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Russian Offensive Campaign Assessment, September 27, 2026

ISW · Institute for the Study of War ·

Executive Summary

Russia is shifting its strategy in Ukraine, focusing on extensive long-range missile and drone strikes to force capitulation by Winter 2026-2027, as acknowledged by a Kremlin-affiliated milblogger. This new approach relies on mass-produced, cheap jet-powered drones, while Ukraine develops interceptor drones and faces ongoing Russian sabotage efforts against European defense infrastructure.

Why It Matters

This document provides a critical assessment of Russia's evolving military strategy in Ukraine, highlighting a shift towards long-range strike campaigns and the implications for Ukraine's defense and European security.

Key Takeaways

  • Russia is adopting a new theory of victory in Ukraine, emphasizing long-range missile and drone strikes to compel capitulation by Winter 2026-2027.
    Source evidence · PDF page 2
    A prominent Kremlin-affiliated milblogger is embracing Russian President Vladimir Putin·s new theory of victory that relies on expansive long-range combined ballistic missile and jet-powered drone strikes against Ukraine to force Ukraine to capitulate over Winter 2026-2027.
  • This strategy heavily depends on Russia's capacity to deploy cheap, jet-powered Geran-type drones at scale, prompting Ukraine to accelerate its interceptor drone program.
    Source evidence · PDF page 2
    Putin·s modified theory of victory heavily relies on Russia·s ability to launch cheap jet-powered Geran-type drones at scale and with relatively high penetration rates · requirements that Ukraine·s interceptor program is aimed at attacking.
  • European security officials are investigating Russian sabotage operations against defense and logistical infrastructure in Europe, indicating a broader campaign beyond Ukraine's borders.
    Source evidence · PDF page 3
    European security officials continue to investigate incidents of sabotage, some already attributed to Russia, against European defense and logistical infrastructure.

Strategic Relevance

The shift in Russia's theory of victory to a long-range strike campaign against Ukraine's infrastructure and the ongoing sabotage efforts in Europe represent a significant escalation and a challenge to regional stability. Understanding this strategic pivot is crucial for anticipating future Russian actions and developing effective countermeasures.

Source Website View PDF

Key Entities

Vladimir PutinUkraineRussiaKremlinUkrainian Air ForceUkrainian President Volodymyr ZelenskyKyrylo BudanovGermanyRomaniaGRUInstitute for the Study of War

Best For

Defense AnalystsPolicy MakersIntelligence CommunityMilitary StrategistsEuropean Security Officials

Related Themes

Russia-Ukraine WarDrone WarfareHybrid WarfareEuropean SecurityMilitary StrategyAir Defense

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