Sunday, August 2, 2026

 



The “Nuance” of Deterrence

August 2nd, 2026


One of those smart guys who reads my ramblings posed me a number of questions early this week and I have been wrestling with the answers… he raised several issues - huge issues: war and peace in the Mid East (writ large, not just the mess over Iran) the Pan Arab movement, such as it is, the issue of many key international choke points being in at least somewhat contested space (Strait of Hormuz, Bab al Mendeb, Suez, Strait of Malacca, Strait of Gibraltar, etc.) The question of nuclear weapons. The war in Ukraine. And, of course, Taiwan - which is a little bit of everything…

What I think this all reduces to is a question of deterrence. Or, more accurately,  why aren't nations deterred? Where have we gone wrong?

To begin, we need to remind our selves what deterrence is and isn’t. What it is NOT is simply a bunch of weapons or capabilities sitting “on the shelf.” Rather, deterrence, which really exists in the minds of the enemy, has two key components: a very real capability to inflict unacceptable levels of damage, and an understanding that the will exists to use it.

The first means that that it must be clear in the minds of the enemy that the other guy - the US - has the very real capability to inflict substantially more damage than any possible gain they might achieve by starting - or continuing - a war. Note that this is a very subjective measurement. What is an unacceptable level of pain? Both Ukraine and Russia have shown, once again, that most countries have much higher levels of pain than seems makes sense from 5,000 miles away. So has Iran. And Yemen. In fact, there are very few wars that stop simply because the level of destruction is high. Invariably, it is a host of factors added together that lead to breaking a nation’s will.

So, for deterrence to be effective the systems on hand must be destructive enough - and reliable enough - that it is crystal clear that if they cross some certain nebulous - but very real - line, the level of destruction will be far beyond what you they can accept, and far, far beyond what they thought they might gain in the war.

The second piece to this is that the enemy (or possible enemy) needs to truly believe that it is a credible threat: that is, that the will exists in the US to use those theater weapons to defend US interests and US friends and allies.

In the global nuclear standoff that the US and USSR / Russia have lived under for more than 60 years, that threat of a “nuclear holocaust” was and remains real, at least to some extent.

But deterrence has, in many respects, unraveled. One might say the nuclear umbrella - under which most of the world found shelter - is now full of holes. If we are to find some sort of solution to many of our problems, if we are to step back from great power war - as we now have in eastern Ukraine (Ukraine plus Europe versus Russia), then we need to repair that umbrella.

But repairing the umbrella involves two major pieces.

The first is that the entire architecture: the weapons (the warheads themselves), the systems (the missiles, the aircraft, and all the ancillary equipment that supports our national and theater nuclear forces, all need to be modernized, brought to the highest level of readiness and reliability. This is essential. Without a clear awareness around the world that our nuclear force is in fact capable of the full spectrum of responses, and can respond in a timely manner, the deterrence loses its foundation. If the entire “system of systems” is not credible, there is no deterrence.

But there almost must be an awareness that we are prepared to use these weapons if our interests or our allies are threatened. 

For more than 30 years we have heard a wide range of experts deny the importance of nuclear weapons, particularly “tactical” or “theater” nuclear weapons (ie, not the ones used in response to a direct nuclear attack on the US). We have been told that precision weapons, now with what can only be called an exquisite level of precision, have supplanted the need for weapons with huge destructive potential. We don’t need to blow up an entire enemy naval base when we can hit the particular room in the command post that is the essence of the base.

This is a wonderful argument and it sounds very good the further you get from a battlefield.

But Iraq, Afghanistan, Iraq again, Somalia, and now Iran, have shown the limits to that concept. Very simply, the process of precisely poking out the enemy’s capabilities does not break his will. And in the end, all war is a struggle of will. Arguably, the opposite can be said, that relatively small levels of destruction on any given day, a slowly accumulating number of deaths, serve to steel the will of nearly any country. Ukraine fights on - and so does Russia. The Taliban never gave up. The IRGC has not broken. 

At the same time there appears to be a firm conviction among pundits left and right, that no one is going to use theater nuclear weapons. 

But, there is a problem in all this, and the man who really created the US “nuclear umbrella” first identified it. The man was Eisenhower, who knew a little bit about planning and executing a war, and about what deterrence did, and did not, mean. And his position was simply this: no conventional force alone would ever be large enough to deter a great power from going to war. That force might be large enough to eventually defeat the great power, but it would not deter another nation from starting the war. If you wanted to deter a great power, particularly a great power in its own “theater,” nuclear weapons were necessary.

