A Blog by Jonathan Low

 

Oct 9, 2026

On Sumy Front, Ukraine Counterattacks Push Back Russians, Mirror Vivaldi Success

The lessons and benefits from Operation Vivaldi's success on the Lyman front are now being transferred to other sectors. 

On the Sumy front, Ukrainian special forces have launched a series of coordinated counterattacks which have surprised the Russians in this lightly held area, pushing them back. Just as at Lyman, this local tactical advance could become a broader offensive effort - and strategic opportunity - forcing the Kremlin to again redeploy troops from other areas to stem the threat. JL

RFU News reports:
Ukraine is beginning to turn local counterattacks into a wider problem for Russia on the entire Sumy front. The Ukrainians created a bridgehead for further operations while improving their tactical positions along the frontline in the Sumy direction. Ukraine’s Vivaldi Operation in the Lyman sector proved that carefully planned and executed counterattacks can catch the Russians off guard and roll back their advances. Russia might (be forced) to send reinforcements from the Donbas, to reinforce the less vital sector of Sumy in order to try to halt the Ukrainian advances. This would further weaken their offensive power and reduce their reserves, just as their rate of advance has already dropped significantly compared to last year.

Ukrainian Saboteurs Paralyze Russia's Rail Lifeline To China, North Korea

Sabotage of essential Russian railways in Siberia by Ukrainian special operations units and local partisans has delayed by months or destroyed approximately $2.4 billion in Chinese and North Korean military supplies which has contributed to the Kremlin's current battlefield problems. JL 

Mykola Zakharchenko reports:
Russian Railways deploys militarized engineering corps whose purpose is rapid track remediation. (But) by starving the Russian grid of high-voltage power and digitally hijacking automated switches, Ukrainian units and partisans have left millions of tons of raw materials and foreign munitions completely flash-frozen across 9,000 kilometers of Siberian taiga. Spaced every 40 to 60 kilometers along these isolated corridors sit massive traction substations. They draw high-voltage power from the regional grid, step it down through complex oil-filled transformers, and feed it directly into the overhead lines. Instead of planting charges on track beds, clandestine units shifted focus to the 110kV step-down transformers and relay hubs.  A section of damaged steel track might be repaired in hours. Replacing specialized high-voltage infrastructure can take vastly longer because the equipment is complex, heavy, difficult to transport, and often built for specific requirements.

Russia Spent 2 Years, Huge Losses Capturing Pokrovsk - Then Failed To Exploit It

The pattern of Russian advance in Donetsk has become unmistakable: destroy the Ukrainian-held objective city before exhausting themselves in taking it. 

This may be gratifying at some crude, nihilistic peasant Russian level, but it t renders the former transport junction and supply depot uninhabitable while making it virtually useless as a base for further advance, let alone of future economic value. Pokrovsk is but the latest example. Captured after two years of brutal, bloody attrition, its smoking ruins then became... another mound of rubble to be bypassed rather than advanced from. And so, rather than using Pokrovsk effectively as a springboard, Russian troops are again facing a similar cataclysm of death and damage as they try and fail to take the Fortress Belt. JL

The World Strategist reports:
Russian forces had been grinding toward Pokrovsk for two years. When it finally fell in early 2026, the Kremlin heralded it as the prelude to the collapse of Ukraine’s Fortress Belt. What actually transpired was a Russian military that scored a tactical victory but had no idea how to capitalize on it. Russia had spent so much time and resources capturing a city that no longer mattered, it had little left for the next phase of the campaign. As its operational plans disintegrated under Operation Vivaldi, the northern flank of Russia’s Southern Group of Forces became “acutely vulnerable” to Ukrainian counterattacks and interdiction missions. The Ukrainian military regained momentum and destroyed the Kremlin’s ambitious plans. Russia remains “functionally incapable” of militarily capturing all of Donetsk Oblast in 2026

AI Is Already Reshaping the US Economy In Unexpected Ways

One company's opportunity is another's problem. That yin and yang seems to characterize the economic impact that AI is having in the US to date. 

