INTELLIGENCE SITUATION REPORT (ISR)
TIME: 281034Z NOV 25
1. SITUATION OVERVIEW
1.1. Battlefield Geometry and Key Terrain
The operational picture is characterized by two critical axes: the high-intensity ground assault in the South (Huliaipole) and the operational collapse consolidation in the East (Pokrovsk).
- Huliaipole Axis (Zaporizhzhia Oblast): Remains the main effort (ME) focus. RF forces initiated the predicted mechanized assault, utilizing extensive aerial and thermobaric shaping fires (KABs/TOS-2 systems, as previously assessed). Forward defensive lines are engaged in heavy combat (Hulyaypole, Ternuvate, Zatyshshya). UAF forces are holding the initial line, but the depth of the defense is being tested.
- Pokrovsk Axis (Donetsk Oblast): RF forces continue consolidation efforts following the presumed encirclement. Fighting is confirmed near crucial breakout points, specifically Myrnohrad and Hryshyne, indicating UAF attempts to execute Fragmented Defense Protocols (FDP) are underway.
- Northern/Lyman-Sloviansk Axis: RF maintains significant pressure near Yampil and Serebryanka. Pro-RF sources claim proximity (15km) to Sloviansk, likely exaggeration but indicative of tactical momentum and psychological intent.
1.2. Weather and Environmental Factors
No significant weather impediments (WXI) reported influencing tactical air or ground maneuver during the current operational window. UAV activity is high across all axes.
1.3. Current Force Dispositions and Control Measures
UAF forces in Zaporizhzhia are committed to a continuous defense, relying on long-range fire support to counter RF massing. Operational reserves remain prioritized for securing the rear logistics hubs (Sloviansk/Kramatorsk) and countering Spetsnaz interdiction along the Konstiantynivka GLOC.
- Control Measure: UAF Air Force is tracking a high-priority ballistic missile threat from the North-East direction (09:07Z), requiring immediate implementation of AD/shelter protocols in threatened areas.
2. ENEMY ANALYSIS
2.1. Enemy Capabilities and Intentions
RF Intentions are dual-pronged: Kinetic breakthrough in the South combined with strategic isolation efforts in the West.
| Capability/Action | Assessment/Fact | Confidence |
|---|
| Ground Assault (Huliaipole) | RF forces (Vostok Group) are sustaining the assault using KAB saturation (GSZSU confirmed strikes) and mechanized elements to achieve a deep tactical penetration NLT 48 hours. | HIGH |
| Deep Strike/Asymmetric | Imminent threat of ballistic missile usage (Air Force alert). Layered Shahed (UAV) attacks targeting Zaporizhzhia, Sumy, and Western Chernihiv (aiming for Kyiv region C2/logistics). | HIGH |
| Information Operations (IO) | RF is weaponizing tactical successes (Pokrovsk encirclement) and alleged war crimes (POW execution near Pokrovsk) to break UAF morale and justify maximalist diplomatic demands. | HIGH |
| Strategic Warfare (Diplomatic) | RF intention is to exploit the US-EU rift. Immediate high-level talks between Putin and Hungarian PM Orbán in Moscow (12:12Z-12:15Z) confirm this strategy, likely focusing on securing energy deals or lifting sanctions to weaken EU resolve. | HIGH |
2.2. Recent Tactical Changes
RF forces are showing continued sophistication in combined arms and reconnaissance/counter-reconnaissance efforts. The successful RF use of KABs preceding the Huliaipole assault confirms a standardized deep-preparation doctrine.
2.3. Logistics and Sustainment Status
RF logistics remain robust enough to support high-intensity, localized ground assaults (Huliaipole) and persistent ballistic/UAV strike campaigns. UAF counter-UAV successes (e.g., 210th Assault Regiment disrupting mining in Zaporizhzhia) suggest minor localized degradation of RF reconnaissance/engineering efforts, but no strategic impact.
2.4. Command and Control Effectiveness
RF C2 appears centralized and focused on the Huliaipole ME. The rapid succession of diplomatic moves (Orbán meeting) indicates highly coordinated strategic C2 aiming to maximize political utility from kinetic operations.
3. FRIENDLY FORCES (BLUE FORCE TRACKING)
3.1. Ukrainian Force Posture and Readiness
UAF forces are on high alert across the Northern, Eastern, and Southern sectors.
- Huliaipole: UAF 1st Line defense remains engaged. Local administration reports high pressure but confirms the line is currently holding (10:17Z).
- Pokrovsk: Units confirmed fighting for connectivity along the Myrnograd-Hryshyne axis. The situation remains critical; the report of POW execution near Pokrovsk requires immediate confirmation but suggests RF is close to fully neutralizing the pocket.
- Readiness: UAF Air Force has demonstrated effective tracking of ballistic and layered drone threats, confirming readiness for asymmetric defense.
3.2. Recent Tactical Successes or Setbacks
- Successes: Successful disruption of RF mining operations in Zaporizhzhia by 210th Assault Regiment (UAVs). Repulsion of 8 RF assaults in the Kursk/North Slobozhansky direction.
- Setbacks: The shift of the Pokrovsk pocket to FDP/Breakout status is an operational setback. Constant KAB strikes in Zaporizhzhia degrade defensive preparation and troop endurance.
3.3. Resource Requirements and Constraints
The Zaporizhzhia regional military administration issued a direct appeal for financial support (10:17Z), indicating severe resource strain for both civil and military support elements in the ME area.
4. INFORMATION ENVIRONMENT (IE)
4.1. Propaganda and Disinformation Campaigns
The IE is dominated by two RF narratives:
- Kinetic Supremacy: Exaggerated claims of RF troop positions (15km from Sloviansk) and aggressive exploitation of the Pokrovsk crisis (alleged POW execution) to foster defeatism.
