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Historical Intelligence

Situation Report

Archived operational intelligence briefing

Report Time
2026-01-02 13:06:47Z
1 month ago
Previous (2026-01-02 12:36:45Z)

Situation Update (1306Z 02 JAN 2026)

Key updates since last sitrep

  • Strategic Leadership Transition: Kyrylo Budanov has officially accepted President Zelenskyy's offer to lead the Office of the President (OP), replacing Andriy Yermak. This confirms the transition to an intelligence-led state defense model (1254Z, 1255Z, Budanov/RBC-Ukraine, HIGH).
  • Kharkiv Ballistic Strike: A Russian ballistic missile strike targeted a high-rise residential building in the Kyivskyi district of Kharkiv. Casualties have risen to 12 (1252Z, 1256Z, Trukhanov/Tsaplienko, HIGH).
  • Deep Strike Expansion (Tatarstan): UAF long-range UAVs struck the "Kazanorgsintez" petrochemical plant in Kazan, following earlier reports of drones over Zelenodolsk. Visuals confirm a fire at the facility (1238Z, 1248Z, ASTRA/Tsaplienko, HIGH).
  • Kupyansk Narrative Collapse: Pro-Russian sources report that the "United Russia" party has deleted previous claims by Vladimir Putin stating Kupyansk was under RF control. This corroborates reports of a significant UAF tactical breakthrough (1250Z, Alex Parker Returns, MEDIUM).
  • Institutional Reform: President Zelenskyy has ordered an immediate legislative overhaul of the State Bureau of Investigation (DBR) to be submitted by January 2026 (1301Z, 1303Z, Zelenskiy/RBC-Ukraine, HIGH).
  • Counter-UAS Success: The 1129th Anti-Aircraft Missile Regiment successfully intercepted two Russian "Lancet" loitering munitions using FPV drones (1235Z, Sternenko, HIGH).

Operational picture (by sector)

  • Kharkiv Sector: The sector remains the primary target for RF retaliatory strikes. Following the ballistic hit on central Kharkiv (1239Z), RF tactical aviation continues to launch KABs (1242Z) to suppress UAF movement.
  • Kupyansk Sector: The situation for RF forces appears critical. The removal of official RF claims regarding control of the city (1250Z) suggests the reported "kettles" (encirclements) from previous reports are likely real and that RF command is preparing the domestic information space for a tactical withdrawal or defeat.
  • Liman/Kostiantynivka Axis: RF forces are utilizing Kh-39 missiles and "Okhotnik" platforms to target UAF drone launch sites and ground-based robotic systems (1243Z, 1303Z). This indicates a high-priority RF effort to degrade UAF's technical advantages in the Donbas.
  • Russian Rear (Tatarstan): The strike on "Kazanorgsintez" (1248Z) extends the UAF deep-strike campaign into the strategic petrochemical sector, approximately 1,000km from the border. This forces RF to further dilute its air defense (AD) assets to protect industrial hubs.

Enemy activity / threat assessment

  • Aviation/Missile Assets: RF is maintaining a high tempo of "retaliation" strikes using a mix of ballistic missiles and KABs. The targeting of high-rise residential areas in Kharkiv (1256Z) suggests a continued focus on terrorizing civilian populations to induce political pressure.
  • Tactical Adaptation: The use of the Kh-39 (a high-precision multi-purpose missile) against UAF drone operators (1243Z) shows RF is willing to expend high-value munitions to counter UAF tactical ISR and FPV capabilities.
  • Strategic Posture: The US State Department's recommendation for Americans to avoid travel to Russia (1305Z) signals an expectation of further escalation, potentially involving increased UAF strikes on Moscow or other major hubs.

Friendly activity (UAF)

  • Strategic Consolidation: Budanov’s move to the OP (1255Z) likely signals an upcoming series of high-tempo asymmetric operations. The simultaneous move to reform the DBR (1301Z) suggests a broad "house-cleaning" of the internal security apparatus to support the new leadership's objectives.
  • Asymmetric Defense: The successful use of FPVs to down "Lancet" munitions (1235Z) represents a highly cost-effective counter-UAV tactic that preserves expensive MANPADS and SHORAD missiles for larger threats.
  • Information Operations: HUR has released details of a complex "deception" operation involving the RDK commander, successfully exposing RF intelligence failures (1250Z).

Information environment / disinformation

  • Russian Narrative Management: RF-aligned channels are aggressively pushing a poll (allegedly by KMIS) claiming 40% of Ukrainians are ready for territorial concessions (1251Z). This is a clear attempt to undermine UAF morale following the strategic leadership changes.
  • Finnish Vector: Continued Russian disinformation targeting Finland, framing Finnish President Stubb as a "puppet" pushing the country toward war (1237Z). This aims to deter further Nordic military integration.

Outlook (next 6-12h)

  • MLCOA: Continued RF ballistic and KAB strikes on Kharkiv and Zaporizhzhia. Expect a secondary wave of OWA-UAVs (Shaheds) tonight to probe AD gaps created by today’s missile expenditure.
  • MDCOA: RF may attempt a desperate localized counter-attack in the Kupyansk sector to break the reported encirclements before UAF can consolidate the "kettles."
  • UAF Action: Probable follow-on drone strikes against energy or transport infrastructure in the Kazan/Tatarstan region to exploit current AD confusion.

Intelligence gaps & collection requirements

  1. DBR Reform Impact: Determine which high-ranking officials within the DBR are being targeted for removal; this will signal where Zelenskyy perceives internal threats.
  2. Kupyansk Ground Truth: Urgent need for visual confirmation (drone/satellite) of UAF positions within the reported Kupyansk "kettles" to assess the feasibility of RF breakout attempts.
  3. Kazan Damage Assessment: Battle Damage Assessment (BDA) for "Kazanorgsintez" to determine the impact on RF's long-term fuel/polymer production for the military-industrial complex.

//ANALYSIS ENDS//

Previous (2026-01-02 12:36:45Z)

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