April 29th, 2026

Politics - Martial Law, Mobilization extended (19th)

- Victory Day Truce?

- Ambassador Davis to depart

Combat Ops - Few gains on ground

- Drone strikes continue 

- Tanker adrift in Black Sea

Weather

Kharkiv

48 and partly cloudy, rain showers tonight. Partly cloudy all week. Daily lows in the low 30s, daily highs in the 50s. Winds variable, 5-10kts.

Melitopol

52 and cloudy. Partly to mostly cloudy all week. Daily lows in the low 40s, daily highs in the upper 50s. Winds northerly, 5-10kts.

Kyiv

46 and mostly cloudy, gusting to. Rain showers in early evening, tomorrow cloud, and mostly cloudy all week. Daily lows in the mid 30s, daily highs in the mid 40s. Winds north-westerly, 10-15kts.

Politics

On Tuesday the Verkhovna Rada voted overwhelmingly to extend both the mobilization decree and martial law for another 90 days, effective May 4th. This is the 19th such extension.

President Putin’s aide, Yuri Ushakov, reported that Putin talked to President Trump for 90 minutes, and that Putin said he was ready to declare a truce for the celebration of Victory Day, May 9th.

Trump later commented that a deal to end the war is “almost there.”

King Charles, in his address to Congress, commented on Ukraine:

“Today, Mr. Speaker, that same unyielding resolve [the support for the US in the wake fo the September 11th attacks] is needed for the defense of Ukraine and her most courageous people.”

Ambassador Julie Davis, US Ambassador to Kyiv, is leaving her post but in a statement commented that it is not because of any disagreement with President Trump, that such accounts were “inaccurate.”

The European Union today warned Israel over the issue of Israel accepting grain stolen from Ukraine. 

Earlier in April the MV Abinsk arrived in Haifa (carrying Ukrainian wheat), and several days ago the MV Panormitis arrived in Haifa (carrying Ukrainian wheat and barley).

Ukraine has accused Israel of trafficking in stolen Ukrainian goods, and the spokesman for EU High Representative Kallas commented: 

"We condemn all actions that help fund Russia's illegal war effort and circumvent EU sanctions, and remain ready to target such actions by listing individuals and entities in third countries if necessary.”

The UK expelled a Russian diplomat (not named) after Russia expelled a British official in March, accusing him spying.

A UK spokesman commented: 

“This behaviour is wholly unacceptable, and we will not tolerate harassment or intimidation of our diplomatic staff.” 

Ground Operations

There is a good deal of contradictory reporting among the various sources, with several sources showing multiple Russian gains north and north-west of Pokrovsk, as well as west of Hulyaipole and south-east of Kupyansk, was well as some Ukrainian gains, while one very well regarded source shows virtually no gains over the last several days (and very few since late March along the entire front). Another source shows slow but steady contraction of Ukrainian controlled terrain in eastern Kostiantinivka and east of the T0504 roadway, another showing almost no change in that area.

Parsing through it all suggests the following to me: the Russians and Ukrainians are both making every effort to extend the “no mans land,” primarily using drones. the Russians striking deeper and deeper behind the lines to interdict logistics and personnel movements, the Ukrainians doing exactly the same thing, with the Russians pushing forward more recon units to infiltrate Ukrainian terrain, but the Ukrainians also pushing forward a fair number of small elements in Russian controlled terrain.

What has then followed is that these unit routinely get cut off, many exfiltrate, but many do not. Some are resupplied regularly by drone (both ground vehicles (UGVs) and aerial drones (UAVs)) but many are cut off for extended periods. When they do surface the maps are getting constantly redrawn. But, the terrain that is actually controlled by Russian or Ukrainian forces has remained relatively unchanged, just a going “gray” area.

That said, there have been several small but real gains by Russian forces west and north-west of Hulyaipole, as well as west and north of Pokrovsk.

Air and Maritime Operations

Ukrainian forces again struck the Tuapse oil refinery during the night of April 27th - April 28th and video and imagery shows that as many as 24 oil tanks are burning, and that production has been suspended at the facility.

Obviously with most of the on site storage destroyed the refinery would need to suspend operations unless it was able to pump straight into ships. The refinery has an output of a bit less than 250,000 barrels per week.

Also of interest, Ukrainian forces claimed that they had 11,473 drone-on-drone intercepts in March, more than 3 times as many as in February. 

During the night of April 28th-April 29th Russian forces launched at least 1 ballistic missile (unknown type) and 171 x strike drones into Ukrainian airspace. The UAF claimed it shot down, or defeated with EW, 154 drones. The ballistic missile struck Dnipropetrovsk city.

Damage was reported in Dnipropetrovsk, Kharkiv and Odessa oblasts. 

Targets included the power grid and transportation infrastructure. 

There were at least 6 civilians wounded.

RuAF tacair struck 10 towns.

