Friday, August 22, 2025

 August 22nd, 2025


Politics  - Putin meets with India Foreign Minister


Combat Ops  - Small gains by both sides


Damage - Kostiantinivka - no natural gas?


Economy - China still buying Russian oil


Weather


Kharkiv

89 and sunny, gusting over 30. Temperature falling; rain tomorrow and again Sunday afternoon, next week party cloudy. Daily lows in the 50s, daily highs in the 60s. Winds variable, 5-10kts.


Melitopol

88 and sunny, gusting over 25. Rain and thunderstorms tomorrow, then clearing a bit, partly cloudy through the middle of next week. Daily lows in the upper 50s, daily highs in the upper 70s to low 80s. Winds variable, 5-10kts.


Kyiv

59 and light rain, gusting to 20. Rain should taper off by midnight; then clearing a bit, partly cloudy until the middle of next week. Daily lows in the low to mid 50s, highs in the upper 60s. Winds variable, 10-15kts.


Politics 


President Putin and ForMin Lavrov met with Indian ForMin Jaishankar yesterday to discuss Russo-Indian relations, while Russian DepMin for Energy Marshavin met with India’s DepMin for Petroleum Jain a day earlier, as Russia continues to develop means to avoid sanctions. Meanwhile, China signed new oil purchase agreements with Russia (see  Economic Reporting below).


Per the Kiel Institute for World Economy, which has tried to keep track of the various aid packages and grants and loans provided to Ukraine, totaling $362 billion to date; here are the major pieces of aid provided over the last 3 and half years (figures given in Euros, I converted to dollars):

Military Aid $174.6 billion 

Financial Aid $163 bn

Humanitarian Aid $24.6 bn


US Aid

Military Aid $75.6 billion 

Financial Aid $54.5 bn

Humanitarian Aid $4 bn


Other Aid

European Commission $73.9 bn

Germany $24.9 bn

United Kingdom $21.8 bn

Japan $15.9 bn


Total European aid  $195.9 bn

(both individually and through the EU)


Ground Operations


SUMY AND KHARKIV OBLASTS


Russian forces remain on the attack north of Sumy city but there were no confirmed changes in the line of contact.

Russian forces remain active north of Kharkiv but there were no confirmed changes in the line of contact.

Along the Russia - Ukraine border, near the small Russian salient near Milove, Russian reports claimed gains in the woods north and east of the small village of Ambarne, but these have not been confirmed.


NORTH OF THE DONETS RIVER


Fighting continues on three sides of Kupyanssk, and there are reports of Russian recon teams probing into Kupyansk, but there have been no changes in the line of contact and Ukrainian forces appear to be holding the line at the edge or just outside the town.

Further south, at several spots along the line of contact, Russian reports claim advances but none of them have been confirmed. Russian sources are claiming that Russian forces now have full control of Serednie, along the Nitrius River, but this has not been confirmed either.

There are also unconfirmed reports of further Russian gains in the Serebrianske forest.


BAKHMUT - TORETSK - POKROVSK


  Fighting was noted north and north-east of Bakhmut but there were no changes to the front line.

Fighting continues west and south of Chasiv Yar and there are conflicting reports as to the location of Russian units. Imagery confirms that Russian forces are trying to clear and consolidate terrain between Chasiv war and Bila Hora, but they clearly do not have full control of that terrain; Ukrainian elements remain in the area. Reporting also suggests that while Russian forces have control of parts of Predtechyne, the bulk of the town is either in Ukrainian control or a gray zone. Russian sources claim full control of Oleksandro Shultyne, but this has not been confirmed.

At the same time, it does appear that Russian recon elements have probed into Konstiantinivka, but have been pushed out again. Nevertheless, that town is feeling more strain (see the Damage assessment below).