This was his point in making it known that he would use atomic weapons on Chinese forces in Korea if the war continued. This was at a time when the US was spending in excess of 10% of GDP on defense. Simply put, the conventional forces were very large, but they did not deter. 

How can we possibly rebuild credibility in the nuclear umbrella? Very simply, we need to take it seriously. Training with nuclear weapons across most of the services needs to be returned to prominence. Major exercises need to include nuclear branches and sequels. Presidents and key cabinet offices need to be made aware of their potential roles. And yes, we need to go back to that “game” we used to play in which we never acknowledged whether a given ship or aircraft was carrying a nuclear weapon while admitting that it was possible. 

We need to make it clear to potential enemies that there are real limits beyond which we - and our allies must not be pushed. They must not know the exact line, but they must be certain that such a line exists and that we have the weapons and trained crews on hand to execute that mission. 

As for the sense that this would be escalatory, China has for a number of years suggested that the use of a nuclear weapon over an enemy fleet to generate a high altitude EMP would not constitute a nuclear attack, but views it as part of information and cyber warfare. 

I have a friend who has told me the story of being questioned by an Atlanta PD psychologist on his weapon use. In the course questioning he was asked how often he had used his weapon in the past; he answered that he used his weapon on a daily basis, usually several times per day. The psychologist was shocked. He then explained that every time he got out of his squad car and walked up to a bunch of young men standing on the corner, he was using his weapon, in one way or the other. Did he place his hands so that the weapon was hard to see? Or did he rest a hand on top of the weapon? On occasion he had taken the shotgun out of the vehicle and laid it on the roof of the car. Each was a use of his weapon, each had, to use the policy wonk phrase, a nuanced meaning that was fairly clear to a couple of 20 year old punks, acting tough on the street corner at 2 in the morning… 

Deploying DDGs and other ships and aircraft around the world capable of sending the same “nuanced” message would help rebuild real deterrence.  

Friday, July 31, 2026

 July 31st, 2026  

Politics - Changes continue in Ukrainian leadership


Combat Ops - Marginal gains

- Strikes continue


Weather


Kharkiv

78 and sunny. Mostly sunny through next week. Daily lows near 60, daily highs in the upper 80s. Winds variable, 5-10kts.


Melitopol

82 and sunny. Mostly sunny through next week. Daily lows in the low to mid 60s, daily highs in the upper 80s to low 90s. Winds variable, 5-10kts.


Kyiv

80 and sunny, gusting over 20. Sunny tomorrow and mostly through next week. Daily lows in the low 60s, daily highs in the upper 80s. Winds variable, 5-10kts.



Politics


Following Gen. Drapatyi’s assumption of command (CINC of Ukrainian Armed Forces), he has begun to replace certain personnel. He has to date relieved: 

MGEN Gruzevych - former COS / DCOM Land Forces

MGEN Karpenko - former CDR Logistics Forces

And

MGEN Malinovsky returned to Missile Forces from the Joint staff; on the Joint Staff Malinovsky oversaw long-range strikes into Russia.


The Ukrainain Cabinet of Ministers approved appointment of: 

Lyubov Galan as Deputy DefMin for human capital development

Serhiy Boev as DepDefMin for European Integration


President Zelenskyy has appointed: 

Former Economics Minister Sobolve - deputy chief of staff for the economy

Olena Voronova - head of personnel for the Security Service (SBU)

BGEN Fedoriv - Head, SBU Alpha Special Operations Center



Ground Operations


The grind continues along most of the line of contact. Commentary from a number of Ukrainian brigade and smaller unit commanders suggests that the intensity of fighting has increased, but there is still very little change in the lines from day to day, with what are, at best marginal gains in any one area. There are several areas worth noting; it is also worth noting that, despite reports and insistence that the Russian ground gains have been stopped, the various maps that are released by various sites - pro-Ukrainain sites - all show a real - slow but real - inching forward of both the gray areas - the areas of current infiltrations, as well as areas of Russian control, along most of the line of contact. 

It is also of note that Russian forces remain aware of would-be salients and appear to continue to pay attention of “straightening lines.”

In the Slovyansk area, Russian probes continue and there has been a reported increase in Russian use of the satellite / INS guided glide bombs. These weapons provide hard kills on hardened Ukrainain positions and allow the movement forward inside these dense urban areas inside the towns and cities. There is no Russian infiltration into Slovyansk yet, but there does appear to be a very slow probing forward, east of the city, and the striking of hard points in Slovyansk itself has taken place.

