Russia is likely attempting to force Ukraine to capitulate by spring 2027 through a large-scale campaign of long-range strikes, the Institute for the Study of War (ISW) said in its 27 September report. Russian President Vladimir Putin's new theory of victory relies heavily on the mass use of jet-powered drones and ballistic missiles against Ukraine, the institute assesses.

Russia keeps shifting to faster jet-powered drones that Ukraine's defenses struggle to stop, forcing it to spend scarce missiles on them. Russia's use of jet-powered drones rose eightfold from June to August, with Moscow launching around 7,700 such drones since their initial deployment, Ukrainian Air Force spokesperson Yurii Ihnat said on 23 September. But Putin likely does not expect the campaign to last indefinitely, and he may hold off on a new mobilization until he sees whether the strikes work, ISW assesses.

Putin's modified theory of victory

Putin's modified theory of victory largely depends on Russia's ability to mass-launch cheap jet-powered Gerans that get through Ukrainian defenses often enough, the institute notes.

Even a Kremlin-linked Russian milblogger claimed on 27 September that the Russian strategy, which relies heavily on long-range strikes, is costly and cannot continue indefinitely, not least because Ukraine is hitting Russia harder too, according to the analysis.

At the same time, Putin stated on 25 September that Ukraine "must feel" Russia's "retaliatory" strikes. ISW assesses that this suggests he intends to intensify Russia's strike campaign in winter, as he has in previous winters.

If Putin is counting on Ukraine to break and capitulate this winter, he may be ignoring what the campaign will cost Russia over time, the institute notes. This strategy also counts on Ukraine's shortage of Patriot interceptors against ballistic missiles, and on the country's power grid and other vital systems giving way under months of strikes.

Until that approach runs out, Putin is unlikely to back down on his demands or agree to real ceasefire talks, ISW assesses.

Ukrainian interceptors could disrupt Russia's plan

A Kremlin-linked Russian milblogger claimed on 27 September that Russian forces launched predominantly jet-powered Geran-5 drones at Odesa, Mykolaiv, and Kyiv during the night of 26–27 September. According to the blogger, Russia's diverse arsenal of strike weapons and Ukraine's shortage of air defense assets allow Russian forces to maintain the current pace of strikes and expand the range of targets, ISW writes in its analysis.

At the same time, Ukrainian President Volodymyr Zelenskyy said on 26 September that Ukraine's interception rate for jet-powered Shahed drones currently stands at 55%. Of more than 2,730 such drones Russia had launched in September by then, Ukrainian forces had downed or suppressed more than 1,500, he added.

Ukraine is testing interceptor drone prototypes in combat conditions, Ukrainian Presidential Office head Kyrylo Budanov told Novyny.LIVE on 27 September. The mass deployment of interceptors capable of shooting down jet-powered Gerans could begin within several months, he added. Ukrainian companies have already successfully tested several interceptor drones capable of intercepting Russian jet-powered drones in field conditions, the institute notes.

At the same time, it remains unclear whether Ukraine will be able to scale up its interceptor program quickly enough and achieve sufficient success to disrupt the intensification of Russia's campaign during the winter, ISW notes.

Why Putin may hold off on a new mobilization

Expanding Russia's arsenal of strike weapons is cheaper than carrying out a second mobilization economically, militarily, and socially, a Kremlin-linked Russian milblogger cited by the institute claimed.

Putin may put off large-scale forced mobilization until he sees whether the strikes deliver, ISW assesses, though his officials have been laying the groundwork for it despite Kremlin denials. Still, the need to replace Russia's enormous battlefield losses could push him to order such a mobilization as early as this fall, ISW notes, as Ukrainian and other sources have repeatedly reported he is preparing to do.

A Ukrainian Hornet drone struck a Russian radar system about 120 kilometers behind the front, Taras Myshak, senior communications officer of the 59th Separate Assault Brigade of Unmanned Systems, said on Suspilne on 28 September, ArmyInform reported. The brigade's Signum unmanned systems battalion carried out the strike about a week earlier, he added.

