Lets look at the news that Russia has announced a complete withdrawal from Kherson oblast north/west of the Dnipro River.
First up: A big picture overview from Peter Zeihan, that I have some minor to moderate quibbles with.
Takeaways:
Russia has announced withdrawing from the Kherson pocket, which is their only territory west of the Dnipro River.
“Reports at this point indicate that the Russians are withdrawing at full speed from all positions.”
Not a rout…yet.
“Based on whose statistics you’re looking at, they’re somewhere between 20,000 and 40,000 Russian forces in the area, but it’s generally accepted on both sides these are the best troops that the Russians have, with the best training and the best equipment.”
Those Russians haven’t been properly supplied for a month due to the Kerch Strait Bridge attack. “Which is the only heavy rail connection that can handle freight transport from Russia proper to the southern front.”
“Everything now has to come in by truck and the Russians have lost the vast majority of their tactical truck support fleet for the military and are now using civilian vehicles, making them very vulnerable.”
“Not enough shells and not enough fuel have been getting to the Kherson front.”
One result: For the last two weeks, Ukrainian artillery has received zero counter-battery fire. “So the Ukrainians have just been able to plug away with whatever ammo they have.”
“The Ukrainians are being presented with a golden opportunity even if it’s only 20,000 Russian troops that are here. They’re now all in a state of retreat and they all have to go to the same places.”
“There are only two bridges across the [Dnipro] river, and the Ukrainians have excellent intelligence on the entire zone, so if the Russians put up a pontoon bridge it usually only lasts for a few minutes before it gets taken out.” I rather strongly suspect that Zeihan is either exaggerating here, or the sources he’s depending on are. It’s a bit too far front the frontlines for easy Excalibur range, and I sincerely doubt Ukrainian observers can get approval for HIMARS strikes within minutes for targets of opportunity. They’re just too expensive, and it’s not like they have huge quantities on hand.
“All of the Russians need to go on the same roads and the same intersections, which are all going to be massive kill zones until they reach the bridgeheads, one of which is at Kherson city, and the other one which is at the dam at Nova Kakhkovka.”
“The Ukrainians have been hitting these bridges with rocket fire for weeks, and they can’t handle heavy equipment any more.” Here Zeihan’s information is out of date; Russia has successfully repaired the bridge at Nova Kakhkovka using aggregate fill, which means it probably can be used for Russian heavy equipment to escape. See the video below for more details.
“Which means the Russians are going to have to make a massive parking jam at the bridgehead, dismount, and then run across while under artillery fire the entire time. The casualties are going to be immense, and that’s the best case scenario.”
“Best guess is that not only are the Russians going to be leaving behind their best gear, but they’re leaving behind more gear than what Ukrainians captured from the Russians in the Izyum assault back in September.” In this I also think Zeihan is overly optimistic. Russia has fought this war very stupidly for the first six months, and the disordered flight from Izyum, leaving so much equipment behind, should never have happened with a competent plan for a fighting retreat. By contrast, all the evidence we have from Kherson (again, see the video below) suggests that Russia is planning a fairly competent and orderly retreat, especially with the ability to use the Nova Kakhkovka bridge. Will Russia leave a lot of good kit behind in Kherson? Probably. Will they leave more behind than Izyum? For that I’m very skeptical. Then again, the Russian military has constantly surprised me with the depths of their incompetence over the past eight months…
“The Ukrainians are likely to enter the war by May with a tank and artillery force that’s more than five times its strength on the first day of the war.” For tanks, I think this figure is greatly exaggerated. According to Oryx, Ukraine has captured 503 tanks total, and they had more than that in active service. For artillery, though still unlikely, it seems a bit more plausible, as Ukraine started with less and Russia has tons and tons of towed artillery, which is exactly the sort of thing that’s going to get left behind in a hasty retreat.
“The Russians have already used the majority of their missile and tank forces, which began this war as the world’s largest.” That, I think, is accurate. Russia has been expending smart ordinance at a furious rate, and with sanctions, it doesn’t have the technological base to easily replace them.
“The Kherson withdrawal, and the likely rout to come, does mark the end of any hope the Russians had of regaining any sort of strategic initiative, or any sort of meaningful offensive operations, until at least to May. It’ll take them at least that long to bring in fresh troops and fresh gear.”
