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The Thirteenth Mile: This Is What Gray Zone War Looks Like

On the morning of October 23, the cargo ship Khoryv sent a distress call 13 nautical miles off Constanța, Romania. Territorial waters end at twelve. Whoever flew the drone that sank her knew where the line was, and chose to stand one mile outside it.

That mile is the story. It is the difference between an attack on a NATO member and an incident in a NATO member's exclusive economic zone. It is the difference between Article 5 and a press release. The London insurance market understood this before most capitals did. When the Joint War Committee extended its Black Sea listed area on September 16, it covered the entire sea except the territorial waters of Bulgaria, Georgia, Romania and Turkey. The underwriters drew the same line the drone operators did. Nobody should find that comforting.

This is what gray zone conflict looks like. Freighters burning off the coasts of two NATO allies, sailors lost in cold water, and attacks clustered around the Sulina Channel, which became the main outlet for Ukrainian grain after Russia hammered Ukraine's own ports. It is war at a time and place of the attacker's choosing, priced just below the point where anyone is obliged to do anything about it.

"The problem is that we cannot prove it"

Bulgaria's prime minister, Rumen Radev, is nobody's idea of a Russia hawk. He told his parliament the logic of the attacks points to Moscow, and then said the quiet part out loud: "The problem is that we cannot prove it."

NATO's response has been built to solve Radev's problem. After the North Atlantic Council met on October 20, the Alliance announced it would send maritime patrol aircraft, radar, drones, intelligence personnel and forensic teams to examine the explosives. A U.S. Navy P-8 Poseidon is already flying the Black Sea. These are sensible deployments. They are also answers to the wrong question.

Play the scenario out. Grant NATO perfect attribution. The forensic teams recover a guidance board with Russian markings. The P-8 tracks a launch back to a known site. The Alliance announces, with high confidence, that the Russian Federation sank the ship. Now make it worse: the next drone hits a tanker alongside the pier at Constanța, the fire spreads, and thousands of civilians are dead.

The Kremlin denies it. Within the hour, Russian state media points at Kyiv, and it doesn't have to work hard to sell the story. Ukraine has been running its own maritime drone campaign since July, so the Black Sea is full of Ukrainian drones, and everyone knows it. A few Western commentators find the denial "plausible enough to warrant caution." Allies invoke Article 4 and consult. Statements are issued. Sanctions, already near their ceiling, are tightened at the margins. Then nothing happens, because every capital in the room is doing the same arithmetic: Russia has nuclear weapons, the Black Sea is not worth a war, and the dead are already dead.

You don't have to imagine that sequence. We ran it on July 17, 2014, when a Buk missile destroyed Malaysia Airlines Flight 17 over eastern Ukraine and killed everyone aboard. A Dutch-led investigation established in 2016 that the launcher had been delivered from Russia, and by 2018 that it came from a Russian army unit. The ICAO Council found Russia responsible in May 2025. The European Court of Human Rights did the same that July. Moscow denied all of it, spent years promoting theories that blamed Ukraine, and in 2022 invaded the country the missile had been fired over. Attribution was as good as attribution gets. The consequence, eleven years later, was an order to enter into good-faith negotiations on reparations.

That is the lesson Moscow took from MH17, and it is the one we refuse to learn. Deniability is not a shield for the attacker. It is a gift to the defender who would rather not act. Russia doesn't need us to believe its denials. It only needs us to want to.

Operational freedom is the target

The point of these strikes isn't the ships. It's the water around them. Every hull that burns off Sulina raises the premium on the next one, pushes a charterer toward a different route, and teaches a shipowner that a NATO coastline offers no protection. The attacker never has to declare a blockade. The market imposes it for him. Freedom of action shrinks by increments, each too small to justify a response, until the defender wakes up to find that the sea he was sure he controlled has a new landlord.

This is how Russia and China will impose costs on the West for the foreseeable future. Not with the decisive battle our doctrine, our budgets, and our military exercises are built around, but with a steady accumulation of incidents chosen for their deniability, timed to our distractions, and calibrated to our fear of escalation. Salami slicing is not a new idea; Beijing has practiced it in the South China Sea for more than a decade. What's new is the drone, which makes the slicing cheap, precise and anonymous.

The honest complication

The Black Sea gray zone is not one-sided, and pretending otherwise hands Moscow its talking points. Ukraine's Operation Molochka, launched in July, claims to have disabled 300 Russian-linked vessels in the Black and Azov Seas. Turkey's foreign minister says both sides are mounting heavy attacks to establish superiority before winter.

The distinction holds. Ukraine is striking the logistics of the country that invaded it, mostly sanctioned tankers serving Russian ports and occupied Crimea. Russia is striking grain ships in the economic zones of two NATO members that are not party to the war, with the apparent aim of making Ukraine's last reliable export route uninsurable. One is a belligerent waging war at sea. The other is exporting that war to the Alliance's doorstep and daring it to notice.

Taiwan won't look like Hellscape

If you want to know what a Taiwan conflict will look like, watch the Black Sea.

In 2024, Adm. Samuel Paparo said he wanted to "turn the Taiwan Strait into an unmanned hellscape" to defeat what he described as Beijing's likely plan: a massive attack with little warning. It's a sound concept, and the CNAS work that fleshed it out this year is serious. Hellscape is built to break an amphibious assault at the water's edge.

Beijing is rehearsing something else. The PLA's Justice Mission 2025 drills in December, run alongside the China Coast Guard, simulated a blockade of Taiwan's main ports and control of the waterways that carry its energy imports. This year the China Coast Guard and Maritime Safety Administration have run what the Jamestown Foundation calls a "quasi-quarantine" east of the island, creating the appearance of administrative control without declaring a blockade. Taiwan has already prosecuted a Chinese captain for severing an undersea cable. Each step is a law enforcement action, an inspection, an accident. None of them is an invasion.

A drone swarm waiting in the Strait for a landing force has nothing to shoot at when the adversary is a coast guard cutter boarding a container ship for a "safety inspection." The first Taiwanese or American drone to fire makes Taipei the aggressor. So Beijing won't cross the Strait. It will tighten the noose: a quarantine, a severed cable, an insurance listing, a shipping line that quietly decides Kaohsiung isn't worth the premium. It will bank on the world's risk aversion. It’s already working. After the May summit in Beijing, Washington paused a record $14 billion arms package for Taiwan, and the President described those sales as a "very good negotiating chip". Taiwan will not be conquered. It will be persuaded, one closed option at a time, that there is nothing left to defend.

Answering below the threshold

You cannot deter gray zone coercion with a capability designed for the war the adversary is careful never to start. The answer has to live in the same band the attacker does: below the threshold of general war, above the threshold of pain. Three steps would help in the Black Sea, and each has a Pacific twin.

Presence that denies, not presence that watches. Turkey, Romania and Bulgaria already run a Mine Countermeasures Task Group whose mandate was widened in July to cover undersea infrastructure. Montreux restricts warships of non-Black Sea states, not the littoral navies. Widen the mandate once more, to counter-drone escort of merchant traffic through allied economic zones, and buy the equipment from the Ukrainians who have kept their own grain corridor open under fire. In the Pacific, the equivalent is a convoy and escort plan for a quarantine, not only a kill chain for an invasion.

Decide the response before the incident. The moment of decision is where risk aversion wins, because it is always easier to wait for one more forensic report. Allies should agree in advance, and say publicly, what a verified strike on shipping in their waters will cost Moscow: a pre-approved tranche of capability released to Ukraine, a pre-agreed number of shadow fleet hulls detained. Attribution should trigger an equivalent consequence, not another discussion. Taipei and Washington need the same menu for a quarantine, written now, while no one is under pressure.

Take the market off the adversary's side. When insurers and charterers do the attacker's work, governments need a sovereign war-risk backstop for vessels trading to allied ports, so the next listed-area extension doesn't function as a blockade by spreadsheet. Taiwan will need that backstop on the first day of a quarantine, not the ninetieth.

None of this is escalation. It is the minimum required to make the gray zone cost something.

The Thirteenth Mile

The Khoryv went down one mile outside a line we drew. The adversary picked the mile. Next time it will pick the hour, the cargo, the flag and the ocean. The question for the Alliance isn't whether we can prove who did it. It's whether, once we prove it, we will do anything.

———

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

Ukraine learns to fight without Starlink as Musk plays politics with satellites

Elon Musk’s Starlink satellite service has played a pivotal role in supporting Ukraine’s successful resistance to Russia’s full-scale invasion for years. But with Starlink having become increasingly unreliable due to Musk’s political inclinations and the latest surprise disruptions to service in Ukraine, the Ukrainians and Europe as a whole are now facing urgent questions about how to move forward without it.

As the world’s largest communications satellite network, Starlink can typically support high-speed Internet and data streams for any user or vehicle equipped with a relatively compact Starlink terminal. This has enabled Ukraine to maintain vital communications for both civilian purposes and military operations—and has also expanded the Ukrainian military’s capability to remotely control or provide guidance to drones used in both air defense against Russian attacks and for striking back at Russian targets.

“Starlink currently offers some of the best satellite coverage available, with virtually no competitors when you consider the combination of cost, availability, and ease of use,” according to the head of hardware R&D at the Ukrainian defense company BlueBird Tech, who provided comments to Ars anonymously for security reasons. “In practical terms, the main limitation is the need to position the antenna so it can receive signals from the satellites.”

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© Dmytro Smolienko/Ukrinform/NurPhoto via Getty Images

Ukraine’s drone rescue of wounded soldier puts much touted idea into practice

Ukraine’s unprecedented drone rescue of a wounded soldier from the battlefield has shown once again how battlefield necessity can spur innovation. The operation was revealed just days after separate Ukrainian drones designed for casualty evacuation were deployed for frontline testing—taking a step beyond the US military’s decades of experimentation with similar concepts.

The drone evacuation of the injured soldier took place at an undisclosed time and place on the frontline where the presence of Russian drones and landmines made it impractical to send in a wheeled ground robot, according to The Kyiv Independent. On October 19, Ukraine’s Army shared a video of the drone evacuation, showing the wounded soldier securing himself in a harness suspended beneath a heavy hexacopter drone with six rotors before being flown to safety.

“This is a historic event, the next stage of evacuating the wounded, which we will all come to,” said Napalm, a programmer of the 92nd separate assault brigade's unmanned ground systems company, who went by his callsign per Ukrainian military practice, in a statement. “Now the serious systematic work begins, so that such missions are carried out constantly.”

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© 92nd Separate Assault Brigade of the Ukrainian Ground Forces

The Hidden Risks of AI-Powered Intelligence

Picture an intelligent analyst's screen. Data about troop movements, a port closure, a terrorist attack, or a weapons transfer sits at the center of a clean interface, with a confidence indicator glowing green. Two hundred outlets are carrying it, and the platform has counted every one. It looks like a corroboration. In many cases, it is a single Telegram post, copied, translated, summarized, and republished until its origin disappeared behind its own echo.

Nobody must be negligent for this to happen. It is what you get when a product or platform is built to measure volume and the user is tempted to read volume as truth.

I say this as someone who works with open-source material and believes in it. Commercial imagery, ship-tracking data, procurement records, leaked databases, and social media have changed what is knowable about conflicts and illicit networks; but the market that has grown up around these sources is selling something different from the discipline that makes them valuable, and governments and companies are buying it without noticing the difference.

A Crowded Market and a Thin Product

Open-source intelligence platforms are multiplying quickly. Walk through the company stands at any security conference and you will find dozens of them, each promising to fuse, monitor, and surface threats across the open internet, now almost always with an AI layer that summarizes, ranks, and alerts.

Strip away the interface and most of them offer little that a competent analyst couldn't already do with a search engine, a handful of specialist tools, and some patience. Reverse image searching, scraping social platforms, pulling corporate registry data, and geolocating an image are all learnable skills, and many of the best practitioners picked them up in public, often as volunteers. What the platforms add is convenience and scale, which is genuinely useful, but convenience is not analysis. The real product, in most cases, is the dashboard.

Dashboards are persuasive by design. They squeeze a messy information environment into something that looks like a picture of the world, with counts, trend lines, heat maps, and sentiment scores. Each of those findings implies that someone has already done the hard work of deciding what matters and what is true. Usually, no one has. The system has counted things, and counting is the easy part.

Counting Sources Is Not Testing Them

The core flaw is in what these systems reward. They tend to measure the number of sources behind a claim, not the independence of those sources. The two are very different things.

Independence is the foundation of corroboration. Two witnesses who saw an event separately make a claim stronger. Two witnesses who heard about it from the same third person do not. The same logic applies to reporting. A claim that traces back to a single channel but appears in two hundred outlets has one source and two hundred echoes.

Intelligence tradecraft has a name for this: circular reporting. It is among the oldest and best-documented ways analysts go wrong. The failures that most damaged the credibility of Western intelligence in the past generation involved, among other things, uncorroborated claims that were repeated, cross-referenced, and eventually treated as established because they seemed to come from many places. The lesson drawn at the time was that provenance matters more than prevalence. An aggregator that treats prevalence as confirmation is rebuilding the vulnerability that analysts spent years learning to guard against.

AI makes this problem fourfold. First, language models summarize and synthesize, and in doing so they take away the provenance trail that an analyst needs. A fluent paragraph that blends fifteen sources does not tell you that twelve of them are derivative. Second, the cost of generating plausible content has collapsed. Fabricated articles, cloned news sites, and coordinated amplification networks can now create the appearance of breadth cheaply, which is exactly the signal these platforms are built to count. Third, as more web content is produced or recycled by automated systems, the pool that analytics tools draw from becomes more self-referential. The echo chamber is increasingly populated by machines quoting each other. Lastly, AI can make uncertainty harder to see. Language models are designed to produce coherent answers, not to preserve the ambiguity of the evidence on which those answers are based. Contradictory sources can be reconciled into a smooth narrative, gaps can disappear beneath plausible inference, and tentative conclusions can acquire the tone of established fact. The danger is therefore not simply that an analyst receives false information, but that the uncertainty surrounding otherwise legitimate information becomes less visible.

