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Russian Offensive Campaign Assessment, March 26, 2023

ISW is publishing an abbreviated campaign update today, March 26. This report discusses Russian President Vladimir Putin’s continued efforts to seek complete victory in Ukraine, which he appears confident that he can attain over time. Putin seems to reject the idea increasingly prevalent in Western discourse that the current military realities require or support a negotiated resolution of the conflict. Neither Ukraine nor the West has persuaded him that he must consider accepting any sort of off-ramp or compromise settlement. Putin instead remains focused on achieving his initial war aims through protracted conflict in which he wins either by imposing his will on Ukraine by force or by breaking Ukraine’s will following the West’s abandonment of Kyiv. Multiple successful Ukrainian counter-offensives are almost certainly necessary but not sufficient either to persuade Putin to negotiate on acceptable terms or to create military conditions on the ground favorable enough to Ukraine and the West that continued or renewed Russian attacks pose acceptable threats to Ukraine or NATO.

Russian Offensive Campaign Assessment, March 25, 2023

Russian President Vladimir Putin launched the predictable next information operation to discourage Ukrainian resistance and disrupt Western support for Ukraine as Russian offensives culminate and Ukraine prepares to launch counter-offensives in an interview with a state-owned Russian news channel on March 25.

Putin claimed that the West cannot sustain weapons provisions to Ukraine and exaggerated Russia’s potential to mobilize its own defense industrial base (DIB) to create the false impression that further Ukrainian resistance and Western support to Ukraine is futile. Putin claimed that Ukrainian forces expend up to 5,000 shells a day, while the United States produces an average of 14,000–15,000 shells a month. Putin alleged that planned Western defense production increases will not match Russian planned increases. Putin announced that Russia will build over 1,600 new tanks by the end of 2023 and that Russia will have more than three times the number of tanks as Ukraine at that time. Putin likely seized the opportunity to advance this narrative based on The Financial Times’s March 19 report that European arms manufacturers are “hobbled” by an explosives shortage. Putin argued that continued Western weapons provisions to Ukraine are merely an attempt to prolong the war.

Iran Update, March 24, 2023

The US has become entangled in a regional escalation pattern between Iran and Israel. Iranian-backed militants conducted a kamikaze drone attack on US forces in northeastern Syria, killing one American, on March 23. Iran likely ordered the attack in retaliation for recent Israeli airstrikes on Iranian-backed targets in Syria. Israel has conducted several such strikes in recent days, including attacking Iranian-backed positions at Aleppo International Airport on March 22, as CTP previously reported. Senior Iranian military officers frequently threaten that they will hold the US accountable for Israeli attacks in Syria.

Russian Offensive Campaign Assessment, March 24, 2023

Prominent voices in the Russian information space are increasingly setting information conditions to prepare for a potential Ukrainian counteroffensive. Russian Security Council Deputy Head Dmitry Medvedev emphasized on March 24 that the Russian General Staff is aware that Kyiv is preparing for offensive operations and that the Russian General Staff is considering its own decisions and responses to prepare for a Ukrainian offensive. A prominent Russian milblogger claimed that Ukrainian actors are disseminating disinformation about plans for a Ukrainian attack towards Belgorod Oblast, in order to draw Russian troops to border areas and allow Ukrainian troops to launch attacks on other sectors of the front, partially echoing Wagner Group financier Yevgeny Prigozhin’s prior warnings about a Ukrainian push on Belgorod Oblast. Another Russian milblogger warned that Ukrainian forces will likely try to launch a counteroffensive before the Russian defense industrial base (DIB) gains the capacity to increase production and bolster Russian defensive potential. Wagner Group financier Yevgeny Prigozhin similarly claimed on March 23 that he knows of plans for an extensive Ukrainian counteroffensive, as ISW previously reported. The wider Russian spring offensive appears to be culminating, and the Russian information space appears to be responding to the slow-down of Russian operations and potential for Ukraine to regain the initiative with substantial anxiety. Russian military command will need to commit a significant number of forces to the frontline to either prevent culmination or launch renewed offensive operations, and it is unlikely that such forces exist at sufficient scale to do either.

Salafi-Jihadi Movement Weekly Update, March 22, 2023

Iraq and Syria. ISIS increased attacks targeting a pro-regime tribe north of Deir ez Zor city, Syria, to drive a wedge between regime forces and tribal fighters in the area. ISIS is attempting to illustrate the regime’s inability or unwillingness to support the tribe, which has had a troubled relationship with regime forces in the past. ISIS likely exploited the relief and replacement of regime forces north of Deir ez Zor city to increase its attacks, indicating the group’s continued tactical and organizational expertise.

Democratic Republic of the Congo. The Islamic State has used its global network to rapidly grow its affiliate based in the Democratic Republic of the Congo (DRC). The group’s growth demonstrates the danger the IS global network poses by enabling terror groups across Africa, and its regional aims threaten nearby US counterterrorism partners, which could jeopardize counterterrorism missions elsewhere in Africa. Diverging interests between regional security forces likely will prevent Congolese and Ugandan forces from containing or defeating the group. The shortcomings of regional and US efforts to degrade the group and the global IS network increase the likelihood this group will continue to strengthen its threat to US and African interests in central and southern Africa.

Pakistan. Pakistani government officials are attempting to use the security situation in northwestern Pakistan to delay elections for the foreseeable future. The governor of Khyber Pakhtunkwa province said on March 17 that the regional government will postpone provincial elections until Pakistan addresses the expansion of the Tehrik-e-Taliban Pakistan (TTP). Pakistan has held elections in this region during periods of significantly higher TTP activity, indicating that the postponement is due to political conflicts rather than the TTP threat.