“In that time, the Ukrainians are not going to sit on their hands. They don’t have to cross the river to strike at the Russians. Once they get to the river, the long-range rockets and artillery are going to be able to target the isthmus, which is only about three kilometers wide, that connects the Ukrainian mainland to the Crimean peninsula.” On the Deep State map, I get closer to 9km just south of Perekop. Plus the Chongar strait bridge, which will be in HIMARS range. Plus the rail bridge just south of Syvash. Plus the little road southwest of Vasylivka crossing, which looks too small and precarious to support heavy traffic. Ditto the long, skinny road that runs down the Arabat Spit that separates the Sea of Azov from the Syvash Lake (AKA Rotten Lake), which appears to be a literal dirt road more suitable for dirt biking that main battle tanks. (Actually, there appear to be several weird little dyke-top roads that separate different segments of the Syvash Lake, though none really look up to military duty.)
“Because the Kerch rail bridge is out, Russia cannot only not bring in ammo and troops and fuel, it can’t bring in food. Their only other option are some very light rail and road connections across that isthmus, coming from the rest of occupied Ukraine, all of which Ukraine will still be able to strike.”
“In capturing Kherson, the Ukrainians are going to be able to cut the water flows to the Crimea canal, and water from that canal is solely responsible for three-quarters of the food grown in Crimea. So no imported food, little grown food. Russia is either going to have to evacuate the entire peninsula by car across the Kerch bridge’s remaining road span, or suffer a 1980s Ethiopia style famine.” Here again I think Zeihan exaggerates, as Russia will still be able to bring in food via ship across the Black Sea or the Sea of Azov. Crimeans could well be looking at a very lean year, maybe even Siege of Saint Petersburg lean, but that’s not “Ethiopians dropping dead of famine” lean.
Next up: Suchomimus offers a detailed map update. Zeihan is a geopolitical generalist jack of all trades, but detailed video and geolocation analysis is all Suchomimus does.
Takeaways:
Russia has blown up most (probably all) of the bridges over the Inhulets River.
Russia has several ferries to run troops and equipment over the Dnipro, along with rallying point to stage units for withdrawal. Some of the staging areas have been hit by Ukrainian artillery, but satellite photos show Russian forces spread out in those areas to minimize damage.
No evidence of heavy vehicles using those ferries yet. “It’s unknown if these ferries and barges can actually support anything heavier or not, and if they can, it’s likely they can only carry one at a time.”
There are two ferry loading points in Kherson city itself.
The southern bank shows several unloading spots. “This shows the ferry unloading spots, as well as a number of defensive positions trenches and earth walls which have been constructed. This point is reported to be less used than it was because of numerous calls from Mr. HIMARS. But it’s still heavily defended with trenches.”
As mentioned above, Russia has repaired the Nova Kakhkovka bridge over the Dnipro River using fill materials. “The main bridge is fully repaired, and there are three smaller and lighter bridges, so this is the only real crossing point…there’s no way to move heavy vehicles other than the ferries, and we’ve only seen light trucks on those so far on the Eastern side. Nova Kakhkovka is the only real option, so they are in a bit of a pickle, at least when it comes to getting heavy vehicles back across.”
“I expect the priority will be holding Nova Kakhkovka for as long as possible.”
Russia has constructed no less than three successive prepared defensive lines on the south/east side of the Dnipro.
Finally, after a month of almost no significant Kherson updates, are we seeing frontline movement indicating a Russian withdrawal? Oh yeah. Here’s Kherson at 4:04 AM Ukrainian time today:
The rail bridge has two tracks going each way, and they ran a test 15-car train on the other span. I have a civil engineer/bridge inspector friend who thinks it’s probably unwise to use the rail bridge at all, as the fire has almost certainly weakened the structure through spalling. But Russia doesn’t have a lot of options.
The destroyed train hasn’t been cleared yet.
They’ve opened up the surviving lane for traffic. “It’s been said that the road span can handle 20 cars an hour and has a weight capacity of 3.5 tons.” That’s rural mail route capacity, not “support a major front in a war” capacity.