None of this means the technology is useless. Entity extraction, translation, deduplication, and pattern detection across large data sets are real contributions. But the same tools that can help trace a claim to its origin are too often deployed to certify it instead.

Information Is Not Intelligence

The deeper problem is what happens after the dashboard produces its output. Companies market it as intelligence, and buyers, including government agencies, intelligence firms, financial institutions, and corporate security teams, purchase it as intelligence, then act on it.

However, open-source material is raw information. It becomes intelligence only after a process that no interface can fully automate. Someone has to establish where the material came from, grade how reliable the source has been, assess how credible the specific claim is, and test it against other collection. Established standards exist for this. Grading systems that rate source reliability separately from information credibility have been used for decades, and analytic standards require analysts to describe the quality and credibility of their sources, to distinguish between underlying evidence and judgment, and to account for alternative explanations. These are not bureaucratic formalities. They are the mechanism by which an organization knows how much weight a conclusion can bear.

When that step is skipped, the result is aggregated internet content with a confident interface. The output reads like a finished product, but the epistemic work behind it is missing, and the person reading it often can't see that. A decisionmaker shown a green indicator does not know whether it reflects three independent confirmations or one rumor with good distribution.

The consequences are practical. A government that bases sanctions designations, force posture, or diplomatic messaging on an unverified claim risks embarrassment at best and escalation at worst. A company that reroutes shipments or exits a market because a risk platform flagged a rumor can lose real money; and an agency that comes to rely on commercial feeds may quietly stop investing in the capabilities that would let it check them.


What Should Change

I would offer the following two principles.

One, to treat provenance and independence as essential to intelligence. Open-source material should be treated as a cue and a corroborator, not a conclusion. Open sources are at their best when they point collection in a useful direction or when they test and strengthen what other sources have suggested. A satellite image that shows construction at a site tells analysts where to look and what to ask. A procurement database entry might confirm a pattern already suspected. Neither is a finding on its own. The workflow should run from open-source lead to targeted collection to assessment, not from dashboard alert to briefing slide. As AI makes it easier to summarize, reproduce and generate information, analysts need to know not only what a source says, but where the information originated and whether apparently separate sources are actually independent. A fluent paragraph that blends fifteen sources does not tell an analyst that twelve of them are derivative. Likewise, a cluster of articles, websites or database entries may create the appearance of broad corroboration while ultimately tracing back to a single underlying claim. Platforms should therefore preserve provenance wherever possible and make the distinction between original reporting, derivative content and AI-generated material visible to the user. The workflow should run from open-source lead to targeted collection to assessment, not from dashboard alert to briefing slide.

Two, protect human assessment and the collection that supports it. AI can make uncertainty harder to see. Language models are designed to produce coherent answers, not to preserve the ambiguity of the evidence on which those answers are based. Contradictory sources can be reconciled into a smooth narrative, gaps can disappear beneath plausible inference, and tentative conclusions can acquire the tone of established fact. Human analysts therefore need both the time and the authority to question what automated systems produce rather than simply validate it. That also means protecting the collection capabilities that AI cannot replace. As open-source material becomes more abundant, the value of what cannot be found online rises. Human sources, financial intelligence, law enforcement access and legal process take years to cultivate and moments to lose. A budget cycle that trims them in favor of subscriptions is trading durable capability for a license that expires. The objective should not be to remove automation from intelligence work, but to ensure that automation remains subordinate to collection, verification and human judgment.

What Open Sources Cannot Close

I learned the limits of open-source work firsthand while researching foreign components in Russian strike drones. Open sources got me a long way. Recovered wreckage data, teardown imagery, part markings, and manufacturer documentation could establish what was inside these systems and who made it. That is valuable, and it was achievable by skilled analysts working in public.

But the questions that mattered most were different. Who actually bought a given part? Through which intermediaries did it move? Who paid for it, and through which accounts? Those gaps could not be closed by any amount of scraping. They required the tools that sit behind a legal threshold or inside a trusted relationship: law enforcement access to shipping and customs records, financial intelligence on transactions, and human sources with knowledge of how the networks operate. A dashboard could tell us a component existed. Only that other collection could tell us how it got there and who was responsible, which is the information policymakers need if they want to disrupt the supply chain rather than simply describe it.

That experience shaped how I think about the current issue. Open sources and closed collection are not competitors. The first made the second more efficient, because it let investigators ask better questions. The second made the first more meaningful, because it turned an interesting observation into an attributable finding. Treating either as a substitute for the other would have left us with a weaker product.

Defending the Analytical Craft

None of this is an argument against open-source intelligence. It is an argument for it, properly understood.

The practitioners who built the field's reputation, whether in newsrooms, nonprofits, academia, or government, are rigorous precisely because they distrust easy answers. They document their methods, show their chains of evidence, and say so when something can't be confirmed. That culture is the real asset. It is also what the commercial market is most at risk of undermining, because rigor is slow and expensive to sell, while a dashboard can be demoed in ten minutes.

The test I would offer any buyer, policymaker, or analyst is simple. When you are shown a claim, ask where it began, who else has independent knowledge of it, and what other collection could confirm or contradict it. If the system in front of you cannot answer those questions, it hasn't given you intelligence. It has given you a well-organized rumor.

The volume of open information will keep growing, and the tools to process it will keep improving. The scarce resource will not be data. It will be judgment, along with the access and tradecraft that make judgment possible. Agencies and firms that remember that, and invest accordingly, will see more clearly than those who confuse a full screen with a full picture.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

What a Russian Hybrid Attack Might Look Like

Russia has demonstrated a growing willingness to use hybrid tactics – including sabotage, cyberattacks, information operations, and the use of deniable or “throwaway” agents – to create disruption and uncertainty across Europe. This paper examines how those tactics could be combined in a hypothetical Russian operation against Estonia designed not to defeat NATO militarily, but to create a crisis that tests the Alliance’s ability to respond quickly and collectively.

The scenario is deliberately constructed as a red-team exercise rather than a prediction. It envisions Russia exploiting the existence of Estonia’s Russian-speaking population, infiltrating operatives into the Schengen Area through legitimate visa channels, allowing those operatives to move through the largely borderless Schengen zone, and exploiting gaps in European immigration enforcement. The scenario culminates in a deliberately ambiguous armed crisis in Narva, accompanied by cyberattacks and a coordinated information campaign intended to complicate attribution and slow NATO decision-making.

The exercise identified several vulnerabilities. Some elements of the scenario are highly speculative, particularly Russian operatives' ability to obtain weapons once inside Estonia. Other elements, however, reflect existing conditions: Estonia’s large Russian-speaking population, the continued issuance of Schengen visas to Russian nationals, the decentralized nature of internal immigration enforcement, and the absence of a clearly identifiable EU-level capability dedicated to systematically analyzing the EES overstayer population for emerging national-security threats.

The paper therefore recommends three measures: continued EU-wide efforts to disrupt organized criminal networks that could provide support to hostile actors; eliminating tourist visas for Russian nationals except in limited humanitarian circumstances while developing a forward-deployed EU visa-security capability; and establishing a national-security immigration coordination center capable of analyzing immigration data against emerging threats and coordinating responses among Member States.

The central conclusion is that NATO’s military deterrence remains essential, but military strength alone cannot close every avenue through which a sophisticated hybrid operation could develop. Preventing such a crisis requires identifying and closing the less visible vulnerabilities that could allow hostile actors to establish themselves inside Europe before a crisis begins.

I. Introduction

Drones at Leipzig Airport. Drone incursions of NATO airspace. Throwaway agents. Arson and sabotage at facilities throughout Europe. 2026 has been a busy year, and it appears that Russia is engaged in an ongoing hybrid campaign on the European continent. The EU says that Russia’s goal is to spread fear, distrust, and undermine European unity. Additionally, just this Sunday, September 20, European security officials raised alarm that Russia is testing NATO resolve and could potentially even attempt a limited incursion into NATO territory.

This paper takes the current situation and threat picture as a starting baseline and imagines a scenario in which Russia creates a strategic crisis in Estonia, a NATO member, to discredit NATO collective defense and distract from the war in Ukraine by creating a sort of second front for NATO. In working through this thought exercise, the article examines what Russia could gain from escalation, how it might carry it out, and what security gaps the scenario identifies. Like with any hypothetical scenario, I suspect some will wholeheartedly disagree with my assertions. Still, I ask you to think of this as a red teaming exercise designed to identify vulnerabilities, and not an effort at forecasting.

II. Why might Putin want to escalate?

The “special military operation” that was supposed to take Kyiv in 6 days is going on for four years. Russia is not making significant gains on the battlefield, and whatever small gains it makes come at a prohibitive cost. The Center for Strategic and International Studies estimates that, since the full-scale invasion in 2022, Russia has suffered 450,000 dead and 1.4 million battlefield casualties. Moreover, Russian control of Ukrainian territory actually shrank in the Spring of 2026. The situation is so unfavorable that the Russian MoD now resorts to outright fabrication to claim battlefield gains that have not occurred.

Ukraine, on the other hand, seems to have stabilized its position after 4 years of war. It is becoming ever more adept at using drone technology and can finally bring the war home to Russia. Ukrainian long-range drones are now striking infrastructure deep inside Russia every week, including Russian oil refineries. This matters because Russian oil is the last remaining cash cow keeping the Russian economy afloat. And even though official Russian government numbers purport to show economic stability, a June report from the Kiel Institute for the World Economy concludes that “the Russian economy is showing clear signs of structural exhaustion.” Meanwhile, European support for Ukraine is strong across the continent, at least among mainstream political parties. On September 17, the EU Commission disbursed 3.3 billion euros to Ukraine – part of the 90-billion-euro Ukraine support loan. So in this war that increasingly looks like a war of attrition, it is Ukraine, and not Russia, that appears to be coming out on top.

In my assessment, these factors are gradually painting Putin into a corner, where he is slowly running out of options and may be forced to “flip the script.” In theory, one option Putin always has is a genuine move towards peace on fair terms, which should at minimum include a complete withdrawal of Russian forces from Ukraine. But he is stuck in a trap of his own making. If he relents on his maximalist demands and opts for fair peace, the entire very expensive and painful 4-year war would appear to have been fought for naught. That might very well threaten his political, or even personal, survival in a cutthroat political system. So, he is not willing to make peace. And sticking to business as usual looks like an eventual dead end as well.

In my imagined scenario, Putin invents a third option and chooses to escalate by launching a proxy military operation in Estonia. The operation has several goals. First, it aims to create a crisis NATO must solve on alliance territory, competing with NATO support for Ukraine. NATO would have to decide how to react to the crisis, and balance the reaction with the risk of escalation and full-blown war with Russia. Thus, as a second goal, Putin might succeed in discrediting Article 5 provisions of the defensive alliance if NATO’s response were to be slow or ineffective. Third, a military operation on NATO territory could force NATO partners to focus on their own defense rather than continuing to support Ukraine.

At first glance, this scenario may seem implausible or even reckless. After all, we have been almost conditioned to see NATO and Article 5 collective defense as an ironclad guarantee. This is one reason why countries that were formerly part of the Warsaw Pact flocked to NATO in the 1990s. But we also need to keep in mind that the concept of collective defense has not been routinely tested. Article 5 was invoked only one time – in the aftermath of the September 11 attacks against the United States. NATO has never dealt with a situation where an opponent seeks to test NATO boundaries by mapping out red lines, which I believe is exactly what Russia is doing. In other words, NATO has not yet been fully tested in hybrid war.

III. What might Putin assume about NATO?

We have discussed how the West views NATO. But what might Putin assume about the alliance, especially NATO’s willingness to go to war?

NATO is focused on defense and may prefer to avoid war. First, NATO explicitly describes itself as a defensive alliance and identifies preventing conflict and war as a core purpose of its deterrence and defense strategy. Putin could reasonably assume that NATO governments strongly prefer to resolve a confrontation without escalating it into a direct war with Russia. This does not mean NATO would fail to respond to an attack; rather, it creates a potential vulnerability that Russia could exploit by presenting NATO with an ambiguous crisis in which the costs of escalation are apparent, but the attribution of Russian responsibility remains contested.

NATO may be slow to act. An armed NATO response requires deliberation and consensus among alliance members. Article 5 obligations are triggered in instances of an armed attack, and determining whether an action is an armed attack is addressed on a case-by-case basis. NATO’s own materials note that “events that lack an international element, such as purely domestic acts of terrorism, do not trigger Article.” In Putin’s view, he could see case-by-case deliberations as a vulnerability and conclude that a deliberately vague scenario would make it difficult for the alliance to reach consensus quickly, keeping the window of action open for Russia.

Information operations may complicate consensus. NATO is a collective alliance of democracies, and democratic governments depend to some degree on public support and political legitimacy. In Putin’s assessment of the political situation, he may conclude that Moscow does not need to persuade NATO governments that Russia is innocent. It may only need to create enough confusion and debate within NATO populations to make decisive action more politically difficult. Russia has both the tools and demonstrated experience to flood the information environment with contradictory narratives. The U.S. State Department has documented Russian use of multiple, sometimes contradictory narratives specifically to generate confusion and discourage responses. NATO likewise describes hostile information operations as activities designed to “create confusion, deepen divisions, destabilize societies and ultimately weaken the Alliance,” and notes that such operations are not always intended to persuade audiences of a particular falsehood; they can instead be designed to muddy the information environment and make it more difficult to distinguish fact from fiction.

From Moscow’s perspective, the objective therefore need not be to achieve consensus around a pro-Russian narrative. It may be sufficient to prevent consensus around a coordinated response. If a crisis involving Estonia produced competing narratives about what happened, who was responsible, and whether Russia was directly involved, political divisions within individual NATO member states could complicate the Alliance’s response and make consensus harder to achieve.

