Saturday, May 7, 2022

Russia/Ukraine War Update - May 7th, 2022

*** MILITARY SITUATION ***

The Ukrainian counteroffensive north and east of Kharkiv city secured further gains in the last 24 hours and may successfully push Russian forces out of artillery range of Kharkiv in the coming days. Ukrainian forces captured several settlements north and east of Kharkiv in the last 24 hours, reducing the ability of Russian forces to threaten Ukraine’s second-largest city. This Ukrainian operation is developing into a successful, broader counteroffensive—as opposed to the more localized counterattacks that Ukrainian forces have conducted throughout the war to secure key terrain and disrupt Russian offensive operations. 

Ukrainian forces are notably retaking territory along a broad arc around Kharkiv rather than focusing on a narrow thrust, indicating an ability to launch larger-scale offensive operations than we have observed so far in the war (as Ukrainian forces predominantly retook the outskirts of Kyiv following Russian withdrawals rather than in a major counteroffensive). The willingness of Ukrainian forces to concentrate the forces necessary for this scale of offensive operations, rather than deploying these available forces to defenses in eastern Ukraine, additionally indicates the Ukrainian military’s confidence in repelling ongoing Russian operations to encircle Ukrainian forces in the Severodonetsk area. While Ukrainian forces are unlikely to directly threaten Russian ground lines of communication (GLOCs) to Izyum (as they run further to the east of recent Ukrainian advances), Ukrainian forces may be able to relieve Russian pressure on Kharkiv and possibly threaten to make further advances to the Russian border.

-Russian troops are attempting to encircle and storm Severodonetsk, the easternmost city in Ukraine held by Kyiv, a local official said. Severodonetsk’s capture would be a major gain for the Russian army which has refocused its efforts on taking the whole of the eastern Donbas region.

-We cannot confirm initial reports of a Ukrainian Neptune anti-ship missile strike on the Russian frigate Admiral Makarov on May 6. Pentagon Spokesperson John Kirby said the United States cannot confirm the reported strike and added “we’ve been looking at this all day.”

Kharkiv Counteroffensive

The Ukrainians got a bit of good news today with reports that they mounted a counteroffensive north of Kharkiv. Focus on the rivers shown in the following map. The Russians are withdrawing from positions that would leave them trapped with their backs to the water. But this is not a great victory for Ukraine. From the Russian standpoint it is tactical withdrawal so that their forces retain the freedom to move in different directions. The danger for the Ukrainians is that they are out in the open and provide a potential fat target for Russian artillery and airstrikes.


1—Following the withdrawal of Russian forces from Stary Saltov, the withdrawal of the troops from the northeastern outskirts of Kharkov became only a matter of time.

2—After a Ukrainian saboteur-recon group blew up the bridge across the Murom river, between Russkiye Tishki & Cherkasskiye Tishki, threat of encirclement in a cauldron became obvious.

3—Russian command decided to withdraw RF units from Tsirkuny, Cherkasskiye Tishki, & Liptsy.

4—The advance units of Ukrainian forces entered Liptsy in the morning of May 6, 2022. At that time, there were not longer any Russian troops in the settlement: The units had withdrawn to the north. At this time, Russian forces control a 7-8 km buffer zone north of Kharkov.

5—Ukrainian forces are conducting a zachistka (mop-up operations against civilians). Ukrainian units are breaking into basements, checking the cellphones of local residents, and are searching for agents and informers of the Russian forces.

Southern Front

Next up is the tactical picture on the southern front. The Russians are enjoying more success here. If they seize control of Orekhov they will be positioned to move on Zaporozhye and create a threat to the Ukrainian forces occupying territory north of them. This means the Ukrainians will be facing increased pressure to avoid being encircled.


1—In Mariupol, the Allied forces have taken control of the terrikon (man-made slag heap mountain) on the southeastern outskirts of the Azovstal industrial complex. The strikes at the positions of the Azov (Ukrainian neo-Nazi National Guard regiment) continue unabated. After demanding to exchange the civilians they hold as human shield hostages for food, the Azov nationalists have been categorized as terrorists.

2—Russian forces are conducting constant strikes against Gulyai Pole and Orekhov. These are two of the primary fortified strongholds of the Ukrainian forces in this theatre of the conflict. Once the Ukrainian defensive lines at Gulayi Pole are broken, a further offensive in the direction of the northern Allied grouping that is advancing on Slavyansk from the north will become possible.