Russia is trying to repair the bridge.
They’re using passenger-only ferries to cross, but the run rate is so low they may only have one ferry in service.
Peter Zeihan says it’s potentially a turning point in the war:
“By far the most significant development of the war to date.” I would say that the failure to take Hostomel Airport in the opening phases of the war was bigger, as that meant Russia’s high risk/high reward decapitation strike had failed.
“The Kerch bridge is the only large-scale rail connection between mainland Russia and the Crimean peninsula, which is home to about two and a half million people.”
All other rail lines are under threat of Ukrainian artillery.
He reiterates that everything in Russia runs on rail, as they never built a modern road network in most of the country.
“With Kerch being the only real connection, it is the primary primary way that the Russians Supply Crimea in the southwestern front with not just troops and equipment, but with food and fuel.”
He estimates the bridge spans couldn’t be repaired without several months of work.
“Now that the Ukrainians know it can be done, you can bet they’re going to try to hit other parts of it to make sure the thing stays offline.”
“For the first time we have a path forward for the Ukrainians here to win that is not long and windy.”
Russia finally has a problem it can’t just shove bodies at. “You don’t throw a half a million people at logistics. This is something where either you have the connections or you don’t.”
Russian troops in Zaporizhzhia, Kherson and Crimea are “suddenly on their own.”
They can now only supply those regions in two ways. “One is by truck, and we know that because of all the Javelins that have been put into Ukraine, and all the RPGs, that the Russians are almost out of their entire military tactical truck fleet, and they’ve started using city buses and Scooby-Doo vans, and those just can’t take the volume of stuff that an active frontline needs.”
The second way is by ship, and if they can’t supply anti-ship missiles, then Ukrainians can Muscova “every single cargo ship that the Russians try to bring in.”
“Losing cargo ships in that volume, losing trucks and buses in that volume, is hollowing out the entirety of the Russian internal transport system. This is the sort of thing that if you bleed this fast, it takes a decade to recover from, and in a war zone that is not going to happen.”
And sanctions make everything harder.
There still seems to be some confusion over just what blew up the bridge. While truck bomb is still the most widely accepted theory, supposedly Russia scans all trucks before the enter the bridge. And Suchomimus has a video up showing something in the water just before the blast (what isn’t clear).
Finally, there are persistent reports of arrests of military personnel in Moscow. But the primary source for these reports seems to be Ukrainian, so several grains of salt are probably in order.
Ukraine continues to liberate territory from its Russian occupiers, not only in the Kharkiv/northeast front, but also on the Kherson/southwest front, where the last few days have seen a rapid collapse in Russian lines.
Ukrainian forces continued to make significant gains in Kherson Oblast while simultaneously continuing advances in Kharkiv and Luhansk oblasts on October 4. Ukrainian forces liberated several settlements on the eastern bank of the Inhulets River along the T2207 highway, forcing Russian forces to retreat to the south toward Kherson City. Ukrainian forces also continued to push south along the Dnipro River and the T0403 highway, severing two Russian ground lines of communication (GLOCs) in northern Kherson Oblast and forcing Russians south of the Kherson-Dnipropetrovsk Oblast border toward the Beryslav area. Ukrainian military officials noted that the Ukrainian interdiction campaign is crippling Russian attempts to transfer additional ammunition, reserves, mobilized men, and means of defense to frontline positions. Ukrainian forces also continued to advance east of the Oskil River in Kharkiv Oblast, and Russian sources claimed that battles are ongoing near the R66 Svatove-Kreminna highway.
Kreminna seems to be the next big target for Ukrainian forces to take in Luhansk, allowing them to cut a major supply line and directly threaten Severodonetsk and Lysychansk.
Here’s a detailed description of the collapse of the northern portion of the Kherson front.
For another idea how rapid that advance have been, here are snapshots of the Deep State war map on 10/1 and 10/4.
Since most of the bridges over both the Inhulets and Dnipro rivers have been blown up, Russian forces are at significant risk of being cutoff and unable to retreat.
And just as I was working on this, a Peter Zeihan video on the topic dropped:
Takeaways:
Kherson: “The entire Russian line has crumbled.”