Jobs in certain manufacturing categories supplying components to data centers are in great demand - but employers are worried about too much hiring or expansion for fear the AI boom may go bust. Similarly, AI startups' need for offices is reviving commercial real estate markets in the Bay Area and New York - but also making it unaffordable for other businesses. There is also fear that the young AI companies, flush with cash and the belief that they own the future, are overpaying for prime office space, which may contribute to their going bust - and leave landlords hanging. And AI is contributing to a dramatic increase in advertising, which is making it more expensive for everyone else. In the history of technology adoption - which can take 30 years to become fully integrated - these are still early days for AI. 's Its real impact has not yet been felt, nor will its ultimate scale and shape become apparent for years. JL

Shira Ovide reports in the Washington Post:
AI is reshaping parts of the U.S. economy in ways that aren’t immediately obvious. Data center construction is boosting employment in some sectors and buoying energy generation — but also fueling anxiety about what happens if the AI boom goes bust. Employment for people who build the equipment that data centers run on — gas turbines, wiring, electrical switchboards and other components — is one of two categories of manufacturing jobs that have grown in the past few years. AI is also one of the biggest forces behind a record surge of advertising across the web, mobile apps, streaming video, television and newspapers, while raising costs for other advertisers.  In San Francisco and New York, AI firms are grabbing enough office space to revive commercial real estate. (But) AI companies may be overextending themselves on office leases while eroding local jobs in finance and media. Office leasing growth should not be “mistaken for broad-based economic opportunity.”

Oct 8, 2026

Russia's Losses Rose 40% In 1st Week of October, Due To Drones

This figure does not even include Russian casualties from other sources such as artillery, bombing and Ukrainian infantry. JL

Anastasia Prots reports in Ukraine Pravda:
During the first five days of October, Russian infantry losses caused by USF strikes increased by 39.7% compared to the same period in September. These figures encompass both killed and wounded. USF units killed and wounded 2,699 Russian soldiers, all confirmed in the DELTA battlefield situational awareness system. During the first five days of September, this figure stood at 1,931, while in August it was 1,529. Thus, compared to the same period in September, losses grew by 39.7% and compared to August – by 76.5%. "No fantasies, rumors or guesses – solely accounting, mathematics and analysis of verified losses."

The "Quiet" Ukraine Oleksandrivka Offensive Keeps Making Gains

While fighting in the Donbas, including Operation Vivaldi, consumes much of the world's attention, Ukraine's southern offensive, comprising parts of three oblasts, continues to gain territory and inflict casualties on Russian forces.

The primary significance of this operation is that it demonstrates how Ukrainian troops, fighting on multiple fronts - and often without the resources available to those in the Donbas, - are also pushing the Russians back, suggesting that the Kremlin's military is stretched beyond its capacity to accomplish the tasks Putin has set for it. JL 

Ryder Blackthorn reports in Frontline Signal:
For months, the attention on Ukraine’s counterattacks has been dominated by headlines out of Lyman, Kupiansk and Dobropillia. (But), another major Ukrainian offensive has been quietly running across the intersection where Donetsk, Dnipropetrovsk and Zaporizhzhia oblasts meet. The offensive on the Oleksandrivka front remain underway. More importantly, Ukrainian forces already control several additional settlements that have not yet been added to the publicly announced results of the operation and up to ten more settlements may be added to that list. The offensive began in January, initially towards Huiliapole, and has continued through two major offensive phases. The campaign has survived the loss of initial surprise, heavier drone pressure and extended logistical lines. September reporting showed that the front was still moving after the larger spring and summer phases

Kremlin's Fortress Belt Offensive Has Become Another Russian Graveyard

As the impact of Operation Vivaldi on Putin's battlefield dreams becomes even clearer, the result in terms of blood and iron is also more tangible. 

It appears that the Russian assault on Ukraine's Fortress Belt has become a race to see which happens first: Ukraine giving way or Russia running out of people. There is also, looming over this situation, the specter of Trump losing his majorities in Congress, which would limit his ability to continue surreptitiously helping Putin anyway he can. Putin is a gambler and seems to believe that he can win this bet, especially as he tries to intimidate Europe with hybrid warfare attacks on commercial and industrial sites. But his problem goes back to the battlefield; in the digital age, everyone can see what is happening there and that his bet is being paid for with the blood of Russia's poorest and weakest, who are not getting the job done for him, despite their sacrifice. JL

Mick Ryan reports in Futura Doctrina:
Russian units “lost control and surrendered in groups, along with their officers, drone pilots, and artillerymen,” and prisoners on a scale suggesting Russian command and control around Lyman collapsed. The Russian units involved came from the 20th and 25th Combined Arms Armies, including the 3rd, 144th and 67th Motor Rifle Divisions and the 11th Tank Brigade, which shows how much Moscow had committed to the salient. Operation Vivaldi “disrupted the Russian military command’s plans to conduct a wide encirclement of the Fortress Belt from the Lyman and Dobropillya areas.” Russian forces lost 256 square kilometres in September. Russian casualties for September were 46,000, the highest monthly figure so far this year. Russian casualties are extraordinarily high, and higher than they were earlier this year.