Russian Offensive Campaign Assessment, March 23, 2023

Wagner Group financier Yevgeny Prigozhin has softened his rhetoric towards the Russian Ministry of Defense (MoD) likely out of fear of completely losing his mercenary force in Bakhmut. Prigozhin emphasized his concerns about a possible Ukrainian counteroffensive in eastern Ukraine during a 23-minute interview on March 23. Prigozhin claimed that Ukraine has 200,000 reserves concentrating to attack along the entire eastern frontline, into Belgorod Oblast, and in Bakhmut. Prigozhin also claimed that the Ukrainians currently have 80,000 troops in Bakhmut, Slovyansk, and Kostyantynivka to counterattack Bakhmut – a claim that former Russian officer Igor Girkin observed was dubious. Prigozhin‘s exaggerated statements about the imminent threat to Russian forces are likely an attempt to secure more supplies and reinforcements from the Russian MoD to save his forces in Bakhmut. Prigozhin made several positive statements about the Russian MoD, even acknowledging that Russian MoD forces are fighting alongside Chechen units in Bilohorivka, Luhansk Oblast. Prigozhin also surprisingly promoted both Russian MoD-controlled volunteer recruitment efforts and recruitment into Wagner, instead of only advertising service with Wagner formations as he has usually done. Prigozhin expressed some generalized criticism of the Russian military bureaucracy – namely the defense industrial base (DIB) - but such criticisms echo the current state propaganda narrative. Prigozhin had been an avid critic of the Russian military command, and the softening of his rhetoric may indicate that he may be attempting to partially appease the Russian MoD to gain supplies or reinforcements for Wagner forces in Bakhmut.

Iran Update, March 23, 2023

Supreme Leader Ali Khamenei has trapped the Iranian regime by focusing public and government attention on improving the economy—an issue he does not yet appear willing to seriously address. Khamenei confined intra-regime debate to the economy—rather than addressing the socio-cultural issues that fueled the Mahsa Amini protests—and proposed various solutions to Iran’s economic problems during his Nowrouz address on March 21. Khamenei called for privatization, stating that “the most important problem and weakness of the country is the governmental nature of the economy.” Khamenei additionally acknowledged some critics’ use of the term “khasoulati”—meaning “state-controlled”—to describe the economic dominance of parastatal entities. Khamenei’s reference to this term confirms that he is aware of some of the arguments made by pragmatic hardliners, such as Parliament Speaker Mohammad Bagher Ghalibaf, about what role the parastatal establishment should play in Iran’s economy. Ghalibaf has explicitly called for parastatal organizations to decrease their involvement in the economy in recent weeks, as CTP previously reported. Khamenei’s recognition of and lip service to this conversation does not necessarily mean he is prepared to make the difficult decisions involved in seriously prying the economy from the grip of the state-owned economic giants. Meaningful privatization would require an overhaul of the Iranian economy which would likely take years to complete and would cause severe economic disruptions. Khamenei declined to take such measures when former President Hassan Rouhani advocated for them fervently, moreover. It is thus more likely that Khamenei is discussing privatization because he has designated the economy as one of the only acceptable topics of intra-regime debate.

Russian Offensive Campaign Assessment, March 22, 2023

Russian forces conducted a limited drone and missile strike campaign in Ukraine overnight on March 21-22, indicating that Russian forces continue struggling with precision missile shortages. The Ukrainian General Staff reported that Russian forces conducted 21 drone strikes targeting residential and infrastructure areas in Kyiv, Zhytomyr, Zaporizhia, and Odesa oblasts, and Ukrainian forces shot down 16 of the drones. Ukrainian officials stated that Russian forces struck two residential high-rise buildings in Zaporizhzhia City, killing at least one civilian and injuring 33. Russian forces conducted more intensive and wider-ranging strikes during the fall 2022 air and missile campaign, suggesting that Russian forces may now be rationing their use of high-precision munitions for these strike campaigns or may simply lack the necessary munitions to sustain strike campaigns at their earlier pace and intensity. Head of the Ukrainian Joint Coordination Press Center of the Southern Forces Nataliya Humenyuk stated that the Russian missile strike threat remains high but that Russian forces would likely only conduct a limited campaign.

Iran Update, March 22, 2023

First Vice President Mohammad Mokhber discussed privatization in ambiguous terms on March 22, likely in response to Supreme Leader Ali Khamenei’s demand for concrete action to improve the Iranian economy. Mokhber stated that the Raisi administration is examining how involved “state and parastatal companies” are in the economy. He added that "the industrial and economic activities of the administration are being relinquished to the private sector.” These remarks are likely a response to Khamenei’ speech on January 30 in which Khamenei described Mokhber as bearing a specific responsibility for the economy as well as to Khamenei’s Nowrouz statement on March 21, which focused primarily on improving Iran’s economy.

Iran Update, March 21, 2023

Supreme Leader Ali Khamenei shut down intra-regime debates about political reform to address protester grievances and instead confined these debates to the economy during a Nowrouz speech on March 21. Khamenei stated that Iran’s enemies seek to transform Iran by “changing the constitution or the structure of the regime” and that some individuals in Iran have echoed this rhetoric. Khamenei undoubtedly directed this statement to reformist politician Mir Hossein Mousavi who called for “foundational” change in Iran on February 4 as well as to individuals, such as prominent Sunni cleric Moulana Abdol Hamid, who have expressed support for Mousavi’s proposal. Khamenei may have also directed this statement toward pragmatic hardliners, such as Parliament Speaker Mohammad Bagher Ghalibaf, who have called for political change within the framework of the Islamic Republic. Regardless of who his target audience was, Khamenei made clear that those who call for constitutional change are counterrevolutionaries because, he said, the idea for political transformation originated with Iran's enemies.

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