Small groups of Russian infantry could slip into regional capital Zaporizhzhia this winter, a frontline commander warned in a mid-September interview with Dnipro TV, in a debate later compiled by Radio Svoboda. His forecast drew quick pushback from a military analyst, who called it far more categorical than the situation warrants. At the center of the dispute lies the drained Kakhovka Reservoir, whose dry bed Russia now uses for cover.

Dense drone surveillance has made large mechanized assaults costly, pushing Russian commanders toward small groups that probe for gaps. That shift turns unwatched terrain — here, the drained reservoir bed—into the seams they test.

Solitary groups, not massed forces

Dmytro Filatov, callsign Perun, commands the 1st Separate Assault Regiment named after Dmytro Kotsiubailo. The danger will come not as a massed assault but as infiltration, he said. He expects solitary infantry groups to reach and enter Zaporizhzhia over the winter. He pointed to the Stepnohirsk axis and the dense buildings along the Dnipro shore. Fog and rain raise pressure across the whole front, and Russian troops have long fought well in winter, he said.

A city on the front's edge

Zaporizhzhia is a regional capital and industrial center in southeastern Ukraine, with more than 700,000 residents before the full-scale invasion. The city sits about 25 km from the nearest active front, around Stepnohirsk to the south—unusually close for a regional capital of its size. Russian missiles, drones, and glide bombs hit the city daily. It has held since 2022, and Russia has not taken a Ukrainian regional capital since the war's first months.

The dead reservoir as cover

Russia blew up the Kakhovka dam in June 2023 and drained the reservoir behind it. Reeds now stand several meters high across the dry basin, giving foot soldiers cover to move unseen. Ukraine's Southern Defense Forces reported in November 2025 that Russian groups use it to press into the Ukrainian flank.

Russian troops increasingly use the bed to infiltrate and haul supplies, said Kostiantyn Mashovets of the Information Resistance group. One of their assault groups pushed as far as Malokaterynivka before Ukrainian forces blocked it, he wrote. Ukrainian troops hold northern Plavni, including the railway station and part of the E-105 highway, Mashovets added. The Institute for the Study of War pointed to the same route in its 26 September assessment, citing Ukrainian military observers.

Explore further

“The worst environmental catastrophe since Chornobyl disaster”: Three years after Russia destroyed Kakhovka Dam, real death toll is still unknown

An analyst is not convinced

Oleksandr Kovalenko, a military-political expert and Information Resistance coordinator, rates the threat far lower. He wrote that the warning "sounded far more categorical than it should have." Stepnohirsk, about 25 km south of Zaporizhzhia, is the closest active fighting to the city. Russia has tried for years to take the town but now controls only its 3rd microdistrict and southern Plavni.

Infiltration becomes possible only if Russia takes the whole foothold and reaches the north bank of the Konka river. That will not happen by the end of 2026, and no ground push on the city looks possible, he said. The main danger stays daily Russian strikes on the city, not a ground advance, he added.

Russian missile strikes shut down or damaged four of Ukraine's largest steel plants in August and September, halving steel output and prompting the operator of the country's largest plant to call on the government to pass a dedicated rescue plan, RBC-Ukraine reported.

Russia's full-scale war has already cost Ukraine the Azovstal plant in Mariupol, one of its largest steel mills, and more than two years of disrupted production across the sector. The latest strikes hit plants that produce the bulk of remaining capacity, concentrated in a single month, in what the industry describes as a deep crisis for a sector that supplies 6% of the country's GDP.

Steel output halved as missiles hit plants producing 70% of Ukraine's steel

The 11 August strike on Zaporizhstal killed seven workers and injured 21 as they headed for a shelter, Metinvest said; a second ballistic strike on the plant followed on 27 August. Two died and 13 were injured at ArcelorMittal Kryvyi Rih, and five were killed at Kametstal. Russia also hit the Dnipro Metallurgical Plant. On 12 September, Russia struck both Zaporizhstal and ArcelorMittal Kryvyi Rih again with ballistic missiles.

Zaporizhstal and Kametstal, both part of the Metinvest group, stopped entirely. ArcelorMittal Kryvyi Rih—Ukraine's largest steel plant—partially shut down. Zaporizhstal and ArcelorMittal alone produce more than 70% of Ukraine's steel.

August steel production fell to 277,000 tons, down 57.3% year on year and 39.4% from July, according to Ukrmetalurhprom data cited by GMK Center. Rolled-metal output dropped to 270,000 tons.

Strikes, a port blockade, and rising costs hit at once

The strikes came on top of a Black Sea port blockade that has shut down maritime exports of iron ore and steel since late July. A 30% increase in rail tariffs took effect on 1 August. Alternative routes—rail through western border crossings, Danube ports, and roads—can carry at most 50% of what the Black Sea ports handled, GMK Center analyst Andrii Hlushchenko said. Steelmakers also have to compete with farmers for that limited rail capacity.

Rail exports of iron ore and metals dropped 2.5 times in the first 15 days of September compared with the same period last year, Ukrzaliznytsia said. Shipping iron-ore pellets through European ports costs $50–60 per ton, making many deliveries unprofitable.

The steel sector generated 6% of Ukraine's GDP last year, brought in 13% of all foreign-currency earnings, and paid UAH 27 billion (about $606 million) into budgets between January and July. Deputy chair of the parliamentary economic committee Dmytro Kysylevskyi called the situation "a perfect storm."

Meanwhile, Türkiye re-rolls Russian slabs and sells the resulting steel on Ukraine's domestic market. China uses cheap Russian energy to undercut Ukrainian prices.

"We are effectively importing Russian metal in the form of finished products," Ukrmetalurhprom President Oleksandr Kalenkov said.

ArcelorMittal calls for a Cabinet rescue resolution

ArcelorMittal Kryvyi Rih CEO Mauro Longobardo said the government should pass a dedicated Cabinet resolution assigning specific tasks and deadlines to multiple agencies at once.

"No single agency can solve the full set of problems. Without a single document with assigned responsibilities and deadlines, each issue is dealt with in isolation and stalls," ArcelorMittal Kryvyi Rih representatives said.

The resolution should cover EU negotiations on deferring the carbon border tax (CBAM) until at least the end of martial law plus one year, restoring steel quotas to last year's level, stabilizing rail tariffs, securing long-term electricity contracts for industry, and launching anti-dumping investigations against Turkish and Chinese imports, Longobardo said.

Ukraine's Economy and Environment Ministry said it is in talks with the European Commission on easing CBAM and expanding quotas. A Cabinet source told the outlet that Black Sea trade negotiations with Russia are possible in October, after the Duma elections that ended on 20 September.