TACTICAL AND OPERATIONAL INTELLIGENCE SITUATION REPORT (SITREP) - IPB ANALYSIS
DTG: 181900Z NOV 25
REPORTING PERIOD: 180600Z NOV 25 – 181900Z NOV 25
ANALYST CONFIDENCE (Overall): HIGH. The critical threat remains the synchronized RF effort to sever the Kostiantynivka GLOC via kinetic SpN action while maximizing pressure on the Pokrovsk axis using dedicated maneuver units. The threat has entered the decisive phase.
Focus Area 1 (Logistics Interdiction): The Kostiantynivka–Pokrovsk road corridor is confirmed as the immediate operational Center of Gravity (COG). Interdiction of this route remains the highest kinetic threat vector.
Focus Area 2 (Kinetic Fixation - Pokrovsk): Assaults continue, fixing UAF reserves. Russian military bloggers (Milbloggers) claim successful deep entry into Pokrovsk, which is assessed as RF Information Operation (IO) overstatement intended to exacerbate UAF command stress, but the introduction of the 40th Separate Marine Brigade (OMBR) validates RF intent for major kinetic action in this sector.
Northern Axis (Diversionary/Fixing): UAF units reported repelling 7 RF assaults in the Kursk and North Slobozhansky directions (Source: UAF General Staff, HIGH CONFIDENCE), confirming the RF strategy of fixing UAF reserves away from the Donbas operational crisis.
RF Rear Area (Vulnerability): Reports of a mass blackout in the Russian-occupied 'DNR' due to UAF strikes (Source: RF Milbloggers, HIGH CONFIDENCE) indicate RF rear-area logistics and infrastructure remain vulnerable to UAF deep strike capability, slightly mitigating immediate RF ability to sustain a long, high-intensity assault without logistics stress of their own.
1.2. Weather and Environmental Factors Affecting Operations
No change. Favorable conditions for mechanized maneuver and SpN infiltration on and off-road.
1.3. Current Force Dispositions and Control Measures
RF Forces (Ground): The presence of the 40th OMBR near Volodymyrivka / Novopavlivka is assumed to be fully operational and tasked with exploiting any fracture in the main UAF defensive lines caused by logistics failures. Akhmat SpN units continue high-profile dissemination of tactical videos (Source: Kadyrov channels), suggesting high operational tempo in the Svatove/Kupyansk or Kursk/Sumy sectors, but without confirmation of deployment to the critical Kostiantynivka corridor.
RF Forces (Air/Missile): SIGINT/SAR remains mixed: traditional missile arsenal activity is stable/falling, but anomalous RISING activity at northern air bases (Monchegorsk, Pskov) persists. This suggests pre-staging of assets or localized reconstitution for future, potentially long-range strike missions.
UAF Forces (Security): Operation IRON CLAW remains focused on convoys, but the shift to an active "Hunter-Killer" posture against SpN must be confirmed to neutralize the imminent kinetic threat.
2. ENEMY ANALYSIS (Threat Assessment)
2.1. Enemy Capabilities, Intentions, and Courses of Action
Capabilities:
Synchronized Conventional/Hybrid Attack: RF possesses the proven capability to synchronize kinetic SpN action in the rear (Kostiantynivka) with high-intensity conventional maneuver (40th/155th OMBR at Pokrovsk). (HIGH CONFIDENCE)
Psychological Warfare: RF retains the capability to amplify tactical successes (e.g., claiming control of Pokrovsk via K.I.M channel) and leverage internal instability (e.g., Polish sabotage claims, corruption narratives) to demoralize UAF and complicate NATO support chains. (HIGH CONFIDENCE)
Electronic Warfare/Drone Superiority: Recent Western reporting suggests RF retains dominance in drone/EW utilization at the immediate frontline, making forward UAF rotation points extremely vulnerable (Source: Politico report cited by UAF channels).
Intentions:
Achieve Operational Paralysis: Execute kinetic interdiction (MLCOA) to create a definitive, sustained logistics crisis (road closure >18 hours) that forces immediate UAF tactical adaptation or withdrawal at the Pokrovsk front.
Secure Local Breakthrough: Leverage the resulting ammunition and fuel deficit on the Pokrovsk axis to achieve a decisive operational breakthrough (>5km penetration) using the committed OMBRs.
2.2. Recent Tactical Changes or Adaptations
The observed commitment of the 40th OMBR is a strategic adaptation by RF to capitalize fully on the current logistics vulnerability. It signifies moving from attritional warfare to an attempt at operational exploitation.
RF is reacting to UAF deep strikes (DNR blackout) by reinforcing IO narratives emphasizing UAF internal corruption (e.g., Umerov 'fled', ex-officials arrested). This aims to internally fracture UAF resilience in response to tactical pressure.