“Kherson is the only major city Russia has captured in seven months.”
“This is the greatest concentration of Russian forces, and it is the best troops Russia has.”
They also have the best equipment. If the Ukrainians capture it, it would be even better than Kharkiv.
“I still believe this is Russia’s war to lose. The first year of all Russia’s wars look a lot like this. Bad training, bad coordination, poorly maintained equipment.” Modern warfare seldom gives you an entire year to sort your problems out.
“Watch Kherson closely. This could be where the war is decided.”
Russia seems to be retreating everywhere save the central front in Donetsk, where they seem to be eking out tiny, meaningless gains of a square kilometer or two a day. That’s not a recipe for success.
More Democrats convicted for committing voting fraud, Russian forces are driven out of Lyman, and the Eurocrats freak out of Italy’s voters daring to disobey their wishes. Plus advice on what not to invest in.
In February, 2021, the Biden administration-run Centers for Disease Control (CDC) awarded a Soros-backed pro-migrant nonprofit $7.5 million under the guise of pandemic-related support for “LATINX ESSENTIAL WORKERS AS HEALTH PROMOTERS,” and aimed “to reduce the spread of COVID-19 and mitigate impacts among Latinx and Latin American immigrants,” according to an analysis by the Daily Caller.
The group, Alianza Americas, is currently suing Florida Gov. Ron DeSantis (R) and other Florida officials over migrant flights to Martha’s Vineyard earlier this month.
The group has also received nearly $1.4 million from George Soros’ Open Society Network.
Alianza Americas is “focused on improving the quality of life of all people in the U.S.-Mexico-Central America migration corridor.” The membership-based group, which Soros’ Open Society Foundations network (OSF) sent almost $1.4 million to between 2016 and 2020, was awarded a $7.5 million CDC grant in February 2021, according to a grant listing reviewed by the Daily Caller News Foundation. -Daily Caller
The CDC funds were distributed under a program called “Protecting and Improving Health Globally: Building and Strengthening Public Health Impact, Systems, Capacity and Security.”
Add this to the many, many things Republicans should investigate if they gain a congressional majority.
Former U.S. Rep. Michael “Ozzie” Myers, a Pennsylvania Democrat, pleaded guilty to conspiracy to deprive voters of civil rights, bribery, obstruction of justice, falsification of voting records, conspiring to illegally vote in a federal election, and orchestrating schemes to fraudulently stuff ballot boxes for specific Democrat candidates in Pennsylvania elections held from 2014 to 2018. Myers was sentenced Tuesday by U.S. District Judge Paul S. Diamond to 30 months in prison, three years supervised release, and ordered to pay $100,000 in fines, with $10,000 of that due immediately, according to a statement from U.S. Attorney Jacqueline C. Romero.
“A right-wing alliance led by Giorgia Meloni’s Brothers of Italy party” won Italy’s election and will form a new majority government.
Naturally, the Eurocratic elite are far from thrilled that Italians exercised unapproved voting preferences. “EU Commission President Threatens Italy On Eve Of Election, Says Brussels Has ‘Tools’ If Wrong Parties Win.”
Funny how they mention that some fascists were involved in founding Meloni’s party, but never mention how the Partito Democratico, the leftist and second largest party in Italy, were formerly commies.
“This Ohio School District Is Promoting an ‘LGBTQ+ Resource Guide’ With Instructions on Sex Work, Abortions. Hilliard City School District guide also encourages students to transition gender without parental consent.” All this encouraged by the National Education Association, which evidently thinks it is perfectly fine to literally instruct your children on how to be whores. (Hat tip: Sarah Hoyt at Instapundit.)
A double-dose of Glenn Greenwald:
I can't stress this enough: at its core, Democratic politics is about criminalizing opposition to their party and ideology.
Dissenting ideas are "disinformation" and must be censored by Big Tech. Trump voters are inherently criminal ("insurrectionists") and should be imprisoned.
This is the face of authoritarianism – even though it looks different than you were taught to expect. And it's the mindset of tyrants everywhere:
This is someone so inebriated by her sense of righteousness and superiority that she views dissent as an evil too dangerous to allow: https://t.co/kmG4zTgPwh
Important investing tip: A single deli in rural New Jersey is not, in fact, worth $100 million. Which explains the fraud charges.
