Nightwatch logo
'Nightwatch' text with white and gray letters
Historical Intelligence

Situation Report

Archived operational intelligence briefing

Report Time
2026-02-01 06:22:06Z
7 days ago
Previous (2026-02-01 05:52:07Z)

Situation Update (0621 UTC Feb 01, 2026)

Key updates since last sitrep

  • TERMINATION OF ENERGY TRUCE (0557Z, АРХАНГЕЛ СПЕЦНАЗА, HIGH): Russian sources officially declare the end of the "energy truce." This confirms the "Negotiation by Fire" assessment from previous reports.
  • KHARKIV SECTOR PREPARATION (0603Z, Colonelcassad, HIGH): Russian engineering-sapper units (Platoon "Kalash") are actively clearing and securing logistics routes in the Kharkiv direction, indicating preparation for increased troop or supply throughput.
  • NORTHERN RECONNAISSANCE SURGE (0619Z, UAF Air Force, HIGH): Increased activity of Russian reconnaissance UAVs detected in Northern Kharkiv Oblast. (Belief: 0.163)
  • STRATEGIC RU-PRC ALIGNMENT (0552Z, ТАСС, HIGH): Russian Security Council confirms Shoigu’s arrival in China for security negotiations, likely seeking further dual-use support or diplomatic shielding.
  • DIPLOMATIC RED LINES (0616Z, Оперативний ЗСУ, MEDIUM): RU Deputy Foreign Minister Grushko explicitly stated Russia will not accept EU or NATO troop deployments in Ukraine. (Belief: 0.402)

Operational picture (by sector)

Kharkiv Sector (Northern Front)

  • Battlefield Geometry: Russian forces are focusing on "cleaning" logistics routes (0603Z) and conducting aerial reconnaissance (0619Z). This suggests a shift from static defense to offensive preparation or the securing of a buffer zone.
  • Tactical Activity: Engineering-sapper platoons are clearing mines and obstacles, a prerequisite for the movement of heavy armor or significant reinforcements.

Donetsk Sector (Pokrovsk / Toretsk)

  • Baseline Context: Per previous reports, RU forces have claimed Toretske and Petrivka.
  • Threat Persistence: The threat of fiber-optic guided FPV drones on the Pavlohrad-Pokrovsk highway remains critical, as these systems bypass current UAF EW suites. No new ground movement reported in the last 60 minutes.

Southern Sector (Zaporizhzhia / Kherson)

  • Aviation Readiness: Fighterbomber assets (0617Z) indicate high readiness levels for Russian tactical aviation, likely poised for strikes following the end of the energy truce.

Enemy activity / threat assessment

  • Course of Action (COA): The formal end of the energy truce (0557Z) suggests an imminent, large-scale missile and UAV strike against the Ukrainian power grid within the next 6-12 hours. This aligns with the previously observed activity of the 62nd Missile Division (Activity Score 11.82).
  • Logistical Engineering: Sapper activity in Kharkiv (0603Z) indicates that the "buffer zone" strategy is moving into a consolidation or expansion phase. By securing routes, the RU 6th Combined Arms Army or 11th Army Corps may be preparing for a tactical push.
  • Reconnaissance: The surge in UAV activity in the North (0619Z) is likely for target acquisition (BDA) ahead of or during the expected missile salvos.

Friendly activity (UAF)

  • Air Defense Posture: UAF Air Force is actively tracking recon assets in the North (0619Z). Readiness for nationwide intercept operations is at maximum following the truce termination notice.
  • Logistics Management: UAF continues to leverage the Moldova border crossings (baseline) to offset internal transport disruptions caused by weather and previous strikes.

Information environment / disinformation

  • Diplomatic Posturing: Russian rhetoric regarding EU/NATO troop deployment (0616Z) is intended to deter Western intervention and create friction within the alliance.
  • Narrative Manipulation: The amplification of Trump's comments on Iran (0608Z) by pro-Russian channels serves to distract the international audience from the escalation on the ground in Ukraine, framing Russia as a secondary actor in a global shift.

Outlook (next 6-12h)

  • Most Likely Course of Action (MLCOA): Russian tactical aviation and the 62nd Missile Division will launch coordinated strikes on Ukrainian energy infrastructure and transmission nodes to induce a grid collapse during the current cold snap.
  • Most Dangerous Course of Action (MDCOA): A synchronized ground assault in the Kharkiv direction, supported by the recently cleared logistics routes and "Kub-10" loitering munitions, timed to coincide with a nationwide blackout and local EW suppression.

Intelligence gaps & collection requirements

  1. [CRITICAL] Immediate identification of launch platforms (Tu-95MS, Kalibr-equipped vessels) following the truce termination.
  2. [HIGH] Visual confirmation of Russian troop concentrations in the areas cleared by sappers in the Kharkiv direction.
  3. [MEDIUM] Assessment of Shoigu’s specific agenda in Beijing regarding the procurement of additional UAV components or microelectronics.

//REPORT ENDS//

Previous (2026-02-01 05:52:07Z)