Nuclear intimidation may complicate consensus. Putin may believe that nuclear signaling can amplify Western caution. Russia has repeatedly used explicit and implicit nuclear threats during the war in Ukraine. Evidence suggests these threats can have effects beyond traditional military deterrence, including a Chatham House assessment that Russian nuclear threats contributed to Western concerns about escalation and constrained some governments' willingness to provide Ukraine with certain forms of military support. This does not mean that Western populations will automatically oppose confrontation with Russia. Public attitudes toward nuclear deterrence have, in some cases, become more supportive since Russia's invasion of Ukraine. Rather, the point is that nuclear signaling adds an extra political cost to any decision to escalate a confrontation with Moscow. A Russian leadership that believes Western governments are highly sensitive to the prospect of nuclear escalation may therefore conclude that even an ambiguous or limited confrontation could be accompanied by nuclear rhetoric designed to encourage caution, delay, or disagreement within the Alliance.

Taken together, these assumptions suggest that what may appear from NATO’s perspective to be an irrational and extraordinarily risky decision—deliberately creating a crisis on NATO territory—could look considerably more rational from Moscow. Russia would not necessarily need to believe that NATO would stand aside. It would need to believe that NATO’s preference to avoid war, consensus-based decision-making, democratic political constraints, vulnerability to information manipulation, and sensitivity to nuclear escalation could create enough hesitation and disagreement to complicate a unified response. In this model, the objective would not necessarily be to defeat NATO militarily. It would be to create a crisis in which NATO’s overwhelming military advantage becomes difficult to translate into timely, unified political action. If Moscow believed such a crisis could fracture Alliance cohesion, force NATO to divert attention and resources from Ukraine, or show that Article 5 could be challenged without producing an immediate, unified response, the potential payoff might outweigh the risks in the Kremlin’s calculus.

IV. Free Narva – a Baltic hybrid war scenario

With the analysis of the previous sections in mind, I constructed a scenario in which Russia executes a deliberately ambiguous and confusing operation designed to threaten Estonia’s territorial integrity and test NATO’s resolve. In developing the scenario, I considered Russia’s potential objectives, lessons from previous Russian operations, the defensive measures Estonia and NATO have already adopted, and how Moscow might circumvent or exploit those defenses. This paper discusses the vulnerabilities identified through this process in a later section.

Phase 1 – Propaganda and throwaway agents

In October 2026, with the September Duma elections behind him and a comfortable supermajority win for his United Russia party, Putin decides to launch Operation “Narva Spring.” Analysts and think tanks pick up on increased messaging about the so-called “People’s Republic of Narva.” This is an entirely fictitious concept created by Russian intelligence, with a flag, notional borders, and a capital in Narva, a city of about 50,000 residents, 97% of whom are Russian speakers. The online narratives shared on Telegram, TikTok, and other platforms are the usual assortment of Kremlin grievance narratives about marginalized Russian minorities. Ongoing Estonian reforms that aim to make Estonian the official language of education in the country are weaponized and portrayed as “linguistic genocide” against Russian speakers.

The online propaganda campaign is amplified by Kremlin-controlled trolls and shared with pro-Russian Western influencers and political factions who decry Estonian government abuses of the Russian-speaking population. With the propaganda campaign at a fever pitch, the Kremlin is ready to escalate physically. But Russia cannot simply repeat the Crimea or Donbas scenario against Estonia. The Estonian border is one of the most heavily monitored frontiers in the world, where NATO has implemented a “deterrence by denial” strategy. This doctrine holds that defensive measures are so formidable the enemy sees an operation as too costly to attempt. Infiltrating several hundred “little green men” into Narva from Russia just across the river, while maintaining deniability, is not plausible. The Estonian side of the border is teeming with sensors.

But the Russians have been practicing another gray zone tactic recently – the use of “throwaway agents.” So, the Kremlin uses its network of low-level recruits to spray graffiti, place posters and stickers with QR codes, and eventually commit acts of arson and sabotage against local infrastructure and public property – and especially anything linked to law enforcement, security agencies and the courts. The goal is to create the appearance of local resistance against Estonian authority, while staying well beneath the threshold of armed conflict. But propaganda, graffiti, arson, and low-level sabotage are not the intensity of crisis the Kremlin needs. At this point, Russia needs to use specialists trained in fomenting armed violence on the ground.

Phase 2 – Infiltration

In 2014, Igor Strelkov emerged as the face of the armed separatist movement in Donbas, providing Moscow with something enormously valuable: an apparent local actor around whom an armed conflict could coalesce. To bring the Estonia situation from a nuisance to a crisis for NATO, Moscow needs people trained in violence, and a few Strelkov types to direct them. But how to bring them in? Estonia hasn’t allowed free travel for Russian citizens since 2022, and applications for entry for the few exceptions are closely scrutinized.

So, the Kremlin probes for weaknesses in the Schengen zone, and it finds these in Italy, France and Spain. In 2025, France, Italy and Spain collectively issued more than 441,000 Schengen visas to Russian nationals, while more than 477,000 Russian nationals received tourist visas across the entire Schengen zone. The refusal rate for Schengen visas for Russian nationals in 2025 was a mere 6.4%. The Schengen creates an interesting counterintelligence problem for Europe. Once a person has legitimately crossed the EU's external border, Europe's internal geography largely disappears.

In this scenario, Russia begins to infiltrate intelligence and military specialists from units like GRU’s Unit 29155 and the 390th Special Purpose Reconnaissance Point into the Schengen area starting in June 2026, before the launch of the Narva propaganda campaign and increased tensions. Even with the extra scrutiny for Russian visa applicants and shorter admission periods, the Russian operatives obtain tourist visas, enter Italy, and move with ease through Austria, Slovakia, Poland, Lithuania and Latvia via the excellent European train network and private commercial bus services. Once in Estonia, the operatives blend into the large Russian-speaking population and make their way to Narva. In total, just under a hundred Russian operatives follow this and other routes into Estonia over the summer months, and go to ground in the Narva region, supported by a tiny group of local sympathizers and a network of throwaway agents.

Even once the tourist visas of the Russian operatives expire, and they become illegal immigrants within the EU, nothing causes the system to blink red in reaction to this. In a way, no centralized, integrated system focuses specifically on immigration, so no lights blink red. Unlike the United States, Europe does not have an EU-wide interior immigration enforcement agency, and it currently lacks a central entity to monitor immigration violations against emerging national security risks, although that gap has been acknowledged. In terms of what exists today, in 2026, the EU rolled out the Entry/Exit System (EES), which captures biometrics from non-EU nationals entering the EU on short stays. So, in theory, the EES captures the biometrics of the Russian operatives in our scenario. And once their period of admission to the EU ends, typically at 90 days, the operatives are added to the EES “overstayer” list. But at present, unless the overstayer is also matched to additional alerts in the Schengen Information System – an EU-wide law enforcement database – no specific actions are automatically triggered, and law enforcement is not alerted.

Any interior immigration enforcement beyond this point is the responsibility of law enforcement within individual EU member states. If one of the operatives has the bad luck of being stopped by police and this results in a document check, the EES hit would likely show, and he would be detained. But the EES list is not proactively pushed to law enforcement for action. It is simply available to query. And importantly, EES is managed by eu-LISA – the European Union Agency for the Operational Management of Large-Scale IT Systems in the Area of Freedom, Security and Justice – which is an agency focused on IT systems management and not law enforcement or security. In other words, no analysts are scouring the EES list for a sudden uptick in Russian nationals of military age being added to the overstayer list. Unless they attract attention to themselves, no one is coming for the Russian operatives. And in a city with a 97% Russian-speaking population, they don’t attract attention. Meanwhile, they quietly get to work acquiring small arms and mapping out critical infrastructure, communications, and defense and law enforcement sites.

Phase 3 – Estonian Donbas

By the end of 2026, the ground is set to initiate a crisis in earnest, in a way that gets NATO’s full attention. On January 2, 2027, a Saturday, Estonians are still recovering from the raucous New Year’s Eve celebrations. At 0700, Estonia's Information System Authority (RIA) Operations Center in Tallinn begins receiving simultaneous alerts indicating disruptions across government and critical infrastructure networks from unattributed sources. Analysts and incident handlers track the situation as key government and private-sector websites become unreachable due to denial-of-service attacks. Physical equipment begins to act erratically as unknown actors hack industrial control systems. Rail networks are disrupted. Traffic lights rapidly cycle in bizarre patterns. A few urban areas across Estonia lose electricity.

At the same time, radar operators identify air signatures from Russia, apparently heading toward Estonian airspace. Alert aircraft are scrambled. But the real crisis kicks off on the ground in Narva. Masked armed men, dressed in civilian clothing and wearing tricolor armbands, break into the empty Narva City Government building at Peetri Platz 5, climb their way to the top of the tower, and unfurl a green, black, and white flag. As the city government building is occupied and barricaded, another group of armed men attacks a nearby police station, overwhelms the skeleton crew, and takes a handful of hostages.

The last two groups are tasked with seizing the two border crossings across the Narva River. Narva 1 is the main border crossing point between Russia and Estonia, across the Friendship Bridge. A smaller, rarely used secondary crossing, Narva 2, sits about a mile south in a mixed industrial and residential area. The armed group attacking Narva 1 engages the border station building, about 380 meters from the foot of the bridge, drawing Estonian police defenders into a firefight. A second section of attackers takes up positions in the Narva Museum, a complex of 14th-century stone fortification with a commanding view of Friendship Bridge and the surrounding area, and supports the assault. Further south at Narva 2, the attackers similarly engage the border station, while setting up overwatch positions in the massive abandoned Kreenholm textile manufacturing complex.

While Estonian police defenders focus on attacks from the Estonian side of the border, additional attackers cross the bridges on foot and join the fight. These groups of men dressed in plain clothes are armed with heavier weapons including RPGs, squad machine guns and MANPADS. By 0800, both border crossings and bridges across the Narva River are seized, securing a thin but steady supply line from Russia. Reinforcements continue to stream into the city across the two bridges, and attackers strengthen their key defensive positions. Meanwhile, hundreds of small FPV drones appear in the skies above and begin hunting Estonian defenders. Anyone in a police or military uniform becomes a target.

Phase 4 – Information war

The chaos and fighting across Narva make for online content that quickly goes viral. With the hashtag #FreeNarva, videos of the chaos are shared across social media platforms, and pro-Kremlin trolls immediately label the situation as an uprising of the local population. A network of pro-Kremlin influencers in the West amplifies the content, then mainstream media in Europe and around the world pick it up. At 0900 local time, while the Estonian government and NATO are still trying to determine exactly what is happening in Narva and how to respond, the “separatist government” broadcasts its first official message from the seized City Government building.

Sitting behind a desk, with a black, green and white tricolor flag behind him, and flanked by armed men, the spokesperson announces the establishment of the Narva People’s Republic. In a short speech, delivered intentionally in Russian, he cites grievances against the Estonian government. He says the uprising is an act of self-preservation for Russian speakers in the region. Social media networks and news outlets quickly pick up the speech, adding to the moment's confusion. Kremlin trolls and their proxies call for support for the “world’s newest nation,” while cautioning against being pulled into World War Three by “Estonian fascists.” Memes quickly circulate featuring the mushroom cloud. Meanwhile, Russia expresses understanding of the separatist grievances but categorically denies having taken any part in the events. Putin appears on Russian television from a nuclear launch center and warns that an attack against Russian territory will result in a response using all available means.

Where does the scenario go from here? At minimum, Estonia would seek Article 5 consultations, but beyond that, the crisis could unfold in many different ways. I am not trying to explore every possible path. This hypothetical illustrates one way Russia could attack NATO territory while preserving enough ambiguity to complicate the Alliance’s response.

V. What gaps were identified?

Let us now examine how much of the hypothetical scenario reflects real-world vulnerabilities, how much was speculative, and what potential gaps the exercise identified.

Speculative Risk: Russian operatives' ability to acquire small arms once on the ground. The most speculative element of this scenario is the ability of Russian intelligence officers to acquire weapons through illicit means. While criminal networks trafficking illegal weapons exist and may extend into the Baltics, there is no basis to assume Russian operatives could readily access such networks without increasing the risk of detection. In the hypothetical scenario, weapons acquisition would therefore represent a significant uncertainty and a potential point of failure.

Confirmed Risk: Estonia has a large ethnic Russian and Russian-speaking population, with some evidence of social tensions in Narva, but the situation is nuanced. Official Estonian statistics show that ethnic Russians comprise about 20 percent of the country’s population. In Narva, approximately 97 percent of residents speak Russian. The relationship with Russia in Narva, however, is nuanced. After Estonia regained independence in 1991, many ethnic Russians who had settled in Estonia during the Soviet period did not automatically acquire Estonian citizenship and instead had to obtain citizenship through naturalization. Consequently, in 2014, only about 46 percent of Narva’s residents held Estonian citizenship, while 36 percent held Russian citizenship. Some Estonian government policies have contributed to local resentment, and these kinds of social friction points attract the attention of Russian intelligence services. However, there is no evidence of broad support in Narva for joining Russia, and documented reports indicate otherwise.

Confirmed Risk: The “Narva People’s Republic” is thought to be a Russian information operation. The idea of a “Narva People’s Republic” is not purely hypothetical. The current online campaign appears to have emerged in 2025 and became active in February 2026, when social-media accounts began promoting the idea of Narva and Ida-Viru County separating from Estonia. In March 2026, Estonia’s Internal Security Service characterized the activity as an information operation intended to sow confusion and undermine social cohesion.

