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German outlet BILD stated on December 14 that unspecified intelligence findings and sources indicate that Russia plans to occupy Ukrainian territory beyond the four (illegally) annexed Ukrainian oblasts throughout 2024-2026. BILD stated that Russia plans to capture the entirety of Donetsk and Luhansk oblasts and up to the Oskil River in Kharkiv Oblast by the end of 2024.
Russian President Vladimir Putin displayed notable confidence in publicly discussing Russia’s war on Ukraine during a joint event combining his annual press conference and “Direct Line” forum on December 14 but did not clearly define his envisioned end state for the full-scale invasion he launched on February 24, 2022. The “Direct Line” is an annual highly staged forum in which Putin answers pre-selected questions from the Russian public. Putin notably skipped the “Direct Line” in 2022, the first time he did not hold it since 2012. Putin routinely abstained from discussing the war in depth at high profile events throughout 2022, suggesting that he was uncertain about his ability to shape the Russian information space on this topic. Putin used the December 14, 2023, event to discuss his objectives in Ukraine, specific operational and tactical situations along the front, and specific concerns from Russian military personnel and volunteers in a much more public and prolonged fashion than in his previous statements about the war since the start of the full-scale invasion of Ukraine. Putin’s willingness to center large portions of the event on the war in Ukraine suggests an increased confidence in his ability to address the Russian public on the subject, which may be indicative of his own personal confidence in Russia’s prospects in Ukraine following the relatively successful Russian defensive operations in western Zaporizhia Oblast and perceived wavering Western support for Ukraine. Putin did not offer a new approach to the war, describe how Russia intends to achieve victory in Ukraine or specify what a Russian victory would look like. Many of Putin’s statements on December 14 are similar to the boilerplate claims about the Russian war in Ukraine that he made during a speech at a Russian Ministry of Defense (MoD) Collegium meeting almost a year ago, for example.
The United States has a much higher stake in Russia's war on Ukraine than most people think. A Russian conquest of all of Ukraine is by no means impossible if the United States cuts off all military assistance and Europe follows suit. Such an outcome would bring a battered but triumphant Russian army right up to NATO’s border from the Black Sea to the Arctic Ocean. The Ukrainian military with Western support has destroyed nearly 90% of the Russian army that invaded in February 2022 according to US intelligence sources, but the Russians have replaced those manpower losses and are ramping up their industrial base to make good their material losses at a rate much faster than their pre-war capacity had permitted.
The Kremlin appears to be returning to expansionist rhetoric last observed before Russia’s full-scale invasion of Ukraine in an effort to resurface its claims that Ukraine is part of historically Russian territory and discuss the borders Russian leaders regard as appropriate for a rump Ukrainian state. Deputy Chairman of the Russian Security Council Dmitry Medvedev misrepresented US President Joe Biden’s response to a media question about whether the United States’ policy is to win the war or help Ukraine to defend itself during a joint press conference with Ukrainian President Volodymyr Zelensky on December 12. Biden stated that the United States wants to see Ukraine win and that “winning means Ukraine is a sovereign, independent nation […] that can afford to defend itself today and deter further aggression.” Medvedev misrepresented Biden’s statements to suggest that the United States would be content if Ukraine simply existed as a country but does not care what Ukraine’s borders look like. Medvedev claimed that Ukraine can still technically be a sovereign country if the whole country remains within the borders of Lviv Oblast, for example. Medvedev also falsely claimed that Biden implied that the United States only supports Ukraine in defending itself but will not help Kyiv launch counteroffensives to liberate more of its land and people. Medvedev added that Ukraine could hypothetically “defend itself” as a rump state within the borders of Lviv Oblast.
US intelligence reportedly assessed that Russian offensive operations in eastern Ukraine in fall 2023 and through the upcoming winter aim to weaken Western support for Ukraine instead of achieving any immediate operational objectives. The US intelligence community reportedly shared a declassified intelligence assessment with Congress on December 12 wherein US intelligence assessed that Russian offensive operations in eastern Ukraine aim to weaken Western support for Ukraine but have only resulted in heavy Russian losses and no operationally significant Russian battlefield gains. This assessment of high Russian losses and lack of operationally significant Russian gains is consistent with ISW’s assessment. US National Security Council Spokesperson Andrienne Watson reportedly stated that Russian forces have suffered more than 13,000 casualties and lost 220 combat vehicles along the Avdiivka-Novopavlivka axis (Avdiivka direction through western Donetsk Oblast) since launching offensive operations in October 2023. Watson added that Russia appears to believe that a military “deadlock” through the winter will drain Western support for Ukraine and give Russian forces the advantage despite high Russian losses and persistent Russian shortages of trained personnel, munitions, and equipment. ISW has assessed that Russian forces have been trying to regain the theater-level initiative in Ukraine since at least mid-November 2023 and have now likely committed to offensive operations in multiple sectors of the front during a period of the most challenging weather of the fall-winter season in an effort to seize and retain the initiative.[4]
The Russian Central Election Commission (CEC) announced on December 11 that Russia will conduct voting for the 2024 presidential election in occupied Ukraine, likely in an attempt to legitimize the Russian occupation and Russian President Vladimir Putin’s rule. The CEC reported that it made the decision to hold the election in occupied territories – all of which except Crimea are under martial law – in consultations with the Russian Ministry of Defense (MoD), the Federal Security Service (FSB), and occupation authorities. Russian law notably requires the CEC to consult with these agencies when considering holding elections in areas under martial law, including occupied Ukraine. Russia will likely use the March 2024 presidential election to further establish a veneer of legitimacy for its occupation of Ukraine as it has done during the illegal 2022 annexation referenda and the 2023 regional elections. Russian CEC Chairperson Ella Pamfilova stated on December 7 that elections in occupied Donetsk, Luhansk, Zaporizhia, and Kherson oblasts “will differ somewhat” in procedure from elections in Russia and occupied Crimea. The CEC will likely use these differing procedures to falsify votes in Putin’s favor and claim a high voter turnout while falsely portraying occupied Ukraine’s participation in the election as legitimate to the international community.