In the Pokrovsk area, and north of Pokrovsk - west of Toretsk, fighting continues and Ukrainian forces continue to try to cut off what remains of the Russian salient. Russian forces continue to move into the area and are trying to build a defensive position from Zapovidne to Mayak to Shakhove. If the Russians can hold that line it would represent an advance of several miles in 2 weeks - which for the Russian way of war is substantial and would underline the manpower problem in the Ukrainian army.

At the same time Russian sources claim that Russian elements yesterday pushed north from Kucheriv Yar, which perhaps suggests more gaps in the Ukrainian defensive line. There are also claims of Russian probes in Zolotyi Koldyaz and elsewhere, again suggesting that the Russians are trying to find gaps in an undermanned line and exploit them.


 SOUTHERN UKRAINE


South of the Vovcha, about 2 miles south-east of Zelenyi Hai, Ukrainian forces have pushed into and taken control of most of the small village of Tolstoi (about 75 houses, also known as Tovste).

Further south of the Vovcha River, in the general area west of Vilne Pole, Russian sources claim Russian gains in the last 24 hours and that Russian forces have established full control of Oleksandrohrad, about 3 miles north of Maliivka, and almost a mile west of the last confirmed demarcation of the front line. As noted before, there are a series of defensive positions in this area, but not much beyond them. If the Russians have taken Oleksandrohrad they are north of the last major east-west line across southern Ukraine, and that town marks also the last north-south defense line, leaving basically open farm land all the way to the Dnepr.

Elsewhere south of the Vovcha River Russian forces continue to attack westward, but there were no confirmed changes to the line.

Fighting continues across southern Ukraine, from the Orikhiv area westward to the Dnepr River, but there were no confirmed changes to the front liens.


Air Operations


During the night of August 21st-August 22nd Russian forces launched 55 x Shahed drones into Ukrainian air space. The UAF claimed it shot down or defeated by EW, 46 Shahed drones.

Damage from missile and drone strikes was reported in Dnipropetrovsk, Donetsk, Kyiv Sumy oblasts.

RuAF tacair struck 5 Ukrainian towns.


Ukraine has begun fielding the FP-5 “Flamingo” cruise missile, with a range of 3,000 KM (1800 nm), with a 2,300lb warhead. Reportedly, the production rate is 1 per day.


During the night of August 20th-August 21st Russian forces launched 4 x Kinzhal aero-ballistic missiles, 2 x Iskander ballistic missiles, 19 x Kh-101 cruise missiles, 14 x Kalibr cruise missiles, 1 x Zircon, and 574 x Shahed drones into Ukrainian air space. The UAF claimed is shot down 1 Kinzhal aero-ballistic missile, 18 Kh-101s, 12 Kalibrs and shot down or defeated by EW, 546  Shahed drones.

Damage from missile and drone strikes was reported in Dnipropetrovsk, Donetsk, Kherson, Kyiv, Lviv, Odessa, Rivne, Sumy, Volyn, and Zaporizhzhia oblast.

RuAF tacair struck 8 Ukrainian towns.


This was the 3rd largest strike package of the war, and resulted in 1 killed and 22 wounded.


Ukrainian drone struck Novoshakhtinsky Oil Refinery in Novoshakhtinsk, Rostov Oblast, on the 20th.


Strike Damage


The Ukrainian General Staff reports on the Ukrainian drone strikes note that gas prices are rising in Russia. At the same time, Ukrainian newspapers report that Russian drone and artillery strikes on Kostiantinivka have resulted in heavy damage to the natural gas distribution system in that city and restoration will be difficult.

Chairman of Donetskoblgas, Vadym Batiy, commented:

"As a result of enemy shelling in the city of Kostiantynivka, a gas distribution station belonging to LLC Operator of Gas Transportation Systems of Ukraine was damaged. Due to numerous damages, the working pressure in the gas supply system of Kostiantynivka could not be maintained, which led to the cessation of gas distribution to consumers of the city.”

He went on to note that due to a shortage of people, and the overall security situation in the city, “…restoring gas supply in the city of Kostiantynivka is not possible.”


