Caution. Contains both factual reporting and tea leaf reading. It is a long one.
"Yesterday we learned something surprising, to say the least.
To a layman it would probably look insignificant and be overlooked, but to a professional it sent alarm bells off, and made even General Budanov into a happy smile (see above for this unheard of event).
So what was this earth-shattering small news?
Let me set things back more than a week.
Russia blew up the Kakhovka Hydroelectric Power Plant with the express purpose of denying Ukraine the ability to cross the Dnipro and take South Kherson this way.
In turn that freed up a lot of Russian units that had been made redundant.
We assumed that these was going to Zhaporizhzhia and southwestern Donetsk to function as tactical reserves to counter the Ukrainian offensive.
Here I need to do a side-track and explain the 3 categories of reserves.
Strategic Reserves are available troops far behind the front lines, typically in your own country.
These can then be used to open up new fronts, etcetera.
In a way, these are your only available truly free troops to use as you see fit without interference from the enemy.
Russia has no such reserve.
Tactical reserve, those are troops available in the rear and can be used in front pushes and to reinforce fronts. Russia is almost out these, I will return to it below.
Operational reserves are units that are meant to be rotated in as you rotate a unit out, or as a "fire-fighting" unit thrown against an enemy offensive, or for rapid counter-offensives.
Russia typically have little of these remaining, and have throughout the war used troops much harder than Ukraine, or any western nation, would ever do.
Back to the news.
Russia moved out those newly formed tactical units from Kherson back to Russia near the border, where they got supplied with more mobiks (mostly prisoners), and then they got packed up and sent to the front.
Problem is that Russia did not send them to the Southern front as expected.
Instead they got sent straight for Bakhmut.
Two Options
Either Russian high command are unfathomable idiots (always an option with them), or they are running a completely different battle plan than was expected.
In Bakhmut Russia has suffered high casualty rate as well equiped Ukrainians are assaulting badly provisioned and untrained Russian forces.
This is evidenced by the slow but steady push that Ukraine is able to perform in incrimental stages towards encircling Bakhmut.
As things stood, Russia had either to surrender Bakhmut in the end, or reinforce.
Surrendering would in time lead to the loss of Soledar, etcetera.
Southern Front
Here Russia is currently using everything it have available, every artillery piece, every tank, every BMP, every soldier.
The tactical reserves are now fully committed, the operational reserves are all in the trenches.
Ukraine is steadily grinding them down through precission fire on the front, and on all other fortifications, logistics lines, depots, command centers etcetera.
This grinding is being done all the way back to the Azov Sea and Crimea.
Let me reiterate, Russia has committed everything, and each day it is being whittled away, and there is no new forces or equipment being allocated to this frontline.
This is not a healthy position to be in for Russia.
Ukraine will continue to meticulously pick apart the Russian front in as safe a manner as possible, while continuing to destroy the Russian rear.
Ukraine will probably spend weeks doing this to the Russians until one or more parts of the Russian frontline collapses, and then the entire thing will collapse rapidly.
Remember that during operation Overlord the allied forces used 6 weeks to ever so slightly expand the tiny bridgehead and reinforce, and then all of France collapsed in 2 weeks.
This was made possible by the constant grinding of the allied forces on the German positions and defence lines.
Expect something similar here.
Idiot Option
Russia thinks that it can win some sort of enormous advantage by holding Bakhmut, and seriously believe that Ukraine also sees Bakhmut as The Star of the Universe.
If this is true Ukraine will just slowly grind up these reinforcements over the course of a few months, and then start to push ahead again, or allocate just a tad more artillery and troops to Bakhmut, and continue regardless the forward momentum.
The effect would still be that the Southern front will collapse in the near future.
Let us not forget that they have emptied out Donetsk City defenses, and that Luhansk is pretty empty too.
Russia is actually trying a bit of an offensive in Luhansk on their own, but it does not seem to gain any momentum.
Battle Plan Option
The higher ups have ordered the Russian MOD to hold Donbas, and to if needs be abandon at least Kherson and Zhaporizhzhia (maybe even Crimea) to be able to do so.
