign Intelligence Service
  • Oleh Ivashchenko - Chief of Defense Intelligence (currently head of the Foreign Intelligence Service)


Ground Operations


Reporting of fighting on the ground shows very little movement, amid multiple reports of small gains by each side. Each side has noted that the fighting is “hard” and “difficult,” but that is difficult to quantify.

Russian recon probes and infiltration efforts continue up and down the line, and Ukrainian forces continue to counter-attack when possible, but all of these are, by all accounts, small elements, rarely more than two squads in size. As noted last week, attacks that approach a full platoon in size are rare, enough that they warrant being singled out. There have been no such reports over the weekend. 

Russian infiltration efforts at several points are being supported by - per Ukrainian army sources - increased use of glide bombs, mainly 250 and 500 KG (550 and 1100 lb) glide bombs with the Russian equivalent of JDAM-ER - INS / GPD guidance and glide wings. This has been particularly noted in the fortress cities of Donetsk: Slovyansk, Kramatorsk, Kostiantinivka, and Druzhivka, as well as use in and around Zaporizhzhia. The Russian glide bombs have struck targets at ranges of 90 miles from the drop aircraft. 

Imagery also confirmed Ukrainian gains just outside Novoandrivka (3.5 miles west-south-west of Orikhiv)



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). 


President Zelensky posted that Russian long range strikes from July 26th through August 2nd included: 1,900 strike drones, 144 missiles, and almost 1,600 glide bombs.


The Belgorod reservoir, just south of Belgorod City, appears to be nearly empty. The dam was struck by a drone and HIMARS rockets for the first time on October 25th, last year and has been hit several times since, most recently mid July. The reservoir, formed from the Donets River, was a major source of water for the city of Belgorod. The reservoir held 2.7 billion cubic feet of water, or 20 billion gallons. 


A Ukrainian Navy spokesman commented on the 31st that Russian forces conducted 56 strikes during July, targeting ships and port facilities, damaged “more than 20 ships,” in port or in approaches to Ukrainian ports, and that these strikes have slowed cargo movement through the ports, and resulted in the deaths of 26 sailors or dockyard workers.


Russian drone operators continue to expand the operational envelope as more jet powered drones are added to the inventory. Key to this is higher speeds and flying drones up to 10,000 feet AGL.

This “medium altitude” sanctuary denies anti-aircraft artillery, particularly small caliber weapons, from reaching drones.


Ukrainian Forces


Ukrainian forces continue to hit Russian oil facilities and various logistics centers, as well as striking a wide range of facilities in Crimea. 

During the night of July 30th-July 31st Ukrainian sources Lukoil refinery in in Volgograd as well as the Port Facility in Tamen.

During the night of July 31st- August 1st Ukrainain forces struck the three refineries in Ufa, Republic of Bashkortostan.

In each of the cases above imagery confirmed fires at the facilities but the extent of the damage haas not been independently confirmed.


During the night of Augustus 1st- August 2nd Ukrainian forces struck the oil refinery in Saratov, and this fire, too has been confirmed in imagery. Ukrainian forces also restrict the oil complex in Omsk. Extent of the damage has not been confirmed.

Russian government sources noted that they had shot down 635 Ukrainian drones; no numbers were given on total number of drones. 

Ukrainian drones also struck Engels Airfield during the night, causing a fire, but there were no reports of damage to any aircraft of Russian Air Force facilities.

Ukrainain drone and missile strikes during the night of July 29th-July 30th, confirmed by open source imagery, set fire to port facilities in Taman, Krasnodar Krai, on the Kerch Strait.

The Financial Times commented that its own independent analysis of Russian oil faculties suggests Ukrainian strikes have “disabled” 30% of Russian capacity.

Reuters reported that the Ryazan refinery complex had “shut down” on Wednesday after strikes over the weekend.


Ukrainian Forces claims they have now hit 205 Russian tankers in the Sea of Azov and eastern Black Sea since July 6th.


Russian Forces


During the night of August 2nd-August 3rd Russian forces launched at least 181 x strike drones. The UAF claimed it shot down or defeated with EW, 163 drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kyiv, Odessa, and Zaporizhzhia oblasts.

Targets included power, transport, logistics infrastructure. 

Civilian casualties include at least  4 killed and 33 wounded.


During the night of August 1st-August 2nd Russian forces launched at least 139 x strike drones. The UAF claimed it shot down or defeated with EW, 109 drones. drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kharkiv, Kyiv, Mykolaiv, Poltava, Sumy, and Zaporizhzhia oblasts.

Targets included power, transport, logistics infrastructure. Slovyansk suffered a temporary blackout.

Civilian casualties include at least  4 killed and 24 wounded.

RuAF tacair dropped glide bombs into at least 2 towns.


During the night of July 31st-August 1st Russian forces launched at least 27 x Iskander ballistic missiles, 4 x Zircon missiles, 2 x Kh-31 cruise missiles, 2 x Kh-59/69 cruise missiles, and 185 x strike drones. The UAF claimed it shot down or defeated with EW, 1 Kh-59 cruise missile and 154 drones.

Damage was reported in Kharkiv, Kherson, Odessa, and Pavlohrad oblasts.

Targets included power, transport, logistics infrastructure.

Civilian casualties include at least  9 killed and 44 wounded; all the killed and 30 of the wounded were in Kyiv.


During the night of July 30th-July 31st Russian forces launched at least 1 missile - not further identified, and 255 x Strike drones into Ukrainian airspace. The UAF claimed it shot down or defeated with EW, 185 drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kharkiv, Kherson, Khmelnitskyi, Kyiv, Odessa, Sumy, Vinnytsia, Zaporizhzhia and Zhytomyr  oblast. 

Targets included power, transport, logistics infrastructure. Power outages were reported in Donetsk, Kharkiv, Mykolaiv and Sumy oblasts.

Civilian casualties include at least  11 injured.

RuAF tacair struck at least 2 towns.



Economic Reporting


Feb22  Apr8 May8 Jun8 Jul9         Jul31 Aug3

Brent      94.71   91.78 100.50 93.82 77.93 90.00 83.45

WTI     92.10   93.53 94.91 90.59 73.11 85.27 79.51

NG       3.97      2.73          2.79  3.14 3.12 2.75 2.76

Wheat     8.52           5.79 6.14   5.82          6.06 6.39 6.39

Ruble     85          78.54 74.26 73.10 76.31 79.42 80.15

Hryvnia 28.6         43.45 43.90 44.64 44.51 44.67 44.89

Urals 91.66 124.85 92.56 86.33 57.80 84.56 87.50

ESPO 94.52 103.27 105.56 95.51 73.53 82.88 87.62

Sokol 99.31 96.88 95.96 89.90 71.56 81.04 78.30


The Hryvnia has been slowly weakening since early October, moving from 41 to the dollar to the current 44, almost 45 (before the war, late 2021, the Hryvnia was trading around 25 to the dollar). 

The Ruble was 71 to the dollar as late as May but has traded between 76 and 83 since May of 2025. Just after the war started the ruble briefly dropped to 154 to the dollar, rebounded to 54 to the dollar just 3 months later, and has twice traded near 100 since. 



Thoughts


“Deep State,” an open source site that seeks to provide unbiased reporting on the war, reported yesterday that Russian forces captured more terrain in July than Ukrainian forces recovered., at least 20 square miles and perhaps 33 square miles…

I applaud their effort to report (they do an excellent job), but I think in a grand sense the numbers don’t really mean much. Both sides are now fighting a war of attrition; the Ukrainian leadership has stated repeatedly that the way ahead is to produce enough drones that the daily KIA count of Russian soldiers forces them to leave

Meanwhile, the Russian war of attrition grinds on and the only immediate geography that concerns Russian forces is causing enough losses in a given city that they can occupy it. Kostiantinivka is the next major target, but it will involve a great many KIAs before that happens.


About the assassination attempt against ColGen Chayko, this is the latest in a series of assassinations by Ukrainain intelligence. What is of note is that the Russians have not engaged in the same level of effort with regard to assassinations.

An online search - by no means definitive - yielded the following Ukrainain assassinations (claimed by one or the other Ukrainain elements)

Lt. Gen. Kirillov, chem/bio defense chief

Andrei Korotkiy, Zaporizhzhia plant official

Capt. Valery Trankovsky, Black Sea Fleet

Oleg Popov, occupation official

Mikhail Filiponenko, occupation official

Probable Ukrainain actions:

  • Daria Dugina
  • Vladlen Tatarsky (Maxim Fomin)
  • Stanislav Rzhitsky, ex-sub commander
  • Illia Kyva, defector-politician
  • Alexei Kovalev, occupation official
  • Vitaly Gura, occupation official
  • Lt. Gen. Yaroslav Moskalik
  • Lt. Gen. Fanil Sarvarov, Dec 2025


Russian - or probable Russian - actions:

  • Maksim Kuzminov, defected Russian helicopter pilot


Russian actions attempted but not completed:

  • Plot to kill Rheinmetall CEO Armin Papperger
  • NATO officials: several European defense-industry executives were targeted
  • Multiple reported FSB/GRU plots against Zelensky


v/r pete