Economic Reporting


Feb22   May8 Jun9 July8 Aug8 Aug21 Aug22

Brent      94.71       61.93 66.80 70.44 66.90 67.08 67.73

WTI     92.10    59.00 64.89 68.65 64.29 62.93 63.68

NG       3.97          3.64 3.69 3.35 3.06 2.78 2.77


Wheat     8.52           5.34 5.49 5.49 5.18 5.33 5.29

Ruble     85          82.45 79.27 78.47 79.74 80.60 80.83

Hryvnia 28..6 41.55 41.55 41.80 41.39 41.21 41.36

Urals 91.66 54.13 60.84 64.07 63.17 63.90 63.10

ESPO 94.52 48.90 63.97 71.58 68.63 69.04 69.87

Sokol 99.31 57.39 61.51 64.38 62.57 64.00 64.52


Chinese refineries have signed contracts to purchase 15 additional Russian crude oil shipments through November, after they became available when India backed away after US trade sanctions. The oil was purchased at a $3 per barrel discount.

Currently, China is buying approximately 1.2 million barrels of Russian crude per day (China’s total imports are about 12 million barrels per day). 


Thoughts


Behind all the discussions about a settlement of some sort is the question of security guarantees; in essence, some military force in Ukraine, in addition to the Ukrainian army.

Col. Andre Wuestner, head of the German Armed Forces Association (which represents some 200,000 active and retired German soldiers) commented yesterday that the leadership of NATO has to face the fact that this will require deploying “tens of thousands” of troops to Ukraine on a long-term mission. He suggested that they need to face the challenges now even if any ceasefire or agreement may be months away.

It would seem to me that the Col. is understating the problem. As one of my smart correspondents pointed out, the folks in Europe who have seriously looked at this issue recognize that this cannot be done without the US, to include, at a minimum, US command and control, US logistics, US intelligence and early warning, US air defense, and probably some US special elements actually on the ground.

Who else would participate, not just countries, but which particular capabilities, how would they integrate with other units, etc? European nations need to get ready to go, real plans, identify units, etc.

The various armies and air forces and navies have folks who can do this, but the political machinery needs to be greased.


v/r pete        


Thursday, August 21, 2025

 August 21st, 2025


Politics  - Trump wants Zelenskyy and Putin to meet first

- Man arrested for involvement in Nord Stream bombing


Combat Ops - Russian gains in South

- Ukrainian forces continue to squeeze salient

- Large air strike, Russians use Zircon missile


Weather


Kharkiv

83 and mostly cloudy, gusting to 20. Partly to mostly cloudy for the next five days, rain showers expected both Saturday and Monday. Daily lows in the 50s, tomorrow high in the upper 80s, then cooler, with highs in the 60s. Winds variable, 5-10kts.


Melitopol

86 and partly cloudy, gusting to 20. Mostly sunny into next week except Saturday, which will see afternoon thunderstorms. Daily lows in the upper 50s, daily highs in the low 80s. Winds variable, 5-10kts.


Kyiv

70 and mostly cloudy, gusting over 20. Rain tonight and tomorrow, then partly to mostly cloudy to the middle of next week. Daily lows in the low to mid 50s, highs in the upper 60s. Winds variable, 5-10kts.


Politics 


The Guardian is reporting that President Trump wants President Zelenskyy and President Putin to meet first, just the two of them, before Trump participates in a “trilat.”

"I just want to see what happens at the meeting. So they’re in the process of setting it up and we’re going to see what happens.”

Trump also said that he does not intend to play a direct role in setting up the meeting, that will be left to his “team,” made up of Vice President Vance, SecState Rubio, and Ambassador Witkoff.

This was reported at one point that Trump had abandoned efforts to arrange a meeting between Zelenskyy and Putin.


An Ukrainian man, Serhii K (German law bars the release of his full name) has been arrested in Italy and will be extradited to German to face charges of collusion to cause an explosion, sabotage, and destruction of property, relative to the attack on the Nord Stream pipelines in September 2022.