3—To the west of Orekhov, the Russian forces have taken the minor settlement of Shcherbaki. Taking control of Orekhov would open the door to an offensive on Zaporozhye (the administrative centre of the Zaporozhye region).

4—On the boundary line between Novoukrainka-Ugledar-Sladkoye, Russian forces have evened out the line of front.

A Note on Casualties

By its own accounting, the Donetsk People’s Republic has suffered 1635 military deaths this year along with 6575 wounded. Before the February general mobilization Donetsk had 20,000 men under arms. After the mobilization and roundups the number swelled but it’s difficult to know by how much. If the 8210 casualties were concentrated in the 20,000 in the prewar force that would be quite consequential.

It’s interesting to note that Donetsk’s officially acknowledged casualties are now greater than those of Russia.

The last official Russian number is 1351 dead and 3825 wounded from March 25, after twenty-eight days of fighting and forty days ago. Donetsk actually publicly updates its losses every week — transparency that is unheard of in Russia. Russian dead by April 25 is actually at least 1744 and that’s a very significant undercount. Russia has at least four times as many people involved in the war as Donetsk Republic. Circa 160,000 vs 40,000. Its losses then are also likely quite a bit higher than those of Donetsk.

Lugansk Republic has a somewhat smaller population than Donetsk, and a smaller military. Perhaps 14,000 before the war, but also swollen by mobilization. (To let’s say double that.) If Donetsk has sustained 1635 military dead then around 1000 for Lugansk is realistic.

Russian war dead by now is well over 2000.

Coalition dead is then over 4500, likely over 5000 and that’s being conservative. (This still assumes Russia only suffered as many dead as the two mini Republics combined, which is quite possibly untenable.) Together with the wounded that would make for 20,000 casualties sustained by a force of 230,000. But primarily sustained by its frontline maneuver units numbering perhaps 80,000 for the Russians and 35,000 for the twin Donbass republics. Many of the wounded will have returned to service but nonetheless you’re looking at a situation where up to 1 in 6 have been casualties. (20K casualties vs 115K frontliners.)

This is after 72 days of fighting.

Of course, the Ukrainians are doing everything possible to report excess civilian deaths, but there is almost no reliable, realistic reporting as to Ukrainian military casualties. Just try to google it, and they certainly are not discussing it on the ultra partisan r/Ukraine fan Reddit. Ukrainian military losses are a state secret the west does not want publicized.

UK DD estimates mid-April were around 3,000 Ukrainian troops KIA, but in reality that number could probably count for just Mariupol alone. Considering the extensive use of artillery by the Russians, the real totals are probably 2-3x higher than this. Mostly likely around 5,000 to 7,000 KIA with x2 wounded. One interesting note was the activation for front line duty of 100,000 Ukrainian territorial defense forces, which are poorly armed and equipped local militia units comprised almost entirely of light infantry. If they are throwing in their 4th string defense units, it could mean their actual losses are MUCH higher than anything coming out of 'official' estimates.

*** ECONOMIC & POLITICAL ***

-The Group of Seven (G7) leaders including US President Joe Biden will hold a video call on Sunday with Ukrainian President Volodymyr Zelenskiy in a show of unity the day before Russia marks its Victory Day holiday, the White House said.

-The conflict in Ukraine is taking a “heavy toll” on some of Russia’s most capable units, the UK’s ministry of defence said in its latest intelligence report. At least one T-90M, Russia’s most advanced tank, has been destroyed in fighting, the ministry added. “It will take considerable time and expense for Russia to reconstitute its armed forces following this conflict,” the report said.

-Ukrainian President Volodymyr Zelenskiy outlined what he would consider a victory for his country on Friday, saying peace negotiations with Moscow would only be considered if Russian troops retreated from all occupied territory they gained after February 24. Zelenskiy emphasized that he still has hope for diplomacy but his conditions would be firm, the Washington Post reports. “Despite the fact that they destroyed all our bridges, I think not all the bridges are yet destroyed, figuratively speaking,” he said, adding that Ukraine is his only objective. “For me what matters is Ukraine’s victory, and by Ukraine’s victory I mean something that belongs to us.”