Speaking of bad investments, remember how growing hemp was going to make farmers rich? Yeah, not so much.
Since I post a lot of Peter Zeihan videos, I thought it only fair that I post this critique of Zeihan by Yaron Brook. He opines that, while Zeihan has important things to say about geography and demographics, he ignores the central role of ideas in shaping the world.
As Ukraine’s Kharkiv counteroffensive developed earlier this week, it was apparent that the occupied city of Izyum, the linchpin of Russia’s northeast line, was in danger of being encircled. I anticipated a few weeks of hard fighting while Ukraine slowly tightened the noose while pounding the besieged city with artillery.
Russian forces have withdrawn from key eastern towns, as a rapid Ukrainian counter-attack makes further gains.
Ukrainian officials said troops entered Kupiansk, a vital eastern supply hub for Russian forces, on Saturday.
Russia’s defence ministry then said its troops have retreated from nearby Izyum to allow them “to regroup”.
The ministry also confirmed the withdrawal of troops from a third key town, Balaklyia, in order to “bolster efforts” on the Donetsk front.
The Ukrainian advances – if held – would be the most significant since Russia withdrew from areas around Kyiv in April.
In his nightly video address on Saturday, President Volodymyr Zelensky claimed that Ukraine had now liberated 2,000 sq km (700 sq miles) from Russia since beginning a renewed counter-offensive earlier this month.
His claim would suggest that half of that area has been recaptured in the last 48 hours alone – as it istwice the area of territory Mr Zelensky said had been liberated when he spoke on Thursday evening.
The announcement by Russia that its troops had withdrawn from Izyum is also significant, as it was a major military hub for Moscow.
“A three-day operation was carried out on the drawdown and organised transfer of the Izyum-Balakliya group of troops to the territory of the Donetsk People’s Republic,” the Russian statement said.
Taking Kupiansk is also huge. It’s a major crossroads and an important crossing over the north end of the Oskil River.
Livemap confirms it:
See that little blue rifle down in the southeast corner of the map? That indicates that Ukrainian troops are just outside Lysychansk, the Ukrainian city Russia spent so much time and effort taking back in July. Suchomimus says Ukrainian troops are even on the edge of Severodonetsk.
Supposedly Russia left a lot of gear behind as well.
There are indications that Ukraine, in addition to the Kherson counteroffensive, is conducting a counteroffensive in Kharkiv Oblast, and has apparently captured Volokhiv Yar, Balakliya and Yakovenkove, towns between Kharkiv and Russian-occupied Izyum.
It’s unclear whether this is a feint, a spoiling attack or a full-blown counteroffensive, but the scale of the initial success suggests it’s too large to be a mere probing attack.
Ukrainian forces conducted a counterattack in Kharkiv Oblast near Balakliya that likely drove Russian forces back to the left bank (north side) of the Severskyi Donets and Serednya Balakliika rivers on September 6. Ukrainian forces likely captured Verbivka (less than 3 km northwest of Balakliya) on September 6. Geolocated footage posted on September 6 shows Ukrainian infantry in eastern Verbivka (less than 3 km from Balakliya). Multiple Russian sources acknowledged Ukrainian gains in Verbivka and reported that Russian forces demolished unspecified bridges in Balakliya‘s eastern environs to prevent further Ukrainian advances. Images posted on September 6 also show a destroyed Russian bridge over the Serednya Balakliika River—a geographic feature behind which the Russian front line in this sector likely lies. Social media users reported that Russian forces withdrew from checkpoints six kilometers west of Balaklia on September 6.
Russian forces likely no longer maintain their previous positions in Bairak and Nova Husarivka (just south of Balakliya on the right bank of the Seversky Donets River). Russian forces likely abandoned Bayrak and Nova Husarivka in late August. Images posted on August 30 show that Russian forces blew the bridge over the Seversky Donetsk River near Bayrak on an unspecified date. Bridge demolition activity indicates a planned Russian withdrawal. Ukraine’s General Staff reported on September 6 that Russian forces conducted air strikes against Bayrak, indicating that Ukrainian forces may have advanced in the area.
