Thursday, July 30, 2026

 

July 30th, 2026    

Politics - Fedorov was to change recruitment

- Russian missile lands in Poland


Combat Ops - Russian gains

- Air strikes continue


Weather


Kharkiv

64 and light rain, gusting over 35. Mostly sunny to sunny through next Wednesday. Daily lows near 60, daily highs in the low 80s. Winds variable, 5-10kts.


Melitopol

81 and sunny, gusting over 25. Mostly sunny through next Monday. Daily lows in the low 60s, daily highs in the upper 80s to low 90s. Winds northerly, 5-10kts.


Kyiv

77 and partly cloudy, gusting over 25. Sunny tomorrow and through next Tuesday. Daily lows in the upper 50s, daily highs in the low to mid 80s. Winds north-westerly, 5-10kts.



Politics


Former MinDef Fedorov reported that on the day of his dismissal he was prepared to sign orders that would change the allowed procedures for territorial “recruitment” centers, but did not have time to do so.

"I had a meeting scheduled for Wednesday, at the time of my dismissal, with all key stakeholders in mobilization, where I was supposed to sign an order to remove balaclavas, cameras, how to put the territorial recruitment centers in order, a digital funnel, etc. That is, to take the first step towards reform.”

"Our task was to show it in July and launch it in August so that in September we would no longer have this problem at all. That was the timeline.” 

Member of the Ukrainian Parliament Maksym Buzhanskyi commented:

"Mykhailo pondered the order to remove the balaclavas for seven months, finally dared to execute it, and then he was fired. What it means to "put the territorial recruitment centers in order", "take a step for reform" and "move further according to the plan" is also unknown. What is the essence of the reform, what plan is unclear.”


A Russian Kh-101 cruise missile (5,300 LBS, 2,000 mile range, 900LB warhead) appears to have gone off course, and impacted in a field outside of  Tarnawa Kolonia, about 60 miles west of the Ukrainian border, shortly before 0400 local time. There were no injuries or damage. PM Tusk announced that Poland was coordinating with NATO, and later it was announced that there was no indication that Poland was the target, that is, the missile simply went off course. 

A Polish Air Force F-16 was launched in response to the missile, but the missile dove into the ground before the intercept. 


Ground Operations


There were numerous reports of marginal gains by both sides but, two are of note:

East of Kharkiv, north of the Oskil River, imagery confirmed earlier reports that Russian forces have pushed across the border near the village of Artilne, a border village of perhaps 30 houses, about 16 miles north of where the Oskil River crosses the border, about 3 miles north of where the T2104 roadway crosses the Russian border. The reporting is not completely clear, but this suggests that Russian forces now are on the Ukrainian side of the border from Artilne southward, and that Russian forces have pushed further west and have taken at least parts of the village of Ivashkyne (a village of perhaps a dozen houses, 4 miles due west of Artilne). The actual disposition of forces in the area is not clear, but the terrain, and the fact that this is groomed agricultural land with a very small population, invites speculation that the Russians would try to "cut off the corner” and encircle the Ukrainian border forces remaining in that area. But that would be dependent on the forces present and there is no evidence of that sort of action yet. 

In the Kostiantinivka area, Ukrainian reporting notes that the Russians have taken control of Molocharka (a bit more than a mile north of the center of Kostiantinivka) and have pushed into Izhevka (north-west of Molocharka about 2.5 miles north-west of Molocharka and 2 miles due north of the northern tip of Kostiantinivka. At the same time, Russian recon probes reportedly have reached into Druzhkivka. There is also increased reporting of Russian glide bomb attacks of hardened positions in these various cities and towns.

As you’ll recall, the glide bombs have been used for the last 2+ years to reduce Ukrainian “very hard” fighting positions and break down Ukrainian holds on key positions. Russian industry has been increasing the production of the glide bombs and Russian forces appear to be increasingly comfortable using the weapons.



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


Imagery confirmed yesterday’s report on strikes Ryazan and Perm oil facilities - both are burning, and the imagery confirms that one of the processing units at Perm had been struck. Perm was struck again last night.

Russian air defense assets claimed to have shot down 258 missiles last night 


An  UAF F-16 crashed about 5 miles north of Orikhiv, about 10 miles from the front lines; the pilot safely ejected.


During July 27th Ukrainian forces struck multiple facilities in Moscow as well as an oil depot in Perm (650 miles east-north-east of Moscow) and an oil depot in Ryazan (100 miles south-east of Moscow). There are pictures of facilities on fire, but there has been no verification of the damage.

Ukrainian force struck a logistics facility in Podolsk (right  outside Moscow), leaving the warehouse on fire. The company - Unix - makes “non-food” products.

Ukrainian forces also continued strikes on Crimean energy infrastructure, with a resultant loss of both power and water in Feodosiya and power outages across much of Crimea.