 

Ground Operations


SUMY AND KHARKIV OBLASTS


Fighting continues along the line of contact across Sumy Oblast. Imagery showed Russian forces inside Bezsalivka, a tiny Ukrainian village (about two dozen homes, a population of 90 in 2001) on the border with Russia, about 20 miles north-west of Sumy City, and 3 miles east of Tetkino. 

Further east, due north of Sumy City, imagery confirmed Russian forces had pushed back into the middle of Oleksiivka; the village (with perhaps 125 - 150 houses) was retaken by Ukrainian forces 4 weeks ago, but they have now been pushed back out.

Russian forces claimed gains elsewhere along the line of contact but these have not been confirmed.

There were no changes noted along the border, north of Kharkiv.


NORTH OF THE DONETS RIVER


Reporting continues to be contradictory, with Ukrainian General Staff (UGS) reports referring to fighting taking place on the north-west edge of Kuyansk and well as northeast of the town a bit more than a mile. Meanwhile, various bloggers (who get reports passed to them by individuals in the two armies) are reporting fighting taking place in Sobolivka and Myrove (immediately west of Kupyansk), as well as on the edges of Kupyansk to the north-north-east, east and south-east, as Russian recon elements probe into the town.

While fighting continues along the line of contact, the only confirmed changes were at the southern end of the Zherebets River as Russian forces pushed into Zarichne, and Russian use of drones is reported to be very heavy.


BAKHMUT - TORETSK - POKROVSK


There were no confirmed gains north and north-east of Bakhmut, but along the Donets River there is credible reporting that Russian forces have taken the town of Serebrianske; whether they have full control or only the east half of the town isn't clear. Russian forces appear to be very active on both banks of the Donets River and appear to be using it to press westward.

There were no confirmed gains west or south of Chasiv Yar, but reports continue to suggest that Russian recon elements are pushing into Kostiantinivka.

North of Toretsk, imagery confirmed that Russian forces have pushed westward from the Bila Hora area and have moved into the terrain south of Oleksandro Shultyne, farmland cut by one small river and a rail line.

  North of Pokrovsk, Ukrainian forces continue to push into the Russian salient, and for the present the Ukrainian forces at Shakhove and Bilytske still outnumber the Russian forces in the salient; fighting is talking place inside the town of Mayak - Ukrainian forces that have pushed into the salient from just west of Shakove. But, Russian forces are moving and the Ukrainian gains appear to be slowing. At the same time, Russian forces just east of the salient gained ground north and north-east of Poltavka and are pushing into the east side of Sofiivka.

  Further south, fighting seems to be swirling around Pokrovsk, with engagements reported in 26 separate towns and villages in the Pokrovsk are; but there were no confirmed changes in the line of contact. 

South-west of Pokrovsk, from the Vovcha River north to the “corner” of the Dnipropetrovsk - Donetsk Oblast, fighting continues, but there were no  confirmed changes in the line of contact.


SOUTHERN UKRAINE


South of the Vovcha River, imagery confirmed that Russian forces have taken Novoheorhivka, due west of Vilne Pole; Maliivka is now firmly in Russian hands.

There are unconfirmed reports, from noted Ukrainian bloggers, of Russian gains pushing westward towards Huliaipole. The report is credible, matched by a UGS report of fighting taking place just east of the small town of Novoivanivka (a farming village of perhaps 30 homes, about 12 miles north-east of Huliaipole). It appears that Russian forces have pushed westward from Temyrivka area using the connecting road and open fields - with no Ukrainian defensive positions in them - and covered more than 3 miles in just 2 days - rapid movement for Russian forces.

Taken together, this suggests the Russians continue their tactic of advances at weaker spots (where a Ukrainian unit has been ground down), then filling in the pockets created by their gains, straightening the lines and moving forward. Not quick, rarely dramatic, but low risk and they are chewing up the Ukrainian army.