2.3. Logistics and Sustainment Status
RF Logistics: While RF ground unit logistics appear stable enough to sustain the current high-tempo assault, the confirmed blackout/emergency situation in occupied DNR/LNR suggests that UAF strikes on power infrastructure are inflicting real, albeit non-critical, strategic damage.
UAF Logistics: CRITICAL. The system is operating on maximum strain, relying exclusively on the threatened road corridor. The immediate threat of SpN kinetic action is an existential logistics risk.
2.4. Command and Control Effectiveness
RF C2 synchronization remains effective across multiple domains (ground maneuver, SpN, and IO).
UAF C2 is highly functional but remains hampered by the critical lack of logistics intelligence on the Kamyan’ske rail line ETR, impeding necessary long-term force and resource allocation planning.
3. FRIENDLY FORCES (Blue Force Tracking)
3.1. Ukrainian Force Posture and Readiness
Posture: UAF is in active defense, focusing on local counter-assaults (e.g., northern axis) and intensifying deep strike operations (DNR power grid). Frontline units are holding against increased pressure.
Readiness: Combat readiness remains high; logistical readiness is LOW and is the current operational constraint.
3.2. Recent Tactical Successes or Setbacks
Successes: Confirmed successful operational strike resulting in a regional blackout in Russian-controlled territory (DNR). UAF forces continue effective drone and counter-drone operations (Source: 46th AAMB, 47th Mech Brig reports).
Setbacks: The rail GLOC remains severed, forcing dependency on the vulnerable Kostiantynivka road. RF media is successfully leveraging domestic Ukrainian political scandals (e.g., arrest of ex-officials) to erode international and domestic confidence.
3.3. Resource Requirements and Constraints
CRITICAL Requirement 1: Immediate deployment of heavy security assets (Armored MRAPs, dedicated SOF teams) for counter-SpN operations along the Kostiantynivka road corridor, shifting away from standard escort duties.
CRITICAL Requirement 2: Urgent technical assessment and release of the Kamyan’ske rail ETR to allow J4 to finalize contingency planning.
Constraint: Finite availability of high-value reserves for rear-area security, as RF forces (40th OMBR) require maximum defensive commitment at the front.
4. INFORMATION ENVIRONMENT (Cognitive Domain)
4.1. Propaganda and Disinformation Campaigns
RF Narrative 1 (Internal Discord): Heavy focus on UAF corruption (arrests of Chernyshov, claims of Umerov 'flight'), timed to coincide with high kinetic pressure. (Source: RF Milbloggers/Kadyrov channels). Intent: Undermine UAF national unity and international trust.
RF Narrative 2 (Kinetic Overstatement): RF Milbloggers (e.g., K.I.M channel) are claiming Pokrovsk is being "stormed" and key points "taken." This is assessed as exaggeration intended to force premature UAF reserve commitment. (HIGH CONFIDENCE)
UAF Narrative (Resilience): UAF military channels focus on confirmed RF losses (DNR blackout) and drone warfare efficiency (46th/47th Brigades) to sustain morale and appeal for international/domestic material support.
4.2. Public Sentiment and Morale Factors
Ukrainian morale is generally resilient, buoyed by visible success in drone and long-range strikes (deep rear area).
Vulnerability: The combination of an imminent, critical logistics crisis and amplified domestic corruption scandals poses a significant short-term risk to national morale if the logistics corridor fails.
4.3. International Support and Diplomatic Developments
Ukrainian President Zelenskyy is actively engaging with partners (e.g., Spanish Prime Minister) regarding defense cooperation (Source: Official channels). This demonstrates a push to maintain international focus despite the domestic corruption noise.
The Polish sabotage narrative continues to be amplified by RF sources (Source: DeepState/RF channels), sustaining the strategic risk of GLOC friction at the border.
5. PREDICTIVE ANALYSIS (Future Operations)
The overall threat remains immediate and localized to the Kostiantynivka-Pokrovsk axis. The MDCOA risk level remains HIGH.
5.1. Most Likely Enemy Courses of Action (MLCOA) - Next 8 Hours
(HIGH CONFIDENCE - Confirmation Window 1900Z - 0300Z NOV 25)
Kinetic GLOC Severance: RF SpN will execute a coordinated, complex ambush utilizing improvised explosive devices (IEDs) and direct fire against a high-value logistics convoy or road control point along the Kostiantynivka–Pokrovsk road network.
Immediate Exploitation Prep: RF conventional forces (40th/155th OMBR) will increase artillery and drone surveillance fire on the primary UAF defensive lines near Pokrovsk to observe UAF C2 reaction time, stockpile fire missions, and prepare for immediate follow-on exploitation of the anticipated logistics breakdown.
