Tuesday, June 30, 2026

 June 30th, 2026 Next Summery Thursday, July 2nd


Politics - Poland: No MiG-29s

- von der Leyen on 3.9 Billion Euros

- Ukrainian Oligarch attacked 


Combat Ops - No change on ground

- Strikes continue  

Weather


Kharkiv

82 and partly cloudy. Sunny or mostly sunny through Friday, thunderstorms on Saturday. Daily lows in the upper 60s, daily highs in the upper 80s. Winds variable, 5-10kts.


Melitopol

91 and sunny, gusting to 20. Mostly sunny through Friday afternoon. Daily lows in the high 60s, daily highs in the low 90s. Winds easterly, 5-10kts.


Kyiv

86 and mostly sunny, gusting over 25. Mostly sunny through Thursday, thunderstorms on Friday and the weekend.  Daily lows  through Friday in the upper 60s, daily highs in the upper 80s to low 90s, then cooler, next week highs around 70, lows in the low 50s. Winds variable, 5-10kts.



Politics


Poland’s Deputy PM and MinDef Kosiniak-Kamysz will not transfer MiG-29s to Ukraine.

“I proposed a very cooperative approach: MiGs in exchange for drones. The Ukrainians initially accepted this, but did not follow through, so there are no MiGs for Ukraine because Poland has neither drones nor the capabilities to use them.”

“This means they have the capacity to provide military equipment—which is sometimes symbolic, but it’s very important that they can share their know-how and, to some extent, their technologies. They really know their stuff in this area. And they agreed to this, but then backed out of these agreements.”


President of the EU Commission von der Leyen commented on providing 3.9 billion Euros ($4.5 billion) to Ukraine:  

Ukraine's ingenuity lies at the heart of its success in resisting Russia's full-scale invasion. It is this ingenuity that we want to support. Today, we are providing a first €3.9 billion for advanced drone technology to strengthen Ukraine's defence.


A Ukrainian oligarch, his wife and sone were seriously wounded in a bomb attack at their home in Monaco yesterday. Vadim Yermolaiev and his wife Anna, and her son David were injured when a “bomb in a backpack,” packed with nuts and bolts, blew up in the foyer of their apartment. Anna was apparently the most severely wounded and at least one leg has been amputated.

A man was seen on video but no suspect has been arrested yet.

The Ukrainian government immediately responded to the attack, noting Ukrainian citizens were attacked in Monaco.

At the same time, Vadim Yermolaiev made his fortune in several businesses that have been sanctioned by the Ukrainian government, to include Versobank in Estonia that had it’s license suspended in 2018 by the EU Central Bank for 'systematic violation of anti-money laundering legislation,’ producing a wine on Crimea for sale in Russia, and his son was arrested in Cyprus in 2025 for running a fraudulent call center with his father. 

In December 2023 President Zelensky authorised sanctions against Yermolaiev for still doing business with Russia.

Yermolaiev renounced his Ukrainian citizenship in 2019 in favor of Cyprian citizenship. He has been under investigation by Ukrainska Pravda’s investigation of wealthy Ukrainians who settled on the Riviera after the war started.



Ground Operations


President Putin has jumped into the propaganda game with both feet and has come out with a series of statements as to where the Russian forces are on the ground in Ukraine; his remarks push the Russian controlled territory further west but is no more accurate than the remarks made over the past several weeks about the collapse of the Russian front in the south, the north and the center. Both sides are making ever more expansive claims but there continues to be very little change in the lines.

Since the beginning of the year Ukrainian forces made gains in the south (north of Hulyaipole) during February and March and recovered perhaps 100 square miles in that area, and perhaps 15 - 20 square miles total along the Dnepr (north of Kamyanske) and in the north-east (around Kupyansk). Russian forces have slowly pressed forward east and north-east of Slovyansk (but not as far as Putin claims) and continue to expand the “checkerboard” in Kostiantinivka, north of Pokrovsk, and west of Hulyaipole. But progress is very slow as both sides are now striving mightily to probe and move without being seen by the daily cloud of FPV drones.


Fighting continued along the entire line, but there were no confirmed changes in the front line and in those cases where there are possible changes, the changes remain marginal.

Infiltration efforts by Russian forces continue, particularly in the area from just north of Slovyansk (into Lyman), and southward, along the line, past Pokrovks, with an emphasis on probing into Kostiantinivka. But, as noted, there were no confirmed changes in the line. 