Confirmed Risk: Russian nationals continue to receive Schengen visas with a relatively low refusal rate. Russians continue to receive short-stay visas into the Schengen zone. Although applications from Russian nationals receive more scrutiny now than in previous years, in 2025 Russian nationals applied for 679,425 short-stay visas, and 630,641 were issued, including 175,862 multiple-entry visas. The refusal rate for Russian visa applicants was only 6.4 percent according to official European Commission statistics.

Confirmed Risk: Absence of coordinated internal immigration enforcement and interoperability challenges. In our scenario, the fragmented nature of internal immigration enforcement in the EU was the biggest identified risk, as it allowed Russian operatives to move from their initial countries of admission to other parts of the Schengen area. The Entry/Exit (EES) system, fully deployed in April 2026, is a significant step toward gaining an operational picture of who enters and exits the Schengen area. Still, it works best for securing the EU’s external borders and preventing re-entry by previous violators. Individuals who do not leave the EU on time are added to the EES “overstayers” list, which is available to the member state competent authorities. But the overstayer list is just that – a list. To move from list to action, an individual on the overstayer list would need to have a “return order” (the EU version of a deportation order) issued by the competent member state authority. The order would need to be entered in the Schengen Information System (SIS) promptly. At that point, member states would need to coordinate to share SIS alerts and apprehend the individual. That could be facilitated through the SIRENE (Supplementary Information Request at the National Entries) bureaus, 24/7 centers each member state operates to facilitate information exchange. All that is possible if the system works without flaws, but that is not the current operational reality. The European Commission acknowledged in its 2026 State of Schengen report that interoperability and coordination remain challenging. The report specifically points out that “further efforts are required across all Member States to address challenges related to the timely issuance of return decisions, the streamlining of procedures and the implementation of measures to prevent absconding and unauthorized secondary movements.”

Confirmed Risk: Absence of a single entity that monitors the EES overstayer list for emerging security threats. Building on the previous risk factor, I could not confirm in my research the existence of a single EU entity that systematically monitors the EES overstayer population for emerging national-security threats based on targeting criteria. While extensive mechanisms exist for sharing information once a person becomes the subject of a relevant alert, it remains less clear who is systematically examining the EES overstayer population for national-security significance before that threshold is reached. The EU has an entity with extensive experience coordinating Member State investigations and criminal intelligence: EUROPOL, the European Union Agency for Law Enforcement Cooperation. EUROPOL has access to EES data for law-enforcement purposes, but its current EES capabilities are primarily integrated into existing investigative and analytical functions. EUROPOL itself identifies the need for greater interoperability among the EU's large-scale information systems and states that, once the planned changes are implemented by 2027, it will be able to use EES and other systems to “support assessing the security risks associated with third country nationals arriving to Europe.” At present, therefore, I found no evidence of a centralized process dedicated to systematically screening the EES overstayer population for national-security indicators. In other words, the EU has built the haystack and mechanisms for sharing information about individual needles, but it is less clear who is systematically looking for the needles. And because the EES is still new, the size and characteristics of the haystack are not yet fully established.

VI. Recommendations

I deliberately fashioned this scenario to unfold as a Russian operation against NATO might: deliberately ambiguous, difficult to attribute, and accompanied by an aggressive information campaign designed to complicate the Alliance’s response. The incursion itself would not necessarily need to be militarily successful. If Russia could create a crisis that divided NATO, delayed a unified response, or exposed weaknesses in the Alliance’s ability to defend its territory, the crisis itself could constitute a strategic success. For that reason, the most effective defense is to prevent the scenario from occurring in the first place—by identifying the vulnerabilities that could make such an operation possible and closing those gaps before Russia can exploit them.

NATO and Estonia are doing many things well, including their strategy of “deterrence by denial,” and I will not spend time analyzing those efforts here. They should continue. My recommendations instead focus on less frequently recognized vulnerabilities outside the traditional military sphere that could still be exploited in a hybrid conflict.

Recommendation 1: Continue EU-wide coordination targeting organized criminal activity. A key element of the hypothetical scenario depended on Russian operatives gaining access to firearms through criminal networks. Organized crime can provide illicit infrastructure that terrorists, intelligence services, and other national-security threats may exploit. Continued EU-wide efforts to disrupt these networks therefore serve a purpose beyond traditional crime reduction: they deny hostile actors access to networks, resources, and capabilities that could facilitate operations inside Europe.

Recommendation 2: Eliminate tourist visas for Russian nationals and create a forward-deployed EU visa security program for high-threat regions. One of the larger gaps identified in this scenario is that Russian nationals still have legal avenues to obtain visas to enter the EU. My recommendation would be to stop issuing tourist visas to Russian nationals, with exceptions for limited humanitarian circumstances. The EU should also consider a uniform, EU-wide mechanism to systematically assess the security risks posed by visa applicants and incorporate those assessments into visa issuance decisions. While the EU has a sophisticated common visa-information system, including biometric screening and mechanisms for sharing information among Member States, responsibility for visa adjudication and national-security assessment remains distributed among national authorities. The United States provides one potential model. Through HSI’s Visa Security Program, trained special agents are assigned to diplomatic posts overseas to conduct law-enforcement interviews and identify terrorists and other national-security threats before they enter the United States. A comparable EU capability, whether centralized or deployed through participating Member States, could add an investigative and intelligence dimension to the existing European visa-screening architecture.

Recommendation 3: Establish a national-security immigration coordination center within an appropriate European agency. The EU should consider establishing a dedicated national-security immigration coordination capability within an existing agency such as EUROPOL. The center would proactively analyze the EES overstayer list and other relevant databases against current threats, identify concerning emerging patterns, centralize alerts concerning visa overstays and other significant immigration violations, and provide a mechanism for Member State coordination. Where an overstay or other immigration violation involves additional security indicators, the center could elevate the case for immediate coordination with the appropriate law-enforcement and intelligence authorities in the affected Member State. The objective would be to move beyond simply recording immigration violations toward proactively identifying those that may represent emerging national-security threats.

VII. Conclusion

The purpose of this exercise was not to predict that Russia will attack Narva, or that events would unfold exactly as described. It was to show how a deliberately ambiguous hybrid operation could exploit vulnerabilities outside the traditional military sphere. Russia would not necessarily need to defeat NATO on the battlefield. It could seek to create a crisis in which attribution is uncertain, information is contested, political leaders face competing pressures, and the Alliance must make consequential decisions under extreme uncertainty.

That is why prevention matters. Once armed men are occupying buildings in a NATO member state and information operations are shaping the narrative faster than governments can establish the facts, the opportunity to prevent the crisis has already passed. The objective should therefore be to identify the vulnerabilities that make such a scenario possible while there is still time to address them. NATO's military deterrence and Estonia's defenses remain essential, but closing the less visible gaps in Europe's immigration, intelligence, law-enforcement, and information-security architecture may be just as important in preventing the next hybrid crisis from becoming a reality.

At minimum, these measures would make it significantly harder for Russia, or any hostile actor, to establish the personnel, infrastructure, and freedom of movement needed to conduct such an operation inside Europe.

Disclaimer

The views expressed in this article are the author’s own and do not reflect the official position of the U.S. Department of Homeland Security, Homeland Security Investigations, or the U.S. government.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

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The Day We Cannot Choose

Washington made three decisions this week, and none of them has an end date. On the night of October 14, Ukrainian units in the field found that their Starshield terminals had been capped at a speed, 160 kilometers an hour by the published figure, 70 by President Zelensky's account two days later, which cuts off any strike drone that flies faster than the cap. Reuters reported, citing American and Western officials, that the order came from inside the White House; a senior official said the President had made no such request. Service was reported partly restored by October 15. No terms were ever published. The restriction followed a week in which American negotiators had warned Kyiv that intelligence sharing could be suspended if strikes on Russian energy targets continued, and in which the President announced an "energy ceasefire," which President Zelensky said was "news for me." Ukraine paused its refinery campaign for three days. On October 15, Zelensky told the Financial Times, "We're done," and that morning Rosneft's Ryazan refinery burned. The same day, CNN reported that Ukraine had run out of Patriot interceptors.

Two days later, on Friday afternoon, the President signed an executive order implementing the sanctions act passed by Congress in September. Its second section imposes what the law required by October 18: a 500 percent duty on Russian goods and a 100 percent duty on goods from any country that continues buying Russian crude or gas. Its fourth section waives both, along with eleven other sections of the act, until the President or the Secretary of State decides otherwise. The order names no country, mentions no fuel, and sets no date. The White House said enforcement now "would impede" the search for peace. Diesel in the United States stood at $6.33 a gallon on Saturday, higher than on the day the Russian diesel license was issued.

Last week, in these pages, I argued that no single authority in Washington was charged with weighing the sanctions against the price of fuel, and that whichever claim had the nearest deadline would win. This week, the President himself weighed the claims, and the ranking is visible in the two documents: the diesel license and the peace track outranked the statute, and the ally's campaign was slowed to protect them. Washington gave the peace track as its reason for the first and denied ordering the second. Whatever each was meant to do, both eased the pressure on Moscow in the weeks before November 3. That is a decision, and it bound the only party it could reach, the ally. It is also the week's lesson, because of what it did not contain.

It contained no horizon. The waiver has no end date. The throttle has no published terms. The diesel license runs through April. Each can be reversed by the same hand on any morning, which means none of them bind the party across the table; they inform him. Moscow learned that a license and a telephone call can buy a pause in the campaign against its refineries. Beijing, which must decide by November 10 whether to extend the suspension of its rare-earth licensing rules for American buyers, learned the price at which American pressure lifts, a month before the President arrives in Shenzhen. New Delhi, the act's principal target, received a waiver that asks nothing of it. And every ally that fights on an American-controlled communications or targeting layer learned that the layer can be set to a speed, without announcement, and that the setting is deniable. The European Union's foreign policy chief said the following day that Europe cannot replace Starshield in the short term.

The parties for whom the pressure was built spent the week waiting. Russia's first licensed diesel cargo, 40,000 tons loaded at Primorsk, sailed for Morocco. The volumes could not have moved the American price in any case: the 300,000 tons promised "immediately" are less than a day of American consumption. Tehran kept the American counterproposal under review and held to its sequence, the strait first and enrichment after, while flows through Hormuz ran at 11.6 million barrels a day, down from a pre-war 17.2, and a Singapore-flagged container ship sank, its port authority confirmed, after being struck. The International Energy Agency reported the world's oil stocks 509 million barrels below their pre-war level and agreed on Thursday to release what remains of the barrels pledged in March. Economic warfare is now being fought on two clocks. The West's runs to its elections and its inventories. The other side's runs to neither.

There is precedent for winning a contest of this kind, and it was won by time rather than force. In June 1948, the Soviet Union closed the roads and railways to West Berlin. The Western allies responded with an airlift. The blockade was lifted on May 12, 1949, after eleven months, not because the aircraft had defeated anything, but because Moscow concluded that the West could hold its position longer than Moscow could sustain the blockade. The instrument that prevailed was the horizon, and the West had shown it could keep it.

The remedy I named last week, a single authority to rank competing claims, turns out to be necessary but not sufficient. The authority existed this week and used itself. What it lacked was a commitment that outlasts the next election: a stated date and condition under which the pressure lifts, a provision of fuel and interceptors that carries the country to that date, and an officer beneath the President charged with holding the ranking when the price of diesel argues for changing it. In practice that is a sunset clause: the waiver expires on a date unless the President certifies to Congress why it should not. A sanction without a horizon is a disclosure. A satellite link without published terms is a lever on the ally rather than the adversary.

If you advise on these instruments, the decision you owe this quarter is a horizon. Before the next sanction is signed, the next license issued, or the next allied system switched on, put the date in the document: the condition under which the pressure ends, the provision that carries you there, and the office that holds the line until it arrives. The side that can wait chooses the day. This week, it was not ours.

Richard Berry is the founder and principal of Stratnova Advisors and a former Senior Executive who led the Commander's Action Group at U.S. Indo-Pacific Command; he publishes the weekly assessment Strategic Horizons.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

Black Sea drone attacks enter NATO country's territorial waters for first time

Russian drones are suspected of sinking a cargo ship and leaving chemical tankers ablaze near the Black Sea coasts of Bulgaria and Romania, respectively. The latest attacks mean that at least seven ships have been attacked in the exclusive economic zones of NATO member countries—and even within Romania's territorial waters if Russian involvement is confirmed in the case of the chemical tankers.

Such attacks have spurred requests for NATO to redeploy counter-drone systems to provide more protection. In a social media post on October 15, NATO Secretary General Mark Rutte stated that NATO had increased "counter-drone capabilities" along the alliance's eastern flank after meeting with the leaders of Bulgaria and Romania.

The latest attacks this week occurred within 24 hours between October 14 and October 15, when the two chemical tankers were set afire after Russian drones were detected in Romanian airspace, according to Deutsche Welle. Both ships were sitting at anchor near the mouth of the Sulina canal that connects the Black Sea to the Danube River, which has become a crucial shipping export route for Ukraine, Reuters reported.

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NATO may redeploy anti-drone defenses as attacks sink more Black Sea shipping

Suspected Russian drone attacks sank a cargo ship and forced the evacuation of another vessel within two dozen miles of the coast of Bulgaria in the Black Sea on October 13. The latest attacks mean that five ships have been attacked in the exclusive economic zones of NATO member countries—spurring requests for NATO to redeploy counter-drone systems to provide more protection.

Although there is no hard proof that the drone attacks originated from Russia, one of the ships that came under attack was the Ukrainian-operated coastal freighter Chelsea 3, registered under the flag of Malta. Bulgarian Prime Minister Rumen Radev told the Russian ambassador in Sofia that “it makes no sense for Ukraine to destroy its own ships in the Black Sea, and the results of these strikes favor Russia’s interests,” according to The Associated Press.

All 15 members of the Ukrainian-owned Chelsea 3 were safely evacuated by Bulgarian rescue operations after the ship was reportedly struck by three aerial drones.

