"Thus we arrived at a convolution situation where, despite Russia’s many obvious advantages (which in the end come down to a superior indigenous capacity to mobilize men, industrial output, and technology), it became “propaganda” to argue that Russia was going to achieve some sort of victory in Ukraine - that Ukraine would end the war having failed to re-attain its 1991 borders (Zelensky’s stated victory condition) and with the country in a wrecked state of demographic hollowing and material destruction.
At last, we seem to have reached a denouement phase, where this view - allegedly an artifact of Kremlin influence, but in reality the most straightforward and obvious conclusion - is becoming inescapable. Russia is a bigger fighter with a much bigger bat. The case for Ukraine’s victory rested almost entirely on dramatic success in a summer counteroffensive, which was supposedly expected to smash its way through the Russian positions in Zaporizhia Oblast, knife to the Sea of Azov, sever Russia’s land bridge to Crimea, and place the entire underbelly of Russia’s strategic position in jeopardy. A whole host of assumptions about the war were to be tested: the supremacy of western equipment, Russia’s paucity of reserves, the superiority of Western-Ukrainian tactical methods, the inflexibility and incompetence of Russian commanders in the defense.
More generally - and more importantly - this was intended to prove that Ukraine could successfully attack and advance against strongly held Russian positions. This is obviously a prerequisite for a Ukraine strategic victory. If the Ukrainian armed forces cannot advance, then Ukraine cannot restore its 1991 boundaries and the war has transformed from a struggle for victory into a struggle for a managed or mitigated defeat. The issue ceases to be whether Ukraine will lose, and becomes a question only of how much....At the moment, the maximum advance achieved by the counteroffensive lies just ten miles from the town of Orikhiv (in the Ukrainian staging area). Ukraine failed not only to reach its terminal objectives, but it never even threatened its intermediate waypoints (like Tokmak). In fact, they never created even a temporary breach in Russia’s defenses. Instead, the AFU threw the bulk of the newly formed and western-equipped 9th and 10th Corps against fixed positions of the Russian 58th, 35th, and 36th Combined Arms Armies, became embedded in the outer screening line, and the attack collapsed after heavy casualties...All that aside, the internecine quarreling in the Ukrainian camp obscures the importance of tactical factors and ignores the highly active role that the Russian armed forces played in spoiling Ukraine’s great attack. While the dissection of the battle is likely to continue for many years, a litany of tactical reasons for Ukrainian defeat can already be enumerated as follows:
The failure of the AFU to achieve strategic surprise. Notwithstanding an ostentatious OPSEC effort and attempted feint operations on the Belgorod border, around Bakhmut, Staromaiorske, and elsewhere, it was readily apparent to all involved that the point of the main Ukrainian effort would be towards the Azov littoral, and specifically the Orikhiv-Tokmak axis. Ukraine attacked precisely where they were expected to.
The danger of staging and approach in the 21st century. The AFU had to congregate assets under exposure to Russian ISR and strike assets, which repeatedly subjected Ukrainian rear areas (like Orikhiv, where ammunition dumps and reserves were repeatedly struck) to Russian fire, and allowed the Russians to routinely take deploying Ukrainian battlegroups under fire while they were still in their marching columns.
Inability (or unwillingness) to commit sufficient mass to force a decision. The density of the Russian ISR-Fires nexus incentivized the AFU to disperse its forces. While this can reduce losses, it also meant that Ukrainian combat power was introduced in a piecemeal trickle which simply lacked the mass to ever seriously threaten the Russian position. The operation largely devolved into company-level attacks which were clearly inadequate for the task.
Inadequacy of Ukrainian fires and suppression. A fairly self-evident and all-encompassing capabilities gap, with the AFU facing a shortage of tubes and artillery shells (forcing HIMARS into a tactical role as an artillery substitute), and lacking sufficient air defense and electronic warfare assets to mitigate the variety of Russian airborne systems, including drones of all types, attack helicopters, and UMPK bombs. The result was a series of under-supported Ukrainian maneuver columns being raked in a firestorm.
Inadequate combat engineering, which left the AFU vulnerable to a web of Russian minefields that were evidently far more robust than expected.
