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.

Russia's low-Earth-orbit satellite constellation Rassvet went from a few minutes of connectivity over Ukraine to two stable windows lasting more than an hour each in just five months. The system was built by the Russian private company Bureau 1440 as Moscow's answer to Starlink.

As of now, it is nowhere near matching SpaceX's 10,000-satellite network—but the gap between what Russia has now and what it needs is closing, and the tools that could slow it down mostly sit unused. When Ukraine and SpaceX bricked Russian-obtained Starlink terminals earlier this year, Russian assaults froze across the front—proof that cutting satellite command-and-control links matters more than disrupting guidance. Russia is now building its own links. The most consequential tool that could slow that down is Western sanctions against Bureau 1440 itself.

Four years of Western sanctions have failed to cut Russia off from the foreign components its missile and drone factories rely on: parts manufactured after sanctions were imposed still reach Russian assembly lines within months. Rassvet is a new version of the same problem. The system is still being built and relies on imported components whose exact origin is disputed—some experts point to American and European parts reaching Russia through sanctions-evasion networks, others say the core hardware is built from off-the-shelf Chinese components. Its manufacturer remains unsanctioned by any Western government, while some of the infrastructure needed to expand production has already been struck by Ukraine.

Six minutes in March, two hours by August

In March 2026, Bureau 1440 launched its first operational batch of 16 Rassvet satellites from Plesetsk Cosmodrome. Each pass over Ukraine created a window of six to 10 minutes, Serhii Beskrestnov, callsign Flash, a Ukrainian presidential adviser on defense technology, estimated at the time.

By late August, the picture had changed. Tracking data from N2YO showed four passes a day and two stable communication windows lasting more than an hour each. Satellite communications expert Volodymyr Stepanets said that 12 of the 16 satellites from the first batch had reached their operational altitude of 550 km, three were still ascending, and one had burned up—likely due to a manufacturing defect. A second batch of 16 went into orbit in July, though those satellites struggled to reach their target altitude and some may reenter the atmosphere.

The second batch may be climbing faster than the first did at the same stage. Still, Russia is far from the 200–250 satellites Beskrestnov considers necessary for stable, round-the-clock coverage, and the altitude of roughly 550 km is still short of the roughly 800 km the constellation is designed to reach.

What Rassvet would change on the battlefield

Russia is unlikely to have any civilian use in mind for these communication windows. The satellites transmit in the Ka and Ku bands—high-frequency signals that are difficult to jam and difficult to detect.

Right now, Ukraine's electronic warfare can push Russian drones offline: a Shahed flying low through a jammed zone loses its link and drifts off course. A satellite relay overhead would change that. The drone holds its course, receives updated coordinates mid-flight, stays below radar, and strikes. The constellation could do this for long-range strike and naval drones alike—letting them operate through electronic warfare at very low altitudes, where Ukraine's air defenses struggle to see them.

Bureau 1440 has also developed user terminals small enough to fit on Geran-type attack drones and cruise missiles. Gerans have struck Ukrainian territory, including Kyiv and Kyiv Oblast, almost continuously over the past month. A terminal on a Geran would turn a one-way munition into a weapon that can be redirected after launch. Unlike the Starlink terminals Ukraine relies on, which are geographically restricted, Russian terminals are expected to face no such limits—the same terminal that connects a Geran over Kyiv Oblast would work over Berlin or Paris.

The sanctions lever—and the gap in it

Rassvet's parent company, IKS Holding, is one of Russia's largest hardware and software developers. The US sanctioned the holding, its then-owner Anton Cherepennikov, and the subsidiaries Kryptonit and KNS Group on 24 February 2023. Cherepennikov died under unexplained circumstances, but the company keeps operating.

Ukraine's Foreign Intelligence Service (SZRU) says the holding serves as a personnel reserve for the Federal Security Service (FSB). The first deputy CEO of IKS Holding is Boris Korolyov, son of FSB First Deputy Director Sergei Korolyov, according to the SZRU. He took the post at 27 in 2023, after Cherepennikov's death.