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Ukraine blindsided by Starlink throttling restrictions and intelligence gaps

Ukrainian troops have been caught off guard by restrictions on Elon Musk’s Starlink satellite Internet systems that disrupted frontline operations, while Kyiv received no warning from its partners of a Russian missile attack on its energy facilities for the second day running, according to Ukrainian officials.

Starlink terminals used by Ukrainian drone units began experiencing signal failures at speeds above 160 km/h, disrupting several missions early on Wednesday morning, according to military personnel and senior Ukrainian officials.

“Logistics at the frontline and middle strikes are badly limited,” one senior official familiar with the situation on the front told the FT. Ukraine’s middle strikes target Russian military supply lines and logistics. The limitations came with “no warning, just in the middle of the night,” the official said.

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Russia was not ready for the data center war it started with Ukraine

When Russia began attacking Ukrainian data centers and telecommunication infrastructure, it apparently failed to prepare for possible retaliation. Now Russia’s digital services are facing widespread outages after Ukrainian drone strikes knocked out three of the largest data centers owned by Russian tech giant Yandex within several days.

Pro-Kremlin bloggers are warning that Russia’s centralized digital economy could collapse because the country is not prepared for the “data center war” it started, according to posts translated by the pseudonymous independent researcher ChrisO_wiki. The Russian commentators also suggested that Ukraine’s decentralized digital services could prove more resilient than Russia’s system if the countries continue trading such blows.

Russia initially launched a drone strike campaign targeting Ukrainian data centers and mobile phone networks in late September. The attacks temporarily disrupted Internet and cell phone service for up to 100,000 households in the Ukrainian capital of Kyiv and came as part of a broader long-range strike campaign that has involved Russian missiles and jet-powered drones hitting Ukraine’s power grid infrastructure, transportation hubs, and even residential apartment building blocks.

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Ukraine’s drones knock out AI data center belonging to "Russia’s Google"

Ukrainian drone strikes have knocked out two of five data centers belonging to the Russian tech giant Yandex. The damage has left Yandex, known as “Russia’s Google” because it operates the country’s most popular search engine, struggling to maintain its AI chatbot and other online services.

The Ukrainian drones struck Yandex data centers in the Sasovo and Kaluga regions of Russia on October 8 and October 9, according to Reuters. Those actions came as a direct response to a Russian drone strike campaign targeting Ukraine’s data centers, which has disrupted mobile phone and Internet services for thousands of Ukrainians since late September.

“We continue to respond to Russia’s attacks on Ukraine, and we’re doing so with high precision,” said Ukrainian President Volodymyr Zelenskyy in a post on X. “Another data center was hit as well—our symmetrical response.”

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How Ukraine’s Ground Robots Are Changing the Battlefield



Operation Vivaldi, a Ukrainian military effort to repel Russian forces in the Donbas, has done much more than push back Moscow’s offensive in the region. The operation is credited with the liberation of dozens of square miles of once Russian held territory because of its mastermind use of drones and robotics on the battlefield. The operation has also ignited a firestorm of debate over the future of war and the human role. What follows is independent analysis of Operation Vivaldi by two Cipher Brief contributors who are actively engaged in the region.

INDEPENDENT ANALYSIS – Some Western commentators have suggested that Ukraine’s successful limited counteroffensive, Operation Vivaldi, by the 3rd Army Corps (3AC) has demonstrated the continued relevance of human maneuver in the face of drone technology, downplaying the ascendancy of drone warfare. In fact, Operation Vivaldi demonstrates just the opposite: the inexorable erosion of the usefulness of humans in direct contact with the enemy.

While isolated videos on social media may be found of direct fires exchanged between small elements of humans during the ongoing counteroffensive, the bulk of OSINT footage, as well as comments from Ukrainian commanders and soldiers, indicates that a new, systematic doctrine for the use of UGVs (unmanned ground vehicles) has been critical to operational success, and that humans generally advance only into lower-risk areas in the wake of waves of ground-drone advances.

The key to this doctrine is a fusion of classic American warfighting principles (taught to Ukrainians) with new tactics, techniques, and procedures (TTPs), together with a recognition of the changing spatial dimensions of modern warfare. In Operation Vivaldi, the aforementioned TTPs notably included the use of air-dropped UGVs to strike Russian positions, sow chaos behind enemy lines, take and hold ground, and clear lanes through minefields ahead of human advances.

According to “Darwin,” commander of the 2nd Mechanized Battalion of the 3AC, Russian soldiers and drones were suppressed by artillery, strike drones, and electronic warfare in order to prevent them from noticing night flights of repurposed heavy bomber drones carrying UGVs up to 19 kilometers deep into Russian lines. Some air-dropped UGVs with bombs struck Russian positions, while other UGVs with small arms would take and hold ground, sometimes killing and sometimes capturing the enemy in the process. Only then would humans incrementally advance: “We go forward, making a defense line, then waiting until artillery, flying drones and robots do their work, and then go in again.”

His men still only did this in small groups, with no restoration of large simultaneous human maneuver: “If before we moved with big battalion groups with mechanized forces, now we should use only small groups because of drones.” While this new pattern is currently only reported in use by 3AC, Darwin “said his corps was already teaching it to other brigades,” but noted that it required “a command structure ‘qualified enough as we are’ to run an operation with that many moving parts.”

But Ukraine still needed to degrade Russian operations before attempting to advance. Besides utilizing kinetic strikes, Ukrainian forces also deployed an electronic warfare “curtain” over parts of the battlefield, masking some Ukrainian movements and preventing Russian reconnaissance drones from operating. According to the Third Army Corps, its comprehensive “Defensive Dome” eliminated around 20,000 Russian drones during the operation, including via the use of interceptor drones, freeing Ukrainian armor to conduct mechanized assaults.

“Makar,” commander of the UGV unit “NG13” of the 3rd Separate Assault Brigade of the 3AC, says that air-dropped UGVs were used for months by his unit as “part of a systematic approach to sabotage operations, as such missions are aimed at eliminating the enemy deep behind their lines and in hideouts, capturing enemy pilots, disrupting logistics, and so on.” While the air-dropping technique itself may be a temporary novelty, the systematic large-scale use of UGVs ahead of humans may lead to a situation that he says “changes the rules of war.”

Makar continues: “We are developing a global doctrine for the use of UGVs... by the end of 2026, we’ll carry out a number of crazy operations the world... can’t even imagine are possible.” Regarding the military structure required, he mentions “strong coordination between the units we work with on these missions” and “the work of the workshop, planning group, command staff, and operators on duty.” He also notes the particular usefulness of UGVs--typically equipped with Starlink, hard to notice by the enemy, and not limited by station time like unmanned aerial vehicles (UAVs)--in enemy-held areas “where we have limited observation, limited FPV range, restricted operating distances, or where the enemy has strong air defense teams.”

Russian infantry has seen some success with infiltration tactics, able to slip through gaps in the thin Ukrainian lines singly or in pairs, due to the Russian tolerance for horrific casualties among such drone fodder.

Ukrainian UGVs, which need not be conserved like humans, are now performing similar infiltration missions against the Russians, but at even greater depth and sowing even greater disruption. “A UGV armed with a machine gun is probably more intimidating than an infantryman in many situations,” Obi, a soldier from Ukraine’s 3rd Special Operations Regiment, told the authors.

Makar described how in one episode, a single UGV caused disproportionate chaos: “They were freaking out over the radio, ‘A toy car flew in, then drove around, and then exploded...’ Well, their command doesn’t believe them, all hell breaks loose, and movement along that logistics route is immediately banned. All positions were placed on full combat alert... There were many times when they said, ‘No, we won’t go there because it’s unclear what’s going on there,’ and so on.” In another episode, “a single small UGV, airdropped some distance away, eliminated one enemy soldier and as a result, a full-scale enemy assault they’d been planning for days, if not weeks, was called off.”

Finally, Makar specifically refers to UGVs as a kind of replacement for infantry, saying: “Paratroopers used to drop from planes. Now UGVs are dropped from heavy bombers... I would like to address all the commanders... Emphasize ground robotic complexes... because robots don’t bleed, and human life is priceless.” Still, although they aren’t priceless like humans, drones need protection too: during Operation Vivaldi, relatively expendable UAVs were used to scout ahead of and escort UGVs.

Dmytro, a soldier with Ukraine’s Third Separate Assault Brigade, told the authors that drones and ground robots play a key role in supporting the infantry and also remove humans from some of the most dangerous tasks. “There are also many strike ground robots that drive in and destroy enemy shelters, killing the personnel inside,” he said. Some robots are meant to engage in assault operations, while others are sent behind enemy lines to conduct ambushes.

Additionally, as Ukrainian infantry and drone operators move forward, ground robots handle much of the logistics. “Ground robots make all kinds of deliveries to positions, including supplies for drone crews,” said Dmytro. “They deliver ammunition to artillery positions and supplies to the front line, and they carry out many evacuations.” In fact, 80% of tactical logistics and 90% of casualty evacuations during Operation Vivaldi were done by UGVs.

Former American soldier “Jackie,” who volunteered to serve with and advise 3AC, emphasizes that the American style of warfighting and command culture is critical to the integration of the emerging doctrine and new technologies seen in Operation Vivaldi.

“That’s been my job primarily is installing Western mission command trust and initiative.” Such concepts are embraced by 3AC, but don’t work at all for Russians: “It wouldn’t matter if I gave [them] a perfect lecture on Western Mission Command because they’re asking their guys to go die for nothing constantly... you can’t have initiative and trust in that environment... they misreport and they lie all the time.”

The effective military culture together with scaled drone use has resulted in three Russian field armies being pushed back by the much smaller 3AC, which consistently achieves an astonishingly favorable exchange ratio of 20:1 against the Russians (a claim backed up by OSINT as well as Ukraine’s battle “points” awarded according to provable kills, in which 3AC is usually leading when compared to other Ukrainian units).

Jackie points out, however, that Ukrainians have advanced past legacy doctrine and that Western commanders and planners need a feedback loop with people on the ground to keep up with what’s happening: “We’ve all been doing this for four and a half years. We are super experienced now. The operational planners who did this are elite. Sometimes you get a graduate of some war college somewhere with two pumps in the Middle East that says ‘I know everything about war and the Ukrainians should do this and that’... if you want to learn something by the way you actually have to participate in this fight. And I’m trying to constantly give out calls to Western forces... to come over here and do some work with us.”

“The theory of battle for the Ukrainians is really good. So they have a strategic deep strike campaign that’s punishing the Russian economy. At the operational level we have the midstrike campaign” targeting Russian logistics, “forcing them to have to vacate” their forward positions due to the extension of the gray zone. He adds: “The ground game is really important. If we lose the fortress belt, there will not be time for the midstrike campaign to pull Russians back. There will not be time to continue to do damage on the deep strike campaign and make the political actors in Russia pay.”

One new element of Ukrainian doctrine Jackie mentions is the need for standoff. 3AC maintains “control of ground space that enables us to continue to intercept Russian drones overhead. Russians are not able to get rocket artillery and other mass fires in range of the city of Izium.”

He says, “There is no contact line. There’s like a contact zone and that zone is 30 km across.” He emphasizes that this contact zone or “gray zone” is not a confused or messy jumble on the ground; Ukrainian commanders know where their men are positioned. But in this zone, human maneuver and logistics are severely constrained.

Dmytro said that Ukrainian forces attempted to bypass wooded areas and cut off Russian logistics, instead of sending infantry first. Ukrainian forces also continued shooting down the larger drones the Russians were using for resupply, which had a crippling effect on morale. “The enemy infantry begins to feel that no one needs them and that no help or support is coming,” he said. “Their morale becomes very low, and we make progress. Then they surrender or start fleeing.”

The principle behind the aforementioned infiltration tactics applies also to the enemy’s defense, as Jackie explains: “Where there’s just Russians all over the place that nobody cares about, and clearing them out is a pain... Driving a column across the gray zone is not an option to make an assault. That’s definitely not what we did for Vivaldi. So we had the ground drones on logistics, but also attack ground drones that were being air dropped behind the Russian line and then isolating and either fixing or destroying in many cases those isolated pockets of Russians on defense.”

UGVs are also more effective in this role than UAVs because “The Russians are going to have to fight that drone for a period of time. They’re going to have to resource Russian effectors to support the Russian fight against that drone. So in that local area this is creating ... massive chaos for whatever company’s area that drone got dropped into... they’re going to totally miss the infantry assault that’s actually approaching and being shaped towards them... some of those ground drop drones were technically like objectives for assault units to go and support... It gives everybody a lot of confidence on the assault to know that we already have a friendly force in the local area and so everybody gets moving faster as well.”

Jackie says that the soldier’s primary weapon is becoming the drone, and his pistol (secondary weapon) is being replaced by the shotgun for defensive use against drones. Yet he concedes that “there’s only one job in the military and that’s infantry. Nothing has changed about that. For all the drones... [What matters is] the ground game right in front of Kramatorsk and Sloviansk with those infantrymen.” But clearly, from all the other quotes above, we can gather that the nature of the infantryman’s work is rapidly transforming into something entirely different from closing with and destroying other infantry with rifle fire and grenades.Therefore Jackie’s point is taken to be that humans and the ground they occupy remain the ultimate tactical objective of the drones that increasingly occupy the buffer zone between them and the enemy’s forward line of humans.

Applying this notion back to the larger operational concept, we can say that combined unmanned-systems warfare, together with advanced mission command and a proper military culture based on initiative and trust, can allow unmanned systems to maneuver through the enemy’s tactical depth before human forces ever advance into the resultant pre-cleared areas.

Take it from the 3rd Army Corps: “Infantry wins wars, but we protect our infantry, which is why the robots go to the enemy first."

For deeper dives from Xen, you can follow him on X, Substack, or his personal site.