The Russian MOD is using Zhaporizhzhia as a way to bleed the Ukrainian forces by a methodical defencive withdrawal in carefully planned stages, sort of like what Ukraine did in Bakhmut, but on a far larger scale.
I, and 90 percent of all allied general staff's believe this is what is happening. And to be frank, even if the idiot option is true, the result will be exactly the same.
The available tactical reserve for the Southern front is gone.
I will assume that there is at least one Russian general who is not entirely head first in a bottle and/or a pile of cocaine, and has realised that Russia can't hold on to all of it, and decided correctly that Russia will not be able to hold back the Ukrainians here in the long run when the Kersh Bridge is gone.
Instead that hypothetical Russian general has decided that it might have at least a small chance to hold Donbas due to the shorter and simpler logistical routes.
Well, at least hold on to Donbas into 2024, or something like that.
Prophetical Part
I have now looked deep into the tea leaves and summoned spirits most unholy.
If we use Operation Overlord as a reference (there are other large battles with similar time frames) we can get a sort of timeline going.
Obviously the timeline can be both shorter, and longer, but it is a good and well known reference frame.
Ukraine started the offensive 2 weeks ago with artillery shaping, and the operative phase about 1.5 weeks ago.
This is a fact.
This means that we would be having about 4 more weeks of grinding and bombarding of the rear before Ukraine shift gear and start to move forward into the holes created.
At this point the Russians would either collapse, or withdraw entirely from the area in a "goodwill gesture".
This would give first week of August as the point where Ukraine has liberated Zhaporizhzhia and Kherson.
Obviously it is silly to make that a hard date, but it is probably somewhere in the ballpark.
The unknown here is if Russia would also surrender Crimea due to the Bridge having been blown... let us assume that they do not do this.
Ukraine would then need a minimum of a month to reconstitute, resupply, and rest, prior to starting an autumn offensive against Crimea.
It would though be far shorter in duration than the Zhaporizhzhia liberation due to the Russian logistic nightmare after the Bridge has been dumped into the ocean.
Another option would be that Ukraine just dump the bridge, sink a few ships from their new positions, and leave Crimea to slowly starve to death, die from lack of water, and sucumb to the Cholera epidemic that has started in Crimea after the dam was blown.
If so, then Ukraine will hit Luhansk and Donetsk full force to try to drive Russia out of all of Eastern Ukraine.
There is also obviously the option that Ukraine will take Donetsk City or Luhansk as an interlude to the current offensive.
The Unknowns
Kersh Bridge, it is sort of an unknown when it will be dunked into the ocean.
We believe this is not far away at this point.
Next unknown is if Ukraine will do a 1-2-1 attack again.
If they do the political imagery in Russia would be the deciding factor, I am almost certain that Ukraine would go for Donetsk City if this option will be the one selected.
Civil War in Russia, this is the biggie.
It has sort of started and is simmering along nicely.
Prigozhin did his best to take out the military Kadyrovite leadership by providing targeting data to the Ukrainians.
After this the MOD refused to accept his signed contract to the Russian Army.
We will know what will happen within the next 10 days.
I suspect that beginning of July will be the time that the civil war breaks out, and that it will be the Kadyrovites that will be sent to dig out Wagner from their fortified bases deep in Russia.
Problem is just that Prigozhin has a rather nasty surprise ready for Kadyrov if and when he make the attempt to attack Wagner.
What this surprise is I will leave for now, let me just say that Prigozhin has new friends... or at least frenemies.
As per usual the big unknown who is leading the Russian Shitfest.
Literally millions are spent every day on trying to figure this one out.
I think the answer is that nobody does, everyone are just trying to execute orders that was given a long time ago, some try to apply a bit of brain to their part in it, some don't.
There is a heck of a lot of momentum in a freight train with a broken locomotive that has no breaks...
140 million Russians is a big train to stop, and it will go for months without any true leadership.
But, when it comes to a stop or derails it will go very fast.
My opinion is that all the smaller bosses in Russia is trying to figure out what is happening, consolidate what power they have, and are hoping that Russia can hanker on until the presidential election in 2024.
Fat chance for that I would say..."