In Kostiantinivka there is more anecdotal reporting from Ukrainain sources that the Russian presence in the city is growing and that Ukrainain forces are being slowly squeezed out of the city.

Further south, in Hulyaipole, reporting since April has consistently stressed Ukrainian force presence on the outskirts of the city and small elements remaining inside the city. However, earlier this week a Ukrainain army spokesman noted that Russian forces have probably controlled the entire city, as well as towns west of the city - to include Myrne - since mid to late April. Further, Russian forces have now pushed into towns to the west to include Novoselivka, Hulyaipilske, Charivne, and Vozdvyzhivka.

Further to the west, Ukrainian forces appear to have gained local initiative north of Stepnohirsk, but, at the same time, Ukraine forces report increased numbers of Russian drone and missile attacks on roadways and logistics depots north and north-east 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). 


Ukrainian Forces



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 Ukrainain 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.


The UAF confirmed the loss of the F-16 earlier this week and added that the aircraft was engaging incoming drones when it crashed.


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 


Russian Forces


Russia totals for July and August (missiles and long-range drones) total to 4,606 strike drones and 377 missiles, versus 5,749 strike drones and 181 missiles in June. 

The Ukrainian Air Force reported the following success rates during July: 

Cruise missiles: 174 engagements out of 251 missiles - 69%

Ballistic missiles:  36 engagements out of 126 missiles - 29%

Strike Drones: 4,299 engagement out of 4955 drones - 87%


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 Donetsk, Kharkiv, Kherson, Khmelnitskyi, Kyiv, Odessa, Sumy, Vinnytsia  oblast. 

Targets included power, transport, logistics infrastructure.

Civilian casualties include at least  11 injured.

RuAF tacair struck at least 2 towns.


During the night of July 29th-July 30th 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 Cherkasy, Dnipropetrovsk, Ivano-Frankivsk, Kharkiv, Kherson, Kirovohrad, Kyiv, Lviv, Mykolaiv, Odessa, Poltava, Sumy, Vinnytsia, Zaporizhzhia, and Zhytomyr  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.

Of note, Ukrainian military sources suggest that at last one of the ballistic missiles was a North Korean Kn-23 (very similar to the Iskander in all respects).



Economic Reporting


Feb22  Apr8 May8 Jun8 Jul9 Jul30 Jul31

Brent      94.71   91.78 100.50 93.82 77.93 89.90 90.00

WTI     92.10   93.53 94.91 90.59 73.11 83.82 85.27

NG       3.97      2.73 2.79 3.14 3.12 2.69 2.75

Wheat     8.52           5.79 6.14   5.82          6.06  6.78 6.39

Ruble     85          78.54 74.26 73.10 76.31 79.90 79.42

Hryvnia 28.6 43.45 43.90 44.64 44.51 44.69 44.67

Urals 91.66 124.85 92.56 86.33 57.80 85.39 84.56

ESPO 94.52 103.27 105.56 95.51 73.53 84.42 82.88

Sokol 99.31 96.88 95.96 89.90 71.56 84.63 81.04



Thoughts


The numbers on missiles and strike drones are of note: all numbers show a drop in interception rates since earlier in the year.

DefMin Fedorov reported in mid April that Ukrainian intercept success rates from December to April had been 90% against strike drones, and 80% against cruise missiles. No number was given for ballistic missiles intercepts, but digging through my own data yielded a 34% intercept rate.  

These new numbers for July: 87% for strike drones and 71% against cruise missiles is a worrisome trend. Further, while no number was given out by the Defense Minister in April, digging through the data since December yielded a successful engagement rate of 34%. This too has dropped. 

What is not known is how many of each type of missile were engaged but missed, so it is difficult draw conclusions. But, this shows 90 ballistic missiles getting through.

As is well known, Patriot is the only system that can reliably address this missile’s (The French Aster has had some success but production rates are lower than Patriot’s.)

The entire Patriot PAC 3 production from 2025 was 620 missiles with a goal of hitting 650 in 2027 (so something in between this year) and 2,000 per year by 2030. And that has to supply not only Ukrainian needs, but US needs, Mid-East (Saudi, Kuwait, Jordan, Qatar), and East Asia (Japan, Korea, Taiwan) needs. Said differently, if the Russians can keep firing 100+ per month, this could be a very grim winter for Kyiv and other large Ukrainian cities. 

v/r pete    



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