Ukrainian elements north-west of Pokrovsk report increases in Russian activity in this area, though there are no numbers with which to quantify the statement. The increased activity also reportedly includes more drone and glide bomb strikes in the area but again this is not quantified.

Both sides continue to report strikes on bridges in the enemy rear.

It’s worth noting again that Russian forces are using FAB 500 and larger glide bombs to strike bridges, considerably more destructive than the drones used elsewhere. In one case yesterday a bridge over the Donets River was struck with a FAB 1500, a 3300lb bomb, which will drop a span of just about any bridge on the planet.



Air and Maritime Operations


Ukrainian Forces


During the Night of June 29th-June 30th and during the morning of June 30th, multiple drones were reported over Moscow, there were reports of several explosions, and Russian air defense claimed it shot down 10 drones over Moscow.

The Ukrainian General Staff claimed that Ukrainian forces struck a railway bridge in Crimea and a road bridge just north-west of Berdiansk.


Ukrainian forces continued strikes on Russian ground lines of communication (GLOC), and parts of occupied Kherson and Crimea continue to suffer power outages.

While many of the strikes are “plinking,” striking individual vehicles as they move along the road networks (something the Russians do as well), Ukrainian forces appear to be more proficient at striking bridges, and imagery on the 27th confirmed a partially collapsed span on the M-14 roadway about 18 miles east of Melitopol, from a strike on the 26th, where the road crosses a small stream (the Korsak River).



Russian Forces

During the night of June 28th-June 29th Russian forces launched strikes into Ukrainian airspace, with at least I x missile (type not specified) and 154 x strike drones. The UAF claimed it shot down, or defeated with EW, 138 drones.

Damage was reported in Kharkiv, Sumy, and  Zaporizhzhia oblasts.

Targets included the power grid and transportation infrastructure.

There were at least 1 civilian killed and 27 wounded as result of these strikes.

RuAF tacair struck at least 4 towns.


During the night of June 28th-June 29th Russian forces launched strikes into Ukrainian airspace, with at least 1 ballistic missile and 108 x strike drones. The UAF claimed it shot down, or defeated with EW, 82 drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Donetsk, Kharkiv, Kirovohrad, Mykolaiv, Poltava, Sumy, and Zaporizhzhia oblasts; a ballistic missile struck Dnipro city.

Targets included the power grid and transportation infrastructure; power outages were reported in Dnipropetrovsk, Donetsk, Kharkiv, Poltava, Sumy and Zaporizhzhia oblasts. 

There were at least 7 civilian killed and 46 wounded as result of these strikes.

RuAF tacair struck at least 4 towns.



Economic Reporting


Feb22  Mar9 Apr8 May8 Jun8 Jun29 Jun30

Brent      94.71   106.40 91.78 100.50 93.82 72.95 72.93

WTI     92.10   103.60 93.53 94.91 90.59 70.38 70.82

NG       3.97      3.37 2.73 2.79 3.14 3.24 3.17

Wheat     8.52  6.25 5.79 6.14 5.82 5.85 5.78

Ruble     85          78.20 78.54 74.26 73.10 77.35 78.10

Hryvnia 28.6 43.93 43.45 43.90 44.64 44.85 44.78

Urals 91.66 90.97 124.85 92.56 86.33 57.40 58.43

ESPO 94.52 84.99 103.27 105.56 95.51 70.54 70.54

Sokol 99.31 101.55 96.88 95.96 89.90 69.37 69.79


Price of gasoline in Crimea this morning is 189 rubles per liter, or $9.67 per gallon for 95 octane. Last week 92 Octane (95 octane wasn’t available) was selling at 92 rubles per liter, up from 82 rubles per liter as of the start of the month, so the price has doubled in Crimea in a week. At the same time, at least one report suggested that, as of mid morning (EDT), at that price, gasoline was available. How long that continues, remains to be seen.

Putin claimed yesterday that Russian stocks currently stand at 1.7 million tons (12 million barrels), down just 4% from this time last year.

That may in fact be true, but fires at the right pumping facilities and transfer stations can still cause regional shortages as gasoline and diesel are having trouble moving.



Thoughts


Concerning the bombing of the Russian oligarch in Monaco, the Ukrainian embassy is said to be assisting the police. 

If one were cynical, one might suggest that this was an attack by a Ukraine special services unit on a sanctioned individual, and the Ukrainian foreign office support is to see to it that the police find the “right answer.”