Russian Foreign Ministry Spokesperson Maria Zakharova emphasized that Russia's maximalist objectives in Ukraine have not changed, repeating the Kremlin’s demand for full Ukrainian political capitulation and Kyiv’s acceptance of Russia’s military and territorial demands rather than suggesting any willingness to negotiate seriously. In a written interview with AFP on December 9, Zakharova claimed that a "comprehensive, sustainable, and fair resolution" in Ukraine can only happen if the West stops "pumping up the Armed Forces of Ukraine with weapons" and that Ukraine surrenders Russia’s claimed Ukrainian territory and "withdraws its troops," presumably from Ukrainian territory Russia claims to have annexed. Zakharova emphasized the Kremlin's longstanding claim that Russia invaded Ukraine for "de-militarization," "denazification," and to "ensure the rights of Russian-speaking citizens" in Ukraine. The Kremlin has consistently used the term “denazification” as code for the removal of the elected government of Ukraine and its replacement by some government the Kremlin regards as acceptable—i.e., regime change.
Russian forces have likely committed to offensive operations in multiple sectors of the front during a period of the most challenging weather of the fall-winter season in an effort to seize and retain the initiative prior to the Russian presidential elections in March 2024. Russian forces are currently pursuing offensive efforts along much of the frontline in Ukraine, particularly along the Kharkiv-Luhansk Oblast border, near Bakhmut, and towards Avdiivka as Ukrainian military officials have repeatedly noted, and Russian forces are also conducting continuous ground attacks in western Zaporizhia Oblast. The current pace of fighting across the entire frontline in Ukraine is generally consistent with ISW's standing assessment that Russian forces have been trying to regain the theater-level initiative since at least mid-November 2023. Recent Ukrainian military official statements further suggest that Russian forces have succeeded in seizing the initiative along the Kharkiv-Luhansk Oblast border, near Bakhmut, and along the Avdiivka-Donetsk City axis, while Ukrainian forces maintain the initiative in key areas of southern Ukraine, as evidenced by continued Ukrainian counterattacks in western Zaporizhia Oblast and the sustained, larger-than-usual Ukrainian presence in east bank Kherson Oblast.
Russian President Vladimir Putin announced his presidential bid for 2024 on December 8 in an obviously staged effort to seem that he was running at the request of Russian servicemen. Putin announced that he would run for president in the 2024 elections in conversation with Russian military personnel after the presentation of Gold Star medals in the Grand Kremlin Palace on December 8.
Russian forces may be suffering losses along the entire front in Ukraine at a rate close to the rate at which Russia is currently generating new forces. Ukrainian Ground Forces Command Spokesperson Lieutenant Colonel Volodymyr Fityo stated on December 7 that Russian forces lost almost 11,000 personnel (presumably killed or rendered hors de combat by injury) in the Kupyansk, Lyman, and Bakhmut directions in November 2023. The operational tempo in the Kupyansk, Lyman, and Bakhmut directions is currently lower than in the Avdiivka direction. These reported losses suggest that the Russian casualty rate in the Avdiivka area may be even higher given the higher operational tempo there. Ukrainian officials previously reported that Russian forces lost 5,000 personnel killed and wounded near Avdiivka and Marinka (west of Donetsk City) between October 10 and 26, when Russian forces launched two waves of heavily mechanized assaults to capture Avdiivka. Russian forces are currently conducting mass infantry-led assaults to capture Avdiivka in an apparent effort to conserve armored vehicles despite the risk of even greater manpower losses. Ukrainian officials have notably indicated that Russian defensive efforts are resulting in significant casualties as well, with Ukrainian forces reportedly killing over 1,200 Russian personnel and wounding over 2,200 on the east (left) bank of Kherson Oblast between October 17 and November 17.Ukrainian forces continue counteroffensive operations in western Zaporizhia Oblast and are likely inflicting similar losses on defending Russian forces in this sector of the front. ISW cannot confirm Ukrainian-provided Russian casualty figures, and reliable figures for Russian casualties in Ukraine are not available. If the Ukrainian-provided figures are generally accurate they suggest that Russian operations in Ukraine are highly attritional overall and that high Russian losses are not just the result of the costliest Russian offensive operations near Avdiivka.