Russia's air defenses depend on radars to see Ukrainian drones and missiles coming. Every radar it loses weakens that watch and gives the next Ukrainian strike a better chance of getting through.

According to Myshak, the target was a "quite expensive" Russian radar system.

A radar system is effectively the "eyes" of the Russian air defense system: it detects aerial targets, determines their coordinates, and transmits information to other elements of the system.

Russians continue probing Ukrainian defenses

Russian forces in the brigade's zone, roughly along the Donetsk Oblast border, continue to operate in small infantry groups and use infiltration tactics, Myshak says. At the same time, the Russians are trying to cut Ukrainian logistics, he adds, saying that the brigade is effectively holding the Russian army back from infiltrating into Dnipropetrovsk Oblast.

The Russians' main means in this sector remain drones and infantry, the serviceman says. The number of infantry has decreased somewhat compared with previous periods, but the pressure from the enemy has not stopped, he adds.

"Of course, they will try, they will constantly probe, so to speak, our defense with their infiltrations. And likewise with drones, of various ranges, working on logistics, making it impossible for us to enter positions, to deliver everything necessary to the positions, in order to make our defense impossible," Myshak emphasized.

At the same time, Ukrainian troops are trying not only to defend against these actions but also to deprive the Russians of radars, electronic warfare systems, and other equipment, the serviceman says. "We likewise don't let them relax," he said.

Ukraine systematically knocks out the "eyes" of Russian air defense

In October 2024, Ukraine's military said it had hit a Russian Nebo-M radar station with ATACMS ballistic missiles to blunt Moscow's ability to spot and shoot down aircraft and missiles, Reuters reported. The military estimated each such system at more than $100 million.

Ukraine is systematically increasing its use of medium-range strike drones, which can hit targets up to 200 kilometers deep inside enemy territory, the Ukrainian Defense Ministry reported in May this year. Russian air defenses and radars are among the main priorities of such operations, as their destruction weakens the system for detecting and intercepting aerial targets, the ministry said. Medium-class drones, including the FP-2, Hornet, and Bulava, play a critical role in such strikes, the ministry noted.

According to the General Staff of the Armed Forces of Ukraine, Ukrainian forces struck at least 25 major Russian air defense and radar systems during April, about 12 of which were radar systems, the Ukrainian Defense Ministry also wrote in May this year.

The Institute for the Study of War (ISW) published a map in its analytical report on 24 September that contrasts the claimed Russian encirclement with the location of Russian forces as assessed by the experts. Based on the evidence observed by ISW, the nearest area where Russian forces are present is 10.2 kilometers from the southeastern outskirts of Dobropillia.

Russia has been spreading disinformation about its successes around Dobropillia as part of what ISW calls a cognitive warfare effort to portray Ukrainian defenses as on the verge of collapse. Russia's Defense Ministry published a map claiming the city was surrounded. ISW's own map challenges it. The Ukrainian military says the city remains under its control.

Russian Defense Ministry claims it is already destroying encircled Ukrainian troops in Dobropillia and moving further

Units of Russia's Center Grouping of Forces continue combat operations against encircled Ukrainian forces in the Dobropillia area of Donetsk Oblast while simultaneously advancing toward Oleksandrivka, the Russian Defense Ministry claimed. ISW analysts, meanwhile, said they have not observed evidence supporting Russia's claim that the city is encircled. They also noted that Ukrainian officials "directly refute" the claim.

ISW observed evidence that Russian infiltrators, small groups, were operating east and northeast of Dobropillia on 19 and 20 September. The institute did not assess that these infiltrators had consolidated their positions.

Ukrainian forces maintain positions south and northeast of Dobropillia, military observer Kostiantyn Mashovets said on 20 September, according to ISW.

Russian forces have not made major gains in the Dobropillia direction, the chief of staff of an artillery reconnaissance battalion said on 22 September, according to the institute. On the same day, a Russian milblogger described the "alleged Russian encirclement of Dobropillia" as potentially meaning not the direct presence of infantry, but only the establishment of fire control over Ukrainian logistics, including roads west of Dobropillia and toward Sviatohorivka, according to ISW.