The Propaganda - Info War effort continues in full vigor by both sides. President Putin has waded into it, as noted above, but President Zelenskyy has been masterful in gaining and maintaining the InfoWar edge since the very first days of the war, particularly in the European and US press.

It should noted that the edge fades as you move further from the European and North American newspapers and web sites, and look elsewhere. As just one example, lots of coverage of gas shortages in decidedly pro-Ukraine newspapers and web sites, but Al Jazeera, which has been fairly even-handed though critical of Putin, has virtually nothing on the gas shortages in the last 2 days. And there is virtually no reporting on the war at all in the Hindustan Times or the Times of India, and nothing about the gasoline shortage.

Note, too, that propaganda is often accompanied by bad math, often very bad math. In a column for a major foreign policy magazine a British historian reported that the average Russian soldier, from the moment he signs his contracts, is dead in less than 3 weeks. If this were accurate, at the end of 5 months there would be 11,000 Russians left alive in the theater the other 700,000 having been killed.


A word about Crimea: in 2001 Crimea had, per the Ukrainian government, a population of just short of 2.3 million, 1.45 million ethnically Russian, 258,000 Crimean Tatars, and 577,000 ethically Ukrainians. But all of them Ukrainian. 

Between 2014 and 2021 between 250,000 and 300,000 left Crimea and 800,000 to 1 million moved into Crimea, per the Ukrainian government.

In 2021 the Russian government held a census on Crimea and came up with 2.48 million in Crimea.

So, the numbers don’t all match perfectly; but, if the immigration and emigration numbers are correct, the total should be between 2.5 million and 3 million. But, it would seem that something approaching 2 million people, out of a total population between 2.5 and 3 million, are the same people who lived there 15 years ago - ostensibly Ukrainians, from before Russia occupied Crimea.


v/r pete       


Monday, June 29, 2026

 June 29th, 2026


Politics - Putin again rejects direct negotiations

- Zelenskyy announces 40 day strike campaign 


Combat Ops - No substantive change on ground

- Strikes continue


Weather


Kharkiv

79 and mostly sunny, showers possible tonight. Mostly sunny all week. Daily lows in the 60s, daily highs in the upper 80s. Winds variable, 5-10kts.


Melitopol

84 and partly cloudy, gusting to 20. Partly to mostly sunny all week. Daily lows around 70, daily highs in the low 90s. Winds variable, 5-10kts.


Kyiv

74 and mostly sunny, gusting over 50, possibility of thunderstorms tonight. Mostly sunny through Thursday, thunderstorms on Friday and the weekend.  Daily lows in the mid to upper 60s, daily highs in the upper 80s to low 90s. Winds variable, 10-15kts, but high gusts.



Politics


President Putin again responded to President Zelenskyy’s offer to negotiate face-to-face and pooh-poohed the idea:

“It is clear why this proposal is being made, because our counter-strikes deep into Ukrainian territory are much stronger, have greater impact, and are, frankly, more destructive.”

“Given their catastrophic shortage of personnel, the Ukrainian armed forces apparently believe this could be their salvation. But saving the Kyiv regime is not part of our plans.”

President Trump on the 16th again called for Putin to negotiate, “Russia should make a deal. Russia has lost tremendous amounts of people, and so has Ukraine.” 

But Putin appears to have brushed that off as well as the issue of any sort of agreement in the August meeting in Anchorage, commenting that “Nobody signed anything, but we talked about certain possibilities for ending the conflict in Ukraine.” 

Instead, Putin made it clear where Russia was headed:

“The first task is to quickly and significantly ramp up production of those air defense systems that are most needed… All the strikes, wherever they hit our infrastructure, absolutely do not affect the situation on the front, on the line of combat contact.”


An Ukrainian soldier serving in Ivano-Frankivsk Oblast (south-west Ukraine) Has been charged with illegal sales of weapons, ammunition, and drones. Specifically, he was charged with selling 2 x AK-47s and 10 x F-1 grenades for a total of $4,000 and offered to sell a small quad-copter for UAH 150,000 ($3,400).

After his arrest, the Sate Bureau of Investigation reported that the soldier may also have been selling ammunition.



Ground Operations 


Fighting continues along the line. Russian recon probes and small unit infiltrations continued, particularly south-east of Kupyansk, in the Slovyansk to Pokrovsk arc, and north and west of Hulyaipole.

Russian forces made marginal gains south-east of Kupyansk and in Lyman and east of Slovyansk. More infiltrations were reported in Kostiantinivka and the “checkerboard” of Russian and Ukrainian forces continues to slowly grow. At the same time, Russian aircraft continue to strike Kramatorsk with glide bombs, destroying defenses in that city before infiltrations begin.

