One wonders if Vladimir Putin knew that not only would his three day “special military operation” in Ukraine drag on for at least two and a half years, but that Ukraine would launch a successful invasion of Kursk oblast, if he might have reconsidered ordering it.
Ukraine’s Kursk incursion continues to take territory in Russia.
A lot of observers (myself included) were puzzled by what endgame Ukraine is seeking in Kursk. So here are a couple of theories.
Peter Zeihan thinks the invasion is to cut off supplies to the city of Belgorod (one of the two major logistical hubs for Russia’s war effort).
“No one invades Russia on a whim.”
“The problem that the Russians have always had expanding for Moscow is that there’s no logical place to stop that’s within a thousand miles of them. So they expand, they conquer some minorities, they occupy them, they try to Russify them, they turn them to cannon fodder, and they throw them in the next line of minorities. They continue this process over and over and over and over and over until they eventually reach a geographic barrier that they can actually hunker down behind.”
“It works until it doesn’t. And what we’re seeing with Russia right now is that the demographic decline among the Russian ethnicity is so high that within a few years they’re going to be having problems occupying their own populations.”
“The incursion that the Ukrainians have made into Russia proper isn’t all that impressive from a territorial point of view. Basically in the last two weeks the Ukrainians have invaded Russia proper. They’ve taken over about a thousand square kilometers in the province of Kursk. And the question is why, and what is next.”
“They have already destroyed the three permanent bridges over the river Seym, which is a east-west river that cuts through Kursk province, and by doing that they’ve made it very difficult for the Russians to reinforce the territories around where this incursion has been.”
“The Ukrainians are currently expanding on at least four different axes, northwest, northeast, north and east, and in doing so they’re basically looking to swallow, at least temporarily, about half the province, about 6,000 square mile.”
“The thousand square kilometers that the Ukrainians have captured so far is greater than the entirety of what the Russian army has achieved in the Donbas in the last 18 months.”
Ukraine has taken out all the bridges, leaving Russians to use pontoon bridges for resupply, which are much more easily destroyed. And, as Suchomimus has shown in his recent videos, they seem to be rebuilding those bridges in the same spots, presumably because they’re the only suitable spots for building them, making it that much easier to take them out.
“I have always identified the city of Belgorad as one of the cities that the Ukrainians have to neutralize if they’re ever going to win this war, because it’s the tip of the spear for Russian forces. This is where, in the northern theater, all of their armies and all of their artillery are concentrated, because it’s at the end of the logistical lines. It’s a big rail and road hub. Well, if the Ukrainians are capable of basically taking the southern half of Kursk province, they take out most of the infrastructure that feeds into Belgorad.” Maybe, but there’s a whole lot of territory to take before Belgorad gets cut off.
“This took the Ukrainians scraping up the last of their reserve units, along with some advanced units that were training with NATO for future operations. I don’t think they’ve got a very deep bench beyond this.”
Invading here has allowed Ukraine to outflank Russia’s deep system of trenches, minefields and artillery. “The Ukrainians have been able to basically locate a battlefield that plays to their strengths rather than the Russian strengths and they’re kicking some serious ass.”
“The problem is they just don’t probably have enough men to fully take advantage of it, but neither do the Russians have the men necessary to eject the Ukrainians. Russia is also nearing the end of what they can scrape up through conscription of ethnic minorities. “The cupboard is getting dry.” They’re also extremely low on capable leadership (such as it is). Putin “just assigned one of his former bodyguards to run the operation in Kursk, and you can imagine how well that’s going.”
“What we’ve seen them do in the last two weeks is basically mobilize every military force that they have left in the country, which is not a lot.”
“They haven’t been able to find the 30,000 to 70,000 troops that they need in order to retake Kursk, and with the bridges gone they can only approach from the east, so the Ukrainians are having a bit of a heyday at the moment.”
The biggest fallout of the Kursk incursion is a dog that didn’t bark. “Nukes haven’t flown. Throughout this war, the Russians have, at every stage, identified a series of red lines, saying that if you cross this line we’re going to nuke Washington and Warsaw, Berlin and Paris and London and the rest, and at every stage it’s turned out to be a bluff. Well, now the Ukrainians have crossed the international border in force. They have castrated the Russian military in the area.”