ISW noted that Russia's pervasive military culture of lying—what Russian milbloggers themselves call "beautiful reports"—has degraded the Defense Ministry's own ability to understand the battlefield and enabled inflated claims like the Dobropillia encirclement.

Russia uses this disinformation as a "diversion"

In its statement, the Russian Defense Ministry itself described Dobropillia as a "strongly fortified settlement" whose seizure would threaten key Ukrainian supply lines running from Dnipropetrovsk Oblast toward the Fortress Belt—the Sloviansk-Kramatorsk-Druzhkivka urban agglomeration.

Russia has recently renewed its attempts to break through toward Dobropillia.

Third Army Corps Commander Andrii Biletskyi said that Russian forces sought to bypass the fortified cities through Dobropillia and link up with troops advancing from north of Lyman, rather than launch a direct assault. ISW noted on 16 September that the Vivaldi operation disrupted Russia's two-pronged plan. In its 24 September report, ISW said Russia's claims about Dobropillia were partly intended to divert attention from Ukraine's elimination of the Russian salient north of Lyman, which has likely forced Russia's command to rethink its wider encirclement plans.

Russia is trying to "scare Europe" through hybrid attacks so that it provides less support to Ukraine, but Moscow has neither an interest in nor the capability to escalate to a full-scale military confrontation with NATO, Finnish President Alexander Stubb told Politico on 21 September during an interview on the sidelines of the UN General Assembly—even as other European leaders warn that Russian strikes on NATO territory could come within months.

Ukraine critically needs Western support as Russia's full-scale invasion continues. NATO's PURL program has provided about 75% of all Patriot battery missiles and 90% of the missiles used in other air defense systems since its launch last summer, according to NATO Secretary General Mark Rutte on 3 February. Some countries are also hubs for defense companies that produce weapons for Ukraine. Russia is trying to pressure such countries, including through hybrid attacks. Polish Prime Minister Donald Tusk and the head of the Czech security service have warned that Russia could strike NATO territory within months. The Finnish president says his own intelligence sees activity but no imminent military threat, and calls it an "overreaction" when intelligence services tell their neighbors they are next for a Russian invasion.

Finnish intelligence sees Russian activity but no imminent military threat, Stubb says

Stubb calls claims by some intelligence services that Europe is next for a Russian invasion an "overreaction" and says he sees no evidence of this.

"We think we have to be vigilant and awake. But, you know, we have the longest border in NATO with Russia, it's half the border. In our intelligence we see that there is activity but no imminent military threat right now," Stubb added.

He says Russia will continue hybrid attacks, so Europe must be prepared and support Ukraine

Europe should prepare for Russia's "continued hybrid and sabotage attacks," but should not "overreact" to them, as Russia wants to scare its allies so that they slow down their support for Ukraine, the Finnish president said.

"And any time we overreact to a hybrid attack, they have actually won the battle in that particular way," Stubb told Politico.

Europe should remain "cool, calm and collected" during such Russian intimidation, the Finnish president said.

Germany's recent decision to officially hold Russia responsible for an attempted drone attack in Leipzig is "exactly what you need to do," Stubb said.

"You need to point the finger and say, we know what you're doing, and these are the consequences," he added.

A pro-Kremlin group, Global Citizens Against War 1984, issued an ultimatum to Latvia, Poland, and Portugal to stop supplying weapons to Ukraine by 7 October, threatening to disrupt defense companies in those countries.

Warnings from Warsaw and Prague paint a different picture

Russia could carry out "accidental" drone or missile strikes against NATO countries supporting Ukraine in an attempt to weaken the Alliance's integrity and persuade members that Article 5 is more theoretical than practical, Polish Prime Minister Donald Tusk said in parliament on 17 September, citing NATO, Ukrainian, and Polish intelligence assessments.

"There is a real risk that drones or other types of missiles could enter the territory of one or several NATO countries on the eastern flank," Tusk said.

The head of the Czech security service warned separately that Russia could undertake a limited incursion, false-flag provocations, and a massive influence campaign in a matter of months rather than years.