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:
