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August 9, 2025

Analytical team

Ukraine at the Crossroads: Strategic Risks & Diplomatic Tensions

Military Situation on the Ground

The war in Ukraine, now stretching well beyond 1,260 days, remains intense across multiple fronts. In Zaporizhia, Ukrainian forces such as the 128th Mountain Assault Brigade have been pushed deeper from the front line due to persistent Russian drone surveillance and precision artillery fire. Danger zones currently extend up to 15 kilometres from the line of contact, but could expand to as much as 60 kilometres as Russia deploys additional mid-range drones. This would place logistics hubs, artillery positions, and troop concentrations far from the immediate battlefield under sustained threat. The pace of fighting remains uneven, with central Zaporizhia relatively quiet while the western and eastern flanks are experiencing heavy clashes, particularly near Huliapole. Russian forces are pushing forward in these areas, often relying on poorly trained and under-equipped units, yet achieving incremental territorial gains.

Ukraine has sought to counter these advances through the use of Shersh drones, which have a 3.5-metre wingspan, an eight-kilogram payload capacity, and a strike range of 50 to 60 kilometres. These drones are more precise and resistant to jamming than their Russian Molniya counterparts, marking a shift toward more accurate deep-strike capabilities. Both sides are racing to integrate AI targeting into drone operations, signalling a technological shift that is likely to influence the battlefield within the next year. Meanwhile, Russian air and missile strikes continue to hit Kherson, Zaporizhzhia, Dnipropetrovsk, and Donetsk. Moscow has claimed the capture of Yablunivka in Donetsk and the downing of hundreds of Ukrainian drones in a single night, while Ukraine has demonstrated its ability to strike deep into Russian-occupied territories and across the border into Belgorod, Sochi, and Saratov.

Intensifying Threat in Eastern Ukraine

While some Western analysts continue to portray Russia’s eastern offensive as merely tactical in nature—aimed at capturing dozens of villages without significantly altering the broader strategic picture—the reality is considerably more alarming. Over the past two years, Russia has methodically positioned its forces to threaten or potentially encircle four major population clusters in eastern Ukraine. These include Pokrovsk and Myrnohrad, with a pre-war combined population of approximately 110,000; Kostiantynivka, Chasiv Yar, and Toretsk, with around 100,000 residents; Siversk and surrounding settlements, with roughly 15,000 inhabitants; and Kupiansk along with the so-called pocket east of the Oskil River, home to about 50,000 people before the war.

In these regions, Russian troops have achieved partial encirclements, in some cases forming 270-degree siege positions by capturing hundreds of smaller settlements. This tactic mirrors the approach used successfully in Bakhmut, Kurakhove, and Avdiivka, where prolonged pressure eventually collapsed Ukrainian supply lines. A further advance of only a few kilometres in these sectors would be sufficient to cut off an estimated 1,000 square kilometres of Ukrainian territory from resupply, enabling rapid occupation. Such a breakthrough would bring Moscow significantly closer to controlling the entire Donbas, leaving only Sloviansk and Kramatorsk within reach of Russian drones and artillery. It would also enable a broad crossing of the Oskil River in Kharkiv Oblast, potentially setting the stage for a renewed push on Kharkiv city through a pincer movement from the north and east. Freed-up forces in Donetsk could then be redirected toward a southward offensive into Zaporizhzhia, or even in the direction of Dnipro. Analysts warn that this scenario could materialise within six months unless Ukraine and its allies substantially increase the delivery of arms, bolster infantry strength, and demonstrate greater political resolve.

Kherson and Southern Front

In Kherson, Russia is intensifying its efforts to split the city by targeting a vital bridge and threatening key access roads with drones. The approximately 2,000 residents who remain on the city’s southern island face increasing isolation, and local hospitals are under heavy strain as civilian casualties mount from ongoing attacks.