“The Russians are showing an inability or an unwillingness to go to that level, and that tells me that the conservatism in Western capitals about challenging the Russians is about to evaporate. Because if the Ukrainians can do this without that sort of counter reaction, then pretty much every Russian threat to this point is meaningless.”
Next up: The Russian Dude, an anti-Putin and anti-Ukrainian War YouTuber who fled Russia just as the first conscription orders were coming down. He thinks the Kursk invasion may be a way to force Putin into calling up a second general conscription, something he has been loath to do since the first was so unpopular.
“The initial reaction to Ukraine’s move into Kursk was mixed. Many, especially those in the Russian military establishment, dismissed it as a mere PR stunt or a psychological operation, a distraction intended to draw attention away from other fronts. But as the days progressed, it became clear that this was no mere show of force. The Ukrainian Army was committed, and their objectives were far more strategic than anyone had anticipated.”
Even “Z propagandists” in Russia are admitting that ejecting Ukraine from Kursk oblast will take time. “This was a wakeup call. The country’s military and political leaders had long been accustomed to dismissing Ukrainian operations as inconsequential. The belief was that Russia’s superior military power would always be enough to repel any significant threat. But the events unfolding in Kirsk challenged this assumption.” Even some of the most pro-war Russian milbloggers began to express doubts.
“Russian president Vladimir Putin is facing a very scary decision. For years Putin has positioned himself as a strongman, a leader who would stop at nothing to achieve his goals. But the events in Kursk revealed the limits of his power. The Russian military, once his unstoppable force, was now struggling to respond to a determined and well-coordinated Ukrainian offensive.”
“Putin’s dilemma is rooted in the fact that he has few good options left. The Russian military is stretched thin, its resources depleted by years of sustaining conflict the invasion of Ukraine, which was supposed to be a quick and decisive victory, has instead turned to a grinding war of attrition. And now, with the Ukrainian forces pushing into Russian territory, the weaknesses of the Russian military are becoming more apparent than ever.”
“One of the key indicators of this is the absence of a new mobilization effort, despite the heavy losses Russia has suffered. Putin has not ordered a new wave of conscription [because] another round of mobilization would likely would like destabilize his regime. The last call-up in 2022 was deeply unpopular, sparking protest and unrest across the country.”
“Many Russians who had previously been indifferent to the war suddenly found themselves directly affected and the backlash was significant. Putin knows that another mobilization would likely provoke a similar response, potentially undermining his hold on power, but without new recruits the Russian military is running out of manpower.”
“Russia’s defense industry is struggling to keep up with the demands of the war. Missiles fired at Ukrainian cities bare markings from 2023 and 2024, indicating that they were produced recently. This suggests that Russia has managed to bypass some of the sanctions imposed by the West to acquire the components needed to build these weapons. But it also means that there is no surplus. Every single missile produced is immediately sent to the battlefield. The same is true for other military equipment like tanks, drones, and ammunition.”
Everyone who could be tempted by a sign-up bonus has already joined, even though they keep increasing. “If you do announce another round of mobilization and start grabbing people from the streets and sending them to fight in Ukraine for free, well, I don’t think that’s going to sit well with these people.”
“While Russia grapples with these challenges, Ukraine’s western allies have been surprisingly quiet, in a good way.”
“This raises the question: Have they finally realized that Putin’s ability to escalate the war further is limited? The answer appears to be yes. After nearly two years of watching Russia’s military strategy unfold, it seems that western powers have concluded that Putin is already operating at his maximum capacity.”
“Now Western leaders seem more willing to allow Ukraine to use the weapons as it sees fit. The focus has shifted from preventing escalation to supporting Ukraine in its efforts to defend itself and reclaim its territory.”
“Ukraine is now receiving more advanced technology, including long-range missiles and sophisticated drones. These weapons are designed to not just defend against Russian attacks, but to strike deeper inside Russian-held territory, disrupting supply lines and targeting key military objects.”
Thus far Putin has avoided seriously conscripting soldiers from the only two areas of the country he cares about: Moscow and St. Petersburg. Ukraine’s Kursk gambit may force him into doing so, possibly triggering his downfall.