More importantly, though, is the company that actually builds the satellites—Bureau 1440—and its leadership. Ukraine has placed the company on its own sanctions list, but Kyiv's unilateral designations carry limited trade enforcement power, because these people and this company are absent from Western lists. At Euromaidan Press's request, the US-based research organization C4ADS confirmed that Bureau 1440 and its leadership sit outside every Western sanctions regime, and called designating the manufacturer the single most visible and effective step available.

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From the Ukrainian side, Viktoriia Vyshnivska, a senior analyst at the Independent Anti-Corruption Commission (NAKO), told Euromaidan Press that sanctions on Bureau 1440 are not a magic button—but they are not pointless, either. Because Bureau 1440 uses Western equipment, designating the company would directly affect trade in those boards and components, she said. Any Western manufacturer that kept doing business with the company would also risk investigation and legal consequences.

Given the reach of Russia's sanctions-evasion networks and its close ties with China in joint production and technology sharing.

"We shouldn't expect a magical effect," Vyshnivska said.

But sanctions would make direct trade impossible and raise the cost and difficulty of sourcing Western components.

Even if the useful window is short, making supplies more expensive and harder to find is the point.

Many of the goods Bureau 1440 uses are already banned from sale to Russia under EU export controls, Vyshnivska noted. Yet Bureau 1440 itself is still absent from the sanctions lists. Her recommendation: Bureau 1440, its current owners, its parent company, the key related entities and individuals, and its main suppliers should all be designated.

Diplomacy: Ukraine goes to the ITU

Beyond that, Ukraine is trying to act on its own on several fronts.

The first is diplomacy. On 28 August, Ukrainian Foreign Minister Andrii Sybiha said Ukraine had sent a formal note to the International Telecommunication Union (ITU), the UN agency that coordinates radio frequencies, demanding that Ukrainian territory be excluded from Rassvet's service areas across all frequency bands. The system's use over Ukraine "has nothing to do with civilian purposes," he wrote on X.

Days later, at a meeting of EU foreign ministers in Ireland, Sybiha handed partners a list of nine legal entities linked to the project and urged them to impose sanctions.

The EU had already moved once: its 21st sanctions package, adopted on 23 July, targeted the Rassvet network. But the main gap is not closed, and that round stopped short of the manufacturer, leaving Bureau 1440 and its chief executive off the lists.

Hitting the supply chain with weapons

Another lever is direct strikes. In mid-August, Ukrainian-made Flamingo cruise missiles struck an industrial zone in Samara that houses the Progress Rocket Space Center—the only plant in Russia that serially assembles the Soyuz-2.1b rockets used to launch Rassvet into orbit. Satellite imagery published by the Ukrainian Telegram channel Exilenova+ showed a collapsed roof section 85 meters long and 35 meters wide over Building 106A, the hall where crews wire the rockets' control systems and cabling. The channel reported two missile hits on that hall.

If the hall was destroyed, production could stop entirely, and switching to other Russian launch vehicles would take significantly longer and add complexity. Drones also attempted to strike Plesetsk Cosmodrome, from which both 2026 batches were launched.

Both targets—the factory that builds the rockets and the site that launches them—are needed if Russia is to expand Rassvet production.

The timeline: 5.5 to eight years, if nothing changes

Russia plans to expand the constellation to 292 satellites by the end of 2027, Deputy Chief of Ukraine's Defense Intelligence (HUR) Vadym Skibitskyi said. Moscow's longer-term goal is 924 satellites by 2035.

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With 32 satellites already launched in two batches, 260 more are needed. At 16 satellites per launch, that requires roughly 17 launches. At a four-month interval between launches, deploying them would take roughly 5.5 years even if every launch succeeded and every satellite reached its target orbit. That most likely won't fully work out: one satellite from the first batch is already lost, two from the second batch may be lost as well, and none of them has yet reached the required altitude.

Russia also depends on the scarce Soyuz-2.1b rocket. The rocket has averaged only six to eight launches per year since 2022—most committed to GLONASS navigation satellites, ISS resupply, and military payloads—limiting Russia to a theoretical maximum of roughly two Rassvet-dedicated launches per year, or 128 Rassvet satellites over four years at that rate.

There is still time to shut this project down or slow it. Vyshnivska put the useful window to slow Rassvet at about a year. Russia, by Ukrainian calculations, needs five to eight years to see it through.