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Ukrainian officials are continuing to warn about Russia’s intention of conducting a decisive offensive operation in Donbas in February and/or March, supporting ISW’s most likely course of action assessment (MLCOA). Ukrainian Main Military Intelligence Directorate (GUR) Representative Andriy Yusov stated on February 1 that Ukraine is on the eve of an active phase of combat that will take place over the next two months. Yusov noted that the poor state of Russian military equipment will force the Russian military command to mass forces to outnumber Ukrainian defenders in order to make gains. Ukrainian Colonel Serhiy Hrabskyi stated that Russia does not have sufficient forces to conduct an attack along the entire 1,500km frontline in Ukraine and will concentrate its efforts on seizing Donetsk and Luhansk oblasts. A prominent Russian milblogger observed that the prospect of a Russian offensive operation does not appear to be triggering panic among Ukrainian forces, who are continuing to build out their counteroffensive plans. ISW reported on January 31 that Ukrainian military officials reiterated their intent to launch major counteroffensive operations by summer 2023.

The introduction of Russian conventional forces to the Bakhmut frontline has offset the culmination of the Wagner Group’s offensive and retained the initiative for Russian operations around the city. The ISW December 27 forecast that the Russian offensive against Bakhmut was culminating was inaccurate. The Wagner Group offensive culminated, as ISW assessed on January 28, but the Russian command has committed sufficient conventional Russian forces to the effort to reinvigorate it, thus forestalling the overall culmination of the offensive on Bakhmut, which continues. The commander of a Ukrainian unit operating in Bakhmut, Denys Yarolavskyi, confirmed that "super qualified" Russian conventional military troops are now reinforcing Wagner Group private military company (PMC) assault units in an ongoing effort to encircle Bakhmut. Another Ukrainian Bakhmut frontline commander, Volodymyr Nazarenko, also confirmed ISW’s observations that the Russian military command committed Russian airborne troops to the Bakhmut offensive. Russian forces are continuing to conduct offensive operations northeast and southwest of Bakhmut and have secured limited territorial gains since capturing Soledar on January 12.

Western, Ukrainian, and Russian sources continue to indicate that Russia is preparing for an imminent offensive, supporting ISW’s assessment that an offensive in the coming months is the most likely course of action (MLCOA). NATO Secretary Jens Stoltenberg stated on January 30 that there are no indications that Russia is preparing to negotiate for peace and that all indicators point to the opposite. Stoltenberg noted that Russia may mobilize upwards of 200,000 personnel and is continuing to acquire weapons and ammunition through increased domestic production and partnerships with authoritarian states such as Iran and North Korea. Stoltenberg emphasized that Russian President Vladimir Putin retains his maximalist goals in Ukraine. Head of the Council of Reservists of the Ukrainian Ground Forces, Ivan Tymochko, relatedly stated that Russian forces are strengthening their grouping in Donbas as part of an anticipated offensive and noted that Russian forces will need to launch an offensive due to increasing domestic pressure for victory. Stoltenberg’s and Tymochko’s statements support ISW’s previous forecast that Russian forces are setting conditions to launch an offensive effort, likely in Luhansk Oblast, in the coming months. Russian milbloggers additionally continued to indicate that the Russian information space is setting conditions for and anticipating a Russian offensive. Milbloggers amplified a statement made by a Russian Telegram channel that the current pace and nature of Russian operations indicate that the main forces of the anticipated offensive and promised breakthrough have not yet “entered the battle.” This statement suggests that Russian milbloggers believe that Russian forces have not yet activated the elements required for a decisive offensive effort.

Israel conducted a kamikaze drone attack on a military munitions factory near Esfahan City, Esfahan Province on January 28, according to Western media reports. Israeli agents used at least three explosive-laden quadcopters in the attack, suggesting that they launched the strike from inside Iran rather than a neighboring state because of the range of heavily laden quadcopters. The Defense and Armed Forces Logistics Ministry reportedly uses the targeted facility to produce ballistic missiles and drones. Unidentified sources told Western and Israeli journalists that the strike was ”specific, surgical, and successful” and ”a tremendous success.” The Iranian defense ministry dismissed these reports in a public statement, claiming that Iranian air defenses largely prevented the attack and that the drones caused only minimal damage to the roof of the facility.