David Kirichenko is a Ukrainian-American freelance journalist who has been covering Russia’s full-scale war against Ukraine since 2022, and is an associate research fellow at the Henry Jackson Society. He can be found on X: @DVKirichenko.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

Russia’s AI Blueprint Exposes an Authoritarian Playbook

Russia, China, and Iran are all sharing the same playbook for corrupting Western elections. The United States is on track to be the next target this November.

A troveof Russian documents leaked in May outlines Moscow’s plans to use AI to warp foreign decision-making and sway elections. The Kremlin’s “Projects 2026” strategy reveals Russia’s plot to influence upcoming elections in Europe and Israel. Their tactics are similar to those used by China and Iran for years, and what emerges isn’t a Russian innovation — it’s a shared authoritarian playbook.

Projects 2026 calls for the creation of an opinion leader database to monitor the social media profiles of 10,000 influential individuals across Europe, including the 100 most prominent opposition figures in France alone. This is precisely the model Chinese state-aligned company GoLaxy piloted against the United States in 2025. The firm reportedly built constantly evolving psychological profiles of 117 members of Congress and roughly 2,000 additional American opinion leaders.

Researchers at Vanderbilt University warned that GoLaxy appeared prepared to target these individuals with messaging aligned with Beijing’s priorities. By monitoring the social media profiles of Western leaders, China and Russia are able to map the target’s values, beliefs, emotional tendencies, and vulnerabilities, making their influence operations more tailored and impactful.

In addition to using AI to build psychological profiles, the authoritarian playbook calls for countries like Russia and Iran to flood their targets with tailored generative AI content. Projects 2026’s “AI News” initiative calls for producing more than 500 short videos to target French audiences across six social media platforms. This tactic mirrors Iranian information operations during the 2025 and 2026 wars with Israel and the United States, when pro-Iranian networks pushed AI-generated and AI-assisted videos tailored to different audiences across X and TikTok, which racked up millions of views. These countries are running highly productive propaganda engines.

The most durable piece of Projects 2026 isn’t the content at all — it’s the plan to create fictitious think tanks and research institutes that can hand Russian narratives a “legitimate information source,” making them more likely to be cited by real news outlets and large language models. The leak shows this already underway: A site called the “World Center for Strategic Studies,” registered in March 2026, published unsigned analysis aimed at Western think tank audiences, with versions planned in German, French, and Spanish. The fake think tank doesn’t need to fool a discerning reader. It needs to get quoted, indexed permanently, and cited by the next AI model that goes looking for sources on the topic.

Iran ran a cruder version of this same play: Iranian state-sponsored cyber espionage groups have repeatedly impersonated real institutions — such as the Royal United Services Institute, the Aspen Institute, and the Washington Institute — to steal credentials and plant material under a trusted name. Projects 2026 proposes something more sustainable: Don’t just hijack existing credibility but manufacture new institutions and let them accrue it over time.

Projects 2026 also proposes building a real Israel-based research institute staffed by Israeli citizens with genuine academic credentials. This approach is reminiscent of the 2014 “Iran Expert Initiative,” where Iranian Foreign Ministry officials attempted to court and influence Western think tank researchers to promote their perspectives and give them legitimacy. Emails leaked in 2023 showed that Iranian diplomats had worked with Western experts across 10 think tanks to aggressively tout the merits of the 2015 nuclear deal between Tehran and major world powers, formally known as the Joint Comprehensive Plan of Action.

In the age of AI, influencing think tanks is narrative laundering at its most dangerous. Once a fabricated or state-aligned source gets cited by a legitimate outlet or indexed by a search engine, it can become part of the training and retrieval corpus that AI systems draw upon.

While the plays are reusable, the targets are new, and for Russia, the target is European elections.

The leaked documents outline a plan to swing Armenia’s parliamentary vote through a Russian-diaspora outlet and a “Mitteleuropa” initiative aimed at reshaping alignments in Hungary and Slovakia. This is where the surveillance, flooding, and laundering modules converge. To counter it, policy solutions must be swift and targeted.

First, allied governments should require disclosure of foreign funding and foreign state links for any media outlet, think tank, or “research institute” operating ahead of an election in an at-risk state — closing exactly the gap that lets a “World Center for Strategic Studies” pass as domestic and independent. Research by the Foundation for Defense of Democracies (FDD) into Qatari money in American higher education shows what a real transparency regimen requires: disclosures reaching individual researchers, not just institutions; low reporting thresholds with real penalties; registration in the style of the Foreign Agents Registration Act for state-directed “institutes” masquerading as independent organizations; and provisions against the kind of obstruction Qatar used to block Texas A&M’s funding records in court. Russia is proposing to build the same laundering vehicle in Europe that Gulf money has already normalized in American academia. The fix already exists — it just needs to be strengthened.

Second, platforms should both demonetize and remove unlabeled AI-generated political content during designated pre-election windows in at-risk states. X’s own emergency policy during the Iran war, which suspended digital influencers’ ability to monetize their content for 90 days on undisclosed AI-generated war footage, shows platforms already have the infrastructure to act fast when the stakes are high enough. But demonetization alone left the content up and circulating; independent researchers found AI-generated war footage kept flooding feeds regardless of the policy. Elections warrant a harder line: If posts feature undisclosed AI-generated content during an active election period, they shouldn’t just lose ad revenue. They should come down.

Third, Washington should prepare for future attempts at election influence by boosting the protection mechanisms it already has in place. Currently, 31 states have passed election deepfake laws, but they are under legal scrutiny because they touch on domestic speech. Federal action targeting foreign actors rests on firm ground. The 2002 McCain-Feingold Act prevents electioneering communications by foreign actors, but this only applies to broadcast, cable, and satellite communications. It must be updated to explicitly include paid internet and digital advertisements. It should also close the gap on AI-generated political content and require labeling so that foreign deepfakes can’t hide behind current ambiguities.

Projects 2026 is not evidence that Russia has cracked something new. It’s evidence that Moscow, Beijing, and Tehran are now running the same AI playbook against the same democracies, taking turns testing which module works best. The future outlined in Projects 2026 may not be here yet, but objects in the mirror are closer than they appear.

Leah Siskind is director of impact and an AI research fellow for the Center on Cyber and Technology Innovation (CCTI) at the Foundation for Defense of Democracies (FDD). For more analysis from Leah and FDD, please subscribe HERE. Follow FDD on X @FDD and @FDD_CCTI. FDD is a Washington, DC-based, nonpartisan research institute focusing on national security and foreign policy.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

The Gulf Bought Its Air Defense From Kyiv. We Sold Them The Radar.

Chief Warrant Officer 5 (Ret.) Joey Gagnard concluded nearly three decades of service in the U.S. military, retiring from the special operations community in early 2025. He serves as CEO of Atlas Special Projects and Director of Field Operations at Swarmer.

Disclosure: Atlas Special Projects leads investor delegations to Ukraine and maintains working relationships with Ukrainian drone manufacturers, some of which would benefit from the arrangements argued for below. The argument is my own.

Welcome to The Iron Triangle, the Cipher Brief column serving Procurement Officers tasked with buying the future, Investors funding the next generation of defense technology, and the Policy Wonks analyzing its impact on the global order.

Riyadh, spring 2026. Between February 28 and the April 8 ceasefire, Iran put roughly 6,400 missiles and drones into the Gulf states and Jordan, more than eighty percent of everything it fired at anyone. Six countries fought six separate wars against one coordinated adversary, with no shared early warning and interceptor stockpiles that ran thin in days. An Iranian drone struck a tactical operations center in Kuwait and killed six Americans.

Three suppliers answered the same incoming fire. Here is the ledger.

The United States answered with paper. Over $36.6 billion in Foreign Military Sales notifications to the Middle East in a single quarter, headlined by 730 PAC-3 MSE missiles to Saudi Arabia for $9 billion. That is a little over $12 million per round, aimed at a Shahed that costs about as much as a used pickup, on a delivery schedule measured in years.

Ukraine answered with people. Washington asked Kyiv on a Thursday to send interceptor teams to protect American bases in Jordan, and Kyiv said yes the same day. Within weeks about two hundred Ukrainian advisors were on the ground in Saudi Arabia, Qatar, and the UAE with interceptors that Ukraine sells for between $800 and $3,000 and builds at two thousand a day. Days after the Jordan request, the President went on Fox News Radio and said, “We don’t need their help in drone defense. We know more about drones than anybody.”

Turkey answered with a delivery date. Kuwait signed a government-to-government protocol with Aselsan, Havelsan, and Baykar for Hisar and Korkut air defense, and Riyadh, Doha, and Abu Dhabi opened their own talks with Ankara, because Turkey could put hardware on a ramp this decade and the American backlog for Patriot and THAAD runs to several years.

Then, on March 27, Saudi Arabia signed a ten-year defense partnership with Ukraine built around counter-drone technology and co-production facilities on Saudi soil. Qatar signed two days later. The UAS followed in April. Ten years each, minimum.

So the outcome of America’s largest arms-sales quarter in memory is that our closest Gulf partners now buy their sensors from us and their answer to the actual threat from Kyiv and Ankara. We sold them the radar. Somebody else sold them the thing that shoots.

Expensive Confetti

The arithmetic is not subtle, and the Gulf did it faster than we did. Iran can turn out hundreds of Shaheds a week. The U.S. builds roughly six hundred Patriot interceptors a year, for the whole world, with a waiting list. A Patriot battery is a good answer to a question Iran stopped asking in about 2019.

The Ukrainian answer is a different species. The Wild Hornets Sting costs about $2,500, flies at 195 miles an hour, fits in a duffel bag, and has killed nearly 4,000 Russian drones since may 2025. The SkyFall P1-SUN costs about $1,000, flies at 280 miles per hour, and took down 1,500 Shaheds in its first four months. One Ukrainian firm sold a thousand of them for $3.5 million, total, which is less than a third of one PAC-3 round. More than twenty Ukrainian companies now build interceptors and the Octopus alone is licensed to fifteen of them.

None of this makes the Patriot obsolete. Interceptor drones do not touch ballistic missiles ,and the 6,400 included plenty. But the Gulf learned in six weeks what Ukraine learned in three years: you defend against a thousand cheap things with two thousand cheaper things, and you save the twelve-million-dollar round for what it was built to hit.

Built in Munich

Here is the detail that turns the Gulf story into an Iron Triangle story. The Pentagon has bought exactly one interceptor with a Ukrainian combat record. In May, Joint Interagency Task Force 401 gave Perennial Autonomy, Eric Schmidt’s company, a three-year, $500 million ceiling for the Merops interceptor, a fifteen-thousand-dollar fixed-wing that has downed more than 4,000 Russian drones over Ukraine. It is the right buy. It is also built in Germany, through a partnership with Munich’s Twentyfour Industries.

The American flag interceptor, proven in Ukraine, bought by the Pentagon for the homeland, is made in Bavaria. This is not a scandal. It is a symptom. The design talent is in Kyiv, the production tooling is in Europe, and the one thing that has to be in the United States, the contract, is the only part we have managed to put here.

Meanwhile the July agreement that lets Ukraine sell to the Pentagon for the first time since 2022 approves six Ukrainian companies to ship about one hundred drones for testing under Drone DOminance, and contemplates, someday, Ukrainian production on American soil. One hundred drones. Kyiv ships that many to Riyadh before the coffee is brewed.

What an American Flag Would Actually Mean

Not an American airframe. That race is over; twenty Ukrainian firms iterate faster than any American line will for years, and pretending otherwise is how we ended up with a hundred test articles and a factory in Munich. The American contribution is the three things nobody else at the table can bring.

The first is the kill chain. An interceptor without a sensor network is expensive confetti with a propeller. Ukraine’s cheap drones work because they fly under a national acoustic and radar mesh that took three years to build. The Gulf has no such thing; the after-action reports say so. Turkey cannot integrate Korkut with Patriot and THAAD. The United States owns IBCS, the LTAMDS radars Kuwait just bought eight of for $8 billion, and the $4.5 billion discrimination radar the UAE is buying for THAAD. The offer writes itself: your thousand-dollar Ukrainian interceptor gets cued by our eight-billion-dollar sensor layer. That is the flag.

The second is the paper. Licensed co-production under FMS is a forty-year-old tool. Abrams in Egypt. F-16 in Turkey. Patriot itself in Japan. The structure is a trilateral: Ukrainian design and Ukrainian intellectual property, Gulf capital and final assembly to satisfy Vision 2030 localization, American components, integration, and the FMS wrapper that turns a purchase into a security relationship. The UK has already proven the licensing half, building Octopus interceptors in Britain at a thousand a month and sending them back to Ukraine.

The third is reciprocity. Kyiv’s own ask was one sentence: “We can help you fight against Shaheds. Help us fight against ballistic missiles.” Gulf money buys the interceptor line. A slice of the PAC-3 allocation that the Gulf money is already funding flows to Ukraine. Stings for Patriots. Three countries get what they cannot build, and the United States is the reason it happens.

What It Has Not Happened

Every obstacle is one I have written about before, which is the depressing part.

Start with ITAR. The moment a Ukrainian design is produced by an American licensee with American controlled content, it becomes ITAR-controlled, its re-export to Riyadh needs a DDTC license, and Kyiv loses the freedom to sell the same design to Oslo. Ukrainian founders already decline to domicile intellectual property here for exactly this reason. The fix is the one I argued for in July: a trusted-trader tier, or an AUKUS-style exemption scoped to the trilateral, with the IP staying in Kyiv and the United States as licensee rather than owner.

Then the parts bin. A thousand-dollar P1-SUN is a thousand-dollar P1-SUN because of Chinese motors, cells, and cameras. Under an American flag it must clear NDAA Section 848 and, if the Department of War is the buyer of record, the Blue UAS list. The cost of making the interceptor American is not the airframe. It is the audit and the re-sourcing, and nobody in the building has priced how much of the thousand dollars survives that. Turkey does not have this problem. That is the entire reason Turkey is winning the Gulf.