Taken together, we actually have a fairly straightforward tactical conundrum. The Ukrainians attempted a frontal assault on a fixed defense without either the element of surprise or parity in ranged fires. With the Russian defense fully on alert and Ukrainian staging areas and approach lanes subject to intense Russian fires, the AFU dispersed its forces in an effort to reduce losses, and this all but ensured that the Ukrainians would never have the necessary mass to create a breach. Add it all up, and you get the summer of 2023 - a series of frustrating and fruitless attacks on the exact same sector of the defense, slowly frittering away both the year and Ukraine’s best, last hope.
The failure of Ukraine’s offensive has seismic ramifications for the future conduct of the war. Combat operations always occur in reference to Ukraine’s political objectives, which are - to put it bluntly - ambitious. It’s important to remember that the Kiev regime has maintained from the very beginning that it would not settle for anything less than the 1991 territorial maximum of Ukraine - implying not only the recovery of the territory occupied by Russia after February 2022, but also the subjugation of the separatist polities in Donetsk and Lugansk and the conquest of Russian Crimea.
Ukraine’s war aims have always been defended as reasonable in the west for reasons related to the supposed legal niceties of war, the western illusion that borders are immutable, and the apparent transcendent divinity of Soviet-era administrative boundaries (which after all were the source of the 1991 borders). Regardless of all these matters, what Ukraine’s war aims implied as a practical matter was that Ukraine needed to capture de-facto prewar Russian territory, including four major cities (Donetsk, Lugansk, Sevastopol, and Simferopol). It meant dislodging the Russian Black Sea Fleet from its port somehow. This was an extraordinarily difficult task - far more complicated and more vast than anyone wanted to admit. The obvious problem, of course, is that given Russia’s superior industrial resources and demographic reservoir, Ukraine’s only viable pathways to victory were either a Russian political collapse, Russian unwillingness to fully commit to the conflict, or the inflicting of some astonishing asymmetric battlefield defeat on the Russian army. The first now clearly seems like a fantasy, with the Russian economy shrugging off western sanctions and the political cohesion of the state completely unperturbed (even by the Wagner coup), and the second hope was dashed the moment Putin announced mobilization in the autumn of 2022. That leaves only the battlefield.
Therefore, the situation becomes very simple. If Ukraine cannot successfully advance on strongly held Russian positions, it cannot win the war according to its own terms. Thus, given the collapse of Ukraine’s summer offensive (and myriad other examples, like the way an ancillary Ukrainian attack banged its head meaninglessly on Bakhmut for months) there is a very simple question to be asked.
Will Ukraine ever get a better opportunity to attempt a strategic offensive? If the answer is no, then it necessarily follows that the war will end with Ukrainian territorial loss....At the same time that Ukrainian combat power is declining, Russia’s is climbing. The Russian industrial sector has dramatically increased output despite western sanctions, leading to belated recognition that Russia is not going to conveniently run out of weapons, and indeed is comfortably out-producing the entire western bloc. The Russian state is in the process of radically raising defense expenditures, which will pay further dividends in combat power as time goes on. Meanwhile, on the manpower front, Russian force generation is stable (IE, does not require an expanded mobilization), and the sudden realization that the Russian army does in fact have plenty of reserves left prominent members of the Commentariat arguing with each other on Twitter. The Russian army is now poised to reap the benefits of its investments over the coming year...This does not imply that the war is nearing an end. Zelensky continues to be adamantly against negotiations, and there are certainly plenty in the west who support continuing Ukrainian intransigence, but I think rather they are all missing the point.
There is only one way to end a war unilaterally, and that is by winning. It may very well be that the window to negotiate is over, and that Russia is ramping up its spending and expanding its ground and aerospace forces because it intends to use them to attempt a decisive victory on the battlefield.
We will likely see an increasingly vigorous debate in the coming months as to whether or not Kiev ought to negotiate. But the premise of this debate may well be wrong in toto. Maybe neither Kiev nor Washington gets to decide..."
https://bigserge.substack.com/p/russo-ukrainian-war-the-reckoning