Russian Forces


During the night of July 27th-July 28th Russian forces launched at least 9 x Iskander ballistic missiles, 4 x Zircon hypersonic missiles, 61 x cruise missiles (mix of Kh-59s and Kalibrs), and 284 x Strike drones into Ukrainian airspace. The UAF claimed it shot down or defeated with EW, 1 ballistic missile, 54 cruise missiles, and 265 drones.

Damage was reported in Dnipropetrovsk, Ivano-Frankivsk, Kharkiv, Kherson, Kyiv, Lviv, Odessa, Poltava, Vinnytsia and Zaporizhzhia oblast. Targets included power, transport, logistics infrastructure; power outages were reported in Chernihiv, Dnipropetrovsk, Kharkiv, Mykolaiv, Sumy and Zaporizhzhia  oblasts

Civilian casualties include at least 8 killed and 32 injured.

RuAF tacair struck at least 4 towns.


During the night of July 28th-July 29th Russian forces launched at least 1 missile (not further identified) and 80 x strike drones into Ukrainian airspace. The UAF claimed it shot down or defeated with EW, 65 drones.

Damage was reported in Kharkiv, Odessa, Sumy oblast. Targets included power, transport, logistics infrastructure. The missile struck Odessa. Power outages were reported in Donetsk, Kharkiv, Mykolaiv, and Zaporizhia, oblasts

Civilian casualties included at least 1 killed and 3 wounded.


On the 28th Russian forces struck a Liberian flagged ships at anchor off Odessa. The ship was unmanned and had no cargo onboard.


Following a reported year of successful tests, Russia has begun mass production of the S-8000 “Banderole” cruise missile, which reportedly uses only commercial, off the shelf parts. The missile flies at 300 kts, carries a 330lb warhead, has a 300nm range and has a 30 meter CEP. The missile has already been used as a decoy to force consumption of Ukrainian air defense assets.

The missile reportedly costs less than $300,000 a copy, and one report claims only $150,000 per copy.



Economic Reporting


Feb22  Apr8 May8 Jun8 Jul9 Jul29 Jul30

Brent      94.71   91.78 100.50 93.82 77.93 90.06 89.90

WTI     92.10   93.53 94.91 90.59 73.11 84.56 83.82

NG       3.97      2.73 2.79 3.14 3.12          2.66 2.69

Wheat     8.52            5.79 6.14   5.82 6.06 6.64 6.78

Ruble     85          78.54 74.26 73.10 76.31 79.42 79.90

Hryvnia 28.6 43.45 43.90 44.64 44.51 44.89 44.69

Urals 91.66 124.85 92.56 86.33 57.80 71.90 85.39

ESPO 94.52 103.27 105.56 95.51 73.53 86.07 84.42

Sokol 99.31 96.88 95.96 89.90 71.56 80.79 84.63



Thoughts


The Fedorov statement is illuminating: whether to remove balaclavas as a recruiting tool…

As for the continued Russian use of the glide bombs, reading between the lines, but it seems to me that the Russians have, over the past three years, figured out something  analogous to the US joint targeting process, that allows virtually any unit to nominate a target, work it through a deliberate process, and get a weapon assigned to that target, and gets the target attacked.

The US system has been worked and worked and is now fairly smooth and the time lines are short and yet the vast majority of targets are given a thorough scrub to make certain that the right target is hit while issues of collateral damage, etc., are given due regard.

I’m not suggesting all that is taking place with the Russians, but compared to several years ago, there does seem to be fairly short time line for small elements to ID hard targets in places like Kostiantinivka, etc., get that target up the chain, get it approved, get a weapon “assigned” to it, and get the weapon dropped.

The enemy learns… 

v/r pete    


Wednesday, July 29, 2026

 

July 29th, 2026    

Politics -  Zelenskyy asks for 300 Patriots

- Sanctions bill advances in Senate


Combat ops - Marginal changes on ground

- Strikes continue


Combat Ops


Weather


Kharkiv

68 and mostly cloudy, gusting over 25. Mostly cloudy on Thursday, partly cloudy on Friday, then sunny through next Wednesday. Daily lows near 60, daily highs in the 70s. Winds westerly, 10-15kts.


Melitopol

75 and partly cloudy, gusting over 25. Mostly sunny tomorrow and through next Monday. Daily lows around 60, daily highs in the 80s. Winds north-westerly, 10-15kts.


Kyiv

72 and mostly cloudy, gusting over 35. Mostly sunny tomorrow and through next Tuesday. Daily lows in the upper 50s, daily highs in the low to mid 80s. Winds westerly, 10-15kts.



Politics


President Trump and President Zelenskyy met on Tuesday, and the key issue, as noted yesterday, was the number of Patriot missiles Ukraine needs to defend itself over the course of the next year. Zelenskyy asked Trump for an emergency “winter package” to protect Ukrainian energy infrastructure as winter approaches. The Kyiv Post reports that Zelenskyy said he needs 300 Patriot missiles.


The Lindsey Graham Sanctioning Russia Act of 2026 passed a procedural vote 86-12 and now moves to a final vote in the Senate. It will not move to the House until the end of August. The bill provides, among other things, the President authority to impose a 500% tariff on all Russian imports, specifically including oil, natural gas and refined products, as well as increased authority to penalize shadow fleet ships. The bill has been opposed by some for giving too much authority to the executive branch.The bill also names several Russians who will face increased sanctions.