Ukrainian forces used 2 USVs to strike the Cameroon flagged (sanctioned) tanker Marquise about 100 miles north of Samsun, Turkey, the ship sustaining damage near the stern, no crew are reported injured, but as of several hours ago was making no headway and was presumably adrift. Marquise is 605 feet in length and can carry. Marquise’s last confirmed port call was Tuapse, Russia, on March 31st.

The ship can carry 37,000  tons of oil, and was probably being used to ferry oil to other tankers, transferring at sea.

During the night of April 27th-April 28th Russian forces launched at least 123 x strike drones into Ukrainian airspace. The UAF claimed it shot down, or defeated with EW, 95 drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Kyiv, Mykolaiv, Sumy and Zaporizhzhia oblast. 

Targets included the power grid, transportation infrastructure and agricultural facilities.

There were at least 2 civilians killed and 1 wounded.

During the night of April 26th-April 27th Russian forces launched at least 94 x strike drones into Ukrainian airspace. The UAF claimed it shot down, or defeated with EW, 74 drones.

Damage was reported in Kharkiv, Odessa and Zaporizhzhia oblasts. 

Targets included the power grid and transportation infrastructure, and one strike in Odessa resulted in a sizable spill of sunflower oil

There were at least 14 wounded civilians.

RuAF tacair struck 20 towns.

Economic Reporting

Feb22  Jan8 Feb9 Mar9 Apr8 Apr27 Apr28

Brent      94.71   61.26 68.57 106.40 91.78 105.90 117.50

WTI     92.10   57.10 64.04 103.60 93.53 94.64 105.30

NG       3.97      3.41 3.20 3.37 2.73 2.57 2.56

Wheat     8.52  5.22 5.29 6.25 5.79 6.19 6.65

Ruble     85          80.35 77.40 78.20 78.54 74.92 74.76

Hryvnia 28.6 43.10 43.03 43.93 43.45 44.09 44.09

Urals 91.66 50.40 56.37 90.97 124.85 105.99 108.57

ESPO 94.52 52.28 59.77 84.99 103.27 109.13 111.40

Sokol 99.31 55.57 62.85 101.55 96.88 101.56 102.89

Thoughts

Recent reporting in a wide range of outlets has emphasized the expanding nature of drone use by both side - particularly in the air but also drones at sea, and crawlers on the land UGVs). Particularly on the land UGVs are used to both bring ammo and food forward, but also to evacuate wounded.

Overall, drone usage is a rapidly moving target. As of early 2024 Russian drone production was on the order of 50,000 per month, by the end of 2024 it was on the order of 120,000 per month and had pulled head of Ukrainian drone production. By late 2025 Russia was on track to have produced 2 million drones for the year and production was in excess of 180,000 per month. Ukrainian drone production was also climbing and by March of this year Ukrainian drones production had reached 330,000 per month (11,000 drone strikes per day).

Note, these are not the Shahed or Geran (the Russian manufactured Shahed drones), which cost more than $20,000 each, of which Russia has so far launched more than 50,000 into Ukrainian air space. These are small, inexpensive, and often very lightly made, using plastics, blast wood, and in some cases styrofoam for some parts.

With these numbers - and the aid of the West (Ukraine) and China (Russia) prices have also dropped. (As of 2024 there were at least 5 Chinese companies exporting small drones to Russia). Both sides are still hiding accurate data but Ukrainian drones are said to be less than $1,000 a piece - or less than $500 a piece, and the latest Russian Molniya is reportedly less than $300 per unit.

And drones, which were only in special units 2 years ago, are now ubiquitous, with reports noting that Russian recon and infiltration teams of 5 troops will often carry as many as 20 FPV drones with them.

Tactics and techniques keep evolving as well, to include: use of AI chips to allow drones to operate autonomously - defeating efforts to jam a controlling frequency, use of fiber  optics also to defeat jamming, flying at medium altitude (several hundred to more than a thousand feet off the ground) to effectively defeat small arms and force the use of more expensive anti-aircraft weaponry, use of multiple drones in swarms, etc. Russia also is now using both a spread spectrum C2 system that is, reportedly difficult to jam, and flying drones in what they refer to as a “mesh,” networked drones attacking a single target.

Coordinating all these drones (10,000 or more every day) can create severe interference issues, one that the Russians solved by using Starlink. When that was discovered earlier in the year, Starlink denied Russia the service. At the same time Ukrainian forces copied the Russian command and control (C2) and thereby improved their own C2. Russian forces have since then been working to develop their own improved C2 and in the past week or so seem to have developed some workable solution.

It should be noted that as both sides continue to increase production runs, they are also increasing their use of drones, there seems almost no upper limit right now. Ukraine forces note that they are on track to produce and fly 30,000 drones per day by the end of 2026. While the Russians have been keeping pace with Ukrainian drone production, there are some hints that Russian (and Chinese) production is in fact outpacing Ukrainian production.

v/r pete