Fighting continues north of Kupyanske, and Russian sources claim gains north of Plavni, pushing into southern Stepnohirsk, but this has not been confirmed.


Air Operations


During the night of August 19th-August 20th Russian forces launched 4 x Kinzhal aero-ballistic missiles, 2 x Iskander ballistic missiles, 19 x Kh-101 cruise missiles, 14 x Kalibr cruise missiles, 1 x Zircon, and 574 x Shahed drones into Ukrainian air space. The UAF claimed is shot down 1 Kinzhal aero-ballistic missile, 18 Kh-101s, 12 Kalibrs and shot down or defeated by EW, 546  Shahed drones.

Damage from missile and drone strikes was reported in Dnipropetrovsk, Donetsk, Kherson, Kyiv, Lviv, Odessa, Rivne, Sumy, Volyn, and Zaporizhzhia oblast.

RuAF tacair struck 8 Ukrainian towns.


The 3M22 Zircon is a hypersonic (Mach 5+) missile (top speed is reported to be Mach 8 (5,000 kts) and has a maximum range of 400NM, and weighs 8,000lbs at launch. The missile was ground launched (originally designed for launch from ships) and this is reportedly the 14th use during the war, and it was said to be unsuccessful, though it was not shot down.


During the night of August 19th-August 20th Russian forces launched 2 x Iskander ballistic missiles and 93 x Shahed drones into Ukrainian air space. The UAF claimed is shot down 1 ballistic missile and shot down, or defeated by EW, 62  Shahed drones.

Damage from drone strikes was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kharkiv, Odessa, Sumy and Zaporizhzhia oblast; the ballistic missiles struck Odessa.

RuAF tacair struck 9 Ukrainian towns.


Economic Reporting


Feb22   May8 Jun9 July8 Aug8 Aug20 Aug21

Brent      94.71       61.93 66.80 70.44 66.90 66.64 67.08

WTI     92.10    59.00 64.89 68.65 64.29 63.19 62.93

NG       3.97          3.64 3.69 3.35 3.06 2.74 2.78


Wheat     8.52           5.34 5.49 5.49 5.18 5.23 5.33

Ruble     85          82.45 79.27 78.47 79.74 80.45 80.60

Hryvnia 28..6 41.55 41.55 41.80 41.39 41.28 41.21

Urals 91.66 54.13 60.84 64.07 63.17 62.49 63.90

ESPO 48.90 63.97 71.58 68.63 67.99 69.04

Sokol 99.31 57.39 61.51 64.38 62.57 62.92 64.00


Bloomberg reports that Russia is selling oil to India with several different discounts in order to stimulate buying.

Starting in early August, Russia, which had offered oil at a $1 discount in July, increased it to a $2.50 discount from Brent, and yesterday changed that to a 5% discount on Brent (a $3.35 per barrel discount on today's price).

It should be noted that the price as quoted for any given oil on any given day often does not match the price actually paid per barrel as there are all sorts of other considerations: amount actually purchased, where purchased, how moved, etc., etc. 


Reuters reports that Russia will spend 17 trillion rubles ($211 billion) on defense this year, 10% of GDP, on defense and national security, while running a budget deficit of 4.9 trillion rubles ($61 billion), 2.9% of GDP. This will leave Russia’s debt to GDP ratio at 20%. The EU debt to GDP ratio is 81%; the US debt to GDP ratio is now over 100%.


Thoughts


The slow Russian response has finally resulted in more forces flowing into the salient while at the same time manning to press forward just a few miles east of the salient, which shows the the Russian approach well: they are not organized to exploit breakthroughs - and they don’t seem to care.

If they had been organized to do so, the salient might have led to all sorts of opportunities. But those opportunities carry risk. And they aren’t willing to accept risk. So, they grind on. And at the same time, they continue to push small elements forward short distances, identify Ukrainian positions, and strike them with drones and artillery, and occasionally tactical aircraft. 
The point is to grind down the Ukrainian army and do it at low risk. And that appears to be what they are doing.


v/r pete