Then tempo. Ukraine signed three Gulf deals in about three weeks. FMS notification to first delivery is measured in Congressional recesses. Either the trilateral runs on Direct Commercial Sales with expedited licensing, or it is a press release.

And then the politics, which I will state once and then be finished. The Commander in Chief said we do not need their help days after his own government asked for it, and the Pentagon spent the spring resisting broader cooperation. The Gulf hosts Russian diplomacy. Kyiv keeps state control over exports, with its own forces first in line. None of these are fatal. All of them are real.

For the Procurement Officer. Your requirement is not an interceptor. It is a kill chain that accepts an interceptor you did not design. Write the sensor and command-and-control interface as the requirement and let the airframe compete, or you will spend the next POM cycle buying an American drone that arrives in 2029.

The Investment Thesis. The value in this market is not in the airframe and it never was. It is in the integration layer, the domestic component that lets a Ukrainian design survive Section 848. And the licensing paper. The company that can take a thousand-dollar Kyiv design and hand the Pentagon an American-compliant unit at two thousand, on a line this side of the Atlantic, is worth more than the company that designs the next one.

The Policy Wonk’s Warning. The security guarantee is being unbundled from the hardware. For seventy years those were the same product. Our partners are learning they can buy the guarantee from us and the shooting from someone else, and the day they discover they can buy the sensors elsewhere too, the guarantee is just a speech.

My Take. I have been in the room in Kyiv when founders explain, patiently, why they will not bring their IP to America. It is not ingratitude. It is that our export regime treats an ally’s design as a hostage the moment it touches our supply chain. We asked those same founders for help defending our bases in Jordan, and they sent people the same day, and then we told the world we did not need them. I have watched a lot of good capability lose to bad processes. I have not often watched it lose to bad manners.

The Risk. A co-production line in the Gulf is a leakage path to whoever the Gulf talks to next, and that list includes Beijing and Moscow, which is precisely why the British license sends its output home to Ukraine rather than into a third market. Iran is already fielding jet-powered Shaheds that outrun a Sting. And anyone who reads this as an argument to cancel the Patriot order has misread it; the 730 rounds to Riyadh are for the thing the drones cannot touch. The argument is not fewer Patriots. It is that a thousand-dollar problem should not be the one part of Gulf air defense that American has nothing to do with.

We spent the spring selling our partners the most sophisticated radar on earth. Kyiv and Ankara sold them what the radar is for. When the next 6.400 comes over the horizon and the Saudi interceptor that meets them has a Ukrainian design, Turkish neighbors, Chinese motors, and an American radar track, whose air defense is that?

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

A Former CIA Station Chief on Kyiv Under Drone Siege



Reporting live from Kyiv, Cipher Brief expert and former senior CIA officer Ralph Goff walks CEO and Publisher Suzanne Kelly through a drone strike that hit the SBU headquarters in the heart of the city today.

Ukraine’s SBU — the Security Service of Ukraine (Sluzhba bezpeky Ukrainy) — is best described as Ukraine’s principal domestic security and counterintelligence service, although its wartime role has become substantially broader and more operational.

The closest U.S. analogy would be a combination of responsibilities that are divided between the FBI, the CIA and specialized military/intelligence capabilities, here in the U.S. The SBU is responsible for counterintelligence, counterespionage, counterterrorism, protecting state secrets and investigating threats to Ukrainian national security. Since Russia’s full-scale invasion, it has also become a significant wartime intelligence and covert-action organization.

Kelly talked with Goff about the impact of a Russian drone attack on the organization's headquarters and the surprising resilience of Kyiv residents in the strike's aftermath.

Kelly: You've been on the ground in Kyiv for a couple of days, but there was quite an incident this morning amid near-nonstop air raids that have lasted for more than a week now. Tell us about where you were and what you heard this morning near SBU Headquarters.

Goff: Today in Kyiv we had some air raid alerts overnight, then some in the morning, and a couple more during the day. But today was followed up with a couple of drone strikes right in the middle of Kyiv. Early this afternoon, one struck the headquarters of the Internal Security Service, the SBU, which seems like a very deliberate, targeted attack by the Russians. Unfortunately, there were some casualties, I don't think anyone was killed, but there were wounded, and some damage to the building. It was a very clear sign from the Russians that their jet-powered Geran drones are not only hard to intercept, but very accurate.

Kelly: The Cipher Brief has been in that area of Kyiv with you several times in the past, Ralph. That's essentially the inner circle, where the government operates. We've been wondering how long it would be before some of these significant targets got hit, given Ukraine's shortage of anti-missile systems. What's it been like on the ground since you arrived three or four days ago? Is there a heightened sense of anxiety?

Goff: There is, among parts of the population, but I'd say for most people it's more a heightened sense of annoyance. Here we had a drone strike right in the heart of Kyiv, at the SBU building, and most people's biggest concern afterward was how it messed up traffic downtown, it's a major artery, so there were traffic jams all around. History is replete with examples where so-called strategic bombing of civilian targets or major cities to break the will of an enemy has never worked, and I don't see that working here either.

I do think it's a clear sign that Ukraine has to find a way to close the gap and counter these new high-speed, high-performance drones. We hear reports of an 85 to 90 percent interception rate on conventional, piston-engine drones, the regular Shahed-type drones. But with the jet-powered drones, we've heard the interception rate drops to much lower figures, which I won't get into because I don't want to give the enemy that kind of data. And when it comes to missiles, the press has already reported that the Ukrainians are so low on counter-missile capabilities that they rarely intercept any ballistic missiles launched into Ukraine.

Kelly: When you're watching this war from afar, it's hard to get a clear sense of how much time is left before Kyiv, Lviv, and other major cities are in real trouble. Kyiv has always had the strongest air defenses. Is Kyiv running out of time?

Goff: I don't think they're running out of time so much as, I think they will close the gap, they will solve the technical issues and improve their defenses, but it will take time, and they'll suffer in the meantime. I'll say it's going to be a bad winter; I'm fairly certain of that. But the Russians didn't break the Ukrainian spirit last winter, and they won't break it this year either.

On the other hand, there's an interesting dichotomy of feelings and morale. At the front, I was talking to a friend who's been deeply involved in providing intelligence assistance to frontline units, a non-governmental source, and he said that for the first time since he's been here, every unit he visited had high morale. We're looking at a battlefield now where the casualty ratio is probably eight to one in favor of the Ukrainians. Eight to one, that's an astounding number. So you have this high morale at the front, where soldiers are saying, “we think we can pull this off.” And then in the cities, you have people increasingly concerned about the welfare of their families and children because of these blatantly terroristic attacks on civilian targets. There's a real dichotomy emerging in the middle of this war.

Kelly: On that eight-to-one figure, is that because so much of the fighting on the front lines now is essentially robot-on-robot, drone-on-drone combat? Or is something else driving that number?

Goff: That's a large part of it, but at the end of the day you still need soldiers fighting soldiers. What it comes down to is who has better mastery of the battlefield, and the Ukrainians have information dominance. On top of that, they're the defenders, they can dig in and weather the storm, whereas the Russians are still relying on high-cost, high-attrition tactics, sending soldiers out literally in ones and twos to try to infiltrate Ukrainian positions. But they're very vulnerable, because the battlefield has become so saturated with drone coverage and surveillance, what we call ISR, intelligence, surveillance and reconnaissance. The Ukrainians have really mastered that, and it's given them a huge advantage. That could change, the Russians aren't sitting back, they're innovating too, but for now the Ukrainians have an edge, and they're going to keep innovating to maintain it.

Kelly: There have been a lot of headlines about domestic issues that President Zelensky is dealing with this week in Kyiv, even as he wages this war, including the departure of Minister Fedorov, who's been pushing forward on defense technology and made some announcements this week here in the U.S. about that. What's different now in terms of the strength, stability, and unity of the government? We know the unity of the people is hard to break, but how are you looking at this through the government lens?

Goff: The big difference now is that the innovation and technical advances made by the Ukrainians don't depend on one person. This isn't some technological breakthrough that depends on one minister or one ministry, it's government-wide, across the various ministries and different commands. It's a multi-echelon effort where technological innovation isn't just pushed down to the lowest levels, it's driven by the lowest levels. It runs from top to bottom and bottom to top. So whether you change a minister or change a commander, like the change from Syrskyi to Drapatyi, that doesn't change. The innovation has reached all levels, and it's here to stay.

Kelly: I'm jealous The Cipher Brief isn't there with you right now, we usually are, and we like being there because you're attending a number of interesting and enlightening meetings while in Kyiv. Has anything surprised you this time, or really stuck with you, from this round of meetings?

Goff: Nothing ever really surprises me here. I think one of the reasons I come is for my own benefit, I always leave more inspired than when I arrived. A good example: we had this horrendous drone strike in the middle of the city, and within minutes people were just going about their daily lives. The emergency response was there, I watched ambulances flowing to the scene, first responders arriving. I actually marveled at that, because my initial instinct was to stay away, given the Russian penchant for the “double tap”, hit the target, wait a few minutes until first responders arrive, then hit it again. Even knowing that's a Russian tactic, the first responders were there within minutes.

As I continued on to my next meeting, people were going about their lives, doing their shopping, going to work, going to the grocery store. They weren't deterred by the event. And while that doesn't surprise me, it does inspire me.

Kelly: What about the significance of the SBU? A lot of people may not understand exactly what it does, it's similar to our own intelligence gathering but with other functions too, almost a combination of the CIA and FBI if we're relating it to the U.S. Tell us about some of its operations and why it's an important organization in Ukraine.

Goff: It's an important organization because, yes, they have the primary mandate for internal security in Ukraine, but they're also involved in long-range strikes into Russia. If you see press reporting on some sort of assassination attempt, like the Russian air force general who was shot the other day, that's pretty much the SBU, showing they have a long reach into Russia. So they're playing on multiple levels, and they're an important player. This is a sign that Russia knows who they are and where they are.

But taking out the SBU headquarters is probably inconvenient for some time, and there will be losses. The Ukrainians have decentralized much the same way they've decentralized the structure of their military intelligence community, they've decentralized command and control. So if you take out the SBU headquarters, I'm sure within minutes there's a backup headquarters and contingency plans in place. The Ukrainians are well aware of Russia's capability to strike their headquarters.

Kelly: It's been a little while since you were working as a CIA station chief, you held six different postings in that role. If you were filing something back to the United States today, what's the most important thing you'd want people to understand about what you're seeing there?

Goff: That the war is entering a different phase. And if the war is entering a different phase, it means the Ukrainians are going to have to react differently, which means their allies are going to have to react differently, which means those of us in the intelligence community are also going to have to change our game and adjust. We're going to have to be prepared to support the Ukrainian effort to defend themselves, and if that means an active defense against the Russians, that would be my recommendation.


The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

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Ukraine Is No Longer the Country Russia Thought It Was

Understanding a country's strategic culture helps assess how it will react to crisis, negotiation, and national security events. Strategic culture generally is static and when it evolves, it happens slowly, as history, events, and culture accumulate over generations. In 2021, the prevailing view of Ukraine’s strategic culture was that it was a country focused on securing its national identity and sovereignty apart from Russia and it was a country prone to rely on negotiations and diplomacy. The balance between these two themes was about even with Ukraine leaning toward diplomacy and multilaterism over sovereignty when pushed by the international community. Most students of strategic culture did not assess that Ukraine would react to a Russian invasion with the military force that it has. Now students of strategic culture see the theme of independence and sovereignty as the key aspect of Ukraine’s strategic culture with a growing theme of being modern day military experts. The rapid transformation of the assessment of Ukrainian strategic culture is astounding. Either strategic culture academics got Ukraine wrong, or the Russian invasion changed Ukraine cataclysmically. I suspect it is a bit of both.

Strategic Culture

Strategic culture refers to a nation's shared beliefs, assumptions, and habitual behaviors regarding the use of force and the pursuit of security objectives. Jack L. Snyder introduced the term in 1977, arguing that a state's behavior cannot be explained by material capabilities or geography alone, but by those factors combined with history, cultural norms, and shared societal beliefs. Strategic culture is generally resistant to change. While it is often invoked to explain Russia's decision to invade Ukraine — its relevance to Ukraine's response has been comparatively overlooked.

Ukraine's Early Strategic Culture

Ukraine's strategic culture has been shaped by centuries of foreign domination and by its Soviet legacy. Early studies of strategic culture in independent Ukraine identified securing a national identity separate from Russia as the paramount objective. Those same early studies concluded that Ukraine favored diplomatic engagement, multilateral cooperation, and alliance-building over military action — pointing to Ukraine's surrender of its nuclear arsenal after the Soviet collapse and its acquiescence to Russia's 2014 seizure of Crimea as evidence. But this reading likely mistook constraint for preference. Ukraine was a newly independent state with a fledgling security establishment and military; it lacked the structure and capacity to stand up to either the United States or Russia, both of which pressed it toward disarmament and restraint. And, while significant events, neither of those two events were an immediate threat to Ukrainian independence. What looked like a cultural preference for negotiation may have been the best available option available for a young, under-resourced state. This misreading of Ukrainian resolve and strategic culture set Russia up for a catastrophic miscalculation that has cost over a million lives and will take decades for both countries to recover from.

The first principle of Ukraine’s strategic culture — safeguarding a distinct national identity — endures today. But the second focus on diplomacy and multinationalism-- has changed. If successful, the Russian invasion would have meant that this first principle would have to be abrogated and Ukrainian identity would once again have been subsumed by Moscow. Ukraine could not tolerate that: fighting for independence and Ukrainian identity outweighs alliance-building and negotiations as the organizing goal of its strategic culture. Today, Kyiv increasingly foot stomps aspects of Ukrainian identity that were suppressed under Soviet rule, and its foreign policy has grown more assertive, favoring offensive posture over purely defensive behavior. What has emerged is a culture that balances patience for international negotiation with adaptability and a hardened determination not to be conquered again, at any cost.