5.2. Most Dangerous Enemy Courses of Action (MDCOA) - Next 48 Hours
(MEDIUM-HIGH CONFIDENCE)
Sustained Operational Penetration: Successful SpN interdiction results in the sustained incapacitation of the Kostiantynivka road for $>18$ hours. UAF frontline units begin to experience critical shortages in ammunition and fuel. RF 40th OMBR initiates a synchronized mechanized breakthrough attempt (>5km penetration) on the Novopavlivka sector, forcing a chaotic, uncoordinated UAF tactical retreat and compromising the stability of the entire operational sector.
5.3. Timeline Estimates and Decision Points
Timeframe
Event/Decision Point
Triggering Indicator
0-8 Hours
Kinetic Interdiction / UAF Counter-SpN: Decision point to commit full available SOF/security assets to active "Hunter-Killer" operations and establish emergency air logistics bypass if ground route fails.
Confirmed successful ambush on a UAF logistics convoy resulting in $>4$ hours of traffic cessation.
8-16 Hours
Logistics Cross-Sector Diversion: Decision point for J3/J4 to execute a partial, one-time ammunition/fuel diversion from less active sectors (e.g., Northern Operational Command) to prevent forward collapse.
Pokrovsk unit daily expenditure rates exceed resupply rates by $25%$ for a $6$-hour period.
12-24 Hours
Northern Air Threat Confirmation: Decision point for J2/J3 to reposition air defense or counter-strike assets to mitigate the potential long-range strike threat suggested by rising activity at Monchegorsk/Pskov.
IMINT/SIGINT confirms loading of cruise missiles or staging of long-range strike platforms at monitored northern air bases.
6. INTELLIGENCE GAPS AND COLLECTION REQUIREMENTS
Priority
Gap Description
Collection Requirement (CR)
Confidence (Pre-Analysis)
CRITICAL - UNCHANGED
Kostiantynivka SpN C2/Location: Precise location and command structure of RF SpN elements positioned to strike the road corridor.
HUMINT/SIGINT/C-UAS: Maximize thermal and acoustic detection systems along the Kostiantynivka road. Identify RF tactical comms C2 node.
LOW
CRITICAL - PERSISTENT
Kamyan’ske Rail Operational Impact/ETR: Definitive engineering assessment (ETR) of the rail infrastructure damage and projected time for limited and full operational restoration.
IMINT/Engineering Tasking: Expedited BDA and structural analysis report from UZ/engineering assets.
MEDIUM
HIGH - CONTINUED
40th OMBR OOB/Intent: Confirmed detailed Order of Battle, specific geographic sectors, and operational timeline for the recently committed 40th OMBR to predict the next conventional maneuver point.
EW/IMINT: Persistent ISR over the Volodymyrivka – Novopavlivka axis; focus on unit markings and doctrinal deployment patterns.
MEDIUM
HIGH - NEW
Northern Air Base Activity Characterization: Determine whether rising SAR scores at Monchegorsk and Pskov are related to long-range strike preparation, strategic transport, or a localized tactical air buildup.
SIGINT/ELINT/SAR: Intercept/Monitor comms related to strategic air movements and use SAR to identify specific airframe/cargo loading (e.g., missile transfer vs. general logistics).
LOW
7. ACTIONABLE RECOMMENDATIONS
J3/J4 (Logistics Security): Establish Emergency Air Lift and Contingency Resupply (Operation SAFE HAND).
Action: Immediately designate and clear at least three hard-surface landing zones (LZs) east of Kostiantynivka and stage available rotary-wing assets for emergency ammunition and medical resupply. Initiate the pre-positioning of dedicated, armored mobile maintenance and recovery teams along the critical road segment (separate from escort units) with orders to rapidly clear kinetic debris after any MLCOA execution, prioritizing road reopening over enemy prosecution.
Rationale: The threat is imminent. Air capability must be leveraged as a short-term bridge until ground security is restored, buffering against the time required for road clearance/repair.
J2 (Counter-Intelligence/IO): Direct Counter-Narrative Deployment.
Action: STRATCOM must immediately deploy coordinated messaging across official UAF and partner channels that acknowledges the logistics challenge and highlights the operational success of the deep strike campaign (DNR blackout) as proof of UAF capability and resilience. Directly counter RF narratives of a "Pokrovsk collapse."
Rationale: Maintain domestic and international confidence during the crisis phase. If logistics fail, morale must remain strong to prevent command disintegration (MDCOA).
J3 (Maneuver): Defensive Line Preparation and Contingency Reserve Mobilization.
Action: J3 must immediately activate planning for the release of one Battalion Tactical Group (BTG) from a non-critical sector (e.g., North/Kharkiv) to serve as a mobile counter-penetration reserve, positioned no further west than Kramatorsk, ready to intercept a potential RF breakthrough in the Pokrovsk sector (MDCOA).
Rationale: The commitment of the 40th OMBR escalates the risk of a true breakthrough if the logistics system collapses. A mobile, armored reserve is necessary to halt a rapidly expanding RF advance.