-President Biden released a statement saying that his Administration “has nearly exhausted funding that can be used to send security assistance through drawdown authorities for Ukraine”. Calling for the US to “keep the weapons and ammunition flowing to Ukraine, without interruption” Biden pushed Congress to quickly provide the funding he’s requested. Though he did not specify in the statement the financial total for the latest package, Reuters reports it will amount to $150 million and include counter-artillery radars, jamming equipment, and 25,000 artillery rounds.

-The UK government has said it will give Ukraine 287 mobile generators in addition to 569 generators it had donated earlier.

-Taiwan has said it hopes that the world would sanction China like it is sanctioning Russia for its war on Ukraine if Beijing were to invade the island, Reuters is reporting.

-The US defense department’s spokesperson, John Kirby, was also asked about reports that Ukrainian missiles have struck the Russian frigate Admiral Makarov. Kirby told reporters at his briefing this afternoon: We’ve been looking at this all day, and we have no information to corroborate those reports. If true, the attack on the Makarov would mark the latest of Russia’s significant naval losses in its war against Ukraine, after the sinking of the Russian warship Moskva last month. US officials confirmed yesterday that they provided Ukrainian leaders with information on the location of the Moskva before the missile strike on the ship, although it’s unclear how crucial that intelligence was in carrying out the attack.

-The White House press secretary, Jen Psaki, said Joe Biden will sign the Ukraine Democracy Defense Lend-Lease Act of 2022 on Monday. The bill, which passed both chambers of the US Congress last month, will ease restrictions on the aid that the Biden administration provides to Ukraine amid its war against Russia.

-The British ambassador to Moscow, Deborah Bronnert, has been summoned to the Russian foreign ministry to be warned over new UK sanctions imposed on Russian media outlets, in a move seen as likely to presage reprisals on British press operations in Russia.

-John Kirby, the US defense department spokesperson, said today that 220 Ukrainian soldiers have already been trained on the howitzer artillery systems. Another 150 are currently being trained. The last two US military aid packages to Ukraine included 90 howitzer systems, but the Pentagon acknowledged that Ukrainian troops would need to be trained before operating them on their own. That training has been happening at a location in Eastern Europe that is outside of Ukraine, per CNBC.

-U.S. distillate fuel oil inventories have fallen to a 14-year low as refiners prove unable to satisfy strong demand from freight hauliers and manufacturers, sending diesel prices surging and pulling crude prices higher in their wake. Stocks have fallen in 60 of the last 96 weeks by a total of 69 million barrels since the start of July 2020, according to high-frequency data from the U.S. Energy Information Administration. The depletion has more than reversed a 49-million-barrel build-up during the first wave of the COVID epidemic and lockdowns in the second quarter of 2020. By last week, stocks had fallen to just 104 million barrels, the lowest since 2008 and before that 2005 (“Weekly petroleum status report”, EIA, May 4). Distillate stocks are now 31 million barrels, or 23% below the pre-pandemic five-year seasonal average for 2015-2019. Inventories are on course to fall even further to a projected low of just 102 million barrels before the middle of the year, with a possible range of 97 million to 105 million barrels, based on seasonal trends over the last decade. Distillate is mostly used in road and rail freight, manufacturing, construction, farming, mining, and oil and gas extraction, so consumption is very sensitive to the business cycle.

-Vladimir Putin will send a “doomsday” warning to the west when he leads celebrations on 9 May. On Russia’s Victory Day on Monday, a fly-past over St Basil’s Cathedral will include the Il-80 “doomsday” command plane, which would carry Russia’s top brass in the event of a nuclear war, Russia’s defence ministry said.

-Kyiv’s mayor, Vitali Klitschko, has issued a warning against public gatherings in the Ukrainian capital over the weekend. The days following Orthodox Easter are often in Ukraine a time to visit the graves and last resting places of loved ones, but Klitschko warned: “If someone wants to go lay flowers, they can do so privately.

-The European Commission has amended a proposal for an embargo on Russian oil to extend the period before it takes effect for Hungary, Slovakia and the Czech Republic, according to reports. Under the tweaked proposal, Hungary and Slovakia will continue to be able to buy Russian oil from pipelines until the end of 2024, whereas the Czech Republic could continue until June 2024.

-Germany will send seven self-propelled howitzers to Ukraine, on top of five artillery systems the Dutch government has already pledged, the German defence minister, Christine Lambrecht, said. The PzH 2000 is one of the most powerful artillery weapons in the Bundeswehr inventories and can hit targets at a distance of 40km (25 miles).

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