Further south, Russian forces have pushed into Rivne, north of Hulyaipole, retaking that town after Ukrainian forces pushed Russian forces out in March.

Elsewhere along the line there were marginal gains by both sides as they traded positions, but there were no tactically significant changes.



Air and Maritime Operations


Ukrainian Forces


President Zelenskyy announced a 40 day long-range strike campaign to push Russia to end the war. In particular, the strikes will focus on Crimea, gasoline production and interdiction of rear area logistics and logistics routes. 

Reportedly, there was a 2,000+ vehicle backup heading east over rate Kerch bridge (off of Crimea) on the 26th.


Ukrainian forces continued strikes on Russian ground lines of communication (GLOC), and parts of occupied Kherson and Crimea continue to suffer power outages.

While many of the strikes are “plinking,” striking individual vehicles as they move along the road networks (something the Russians do as well), Ukrainian forces appear to be more proficient at striking bridges, and imagery on the 27th confirmed a partially collapsed span on the M-14 roadway about 18 miles east of Melitopol, from a strike on the 26th, where the road crosses a small stream (the Korsak River).


During the night of June 27th-June 28th Ukrainian forces struck the Slavyansk oil refinery (about 60 miles east of the Kerch Strait) and the Yaroslavl refinery (about 140 miles north-east of Moscow). Imagery of both showed smoke and fires, but an independent damage assessment has not been published.


On the 26th a Ukrainian Flamingo missile reportedly struck the Titan-Barrikady plant that manufactures the Oreshnik IRBM in Volgograd, as well as an oil pumping facility also in Volgograd.


During the night of June 25th-June 26th Ukrainian forces conducted more strikes into Crimea, as well as Bryansk, Moscow and Tula oblasts. Russian air defenses forces claimed that they shot down 660 missiles and drones. There was no report on how many reached their targets. Normal rate of successful engagement by both countries has been consistently in the 90-95% range, which would suggest an overall strike package of 695 - 730 missiles and drones. 

Ukrainian forces also struck the oil depot in Poltavska, Krasnodar and two refineries in Ufa, Bashkortostan (about 600 miles east of Moscow, 200, miles south-west of  Yekaterinburg).

Commercial imagery shows damage to the main antennas at the Vladimir Space communications center following the June 22nd strike.

Ukrainian special forces claimed that drones struck two cable laying ships (Volga and Vyatka) and a ferry (Petropavlovsk) in the Zatoka Shipyard in Kerch. This has not been confirmed.


Russian Forces


Per President Zelenskyy, Russian totals for the week of 19-26 June included 19 missiles, 1,400 strike drones and 1,500 glide bombs. Note that these drones do not include the FPV drones (fiber optic and free flying) that are launched at a rate of more than 10,000 per day. 

What is of particular note is that glide bomb usage remains above 200 per day; the glide bombs are substantially more destructive than virtually any other weapon in either inventory wth the exception of the larger ballistic missiles.


During the night of June 28th-June 29th Russian forces launched strikes into Ukrainian airspace, with at least 1 ballistic missile and 108 x strike drones. The UAF claimed it shot down, or defeated with EW, 82 drones.

Damage was reported in Dnipropetrovsk, Donetsk, Kharkiv, Sumy, and Zaporizhzhia oblasts; a ballistic missile struck Dnipro city.

Targets included the power grid and transportation infrastructure.

There were at least 7 civilian killed and 46 wounded as result of these strikes.

RuAF tacair struck at least 4 towns.

During the night of June 27th-June 28th Russian forces launched strikes into Ukrainian airspace, with at least 2 x Zircon cruise missiles, 6 x Iskander ballistic missiles, and 142 x strike drones. The UAF claimed it shot down, or defeated with EW, 1 Zircon missile, all 6 ballistic missiles, and 125 drones.

Damage was reported in Chernihiv, Kharkiv and Zaporizhzhia oblasts.

Targets included the power grid and transportation infrastructure.

Reports noted at least 2 civilians killed and 16 wounded in these strikes.


During the night of June 26th-June 27th Russian forces launched strikes into Ukrainian airspace, with at least  129 x strike drones. The UAF claimed it shot down, or defeated with EW, 113 drones.

Damage was reported in Chernihiv, Dnipropetrovsk, Kharkiv, Sumy and  Zaporizhzhia oblasts.