Russia’s deployment of forces from Kharkiv and eastern Ukraine to Ukraine’s south is likely enabling Ukrainian counterattacks of opportunity. The September 6 Ukrainian counterattack in Kharkiv was likely an opportunistic effort enabled by the redeployment of Russian forces away from the area to reinforce Russian positions against the Ukrainian counteroffensive in Kherson Oblast. Obituary data on Russian servicemen indicates that Russia deployed elements of the 147th Artillery Regiment of the 2nd Motorized Rifle Division of the 1st Guards Tank Army to Kherson Oblast no earlier than late August. This is the first time ISW has observed elements of Russia’s elite 1st Guards Tank Army operating in southern Ukraine. Elements of the 147th previously fought in Bucha in Kyiv in March and elements of the 1st Guards Tank Army were active primarily along the Kharkiv Axis after the Russian withdrawal from Kyiv.
Reporting from Ukraine (a pro-Ukrainian source) breaks down the counteroffensive.
Suchomimus analyzes the news as of yesterday. There are “reports that Russia is blowing up bridges, a sign that they are in a bit of a panic and expect Ukraine to advance.”
And here he shows a video of Ukrainian forces entering Yakovenkove further east, from which he surmises that they must have already taken Balakliya.
Bonus: Ukrainian aircraft shoots down a Russian Su-25:
Map snapshot, which is already slightly out of date:
Izyum is the linchpin of Russia’s north-central front. Losing it would not only spell an end to any further Russian advances in Kharkiv for the immediate future, but also put Russia’s hard-won conquest of Severodonetsk and Lysychansk in jeopardy.
With Russia reportedly buying artillery from North Korea (Caveat: This comes from Biden’s Pentagon, so grains of salt are in order) and two separate counteroffensives chewing up units, it’s possibly that Russia’s territorial gains in Ukraine have already peaked.
Edited to add: Reporting from Ukraine has a video up detailing how different thrusts of the counteroffensive developed:
When the Russo-Ukrainian war kicked off back in February, I relied on https://liveuamap.com/ to track military action in the war, just as I had used their similar map when tracking the war against the Islamic State. However, after the initial phase of the war, LiveUAMap seemed to update less and less frequently, and it’s been practically useless for tracking progress in the Kherson counteroffensive.
Today, most video commentators on the war seem to rely on https://deepstatemap.live. Here’s today’s snapshot from Kherson:
Better than nothing, but not as good as LiveUAMap used to be.
Here YouTuber Suchomimus compares different maps of the Kherson offensive, and how the differ on territory captured.
He mentions the War_Mapper Twitter account, which I haven’t been following due to my ongoing Twitter timeout.
Updates:
🇺🇦 have entered the settlement of Arkhanhelske, which is now contested.
🇺🇦 advanced from the Inhulets bridgehead, capturing Sukhyi Stavok and continuing to the outskirts of Kostromka and Brushkyns’ke, briefly cutting the supply route to Davydiv Brid. pic.twitter.com/x1ZiAg4Pig
He also mentions the official Russian-sourced map, which I’m not particularly interested in trusting.
The Institute for the Study of War includes a map with their daily assessment updates, but they’re not interactive or particularly detailed.
There are also a few YouTubers who do daily map updates. There’s Denys Davydov (“Hello, my friends…”). He’s Ukrainian and upfront about his bias, and covers the various clashes across the entire front (which makes his videos a bit long, and I tend to skip around for the bits I’m interested in). He suffers from “The map is the territory” syndrome, and isn’t a deep tactical thinker or versed in the intricacies of combined arms operations, but he’s useful if you understand his limitations.
One of the maps he relies on (in addition to DeepState) is the MilitaryLand map, which looks really useful.
Ukraine News TV relies on the DeepState map, and goes into considerable detail recount the day’s events.
War in Ukraine isn’t great in terms of voiceover, but seem to have a lot of unit-specific information on his maps.
For the sake of completeness, I note WeebUnion, who says he’s objective but seems pro-Russian (and his commenters even more so). He’s not a dynamic voiceover talent, and he begins this video with “Hello, comrades,” so…yeah, I don’t follow him.
