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Zelenskyy gambles on deeper strikes to pressure Putin

Created at 10 Sep · 3:06 AM1 source↑ Market-relevant
IN SHORT

Ukraine is escalating drone attacks inside Russia, targeting refineries, factories, and e-commerce warehouses to disrupt the economy and make the war unsustainable for Moscow. President Volodymyr Zelenskyy aims to force Russian President Vladimir Putin to negotiate peace by raising the economic and political costs for ordinary Russians, though evidence of serious threats to Putin's power remains limited.

Key Numbers

2,700 kilometersdistance of Omsk refinery from Ukrainian-controlled territory
200+ vesselstargeted in Ukraine's operation against Russia's shadow fleet

Who's Involved

Volodymyr Zelenskyy
Ukrainian leader gambling on deeper strikes to pressure Putin
Vladimir Putin
Russian president aiming to shield ordinary Russians from war costs
Ian Matveev
Russian political analyst and associate of Alexei Navalny
John Lough
Former NATO official at New Eurasian Strategies Centre
Tim Willasey-Wilsey
Former British diplomat describing Ukraine's air campaign
Zelenskyy gambles on deeper strikes to pressure Putin

↳ Why This Matters

Ukraine's strategy of striking deep into Russia aims to alter the war's calculus by imposing economic pain on Moscow, potentially influencing negotiations. The success of these strikes could impact global energy markets and highlight the growing effectiveness of drone warfare.

Key facts

  • Ukraine is intensifying drone strikes deep inside Russia, targeting economic infrastructure like refineries and e-commerce warehouses.
  • The strategy aims to raise the economic and political cost of the war for Russia, potentially pressuring President Vladimir Putin to seek peace talks.
  • Ukrainian officials aim to make Russia's commercial airspace increasingly difficult to use, warning foreign airlines to stay clear.
  • Recent strikes have targeted major Russian refineries, oil terminals, fuel-storage facilities, and the warehouses of online retailers Wildberries and Ozon.
  • Some Russian small businesses have reported significant losses due to strikes on e-commerce warehouses.
  • European spymasters, Ukrainian officials, and Russian exiles have previously predicted Putin's downfall, but he has endured.

Ukraine is escalating its drone attacks deep inside Russia, targeting economic infrastructure such as oil refineries, factories, and major e-commerce warehouses, in a strategic gamble to pressure President Vladimir Putin into peace talks. The campaign, which saw one of its heaviest waves of strikes in August, aims to break the Russian president's ability to shield ordinary citizens from the war's impact.

President Volodymyr Zelenskyy's strategy is to raise the economic and political costs of the conflict for Russians faster than Putin can impose military and civilian costs on Ukrainians. This includes disrupting air travel, impacting fuel supplies, and affecting the operations of Russian online retail giants like Wildberries and Ozon. Ukrainian officials have stated their intention to make Russia's commercial airspace increasingly unsafe for airlines.

While the strikes have exposed vulnerabilities in Russia's defenses and made the war harder for ordinary Russians to ignore, there is little evidence yet that they pose a serious threat to Putin's grip on power. Analysts suggest the attacks are more damaging to Putin's credibility with elites than with the general population. However, continued disruptions could lead to increased public questioning of the war's duration and purpose.

Ukraine's position entering another winter is seen as more desperate than Russia's, with concerns about its ability to defend against intensified Russian ballistic missile attacks. Discussions among Ukrainian and European security officials have reportedly focused on navigating the upcoming winter.

Frequently asked questions

The goal is to raise the economic and political cost of the war for Russia, aiming to pressure President Vladimir Putin into serious peace talks by disrupting infrastructure and making the war unsustainable for Moscow.

Targets include oil refineries, factories, warehouses of major online retailers like Wildberries and Ozon, and conventional military facilities.

Ordinary Russians have expressed frustration over domestic fuel shortages, disruption of air travel, and impacts on e-commerce businesses. The strikes make the war harder to ignore.

While there have been previous forecasts of coups and uprisings, Putin has endured. Analysts suggest the strikes are more damaging to his credibility with elites than the general population.

What Happens Next

01Ukraine plans to make Russia's commercial airspace increasingly difficult to use.
02Ukrainian officials and allies are focused on how to get through the winter.

Discussion

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How It Developed

Ukraine mounted one of its heaviest waves of strikes on Russia in August.
Ukrainian drones repeatedly struck Russian oil refineries and fuel infrastructure, including around Moscow, in June.
In July, Ukrainian drones reached the Omsk refinery in Siberia, Russia’s largest, about 2,700 kilometers from Ukrainian-controlled territory.
Ukraine launched an operation against Russia’s so-called shadow fleet in the Black and Azov seas, targeting more than 200 vessels.

Sources

T1
Zelenskyy’s big bet: Ukraine can outlast RussiaPOLITICO Europe

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