Iran’s ForMin Araghchi commented that he was assured that the attack over the weekend on the Iranian ship in the Caspian Sea was unintentional and that Ukraine does not seek an escalation. But, Araghchi made it clear that any attack was unacceptable and that there must be restitution for losses. 


There are no new reports of protests over the firing of DefMin Fedorov. It’s not clear if protests simply aren’t being reported or have simply died out.



Ground Operations


Russian small unit ground assaults and infiltrations continue along the entire front. There were few changes to the line or the areas in which infiltrations are taking place.

A Russian infiltration was noted just south-east of Lyman (north-east of Slovyansk), which is of note as the area has been noted repeatedly as under Ukrainian control.

Russian recon robes pushed into western, northern and central Kostiantinivka and, again, while the city is still very much contested, the Russian infiltration seems to be spreading like a slow-growing cancer. More to the point, the Ukrainian elements in the city are not stopping it.

It is also of note that, while the Russians do not control the city, they have effectively denied it to Ukrainian forces; the civilian population (before the war: 78,000) is gone, and the city is, as with any number before them, being pummeled.

In the south-east, north of Hulyaipole about 10-12 miles, there are multiple reports of small Ukrainian and Russian gains, but none have been confirmed.



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


During July 27th Ukrainian forces struck multiple facilities in Moscow as well as an oil depot in Perm (650 miles east-north-east of Moscow) and an oil depot in Ryazan (100 miles south-east of Moscow). There are pictures of facilities on fire, but there has been no verification of the damage.

Ukrainian force struck a logistics facility in Podolsk (right  outside Moscow), leaving the warehouse on fire. The company - Unix - makes “non-food” products.

Ukrainian forces also continued strikes on Crimean energy infrastructure, with a resultant loss of both power and water in Feodosiya and power outages across much of Crimea.



Russian Forces


During the night of July 28th-July 29th Russian forces launched at least 1 missile (not further identified) and 80 x strike drones into Ukrainian airspace. The UAF claimed it shot or defeated with EW, 65 drones.

Damage was reported in Kharkiv, Odessa, Sumy oblast. Targets included power, transport, logistics infrastructure. The missile struck Odessa.

Civilian casualties included at least 1 killed and 3 wounded.


During the night of July 27th-July 28th Russian forces launched at least 131 x Strike drones into Ukrainian airspace. The UAF claimed it shot or defeated with EW, 107 drones.

Damage was reported in Mykolaiv, Sumy, and Zaporizhzhia oblast. Targets included power, transport, logistics infrastructure; power outages were reported in Chernihiv, Dnipropetrovsk, Kharkiv, Mykolaiv, Sumy and Zaporizhzhia  oblasts

On the 27th Russian drones struck 2 cargo ships on the Bug River, 2 in Mykolaiv, and port facilities in Odessa and Chornomorsk.

Civilian casualties include at least  killed and 11 injured.



Economic Reporting


Feb22  Apr8 May8 Jun8 Jul9 Jul28 Jul29

Brent      94.71   91.78 100.50 93.82 77.93 86.75 90.06

WTI     92.10   93.53 94.91 90.59 73.11 81.42 84.56

NG       3.97      2.73 2.79 3.14 3.12 2.68 2.66

Wheat     8.52  5.79 6.14 5.82 6.06 6.62 6.64

Ruble     85          78.54 74.26 73.10 76.31 78.52 79.42

Hryvnia 28.6 43.45 43.90 44.64 44.51 44.98 44.89

Urals 91.66 124.85 92.56 86.33 57.80 76.94 71.90

ESPO 94.52 103.27 105.56 95.51 73.53 86.07 86.07

Sokol 99.31 96.88 95.96 89.90 71.56 77.63 80.79



Thoughts


Metaculus - the online prediction engine is predicting a ceasefire on November 24th, 2027. This seems to be more like as Jimmy the Greek his opinion than anything else.

The drivers for their calculation is the rise in Russia’s debt, the rise in Russian losses, and the virtually stalemated front line.

The front line is stalemated, though the war is one of attrition, not maneuver.

But this raises the issue of what data are they using. It appears that they are taking the Western News report casualty figures as gospel - which really don’t have any Ukrainian casualty figures or systems losses to compare them with, so, comparing apples to, well, nothing. And there appears to be a firm conviction that federal deficit in Russia is fundamentally different than federal deficits in the rest of the world, as if the Keynesian economists all started quoting von Mises.

Russia, it notes, is running a budget deficit of about 5% of GDP, with the implication that Russia’s economy clearly can’t sustain the war. Meanwhile, France, the UK, Poland and Romania all have budget deficits as large or larger than Russia’s, as a percentage of GDP.

As for the sanctions package, one editorial noted that it will hardly impact the major traders with Russia, particularly China.


v/r pete