Targets included the power grid and transportation infrastructure.

There were 9 civilian wounded reported.

RuAF tacair struck at least 1 town.


During the night of June 25th-June 26th Russian forces launched strikes into Ukrainian airspace, with at least  7 x Iskander ballistic missiles and 189 x strike drones. The UAF claimed it shot down, or defeated with EW, 3 ballistic missiles and 174 drones.

Damage was reported in Chernihiv, Kharkiv, Kyiv, Odessa, Poltava, Sumy and Zaporizhzhia oblasts. Ballistic missile strikes were reported in Poltava.

Targets included the power grid and transportation infrastructure; a power outage were reported in Dnipropetrovsk, Kharkiv, Kherson, Odessa, eastern Poltava, and Zaporizhzhia oblasts.

There was at least 1 civilian killed and 8 civilians wounded in these attacks.



Economic Reporting


Feb22  Mar9 Apr8 May8 Jun8 Jun26 Jun29

Brent      94.71   106.40 91.78 100.50 93.82 72.71 72.95

WTI     92.10   103.60 93.53 94.91 90.59 69.44 70.38

NG       3.97      3.37 2.73 2.79 3.14 3.40 3.24

Wheat     8.52  6.25 5.79 6.14 5.82 5.92 5.85

Ruble     85          78.20 78.54 74.26 73.10 77.71 77.35

Hryvnia 28.6 43.93 43.45 43.90 44.64 44.88 44.85

Urals 91.66 90.97 124.85 92.56 86.33 60.11 57.40

ESPO 94.52 84.99 103.27 105.56 95.51 73.27 70.54

Sokol 99.31 101.55 96.88 95.96 89.90 69.78 69.37



Thoughts


Expect the Ukrainian campaign to continue through July and into August and expect the reports of hardships Russia to multiply. Also expect, as this is part of an aggressive InfoWar effort, that much of this will be inaccurate, but will continue to shape perceptions that the Russians are losing and the Ukrainians have gained the upper hand.

Have they? At this point no. Both sides continue to press on each other, and on the ground the Russians, despite making only marginal gains for several months, still, on the whole have the initiative on the ground, and continue to slowly grind down the center, from Pokrovsk, across Kostiantinivka and past Slovyansk. Russian forces also continue to re-strike the Ukrainian power grid and, short of a miracle (or a ceasefire and a flood of aid), Ukrainians are going to have a difficult winter.

Will Ukraine gain the upper hand? That depends on a host of unknowns. 

What are the real Ukrainian casualties? How do they stack up against Russian casualties? My sense is that the casualty count is essentially the same, each in the range of 300,000 - 350,000 KIAs and 250,000 severely wounded (those wounded who will not return to active duty). Ukrainian desertions remain very high, perhaps twice Russian desertions in raw numbers, an order of magnitude as percent of population. This has a tremendous impact on the ground situation, as drones can’t hold ground; infantry are needed for that.

What is the real damage to the Russian and Ukrainian infrastructure? The various governments should know that, but obviously won’t tell. The Russian oil industry has already shown itself to be resilient and in addition have a good deal of excess capacity. Will that be enough? That reminds to be seen. But regional impacts - Crimea and Moscow in particular - are likely to be severe.

The cumulative damage to the Ukrainian power grid is also an unknown. Clearly, the government in Kyiv knows. Do the governments in Europe know? They may have been informed by their intelligence offices, but maybe they choose to ignore reports. We’ll see.

How many missiles and long range drones does each force have? And what are their real production rates? Again, unknown. But presumably the money and parts and raw material continue to flow into Ukraine, and at least in part, China will continue to aid Russia to ensure they have most of what they need.

What will be the effect? This is, of course, the “$64,000 Question.” Russian strikes, on nearly a daily basis for 4 years, have not convinced the Ukrainian people to sue for peace. The Russians are, culturally and socially, very much like the Ukrainians. Both have a long history of enduring hardship. It would be remarkable to me that you would get a different response from the Russian people than from the Ukrainian people.

Rather, I suspect that the Russian people will respond to these strikes, and the gasoline lines, and some resulting hardships and deprivations in much the same way: with anger and a collective grim determination. In fact, I would be surprised if they did not. Which means this 40 day strike campaign will push the Russian people to be more determined than ever to win this war. President Putin’s desires will become less important and the desire of the Russian people to sate their anger will grow in importance. In short, these strike campaigns probably will not, in and of themselves, hasten an end to the war, but rather, they will escalate the war.

v/r pete