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Ukraine is likely seizing the strategic initiative and forcing Russia to reallocate forces and reprioritize efforts in response to Ukrainian counteroffensive operations. Russian forces are increasingly transferring personnel and equipment to Kherson and western Zaporizhia Oblasts at the expense of their efforts to seize Slovyansk and Siversk, which they appear to have abandoned. Russian forces are also redeploying military equipment – artillery and aviation in particular – to Crimea from elsewhere in Ukraine. Russian forces have previously withdrawn from or suspended offensive operations on Kharkiv City and the southern axis to prioritize capturing Luhansk Oblast, but they did so on their own initiative based on the changing priorities of their commanders. Russian forces in this case appear to be responding to the Ukrainian counteroffensive threat in Kherson Oblast rather than deliberately choosing objectives on which to concentrate their efforts. Even after Ukrainian forces defeated the Russian attempt to seize Kyiv early in the war, the Russians were able to choose freely to concentrate their operations in the east. Ukraine’s preparations for the counteroffensive in Kherson and the initial operations in that counteroffensive combined with the dramatic weakening of Russian forces generally appear to be allowing Ukraine to begin actively shaping the course of the war for the first time.

Iran may direct its proxies to attack American and partner targets in the Middle East in the coming weeks. Iranian proxy group Ashab al Kahf accused NATO, the UK, and the US of stoking political tensions in Iraq on August 1 and vowed to attack their embassies and military bases in Iraq, Syria, and possibly Jordan. Ashab al Kahf is likely a front group for Iranian proxy Asaib Ahl al Haq (AAH) and possibly other Iranian-backed militias. AAH has likely claimed attacks on US and Turkish military bases under the name Ashab al Kahf since 2019 to generate deniability for its actions. Iranian proxies in Iraq frequently claim attacks under such front groups to complicate attribution and obfuscate their responsibility.

Russian forces are reportedly continuing to transfer troops from northern Donetsk Oblast to support defensive positions in southern Ukraine and may be halting the Slovyansk campaign for the time being. The Ukrainian Main Military Intelligence (GUR) Representative Vadym Skibitsky stated that Russian forces withdrew airborne tactical groups from Donetsk Oblast and redeployed the units to occupied Kherson Oblast territories two weeks ago. Skibitsky added that Russian forces are also redeploying elements of the Eastern Military District (EMD) operating in Slovyansk to southern Ukraine and are transferring a large number of troops to Crimea to prepare to defend occupied Kherson and/or Zaporizhia Oblasts against Ukrainian counteroffensives. The UK Defense Ministry also noted that Russian forces likely identified Zaporizhia Oblast as a vulnerable front in need of reinforcement, and the Ukrainian General Staff reported that Russian forces are regrouping in Zaporizhia Oblast. Social media footage has showed Russian forces moving equipment and personnel to both Zaporizhia and Kherson Oblasts in recent weeks.

Russian forces are likely prioritizing offensive operations toward Bakhmut and around Donetsk City at the expense of efforts to take Siversk and Slovyansk. Russian commanders are likely seeking to exploit recent gains in the Novoluhanske area to pressure Bakhmut from the east. Their efforts around Donetsk City likely aim to push Ukrainian forces out of artillery range of the city. They may also be intended to gain as much ground in Donetsk Oblast as possible before planned referenda in September. Russian offensive operations are very unlikely to take Bakhmut, which is large and well-defended, or to make dramatic gains west of Donetsk City even if they manage to take the towns of Avdiivka and Pisky that have held out against their pressure since the original Russian invasion in 2014. Fighting in these areas will likely intensify, however, and Ukrainian President Volodymyr Zelensky is calling on residents to evacuate. Neither Russia nor Ukraine produced new evidence regarding the cause or responsibility for the deaths of Ukrainian prisoners of war (POWs) at the Olenivka prison in occupied Donetsk Oblast. Russian officials raised the death toll of the event to 50 and released a list of deceased POWs. Ukrainian officials stated that they are unable to verify the list at this time and called for an international investigation. Maxar has provided post-strike imagery of the damage. ISW is unable to confirm the nature or cause of the incident, although it remains more likely that Russian forces were responsible.