- Alliance Division: The Orbán visit is being amplified by RF state media (TASS) and military bloggers as evidence of Western fracturing and the diplomatic isolation of Kyiv.
4.2. Public Sentiment and Morale Factors
Public morale is likely under pressure due to the Pokrovsk disaster and the immediate ballistic missile threat. However, official government efforts continue to focus on stability and governance (e.g., anti-corruption report, IDP housing vouchers).
4.3. International Support and Diplomatic Developments
- CRITICAL THREAT: The high-level Orbán-Putin talks pose an immediate strategic threat. Hungary may leverage this meeting to secure energy concessions outside the EU framework, further complicating European consensus on sanctions and aid to Ukraine. This reinforces the wedge RF is driving following the US peace plan leak.
- UAF Counter-Messaging: UAF is actively reporting diplomatic developments (Orbán arrival) with critical commentary ("Clown"), indicating efforts to frame Hungary's actions negatively within the domestic IE.
5. PREDICTIVE ANALYSIS
5.1. Most Likely Enemy Courses of Action (MLCOA)
(HIGH CONFIDENCE) RF forces sustain the current high rate of effort (KAB/ground assault) on the Huliaipole Axis over the next 48-72 hours, aiming to achieve a breach sufficient for operational exploitation toward Orikhiv or Kamianske. Concurrently, RF will rapidly utilize the results of the Orbán meeting to press for a ceasefire/negotiation based on current lines, leveraging the psychological effect of the Pokrovsk collapse and Western disharmony.
- Timeline: Huliaipole assault maintains pressure through 30 Nov 25. Diplomatic pressure escalates immediately (NLT 290000Z NOV 25).
5.2. Most Dangerous Enemy Courses of Action (MDCOA)
(MEDIUM CONFIDENCE) A successful tactical breakthrough at Huliaipole leads to the rapid commitment of RF operational reserves, bypassing the Huliaipole salient and threatening the deeper logistics lines toward the Dnipro River. Simultaneously, diplomatic progress between Russia and Hungary/skeptical EU partners results in the temporary cessation or redirection of critical artillery ammunition flows (e.g., via the Czech Initiative), creating a kinetic-logistical paralysis for UAF forces attempting to defend the next layer of the Southern defensive line.
5.3. Timeline Estimates and Decision Points
| Event | Estimated Timeline | Decision Point |
|---|
| Huliaipole Defensive Line Breakpoint | NLT 290600Z NOV 25 | UAF J3 must decide when/where to commit strategic reserves to block exploitation. |
| Confirmation of Pokrovsk FDP/Extraction Success | NLT 300000Z NOV 25 | Decision on shifting forces from Pokrovsk relief operations to holding the Myrnograd line. |
| Ballistic Strike Impact | IMMEDIATE (Next 1-2 hours) | Activation of AD countermeasures and damage assessment/reaction plans. |
| NATO/EU Reaction to Orbán/Putin Talks | NLT 291200Z NOV 25 | High Command/MFA decision on joint statement reinforcing alliance unity. |
ACTIONABLE RECOMMENDATIONS
COMMAND PRIORITY: CRITICAL (HULIAIPOLE DEFENSE & STRATEGIC ISOLATION COUNTER)
R1. Counter-Reconnaissance and Counter-Preparation (J3/FIRE COMMAND)
- ACTION: Direct deep-strike assets (HIMARS, heavy artillery) to prioritize known or suspected RF assembly areas 5-10km behind the Huliaipole FEBA. Focus specifically on identified RF drone control sites and counter-reconnaissance efforts supporting KAB strikes, leveraging the tactical success of the 210th Regiment.
- CONFIDENCE/GAPS: MEDIUM/HIGH. Intelligence Gap P1 (TOS-2 Positioning) remains CRITICAL.
- Collection Requirement (CR): URGENT IMINT/SIGINT targeting 47.69 N, 36.3 E (Huliaipole West) for confirmation of TOS-2 and reserve staging areas.
R2. Air Defense Posture Enhancement (AIR FORCE/J7)
- ACTION: Immediately raise AD readiness levels for ballistic threats in the North-East axis (targeting Kharkiv, Dnipro, Kyiv). Implement layered UAV defense patrols (mobile fire groups) around Zaporizhzhia city and key infrastructure hubs to counter incoming Shaheds.
- CONFIDENCE/GAPS: HIGH. Layered UAV threat is confirmed.
R3. Pokrovsk Operational Support (J3/SSO)
- ACTION: Fully resource and coordinate all operational efforts aimed at supporting FDP breakout attempts towards Myrnohrad. Prioritize air support (when weather allows) and evacuation corridors for wounded/non-combatants from the proximity of the pocket.
- ACTION: Immediately task SSO/PSYOP units to investigate and confirm the alleged POW execution. If confirmed, prepare immediate, globally circulated documentation for ICC/UN, proactively countering RF IO that relies on the speed of atrocity reporting.
- CONFIDENCE/GAPS: MEDIUM (FDP success rate). CRITICAL (POW confirmation).
R4. Strategic Diplomatic Counter-Offensive (NCA/MFA)
- ACTION: Leverage existing diplomatic channels (e.g., PM Shmyhal’s NATO visit) to issue a highly publicized joint statement with key Western European allies (Germany, France) that explicitly condemns the Orbán-Putin meeting as aiding aggression and undermining collective security. Reiterate commitment to uninterrupted aid flow irrespective of unilateral diplomatic maneuvers.
- CONFIDENCE/GAPS: HIGH. This threat is immediate and requires rapid political neutralization.