Two Defining Characteristics

Two characteristics of Ukrainian strategic culture stand out as key to explaining Ukrainian resistance to Russia:

Ukraine's growing emphasis on its Cossack heritage appears designed to construct a new state myth and reshape national self-perception from one of victimhood to one of warrior. Invoking the Cossacks — a self-governing, democratic, and militarily capable community prone to raids and revolt — underscores both Ukraine's independence and its capacity for military action. Domestically, images of the great hetmans now appear more prominently on currency and in textbooks.

Ukrainian strategic culture rests on the primacy of sovereignty, independence, and territorial integrity — values Russia has threatened or dismissed both historically and in the present. Language has become a central tool of this identity claim: early post-independence legislation established the primacy of Ukrainian language to rebuild a cohesive national identity, and that legislative push accelerated around the outbreak of armed conflict in 2014, alongside a marked cooling toward proposals to formalize Russian as a second official language. For Ukrainians, language is intrinsic to national identity. I recall being tutored in Ukrainian by an émigré in the late 1980s; he was a tough teacher, and he would grow angry whenever I mistakenly lapsed into Russian even though it was our common language and at times the only language in which we could communicate.

Ukrainian Strategic Culture Today

Ukraine's strategic culture now manifests as an asymmetrical, creative approach to security — one that offsets comparatively limited military resources with international partnerships, novel approaches to warfare, and disciplined strategic messaging. It emphasizes flexibility, resilience, gray-zone tactics, and pragmatic decision-making. Increasingly, we are seeing Ukraine promoting its tactics and military resources internationally.

Ukraine's strategic norms are still evolving, but the trajectory since independence is clear: independence and ingenuity have become the paramount, defining components of Ukrainian strategic culture, expressed through firm state priorities. A lasting orientation toward the West, paired with renewed emphasis on Slavic and Cossack roots, matters too, if somewhat less centrally. Above all, a study of modern day Ukrainian strategic culture tells us that Ukraine will do what it must to preserve its hard-won independence — while still maintaining its position as a respected leader within the global community.

Recently, the new Ukrainian Minister of Defense, Yevhenii Khmara, said

”Ukraine has always seen tragedy. Its history is a long inventory of it. What separates this generation from all the ones before is that it has a real chance to defeat the enemy.”

This tells you a lot about the mindset of senior Ukrainian decision makers and how they are messaging their people and the international community.

Why it Matters

Understanding Ukrainian strategic culture helps us to determine what approach to take to help end the war in Ukraine. Paramount for the country is ensuring Ukraine’s sovereignty and independence. For Ukraine, that is nonnegotiable. Any negotiating concepts that leave room for other nations to impose themselves on Ukrainian decision making is a nonstarter for Kyiv. Recognizing Ukraine’s sacrifices not only in the last four years but the tragic historical road they have been on with pre Soviet Russia and the Soviets will go far in any negotiations. Finally, acknowledging and highlighting how well Ukraine has out played Russia would also go a long way. Next, I will present Russian strategic culture and then discuss where the two clash.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

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The West Must Tell Russians the Truth About the War

Tell the Russian people about the carnage in Russia’s war with Ukraine. Tell them about the Russian lives lost and the crushing financial cost of a five-year invasion of a sovereign nation. Former President Ronald Reagan ensured that he got information into the former Soviet Union to truthfully speak to the people about their government’s lies about the cost – in lives and money – of their war in Afghanistan. After ten years, in 1989, the Soviets withdrew from Afghanistan, the final chapter in the Cold War.

Russia’s Vladimi Putin seemingly doesn’t care about the Russian lives lost or the crushing financial cost of a five-year invasion of Ukraine. Over 1.4 million Russian casualties (killed, wounded, missing, or captured), and over 500,000 killed at a cost of over $500 billion. Are the people in Russia aware of the magnitude of this tragedy? Are they aware of Mr. Putin’s view that Ukraine has no right to exist and he is justified in invading a sovereign Ukraine that gave up its nuclear weapons for security assurances?

Indeed, Ukraine’s casualties are over 600,000, with close to 140,000 killed, including 16,000 civilians. The cost so far is close to $600 billion, with a price tag of $U.S. 1 trillion to reconstruct a devastated Ukraine. This is the price Ukraine is paying because of the Russian invasion and Mr. Putin’s goal of attempting to recreate the Russian empire.

President Donald Trump has reached out to Mr. Putin numerous times to secure a cease fire and an eventual peace treaty. To date, those efforts have been unsuccessful, but Mr. Trump persists, fortunately. But until we secure a cease fire, Ukraine needs the support of the U.S. and the European Union, for the weapons and missile defense systems needed for its survival.

Fortunately, the recent NATO Summit of 32 allied countries reaffirmed their strong support to Ukraine, pledging 70 billion Euros to Ukraine and giving Ukraine a green light to produce PATRIOT missile interceptors.

But the U.S. – and our NATO allies -- can do more to get the truth to the Russian people. The truth about the hundreds of thousands of Russians killed in Ukraine and the bereaved families that are paying the ultimate price.

Although the United States Information Agency closed in October 1999, it transferred its important mission to the Department of State. And hopefully our colleagues at State are working hard to ensure that we are getting the message to the Russian people that the war must end; that they and the people in Ukraine have suffered enough. That Mr. Putin and his cronies need to explain why so many men and women died, in a war Mr. Putin created, as he enriches himself. A war that has made the Russian Federation a pariah state.

This should be a whole government mission: to disseminate primarily in Russia the truth about the hundreds of thousands of Russians (and Ukrainians) killed and maimed in a war created by an arrogant and inept Putin.

Although the audience for this important message is the Russian people, China should also be mindful of the tragedy of the war in Ukraine. Indeed, China is aligned with a Russian pariah state, heavily sanctioned by the international community. Is this the image China wants to share with the world?

The NATO Summit was clear in its support of Ukraine, the victim of a cruel and brutal Russian invasion. It’s time for the Russian government to listen to the Russian people and end this bloody war.

The author is the former associate director of national intelligence. All statement of fact, opinion or analysis expressed are those of the author and do not reflect the official positions or views of the U.S. government. Nothing in the contents should be construed as asserting or implying U.S. government authentication of information or endorsement of the author’s views.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

Putin’s Running Out of Scare Tactics and Options

Russian President Vladimir Putin can no longer conceal the cost of his Ukraine war from the Russian public. There are fuel shortages throughout the Russian Federation. Videos show hundreds of automobiles lining up to get a few liters of gasoline at gas stations around Moscow. Gasoline sales to civilian vehicles in occupied Crimea have been suspended as the Ukrainian blockade of the peninsula takes effect. Russia continues to make painfully slow progress in its efforts to capture territory in Ukraine and at a staggering cost in casualties.

“…sound out idols... by pos[ing] questions here with a hammer... scrutiny will reveal that they are actually hollow and meaningless—not the high, noble standards of conduct that their proponents claim them to be." — Friedrich Nietzsche

Twilight of the Idols

Ukrainian Defense Minister Mykhailo Fedorov recently says that Ukraine has successfully regained the strategic initiative on the battlefield and Kyiv’s use of long-range weapons to hit targets deep inside of Russia is aiming to force Moscow to end the war through asymmetric attrition. Ukraine has recently intensified precision strikes 20-300 kms behind Russian lines to isolate Russian infantry, destroy high value air defense systems and disrupt the flow of supplies to the front line. The long-range drone campaign is systematically targeting Russia’s energy infrastructure with devastating economic and psychological effect.

Vehicles are lining up to cross the Kerch Strait bridge following successful Ukrainian drone strikes on the Tavriiska thermal power plant, major electrical substations and the Kerch and Dzhankoi oil depots. These strikes have caused blackouts in Sevastopol and Simferopol, the two largest cities in the peninsula. The panic caused by the energy shortages and the fear of total collapse has led many to flee, causing the massive backups at the bridge—with sometimes as many as 2,500-3,000 vehicles lining up to cross. The Crimean Peninsula is the crown jewel of Putin’s campaign against Ukraine which he re-ignited with its annexation in March of 2014.

But Crimea is just one of the many challenges facing Putin. Omsk is burning, having been struck on July 6 by Ukrainian forces in their deepest strategic strike of the war. The Omsk oil refinery is located approximately 2600 kms from Ukrainian territory and is Russia’s largest oil refinery and its top producer of gasoline. There are still lingering oily black clouds over Moscow from the June 18 Ukrainian strike on the Gazprom Neft refinery in southeast Moscow—just ten miles from the Kremlin. The refinery was struck by over 200 drones and sent thick greasy black clouds of burning petroleum directly over the high-rise and residential areas fthat are avored by Moscow’s elites. The clouds created “black rain” and forced disruptions at Moscow’s four airports.

A few weeks before, there were oily black clouds over St. Petersburg as Russia hosted its annual St. Petersburg International Economic Forum in early June. International visitors to the Forum (whose attendance has seen a significant drop since 2022) were re-routed to avoid risk of Ukrainian drone strikes and to avoid the clouds of burning petroleum. This read like quite the humiliation for the architect of Russia’s current economic disaster.

As devastating as Ukraine’s attacks have been, the situation on the front is even worse.

A recent thinktank study indicates that Russian forces have suffered 1.4 million total casualties including 450,000 deaths on the battlefield. Approximately 32% of Russian casualties result in death, a fatality ratio that is much higher than modern Western military standards would allow. Reports by analysts and Russian military bloggers indicate that once a Russian soldier is deployed directly into an active combat zone, their average life expectancy drops to just 20-25 minutes. The average survival time for a raw recruit measured from the moment they arrive at a regional training ground to their death in Ukraine, ranges from ten days to three weeks. Even by the Russian standards that were established for casualties in World War II, these losses are staggering and must be causing alarm bells to go off amongst Russia’s elite leadership. There is more visible criticism of how Putin is conducting this war than has even been seen before.

On the diplomatic front, challenges for the Russian president are rising. This week’s NATO summit is yielding results on Europe’s commitment to defense spending and re-armament, led by Germany which is considering incurring state debt to finance defense spending which would be unprecedented for a postwar German government. Putin’s confidence in his ability to count on President Trump to put pressure on Ukraine to end the war on terms that are favorable to Moscow may be eroding and Trump has recently acknowledged Ukraine’s success in the war.

Putin’s reliable ally in Belarus, Alexander Lukashenko, seems also to be reconsidering the state of play and his enthusiasm for allowing Moscow to drag Belarus deeper into the conflict with Ukraine. resident Zelensky recently demanded Belarus take offline four relay facilities in Belarus’s Brest and Gomel regions near the Ukrainian border. These relay stations acted as signal boosters for Russian drones used to attack Ukrainian cities. The relays have been taken offline.

President Zelensky has just authorized a forty-day intelligence and security operation to heavily amplify pressure on the Kremlin to end the war. He is arguing that Russia’s elites live in Moscow and St. Petersburg and therefore, the war must be brought to their doorsteps. He also predicted that “When not one hundred drones but a thousand start reaching Moscow…Putin will be advised to move somewhere beyond the Urals. Zelensky is right and Ukrainians know Russia better than anyone in the West.

Despite the pressure he is under, it is too early to count Putin out. He has largely and cleverly managed his tenure as Russia’s leader. He is still two years short of Stalin’s 29 year record at the helm, but he is getting close and in his 27 years of running Russia, he has dug his tentacles deep into every level of the country’s power structure and has certainly accumulated kompromat on any potential rival or replacement. Many have speculated that if Putin departs the scene, his replacement could be an even worse partner for the U.S. and the West. I won’t argue that any replacement or coalition that follows Putin will be less anti West than Putin, but whatever constellation follows, they will not have the benefit of having roots and leverage as deep in Russia as Putin does.

For the moment, Putin still has escalatory options he can use to respond to increasing pressure.

In recent weeks, Russia has taken steps to close or severely restrict seven critical railway border crossings and road traffic crossings into Finland, Estonia, and Latvia. Apparently, negotiations are under way to restrict crossings into Kazakhstan and other central Asian states. The motivations for the abrupt closures are unclear but they suggest that Putin may be considering a mass mobilization and is trying to stem the likely departure of military age males to avoid the departures that have occurred since February 2022.

Mobilization alone will not solve Russia’s problem of shortages of equipment and training for conscripts as well as Russia’s World War I-style battlefront tactics. President Zelensky spoke on the margins of the NATO summit this week and said Ukraine is causing over 30,000 Russian casualties a month.

Putin can also rattle the nuclear saber again, but that is likely to be largely ignored as has his previous saber rattling. Most experts are confident that Putin has received firm guidance from his only remaining reliable ally China that he should not open the nuclear Pandora’s box in Ukraine.

The intelligence and security services in the Baltic States, Sweden, and Poland have recently assessed that Putin may try a provocation against one of the bordering NATO states in order to force an Article V action—which he hopes Trump would reject. But few analysts think Putin would risk an all-out war against NATO. That would be a path that could only accelerate Ukraine’s path toward NATO membership and could lead to further disasters for the Russian military, which many experts considered to be the most powerful conventional military in Europe prior to February 2022.

Putin’s most likely response to his current challenges is to continue to take advantage of weaknesses in Ukraine’s air defenses, particularly against ballistic missile attacks and hope that at some point, Ukraine’s morale weakens and pressure increases on Zelensky to end the war on terms that are more favorable to Russia. Such a change in Zelensky or Ukraine is inconceivable to any rational analysis of the current state of the war, but Putin is clearly not rational.

The Cipher Brief is committed to publishing a range of perspectives on national security issues submitted by deeply experienced national security professionals. Opinions expressed are those of the author and do not represent the views or opinions of The Cipher Brief.

Have a perspective to share based on your experience in the national security field? Send it to Editor@thecipherbrief.com for publication consideration.

Read more expert-driven national security insights, perspective and analysis in The Cipher Brief

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