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Delays in the provision to Ukraine of Western long-range fires systems, advanced air defense systems, and tanks have limited Ukraine’s ability to take advantage of opportunities for larger counter-offensive operations presented by flaws and failures in Russian military operations. Western discussions of supposed “stalemate” conditions and the difficulty or impossibility of Ukraine regaining significant portions of the territory Russia seized in 2022 insufficiently account for how Western delays in providing necessary military equipment have exacerbated those problems. Slow authorization and arrival of aid have not been the only factors limiting Ukraine’s ability to launch continued large-scale counter-offensive operations. Factors endogenous to the Ukrainian military and Ukrainian political decision-making have also contributed to delaying counteroffensives. ISW is not prepared to assess that all Ukrainian military decisions have been optimal. (ISW does not, in fact, assess Ukrainian military decision-making in these updates at all. Yet, as historians, we have not observed flawless military decision-making in any war.) But Ukraine does not have a significant domestic military industry to turn to in the absence of Western support. Western hesitancy to supply weapons during wartime took insufficient account of the predictable requirement to shift Ukraine from Soviet to Western systems as soon as the West committed to helping Ukraine fight off Russia's 2022 invasion.

Conventional Russian forces are likely replacing exhausted Wagner Group forces to maintain the offensive in Bakhmut after the Wagner Group’s offensive in Bakhmut culminated with the capture of Soledar around January 12. The Wagner Group’s assault on Bakhmut has likely culminated with its surge on Soledar. Wagner Group forces in Bakhmut have not made significant gains since capturing Soledar around January 12. Conventional Russian units are now participating in fighting in Bakhmut to reinvigorate the Russian offensive there. Combat footage posted on January 20 indicates Russian Airborne Forces (VDV) are operating around Bakhmut as the footage shows a Russian BMD-4M – niche mechanized equipment exclusively used by the VDV. A Russian source reported that Wagner and VDV elements conducted joint operations in Bakhmut on December 27. The Russian Ministry of Defense has been increasingly reporting that Russian VDV are operating in the Bakhmut area since early January 2023, indicating conventional Russian forces are augmenting if not replacing likely culminated Wagner forces in the area.[3] Wagner Group forces - particularly convicts - have taken heavy causalities in Bakhmut since the fall of 2022. One anonymous US official reportedly stated on January 5 that the Wagner Group’s forces have sustained more than 4,100 deaths and 10,000 wounded, including over 1,000 killed between late November and early December near Bakhmut. Ukrainian officials have maintained that the Russian offensive on Bakhmut has not culminated. ISW has previously assessed that the Russian offensive on Bakhmut was culminating. We continue to assess that the Wagner offensive has culminated, but now assess that the Russians are committing conventional units to continue the fight. The larger Russian effort against Bakhmut has likely thus not culminated.

An armed individual shot and killed the security chief of the Azerbaijani embassy in Tehran and injured two guards on January 27. The gunman penetrated the embassy building and opened fire on personnel with a Kalashnikov assault rifle. Iranian officials have since arrested the attacker and identified him as 53-year-old Yasin Hossein Zadeh. Iranian media described the event as an “armed attack” and reported that Hossein Zadeh was motivated by “personal and family problems,” citing a dispute between embassy personnel and Hossein Zadeh’s wife in March or April 2022. Azerbaijani President Ilham Aliyev called the incident a “terrorist attack” and accused Iranian officials of failing to take action against prior threats made against Azerbaijan’s embassy in Tehran. The Azerbaijani Foreign Affairs Minister Jeyhun Bayramov announced the evacuation of the embassy on January 27. President Ebrahim Raisi called for a comprehensive investigation into the attack, and Foreign Affairs Ministry spokesperson Nasser Kanani warned Iranian media outlets against circulating speculative reports of the attack. Supreme National Security Council-affiliated Nour News separately published a tweet stating that the attack should not damage ties between Baku and Tehran.

Russian forces launched another massive series of missile and drone strikes across Ukraine on January 26. Ukrainian Commander-in-Chief General Valery Zaluzhnyi stated that Russian forces launched 55 air- and sea-based missiles, including Kh-101, Kh-555, Kh-47, and Kh-95 Kalibr and Kinzhal missiles at Ukraine from Tu-95, Su-35, and MiG-31K aircraft from the waters of the Black Sea. Ukrainian air defense shot down 47 of the 55 missiles and all 24 Shahed 136 and 131 drones. Several missiles struck critical infrastructure in Vinnytsia and Odesa oblasts. Ukrainian Defense Minister Oleksii Reznikov notably reported that Russian forces had 90 Iranian-made drones remaining as of January 7. Russian forces have enough drones for only a few more large-scale strikes unless they have received or will soon receive a new shipment of drones from Iran. Russian Duma Chairman Vyacheslav Volodin met with Iranian President Ebrahim Raisi in Tehran on January 23 to expand bilateral cooperation efforts, conversations that may have included discussions on the provision of Iranian-made weapons systems to Russia.