NATO’s Air Defence Gap

Western defence experts have underscored the urgent need for Ukraine to adopt a fully integrated, multi-layered air defence network. At present, Ukraine relies on a patchwork of modern Western systems, Soviet-era platforms, and improvised solutions, all of which suffer from limited interoperability. A NATO-integrated network would unify radar, sensors, and AI-based threat prioritisation, enabling the use of costly interceptors only against high-value threats while deploying cheaper countermeasures to neutralise mass drone swarms. Proponents of such an approach emphasise the need not only to intercept incoming attacks but also to strike at Russian launch sites preemptively, shifting the focus from targeting the arrows to disabling the archers. This system could eventually be linked to NATO’s own eastern-flank defences, offering enduring protection even after a formal ceasefire.

Diplomatic Developments and the Alaska Summit

United States President Donald Trump has announced his intention to meet Russian President Vladimir Putin in Alaska on 15 August 2025, with the White House indicating it is “open” to including Ukrainian President Volodymyr Zelensky. The Kremlin, however, has thus far resisted such a trilateral format, favouring a bilateral engagement. According to reports, Putin’s proposal would see Russia halt hostilities in exchange for Ukraine ceding all occupied territories plus additional Ukrainian-held areas in Donetsk—roughly one-fifth of Ukraine’s landmass. Trump has publicly floated the idea of potential territory swaps, a concept firmly rejected by Ukraine and its European allies, who maintain that peace cannot be based on territorial concessions and that Ukraine must be present at the negotiating table.

European leaders from the United Kingdom, France, Germany, Italy, Poland, Finland, and the European Commission have issued a joint statement opposing any changes to borders by force. European officials have also presented a counterproposal that calls for a ceasefire before territorial discussions, reciprocal de-escalation measures, and robust security guarantees for Ukraine.

Humanitarian and War Crimes Dimensions

Ukraine continues to accuse Russia of forcibly deporting more than 19,500 children, with some estimates exceeding 35,000. Many of these children are listed in an online adoption catalogue maintained by Russian authorities, complete with personal details. Kyiv has described this as state-organised child trafficking, warning of exploitation and forced assimilation. In Kharkiv alone, more than 3,000 civilians have been killed since 2022. Local authorities are documenting missile and drone debris for potential war crimes trials. There is also concern over sanctions evasion, as some captured Russian weapons still contain foreign-made components.

China’s Role

Chinese President Xi Jinping has voiced support for long-term political solutions, welcoming US–Russia dialogue while reinforcing the durability of Sino-Russian ties. Putin is expected to visit Beijing in September, further underscoring the strategic partnership between the two powers.

Strategic Scenarios

Several potential trajectories could shape the conflict’s outcome. An unconditional Russian ceasefire remains highly unlikely. A pragmatic pause in fighting could emerge in the form of a winter ceasefire that locks in current Russian territorial gains. Alternatively, sustained Western aid could allow Ukraine to maintain a prolonged defensive posture, preventing further losses. In a more pessimistic scenario, Western disengagement could enable Russia to achieve significant territorial advances, including a breakthrough in the Donbas. There is also the possibility of a prolonged conflict eroding Moscow’s political and economic stability, leading to a strategic failure for Russia. The newly integrated battlefield analysis suggests that without urgent Western escalation in arms and manpower support, the likelihood of a significant Ukrainian territorial loss will grow considerably in the coming months.

Outlook

The next six months will be pivotal. The Alaska summit could either reinforce Ukraine’s position—if Kyiv is included—or legitimise Russian gains, thereby undermining the rules-based international order. On the battlefield, Russia’s methodical encirclement of key eastern cities could result in a strategic breakthrough unless Western capitals commit to a substantial material surge in weapons, ammunition, and trained personnel. The evolution of drone warfare, continued artillery dominance, and high-stakes political manoeuvring will define the next phase of the conflict, with consequences likely to extend far beyond Ukraine’s borders and deeply affect NATO’s eastern security architecture.