Russia

Earlier this week, Ukraine was subjected to one of the largest aerial assaults by Russia since the start of Vladimir Putin’s invasion over four years ago. Overnight from Monday into Tuesday, Russia sent 73 missiles and 656 drones into Ukraine, killing at least 21 and injuring dozens across the country. According to the Russian Ministry of Defense, this strike was retaliation for a Ukrainian attack on a vocational school in the occupied region of Luhansk on May 22. But, as the Kremlin’s war grinds on well into its fifth year, it also appears to signal a step change in how the Russian armed forces are choosing to fight.

The long war in Ukraine has morphed into a new and decisive phase, one that could lead to Ukraine’s upset victory over its much larger, more aggressive neighbor. The global consequences of Russia’s loss – and Vladimir Putin’s humiliation – would be enormous. What is this new phase? Is there really evidence the tide has turned in Ukraine’s favor? To sort out the answers and understand what’s new about the war’s current phase, we need to do a brief tour of the three phases that preceded it. The first phase began well over a decade ago, in February 2014, when Barack Obama was president. Ukraine fatefully signaled it wanted much stronger ties with Europe and the United States, not Russia, at the very moment US deterrence was weak.

A top-level Kremlin policy document discussing post-war political planning and how to neutralize potential ultranationalist discontent has been leaked to the Russian investigative site Dossier Center. Entitled "Images of Victory," the paper gives a rare insight into the inner workings of Russia’s political machine. Crucially, it shows that while the Kremlin remains officially indifferent to peace talks, behind the scenes apparatchiks are working hard on selling an inevitable stalemate to the Russian people by dressing it up as a species of victory. The document was leaked before President Trump's announcement today of a three-day ceasefire between Russia and Ukraine.

Last month, a mysterious drone swarm led to a lockdown at Barksdale Air Force Base in Louisiana. Nothing was damaged and none of the 40 B-52 bombers or their cruise missiles were hit. At least not this time. But modern war no longer starts with an open attack. Instead we see hybrid actions: cyberattacks, information and psychological operations, GPS disruptions, damage to undersea communication cables and, increasingly, drone incursions into military sites and critical infrastructure. There is rarely a formal declaration. Russia’s invasion of Ukraine, the largest war in Europe since the Second World War, was labelled a “special military operation.

Every drone Ukraine fires at a Russian oil terminal is meant to defund Moscow's war in Ukraine. Right now, each one may be doing the opposite. Ukraine's strikes on Russian oil export infrastructure are intended to starve Moscow of the budget revenues that fund its war machine. The logic is straightforward: disrupt exports, reduce revenues, constrain the war effort. Kyiv has been explicit about this: Ukrainian officials consistently frame attacks on oil terminals as direct hits on Russia's war chest, treating every barrel that cannot be shipped as a ruble that cannot be spent on missiles or mobilization. Reuters puts the scale of that disruption in stark terms – at least 40 percent of Russia's crude export capacity, roughly 2 million barrels per day, is currently offline.

Sometime in the late morning of February 4, somebody at SpaceX headquarters pressed a computer key. A command line was beamed to Starlink’s 9,600 satellites in low Earth orbit. Their onboard processors, circling 550 kilometers above the Earth, instantly obeyed the command and fractionally changed their operational settings. Back down on the frozen ground, in the trenches, bunkers and ruined cities of Russian-occupied Ukraine, hundreds of Starlink terminals lost internet connectivity. As another freezing night set in, the Russian army’s drones and tactical comms went dark. “We are left without communication!” complained a frontline Russian military officer in a video posted on the Telegram channel “Voenkory Russian Spring.

Ukrainian President Volodymyr Zelensky says that World War Three has already started. Speaking to the BBC on the eve of the fourth anniversary of the Russian invasion, it’s understandable why he would want to take this line, but he's wrong. What is striking about Putin is the lack of a messianic ideology On an emotional level, Zelensky has seen millions of his citizens flee within and out of his country, its cities and infrastructure shattered and Vladimir Putin's propagandists denounce him variously as a Nazi apologist, drug addict and western puppet. Of course he will frame this in the most apocalyptic of terms. More to the point, Ukraine is now dependent on European aid. It is European money that keeps the government solvent, and arms the troops.